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Regulatory Summary of Fidelity's Services (PDF)

Free commission offer applies to online purchases of Fidelity ETFs and iShares ETFs in a Fidelity retail account. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).

Fidelity Go®, Fidelity® Wealth Services, Fidelity Managed FidFolios℠ and Fidelity® Strategic Disciplines are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee. Fidelity® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity® Equity-Income Strategy, the Fidelity® U.S. Large Cap Equity Strategy, the Fidelity® International Equity Strategy the Fidelity® Tax-Managed International Equity Index Strategy, the Fidelity® Tax-Managed U.S. Equity Index Strategy, the Fidelity® Intermediate Municipal Strategy and the Fidelity® Core Bond Strategy. Fidelity Managed FidFolios℠ includes the Environmental Focus Strategy, the U.S. Large Cap Index Strategy, and the International Index Strategy. Portfolio Advisory Services accounts are discretionary investment management accounts offered through Fidelity® Wealth Services. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies.
The account selection quiz is a search function tool that may provide help to sort through some of the more common account choices.
Crypto is highly volatile, can become illiquid at any time, and is for investors with a high-risk tolerance. Investors in crypto could lose the entire value of their investment.

Fidelity Crypto℠ is offered by Fidelity Digital Assets℠.

Cryptocurrency accounts, custody & trading provided by Fidelity Digital Asset Services, LLC. Fidelity Digital Asset Services, LLC, a New York State-chartered limited liability trust company (NMLS ID 1773897). Crypto is not insured by the Federal Deposit Insurance Corporation or the Securities Investor Protection Corporation ("SIPC"). Cryptocurrency risk disclosure

Fidelity Crypto and Fidelity Digital Assets are service marks of FMR LLC.

Brokerage services in support of securities trading are provided by Fidelity Brokerage Services LLC ("FBS"), and related custody services are provided by National Financial Services LLC ("NFS"), each a registered broker-dealer and member NYSE and SIPC. Neither FBS nor NFS offer crypto nor provide trading or custody services for such assets.

For information regarding how Fidelity representatives are compensated, view Fidelity Representatives' Compensation Disclosure (PDF).

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Accounts you can transfer

To transfer assets to Fidelity from another firm, first open a compatible Fidelity account.

Account to transfer Compatible Fidelity account  
Brokerage Account The Fidelity Account® Open Now
Traditional IRA Traditional IRA Open Now
Roth IRA Roth IRA Open Now
SIMPLE-IRA SIMPLE-IRA Open Now
SEP-IRA SEP-IRA Open Now
Rollover IRA Rollover IRA Open Now
Health Savings Account Health Savings Account Open Now
     
Already have a compatible Fidelity account? Transfer an account.
Account to roll over Compatible Fidelity account  
401(k) or other pre-tax qualified plan* Rollover IRA Open Now
Designated Roth Account Roth IRA Open Now
403(b) – pre-tax Rollover IRA Open Now
457(b) – government Rollover IRA Open Now
     
Already have a compatible Fidelity account? Roll over an eligible workplace account.

*Qualified plans include profit-sharing, money purchase and Defined Benefits plans.

Not sure what to do? You can always call 800-343-3548.

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Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided.
 
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. 

Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. 

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 

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