Investment Products

Investment Products Overview

Products and Services to Build a Diversified Portfolio

Investment Products

Mutual Funds

Choose from over 175 no–load Fidelity mutual funds and over 4,500 funds from other leading companies.
Fidelity Freedom Funds^® pick the fund targeted to your retirement date. Our expert money managers do the rest.

Stocks and Options

Individual securities, Exchange–traded funds, and Options

Fixed Income

A large inventory of individual bonds, CDs, and bond mutual funds

Managed Portfolios

Have the professionals at Portfolio Advisory Services manage your portfolio for you.

Annuities¹

Tax–deferred annuities help you to save for retirement.
Income annuities convert a portion of your savings into a stream of income payments for life.

Life Insurance¹

Protect your family and financial plan with life insurance.

Investment Services

Trading at Fidelity – Trading Research, expertise: see why Fidelity has the people, guidance and investments to help you find your way.
Active Trader Pro^® – Advanced functionality for eligible active traders including Nasdaq Level II quotes. Commissions as low as $8.
Cash Management – Rewards Credit Cards, Debit cards with worldwide ATM access, Fidelity BillPay^®, electronic funds transfer and checks.

Accounts

The Fidelity Account^® – a full–featured portfolio account with discounted commissions.
Retirement Investing – no–fee² Roth and Traditional IRAs, and small business retirement plans
mySmart Cash Account^® – Take control of your cash: Cash Balances eligible for FDIC insurance, free Fidelity BillPay, free checkwriting and reimbursed ATM fees.
College Savings Accounts
Charitable Giving




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Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. For this and other information, call or write to Fidelity for a free prospectus, or view one online. Read it carefully before you invest or send money.


1	Issued by Fidelity Investments Life Insurance Company and for NY residents, Empire Fidelity Investments Life Insurance Company^®, NY, NY.

2	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.