With an estate account, you manage investments on behalf of an estate to help protect assets and make distributions.
Estate account features
|Fees||No account fees or minimums to open1. $0 commission for online U.S. stock, ETF, and option trades2.|
Stocks: domestic and international
ETFs available to buy commission-free online, including 28 from Fidelity, 329 from iShares®, and 146 from additional industry leaders
Options: equity, ETF, and index; includes weekly expirations
Mutual Funds: 3,700+ no transaction fee/load funds from Fidelity and other companies
Bonds and CDs: 30,000+ investment-grade bonds and other fixed income securities
Experienced investment and trading specialists available 24/7
|Research and tools||
Free independent research3 from more than 20 independent, third-party research firms
|Ease of use||
Online access to the account so you can move money into the account and use our free Fidelity BillPay® service
Many easy ways to deposit money in the account, including transferring funds from a bank or another financial institution, using direct deposit, or check
$0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). There is an Options Regulatory Fee that applies to both option buy and sell transactions. The fee is subject to change. Other exclusions and conditions may apply. See Fidelity.com/commissions for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Institutional® are subject to different commission schedules.
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.
For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock Inc., and its affiliates.
Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.