How to Get Value from a Broker - Fidelity

Print
Email

Email

Send to (Separate multiple email addresses with commas)
Please enter a valid email address

Your email address
Please enter a valid email address

Message (Optional)

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "

Email

Your email has been sent.
Share
Share
Mutual Funds and Mutual Fund Investing - Fidelity Investments

Clicking a link will open a new window.
Default text size A
Larger text size A
Largest text size A

Investors looking for an advantage may do well to seek out lower expenses.

Lower costs can compound over time, creating the potential for significant impact.
Consider cost and value for trades, margin, and other investment products.

Read the full article

Compare Fidelity’s pricing.

If your broker can improve the best quoted price when you place a trade, it can help your bottom line.

Some brokers will report back the improvement on trades.
Execution and price can help drive value.

Read the full article

Watch the video: Use price improvement to save

See how price improvement can help you with our tool

When it comes to comparing passive ETFs and index funds, differences in cost can be important:

Consider transaction costs and commissions.
The bid-ask spread varies for ETFs.
Tracking error and taxes may impact returns.

Read the full article

Before investing, consider the investment objectives, risks, charges, and expenses of the fund, exchange-traded fund, or annuity and its investment options. Call or write to Fidelity or visit Fidelity.com for a free prospectus and, if available for the options, a prospectus or summary prospectus containing this information. Read it carefully.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal. Investing involves risk, including risk of loss.

Exchange-traded products (ETPs) are subject to market volatility and the risks of their underlying securities, which may include the risks associated with investing in smaller companies, foreign securities, commodities, and fixed income investments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risk, all of which are magnified in emerging markets. ETPs that target a small universe of securities, such as a specific region or market sector, are generally subject to greater market volatility as well as the specific risks associated with that sector, region, or other focus. ETPs that use derivatives, leverage, or complex investing strategies are subject to additional risks. The return of an index ETP is usually different from that of the index it tracks because of fees, expenses, and tracking error. An ETP may trade at a premium or discount to its net asset value (NAV) (or indicative value, in the case of exchange-traded notes [ETNs]). Each ETP has a unique risk profile that is detailed in its prospectus, offering circular, or similar material, which should be considered carefully when making investment decisions.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

793787.2.0

close