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 3,500 Fidelity mutual funds, and online stock commissions on U.S. equity trades are only $7.95,1 lower than Schwab, TD Ameritrade, and E*Trade2
Stocks, bonds, and options; over 10,000 mutual funds from hundreds of fund companies; and 70 iShares® ETFs, 11 Fidelity sector ETFs, and 3 Fidelity active fixed income ETFs available commission-free online
Experienced investment and trading specialists available 24/7
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Free independent research3 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
Only $2,500 minimum investment required
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.
Free commission offer applies to online purchases of Fidelity ETFs and select iShares ETFs in a Fidelity brokerage account. Fidelity accounts may require minimum balances. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). iShares ETFs and Fidelity ETFs are subject to a short-term trading fee by Fidelity if held less than 30 days.