Take Your Trading to the Next Level

Online or at one of our Investor Centers, benefit from a variety of tools, research, and support to keep you informed and on track with your investment choices.

Back-Testing Trading Strategies with Wealth-Lab Pro*

At this seminar, you’ll find out: How to design, build, back-test and execute customized trading strategies with drag and drop ease

*Investors in households that place at least 120 stock, bond, or options trades in a rolling twelve-month period plus $25,000 in assets across their eligible Fidelity brokerage accounts are eligible for Wealth-Lab Pro.

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Basic Options Strategies

This seminar is designed to:

  • Introduce investors to basic options concepts and strategies
  • Help you learn more about commonly used strategies such as buying options, covered call writing, protective puts and cash secured puts

Options trading entails significant risk and is not appropriate for all investors. Prior to trading options, you must receive a copy of "Characteristics and Risks of Standardized Options. This page will open in a popup window.", which is available from Fidelity Investments, and be approved for options trading. Supporting documentation for any claims, if applicable, will be furnished upon request.

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Fidelity's Advanced Trading Tools

At this seminar, you’ll learn how to: Take your trading to the next level with conditional orders, directed trading and charting capabilities

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Fidelity's Trading Advantage

At this seminar, you’ll learn more about: The comprehensive suite of both online and software based trading tools available at a great value

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Getting Started with Technical Analysis

At this seminar, you’ll discover: The fundamentals of basic technical analysis in order to help identify opportunities, evaluate holdings, and assess portfolio performance

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International Trading at Fidelity

This seminar is designed to:

  • Educate and demonstrate how Fidelity customers can research and trade International equities online in their current brokerage account

International trading, including direct investments in foreign markets involves various investments risks such as foreign exchange risk, increased volatility compared to U.S. Markets, political, economic and social events that may influence foreign markets or affect the prices of foreign securities, lack of liquidity and less access to information about foreign companies.

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Navigating and Conducting Options Research on Fidelity.com

This seminar is designed to:

  • Familiarize investors with tools and resources available for options research
  • Demonstrate how to utilize the tools to generate and validate trading ideas

Options trading entails significant risk and is not appropriate for all investors. Prior to trading options, you must receive from Fidelity a copy of "Characteristics and Risks of Standardized Options. This page will open in a popup window." by clicking on the hyperlink text, and call 1-800-FIDELITY to be approved for options trading.

Supporting documentation for any claims will be supplied, if applicable, upon request.

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Options Strategies – Vertical Spreads

In this seminar, you will:

  • Learn the basics of Vertical Spreads, an options strategy involving the simultaneous purchase and sale of two options of the same underlying security, with the same expiration date, but at different strike prices.

Options trading entails significant risk and is not appropriate for all investors. Prior to trading options, you must receive a copy of "Characteristics and Risks of Standardized Options This page will open in a popup window.. This page will open in a popup window.", by clicking on the hyperlink text, and call 1-800-FIDELITY to be approved for options trading.

Supporting documentation for any claims will be supplied, if applicable, upon request.

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Searching for Stock Ideas on Fidelity.com

At this seminar, you’ll learn how to: Use the most independent research, expert screening strategies and analyst track records to do your own advanced stock screening.

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Stay Connected with Fidelity Mobile®

In this live demonstration on Fidelity's Next Generation App for iPad®, customers will understand how to leverage the iPad to interact with their portfolio, conduct research, create custom charts, trade, transact and more!

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The Next Generation of Active Trader Pro PlatformsSM

This seminar demonstration is designed to:

  • Introduce our exciting next generation platform
  • Assist you in transitioning to the new Active Trader Pro®
  • Provide an overview of upcoming features

Fidelity Active Trader Pro® is available to customers based on household trading activity in a rolling twelve-month period: Households trading 36 times or more are eligible for Active Trader Pro; 72 times or more receive streaming watch lists and static Level II quotes; 120 times or more receive streaming news, streaming Level II quotes, streaming interactive charting, time and sales data and directed trading.

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Technical Analysis: The Building Blocks

In this seminar, attendees will learn:

  • The basics of price behavior, trends trading procedure, fundamentals of chart analysis, and breakouts.

Technical analysis focuses on market action – specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering what stocks to buy or sell, you should use the approach that you're most comfortable with.

As with all your investments, you must make your own determination whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results.

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Technical Analysis: The Trend is Your Friend

In this seminar, attendees will learn about:

  • Trend identification, trend line structure and implications for price behavior, and the use of moving averages, bands, envelopes, channels and the Directional Movement Indicator.

Technical analysis focuses on market action – specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering what stocks to buy or sell, you should use the approach that you're most comfortable with.

As with all your investments, you must make your own determination whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results.

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Technical Analysis: Identifying Chart Patterns

In this seminar, attendees will learn how to:

  • Define and use charts and chart patterns. Presenter will discuss specific examples of the most important patterns in bar and candlestick charts, short-term patterns, and the best patterns from profitability studies.

Technical analysis focuses on market action – specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering what stocks to buy or sell, you should use the approach that you're most comfortable with.

As with all your investments, you must make your own determination whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results.

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Technical Analysis: Gaining Confirmation and Managing Risk

In this seminar, customers will learn about:

  • Confirmation methods using indicators and oscillators, indexes, volume, risk control including protective and trailing stops, price targets, and position sizing with a summary of basic trading rules.

Technical analysis focuses on market action – specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering what stocks to buy or sell, you should use the approach that you're most comfortable with.

As with all your investments, you must make your own determination whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results.

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Trading Strategies for Managing Risk

In this seminar, you will learn:

  • Basic risk management strategies to help you manage your trades.
  • Trade management, stop and conditional orders, and technical indicators to help you maximize gains and minimize losses.

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Understanding Exchange-Traded Funds (ETFs)

In this demonstration, you’ll learn:

  • The basics of exchange-traded funds (ETFs)
  • A dynamic review of the ETF center on the Fidelity.com website
  • How to compare ETFs effectively

Before investing, consider the fund's investment objectives, risks, charges and expenses. Contact Fidelity for a prospectus or, if availble, a summary prospectus containing this information. Read it carefully.

Exchange-traded Funds are subject to market fluctuations of their underlying investments.

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Understanding Technical Indicators

At this seminar, you’ll learn: How technical analysis relates to active trading, charting, risk management and entry/exit strategies

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