Estate Account

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.
Investment offerings

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