Trust Account
As a trustee you make investments on behalf of a trust. Fidelity’s trust account puts the power of Fidelity’s comprehensive trading and research capabilities to work managing the trust’s assets.
Account features
Low-cost investing | We're committed to giving you value you can't find anywhere else. We offer zero expense ratio index mutual funds,1 zero minimum investment Fidelity Mutual Funds,2 no minimums to open an account,3 and online commissions on U.S. stock trades are $0.4 |
---|---|
Wide range of investment offerings | Stocks, bonds, and options; 3,700+ no transaction fee/load funds from Fidelity and other companies; and 503 ETFs from Fidelity, iShares, and additional industry leaders, available for purchase online commission-free through Fidelity's online brokerage platform. |
Support |
Access to knowledgeable representatives |
Powerful research and tools |
Free, independent research from 20+ providers Advanced tools for Active Traders provide streaming market data and enhanced trading capability |
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 a trust account, you may choose one of the following core positions:
*
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.
|
Questions?
- 800-353-4881 800-353-4881
- Chat with a representative