Professional management and planning for your IRA
We offer a range of investment advisory solutions for rollover, Roth, and traditional IRAs designed to fit your needs. While these services do charge a fee, you get the peace of mind knowing a team of professionals is keeping a close eye on the economy, the markets, and the investments in your account every day. It's our way of giving you the best chance to reach your retirement goal.
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Get the advantages of retirement savings accounts with simplified plan management and specialized customer service—24 hours a day, 7 days a week—for small-business owners and self-employed individuals.
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There are no opening, closing or annual fees for Fidelity's Traditional, Roth, SEP, SIMPLE, and rollover IRAs. Fund investments held in your account may be subject to management and short-term trading fees, as described in the offering materials. For all securities, see the Fidelity commission schedule (PDF) for trading commission and transaction fee details.
Zero minimums generally apply to Fidelity share classes that previously required investment minimums of $10k or less and for stock and bond index fund classes that previously had minimums of up to $100 million. Some Fidelity mutual funds have minimum investment requirements. Other fees and expenses may apply to continued investment as described in the fund’s current prospectus. See the fund’s prospectus for details.
A distribution from a Roth IRA is tax-free and penalty-free, provided the 5-year aging requirement has been satisfied and one of the following conditions is met: age 59½, disability, qualified first-time home purchase, or death.
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, Strategic Advisers, FPTC, FBS, and NFS are Fidelity Investments companies.
For information regarding how Fidelity representatives are compensated, view Fidelity Representatives' Compensation Disclosure (PDF).
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917