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Fidelity Investments - Retirement, Funds, and Online Trading

Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).

IMPORTANT: The projections or other information generated by Fidelity Retirement Score regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.

The Fidelity Retirement Score is a hypothetical illustration and does not represent your individual situation or the investment results of any particular investment or investment strategy, and is not a guarantee of future results. Your score does not consider the composition of current savings and other factors.

Advice refers to investment management services offered within our professionally managed accounts.

Commission comparison based on published website commission schedules, as of 02/02/2017, for E*Trade and TD Ameritrade for online U.S. equity trades. For E*Trade: $9.99 per trade for 0 to 149 trades, $7.99 per trade for 150 to 1,499 trades, and $6.99 per trade for 1,500 or more trades per quarter. For TD Ameritrade: $9.99 per market or limit order trade for an unlimited amount of shares.

Minimum concessions of $19.95 apply if traded with a Fidelity representative. For U.S. Treasury purchases traded with a Fidelity representative, a flat charge of $19.95 per trade applies. A $250 maximum applies to all trades, reduced to a $50 maximum for bonds maturing in one year or less. Fixed income trading requires a Fidelity brokerage account with a minimum opening balance of $2,500. Rates are for U.S. dollar–denominated bonds; additional fees and minimums apply for non-dollar bond trades. Other conditions may apply; see Fidelity.com/commissions for details. Please note that concessions may affect the total cost of the transaction and the total, or "effective," yield of your investment. The offering broker, which may be our affiliate National Financial Services LLC, may separately mark up or mark down the price of the security and may realize a trading profit or loss on the transaction.

For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive, long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Additional information about the sources, amounts, and terms of compensation is described in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares

are registered trademarks of BlackRock, Inc., and its affiliates.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

Guidance provided is educational.

There is an Options Regulatory Fee from $0.04 to $0.06 per contract, which applies to both option buy and sell transactions. The fee is subject to change.

System availability and response times may be subject to market conditions.

Ratings based on 1,131 reviews for Brokerage Account, 886 reviews for Rollover IRA Account and 1,186 reviews for Cash Management Account, 12/21/16.

The initial customer ratings and reviews for this product (those dated before 12/21/2016) were provided to Fidelity through an email solicitation for feedback on the product. All ratings and reviews are provided to Fidelity on a voluntary basis and are screened in accordance with the guidelines set forth in our Customer Ratings and Reviews Terms of Use. For additional information on which ratings and reviews may be posted, please refer to our Customer Ratings and Reviews Terms of Use. Featured reviews have been selected based on subjective criteria and have been reviewed by Fidelity Investments. The average rating is determined by calculating the mathematical average of all ratings that are approved for posting per the Customer Ratings and Reviews Terms of Use, and does not include any ratings that did not meet the guidelines and were therefore not posted). Ratings and reviews are added continuously to the Web site (after a delay for screening against guidelines), and average ratings are updated dynamically as reviews are added or removed.

The ratings and experiences of customers may not be representative of the experiences of all customers or investors and are 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 or review.

Please contact a Fidelity representative if you have any questions or concerns about the ratings and reviews posted here.

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.

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


Category: Advisor

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