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.
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Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "
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Mutual Funds and Mutual Fund Investing - Fidelity Investments
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Account features
| Low-cost investing |
No annual account fees, no trading fees for most Fidelity mutual funds, and online stock commissions on U.S. equity trades are only $7.95,1 lower than Schwab, TD Ameritrade, and E*Trade2 |
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| Wide range of investment offerings |
Stocks, bonds, and options, more than 5,000 Fidelity and non-Fidelity mutual funds, index and exchange-traded funds (ETFs), among other offerings |
| Support |
Access to knowledgeable representatives |
| Powerful research and tools |
Free independent research from more than 20 providers Advanced trading platform and tools for Active Traders |
| Ease of use |
Online access to the account so you can move money into the account and use our free Fidelity BillPay® service Only $2,500 minimum investment required 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 many core positions:
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core position
where your money is held until you invest it or distribute it from your account; money in your core position is used for buying and selling securities and to process checks, electronic funds transfers (EFTs), cash transactions, wire transfers, deposits, authorized credit card transactions, and Fidelity BillPay®, if available on your account
Questions?
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.
1. $7.95 commission applies to online U.S. equity trades for Fidelity Brokerage Services LLC retail clients; other conditions may apply. See the brokerage commission and fee schedule (PDF) for details.
2. Commission comparison based upon published website commission schedules, as of 2/1/2013, for E*Trade, Schwab, and TD Ameritrade for online U.S. equity trades. For E*Trade: $9.99 per trade for 0-149, $7.99 per trade for 150 to 1,499 and $6.99 per trade for 1,500 or more trades per quarter. For Schwab: $8.95 for up to 999,999 shares per trade, though orders of 10,000 or more shares or greater than $500,000 may be eligible for special pricing. For TD Ameritrade: $9.99 per market or limit order trade for an unlimited amount of shares.
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
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