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. 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.
