With an estate account, you manage investments on behalf of an estate to help protect assets and make distributions.
Estate account features
No annual account fees, no trading fees for over 3,700 mutual funds, and online stock commissions on U.S. equity trades are only $4.951
Stocks, bonds, and options; over 10,000 mutual funds from hundreds of fund companies; and 28 Fidelity ETFs, 329 iShares® ETFs, and 146 ETFs from additional industry leaders, available for purchase commission-free online.
Experienced investment and trading specialists available 24/7
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Free independent research2 from more than 20 independent, third-party research firms
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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
Uninvested cash in your account is held in what is known as a core position. Think of your core position as a place where money is held before you invest it or distribute it from your account. For the Fidelity Account®, you may choose one of many core positions:
You could lose money by investing in a money market fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Fidelity Investments and its affiliates, the fund’s sponsor, have no legal obligation to provide financial support to money market funds and you should not expect that the sponsor will provide financial support to the fund at any time.
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.
$4.95 commission applies to online U.S. equity trades 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). Other conditions may apply. See Fidelity.com/commissions for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions® are subject to different commission schedules.
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.