Why Fidelity

Whatever your destination, Fidelity has the people, guidance and investments to help you find your way.

Professional Guidance

  • One-on-one consultations at no charge
  • Help for every stage of life, from starting out, to building wealth, to living in retirement
  • A consistent investing approach to help you develop and manage your strategy
  • Planning tools and resources to help you make smarter investment choices

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Broad Range of Investments

  • More highly rated funds1
  • Solutions for retirement, college, insurance, cash management, and more
  • FDIC-insured CDs and a wide range of money market products
  • Managed portfolios for retirement and tax-sensitive investments

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World-Class Service

  • Hassle-free account opening—we can help you take care of the paperwork
  • Rollover specialists to make bringing your 401(k) to Fidelity easier
  • Specialized services for active trading and wealth management
  • Easy access to your accounts via Fidelity.com and Fidelity Anywhere®

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Leadership

  • 60 years of experience through all types of markets
  • #1 retirement provider2
  • #1 provider of workplace investing plans3
  • #1 online broker as rated by Kiplinger's magazine4
  • One of the widest selections of mutual funds available

Money Management Expertise

  • More than 1000 investment professionals in 25 countries5
  • Global research covering 95% of companies in the MSCI World Index6
  • One of the world's largest fixed-income teams

Low Pricing, Great Value

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Past performance is no guarantee of future results. Foreign investments involve greater risks than U.S. investments, including political and economic risks and the risk of currency fluctuations, all of which may be magnified in emerging markets. Stock values fluctuate in response to the activities of individual companies and general market and economic conditions.

Before investing, consider the funds investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus containing this information. Read it carefully.

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  1. There is no brokerage account fee on Fidelity's Traditional, Roth, SEP, and Rollover IRAs. Fund expenses and brokerage commissions still apply. Depending on your situation, fees may include low-balance fees, short-term trading fees, and account closing fees. Other fees and expenses applicable to continued investment are described in the fund's current prospectus.
  2. All Fidelity ATM withdrawal fees will be waived for your mySmart Cash Account®. In addition, your mySmart Cash Account® will automatically be reimbursed for all ATM fees charged by other institutions while using a Fidelity Visa® Gold Check Card linked to your mySmart Cash Account® at any ATM displaying the Visa®, PLUS® or STAR® logos. The reimbursement will be credited to the mySmart Cash Account® the same day the ATM fee is debited from the account. Please note, there is a foreign transaction fee of one percent that is not waived, which will be included in the amount charged to your account. The Fidelity Visa® Gold Check Card is issued by PNC Bank, DE and administered by PFPC Trust Company, which are not affiliated with Fidelity Investments. The third party trademarks that appear herein are the property of their respective owners.

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