Commission & fees
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Standard |
Active Trader Services |
Active Trader VIP |
| $4.95 U.S. online equity trades1 |
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| Competitive commissions, margin rates, and offers |
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Trading platforms
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Standard |
Active Trader Services |
Active Trader VIP |
| Online |
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| Mobile app |
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| Active Trader Pro® |
Households trading 36+ times per year |
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| Wealth-Lab Pro®2,3 |
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| Wealth-Lab Pro® autotrading feature |
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Relationship
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Standard |
Active Trader Services |
Active Trader VIP |
| Expedited call routing |
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Priority access to team of trading specialists |
| Direct access to Fidelity's team of trading specialists for execution of the most advanced trading strategies |
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| Dedicated team of trading specialists to help you build, manage, and preserve your wealth, including portfolio guidance |
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| Trading Strategy Desk access |
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Advanced services
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Standard |
Active Trader Services |
Active Trader VIP |
| Fidelity's Private Online Investor Community |
By invitation only |
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| Ability to share buying power across multiple accounts |
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| Advanced income generating opportunities |
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| Advanced tax software |
Discount |
Free TurboTax® Premier Online |
Free TurboTax® Premier Online |
| Fidelity's Block Desk for large orders |
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| Access to Secondary and Follow-On offerings |
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| Screen-sharing capability |
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| Early access to certain enhancements and new releases |
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Events
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Standard |
Active Trader Services |
Active Trader VIP |
| Virtual group coaching sessions with Trading Strategy Desk representatives and Fidelity customers |
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| Complimentary Webinars and Events |
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1.
$4.95 commission applies to online U.S. equity trades in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Certain accounts may require a minimum opening balance of $2,500. 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 and 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.
