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Why Choose Fidelity FAQs: Getting Started


Transfer Accounts to Fidelity

We can help you move your accounts to Fidelity quickly and efficiently.


Referral Program Terms

From time to time, Fidelity Brokerage Services, LLC (Fidelity) may make promotional offers available to existing Fidelity brokerage customers (the Referral Program). Generally offers are valid for existing Fidelity brokerage customers who refer a prospective customer to Fidelity Brokerage Services LLC. A prospective customer must be a new customer to Fidelity Brokerage Services LLC and must open a new Fidelity brokerage account and meet the minimum funding requirements of that account. Fidelity may change, restrict or revoke any offer at any time. Customers who refer family members who open an IRA or other tax-exempt account are not eligible for this offer. For purposes of this offer, a "family member" shall mean a spouse, ancestor (e.g., parent or grandparent), lineal descendant (e.g., child or grandchild) and any spouse of a lineal descendant.

Offers are not valid for non-U.S. residents, clients of registered investment advisors working with Fidelity Investments, persons affiliated with FINRA, or employees of Fidelity, its affiliates, and members of their immediate families and households, a securities exchange or its members. Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as Fidelity that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting this incentive, we assume that you are in compliance with your jurisdiction's laws and institution's internal policies. Other terms and conditions may apply.

All taxes and other costs associated with the acceptance and use of promotional offers are solely the responsibility of the recipient. Rewards will be subject to tax reporting as determined by Fidelity. If you are associated with a fiduciary, corporate or comparable type of account, it is your responsibility to ensure that you are not prohibited from accepting a promotional reward under applicable laws, rules or fiduciary considerations.