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 annual account fees, no trading fees for over 3,700 mutual funds, and online stock commissions on U.S. stock trades are $01 |
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Investment offerings |
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. |
Support |
Experienced investment and trading specialists available 24/7 |
Research and tools |
Free independent research2 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 |
Uninvested cash |
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:
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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.
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Questions?
- 800-343-3548 800-343-3548
- Chat with a representative