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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Investing and trading

Brokerage Account – The Fidelity Account ^®

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Fidelity^® Youth Account

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Fidelity Go^®

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Fidelity Managed FidFolios^SM

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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.

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.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

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