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Fidelity

Stock Commission: $0.00
Minimum to open an account: $0.00
More than 7,000 stocks and ETFs are available for purchase as fractional shares with a minimum $1.00 purchase.
Offers dividend reinvestment fractional share purchases: Yes
Automated Investing Fee: 0.00%
Automated Investing Minimum: $10.00
Offers IPO Access to Retail Investors: Yes
Margin Interest Rate: 13.58%
Uninvested cash earns: 4.17% APY
Uninvested cash ticker: SPAXX
Account Transfer or Closeout Fee: $0.00

Up to $75 purchase fee on non-Fidelity mutual fund transactions.

Fidelity Go automated investing is free for balances under $25,000. Balances over $25,000 will have a fee of 0.35% per year and unlimited 1-on-1 coaching calls.

You may be eligible to have another firm's account transfer fee reimbursed if the transferred account balance was more than $25,000. You may also be eligible for reimbursement if you have over $25,000 in personal investment assets at Fidelity.

IPO access is reserved for customers with at least $100,000 in certain assets at Fidelity who request a minimum of 100 IPO shares, in increments of 50 shares.

Managed Investments

Investment Expense Ratio Ticker Minimum Type Category
Fidelity ZERO Large Cap Index 0.00% FNILX $0 Mutual Fund IndexLargeCap
Fidelity ZERO International Index 0.00% FZILX $0 Mutual Fund IndexInternational
Fidelity ZERO Extended Market Index 0.00% FZIPX $0 Mutual Fund IndexMidCap
Fidelity ZERO Total Market Index 0.00% FZROX $0 Mutual Fund IndexLargeCap
Fidelity Total Market Index 0.02% FSKAX $0 Mutual Fund IndexLargeCap
Fidelity 500 Index 0.02% FXAIX $0 Mutual Fund IndexLargeCap


Past Bonus Offers

Bonus Offer Monthly Fees Start Date End Date Offer Details
Fidelity Bloom Save$30 if you complete $300.00 in deposits.Jan 1, 2024Jun 10, 2024Details
Fidelity$100 if you complete $50.00 in deposits within 45 days of account opening.May 11, 2023Feb 29, 2024Details
Fidelity Bloom Save$30 if you complete $300.00 in deposits.Jan 1, 2023Dec 31, 2023Details
Fidelity Bloom Save$130 if you complete $300.00 in deposits within 7 days of account opening.Aug 13, 2023Aug 27, 2023Details
Fidelity Bloom$100 if you complete $50.00 in deposits within 7 days of account opening.Aug 13, 2023Aug 27, 2023Details
Fidelity Bloom Save$80 if you complete $300.00 in deposits within 7 days of account opening.Jun 13, 2022Aug 12, 2023Details
Fidelity Bloom$50 if you complete $25.00 in deposits within 7 days of account opening.Jun 13, 2022Aug 12, 2023Details
Fidelity$100 if you complete $50.00 in deposits within 15 days of account opening.Dec 3, 2022May 10, 2023Details
Fidelity Bloom Save$30 if you complete $300.00 in deposits.Jan 1, 2022Dec 31, 2022Details
Fidelity$150 if you complete $50.00 in deposits within 15 days of account opening.Dec 2, 2022Details





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