Commission & fees
|
Standard |
Active Trader Services |
Active Trader VIP |
| $4.95 U.S. online equity trades1 |
|
|
|
| Competitive commissions, margin rates, and offers |
|
|
|
Trading platforms
|
Standard |
Active Trader Services |
Active Trader VIP |
| Online |
|
|
|
| Mobile app |
|
|
|
| Active Trader Pro® |
Households trading 36+ times per year |
|
|
| Wealth-Lab Pro®2,3 |
|
|
|
| Wealth-Lab Pro® autotrading feature |
|
|
|
Relationship
|
Standard |
Active Trader Services |
Active Trader VIP |
| Expedited call routing |
|
|
Priority access to team of trading specialists |
| Direct access to Fidelity's team of trading specialists for execution of the most advanced trading strategies |
|
|
|
| Dedicated team of trading specialists to help you build, manage, and preserve your wealth, including portfolio guidance |
|
|
|
| Trading Strategy Desk® access |
|
|
|
Advanced services
|
Standard |
Active Trader Services |
Active Trader VIP |
| Fidelity's Private Online Investor Community |
By invitation only |
|
|
| Ability to share buying power across multiple accounts |
|
|
|
| Advanced income generating opportunities |
|
|
|
| Advanced tax software |
Discount |
Free TurboTax® Premier Online |
Free TurboTax® Premier Online |
| Fidelity's Block Desk for large orders |
|
|
|
| Access to Secondary and Follow-On offerings |
|
|
|
| Screen-sharing capability |
|
|
|
| Early access to certain enhancements and new releases |
|
|
|
Events
|
Standard |
Active Trader Services |
Active Trader VIP |
| Virtual group coaching sessions with Trading Strategy Desk® representatives and Fidelity customers |
|
|
|
| Complimentary Webinars and Events |
|
|
|
1.
$4.95 commission applies to online U.S. equity trades in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Other conditions may apply. See Fidelity.com/commissions for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions® are subject to different commission schedules.
2.
Automated trading poses significant additional risks. Use of Wealth-Lab Pro’s automated trading feature is subject to additional terms, conditions, and eligibility requirements.
3.
Wealth-Lab Pro® is available to investors in households that place 36 or more stock, bond, or options trades in a rolling 12-month period and maintain $25K in assets across their eligible Fidelity brokerage accounts.
Active Trader Pro® is automatically made available to customers trading 36 times or more in a rolling 12-month period. If you do not meet the eligibility criteria, please contact Active Trader Services at 1-800-564-0211 to request access.
