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  1. Before placing a trade, consider Fidelity’s most recent Brokerage Commission and Fee Schedule, available at Fidelity.com or through a Fidelity representative.

  2. Access our most popular forms below, or select All Forms to see a complete list. Most forms can be completed online, or you can download a PDF where it's offered to fill out a paper copy. Forms that do not link to an online application are currently not available digitally.

  3. With Fidelity, you know exactly what you are paying for. With no annual account fees, great value for trades and no transaction fees on thousands of funds, our transparent pricing is also one of the most competitive.

  4. How you are charged for Fidelity’s Investment Advisory Services. Fees for investment advisory services are described in the applicable Program Fundamentals and Client Agreement, and vary based on the scope of the investment advisory services provided and the value of the assets for which the services are provided.

  5. This account is a brokerage account that allows you to trade and hold many securities that are publicly traded in the United States, such as most securities in these categories: stocks, including common and preferred. bonds, including corporate, municipal, and government. convertible securities.

  6. The fees described in this document apply to the Fidelity Account,® Non-Prototype Retirement Accounts, Health Savings Accounts (HSAs), and Fidelity Retirement Accounts (including Traditional, Roth, Rollover, SEP-IRA, SIMPLE IRAs, and Fidelity Retirement Plans (Keogh and SE 401(k)), and inherited IRAs and inherited Keogh accounts).

  7. 2024 Fidelity fees schedule, commissions, stock trading charges, broker managed account investing pricing, and margin rates.

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