Fidelity

General Information

Fidelity Brokerage Services LLC is an online broker offering financial services to individual investors, employers, institutions, charitable donors and innovators. Fidelity manages employee benefit programs for over 22,000 businesses, and supports more than 13,500 financial institutions with investment and technology solutions to grow their businesses. Headquartered in Boston, Fidelity serves customers through 12 regional sites across the globe and more than 200 Investor Centers.

Investment Choices

With a Fidelity Account (no minimums to open), clients can trade stocks, mutual funds, exchange-traded funds (ETFs), options, bonds & certificates of deposit (CDs), precious metals, international investments. Fidelity now offers the Fidelity ZERO Total Market Index Fund (FZROX), Fidelity ZERO International Index Fund (FZILX), Fidelity ZERO Large Cap Index Fund (FNILX), and Fidelity ZERO Extended Market Index Fund (FZIPX) available to individual retail investors who purchase their shares through a Fidelity brokerage account.

Commission

There are $0 commissions for online US stock, ETF, and option trades.

Trading Platform

Fidelity provides clients with access to the worlds financial markets through the Active Trader Pro platform.

Deposit & Withdrawal

There are several ways to deposit money to a Fidelity account:

l Send money to or from a bank account with an electronic funds transfer (EFT);

l Wire money from a bank or third party account;

l Deposit a check via mobile upload or mail a paper check;

l Transfer money from one Fidelity account to another;

l Transfer money via a third-party payment app like Venmo® or PayPal®.

Accepted Countries

Fidelity does not provide discretionary asset management services to customers who reside outside the United States. Besides, customers residing outside the US will not be allowed to open new 529 Savings Plan Accounts or Health Savings Accounts (HSAs), or to continue to contribute to existing 529s or HSAs. Furthermore, Fidelity does not open accounts for any new customers residing outside the US.

Customer Support

If clients have any questions or concerns, please call 800-343-3548 (customer service available 24/7) for consultation.