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 most 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; more than 1,400 no-load funds from Fidelity and other fund companies; and ETFs, including 65 from iShares® and 10 from Fidelity, available to buy commission-free online
Access to knowledgeable representatives
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Free independent research from more than 20 providers
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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 an estate account, you may choose one of many core positions:
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 (of between $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.