The Fidelity fund yield is the average amount earned by the fund after expenses over the past seven days, annualized as of the website published date indicated. You should know that money market funds have different characteristics than bank sweep products and savings accounts; read the fund's prospectus carefully. An important difference is that bank sweep products have FDIC protection, which guarantees principal and interest within limits. For further info, see Fidelity.com/why-fi delity/safeguarding-your-accounts. The default sweep APYs are sourced from each firm's website as of the published date indicated assuming a $10,000 investment with comparable brokerage accounts. APY is the amount of total interest earned on a bank product in one year. Please consider each type of account and each product carefully, as there are differences in services and fees applicable to each type of account.
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.
Based on data from IHS Markit for SEC Rule 605 eligible orders executed at Fidelity between October 1, 2018 and September 30, 2019. The comparison is based on an analysis of price statistics that include all SEC Rule 605 eligible market and marketable limit orders of 100–1,999 shares. For both the Fidelity and Industry savings per order figures used in the example, the figures are calculated by taking the average savings per share for the eligible trades within the respective order size range and multiplying each by 1000, for consistency purpose. Fidelity's average retail order size for SEC Rule 605 eligible orders (100–9,999 shares) during this time period was 839 shares. The average retail order size for the Industry for the same shares range and time period was 384 shares. Price improvement examples are based on averages and any price improvement amounts related to your trades will depend on the particulars of your specific trade.
Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. See Fidelity.com/commissions for further details.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.
Margin Rates: Effective since 9/20/2019, Fidelity 5.00% for debit balances over $1,000,000. Effective since 9/20/2019, Schwab 7.575% for debit balances of $250,000 to $499,999.99. Call Schwab for rates on debit balances above $499,999.99, as its rates are not published for anything above this amount. Effective since 9/19/2019, E*Trade 7.00% for debit balances over $1,000,000. Effective since 9/24/2019, TD Ameritrade 8.25% for debit balances of $250,000 to $999,999.99. Call TD Ameritrade for rates on debit balances above $999,999.99, as its rates are not published for anything above this amount. Fidelity's current base margin rate is 8.075%.
Margin trading entails greater risk, including, but not limited to, risk of loss and incurrence of margin interest debt, and is not suitable for all investors. Please assess your financial circumstances and risk tolerance before trading on margin. Margin credit is extended by National Financial Services, Member NYSE, SIPC.
Fidelity now offers the Fidelity ZERO Total Market Index Fund (FZROX), Fidelity ZERO International Index Fund (FZILX), Fidelity ZERO Large Cap Index Fund (FNILX), and Fidelity ZERO Extended Market Index Fund (FZIPX) available to individual retail investors who purchase their shares through a Fidelity brokerage account.
Investor's Business Daily®, January 2019: Best Online Brokers Special Report. Fidelity was named first in Site Performance, Research Tools, Investment Research, Portfolio Analysis & Reports, and Educational Resources. Results based on having the highest Customer Experience Index within the categories composing the survey, as scored by 5,315 respondents. The survey was conducted by Investor's Business Daily's polling partner, TechnoMetrica Market Intelligence. © Investor's Business Daily, Inc. All rights reserved.
StockBrokers.com 2019 Online Broker Review, February 19, 2019: Fidelity was ranked No. 1 for Order Execution out of 16 online brokers evaluated in the StockBrokers.com 2019 Online Broker Review. Fidelity was also rated No. 1 for Investor App and Client Dashboard, and named Best in Class in 12 of 14 categories, including Commission & Fees, Offering of Investments, Platform & Tools, Research, Customer Service, Mobile Trading, Education, Ease of Use, Banking, Beginners, Active Trading, and Overall.
The ratings and experience of customers may not be representative of the experiences of all customers or investors and is not indicative of future success. The accuracy of information included in the customer ratings and reviews cannot be guaranteed by Fidelity Investments. Customers who post ratings may be responsible for disclosing whether they have a financial interest or conflict in submitting a rating and review.
Please contact a Fidelity representative if you have additional questions or concerns about the ratings and reviews posted here.
Any screenshots, charts, or company trading symbols mentioned are provided for illustrative purposes only and should not be considered an offer to sell, a solicitation of an offer to buy, or a recommendation for the security.
System availability and response times may be subject to market conditions.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.