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Fidelity Fees & Features
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In addition to meticulous annual data collection by our in-house analyst, every broker that participates in our review is afforded the opportunity to complete an in-depth data profile. We then audit each data point to ensure its accuracy.
Trading fees
Feature | Fidelity | Definitions |
---|---|---|
Minimum Deposit | $0.00 | |
Stock Trades | $0.00 | |
Mutual Fund Trade Fee | Varies | |
Options (Base Fee) | $0.00 | |
Options (Per Contract) | $0.65 | |
Futures (Per Contract) | (Not offered) | |
Broker Assisted Trade Fee | $32.95 |
Account fees
Feature | Fidelity |
---|---|
IRA Annual Fee | $0.00 |
IRA Closure Fee | $0.00 |
Account Transfer Out (Partial) | $0.00 |
Account Transfer Out (Full) | $0.00 |
Options Exercise Fee | $0.00 |
Options Assignment Fee | $0.00 |
Margin rates
Feature | Fidelity |
---|---|
Margin Rate Under $25,000 | 13.575% |
Margin Rate $25,000 to $49,999.99 | 13.075% |
Margin Rate $50,000 to $99,999.99 | 12.125% |
Margin Rate $100,000 to $249,999.99 | 12.075% |
Margin Rate $250,000 to $499,999.99 | 11.825% |
Margin Rate $500,000 to $999,999.99 | 9.5% |
Margin Rate Above $1,000,000 | 9.25% |
Investment options
Feature | Fidelity | Definitions |
---|---|---|
Stock Trading | Yes | Offers stock trading. |
Margin Trading | Yes | |
Fractional Shares | Yes | Customers can buy and sell less than one whole share of a stock, e.g., half a share of Apple (AAPL). |
OTC Stocks | Yes | Offers OTC stocks trading. |
Options Trading | Yes | Offers options trading. |
Complex Options Max Legs | 4 | The max number of individual legs supported when trading options (0 - 4). For example, Iron Condor has four total legs. |
Futures Trading | No | Offers futures trading. |
Forex Trading | No | Offers forex trading. |
Crypto Trading | Yes | Offers cryptocurrency trading. |
Crypto Trading - Total Coins | 3 | Total number of individual coins offered, e.g., Bitcoin. |
Mutual Funds (No Load) | 5843 | Total number of No Load mutual funds offered. |
Mutual Funds (Total) | 10000 | Total number of mutual funds offered. |
Bonds (US Treasury) | Yes | Offers US treasury bonds trading via the website, mobile app, or trading platform. Phone orders do not count. |
Bonds (Corporate) | Yes | Offers corporate bonds trading via the website, mobile app, or trading platform. Phone orders do not count. |
Bonds (Municipal) | Yes | Offers municipal bonds trading via the website, mobile app, or trading platform. Phone orders do not count. |
Advisor Services | Yes | Offers formal investment advisory services. |
International Countries (Stocks) | 25 | Total countries, outside of the United States, that clients have access to for trading EQUITIES over the web. ADRs and phone trades do not count. For example, if customers can purchase shares of companies listed on the TSX, then Canada would be one country. |
Order types
Feature | Fidelity | Definitions |
---|---|---|
Order Type - Market | Yes | Offers order type: market. |
Order Type - Limit | Yes | Offers order type: limit. |
Order Type - After Hours | Yes | Trading during pre and post market hours using limit orders. |
Order Type - Stop | Yes | Offers order type: stop. |
Order Type - Trailing Stop | Yes | Offers order type: trailing stop. |
Order Type - OCO | Yes | Offers order type: one cancels other (OCO). |
Order Type - OTO | Yes | Offers order type: one triggers other (OTO). |
Order Type - Broker Assisted | Yes | A broker-assisted trade over the phone. |
Beginners
Feature | Fidelity | Definitions |
---|---|---|
Education (Stocks) | Yes | Provides a minimum of 10 educational pieces (articles, videos, archived webinars, or similar) with the primary subject being stocks. All content must be easily found within the website's Learning Center. Platform tutorials, FAQs, etc do NOT count. |
Education (ETFs) | Yes | Provides a minimum of 10 educational pieces (articles, videos, archived webinars, or similar) with the primary subject being ETFs. All content must be easily found within the website's Learning Center. Platform tutorials, FAQs, etc do NOT count. |
Education (Options) | Yes | Provides a minimum of 10 educational pieces (articles, videos, archived webinars, or similar) with the primary subject being options. All content must be easily found within the website's Learning Center. Platform tutorials, FAQs, etc do NOT count. |
Education (Mutual Funds) | Yes | Provides a minimum of 10 educational pieces (articles, videos, archived webinars, or similar) with the primary subject being mutual funds. All content must be easily found within the website's Learning Center. Platform tutorials, FAQs, etc do NOT count. |
Education (Bonds) | Yes | Provides a minimum of 10 educational pieces (articles, videos, archived webinars, or similar) with the primary subject being bonds (fixed income). All content must be easily found within the website's Learning Center. Platform tutorials, FAQs, etc do NOT count. |
Education (Retirement) | Yes | Provides a minimum of 10 educational pieces (articles, videos, archived webinars, or similar) with the primary subject being retirement. Platform tutorials, FAQs, etc do NOT count. |
Retirement Calculator | Yes | Offers a retirement calculator. |
Investor Dictionary | Yes | An online dictionary of at least 50 investing terms. |
Paper Trading | No | Offers the ability to use a paper (practice) portfolio to place trades. |
Videos | Yes | Provides at least 10 educational videos. A video is a short clip, typically several minutes in duration, that explains a trading concept, term, or strategy. Archived webinars and platform demos do NOT count. |
Webinars | Yes | Provides educational client webinars through the web, at least one per month. |
Webinars (Archived) | Yes | Provides an archived area to search and watch previously recorded client webinars. |
Progress Tracking | Yes | Clients can track their progress and see which articles and/or videos they've completed to date. |
Interactive Learning - Quizzes | Yes | Quizzes offered within the education center. Must include multiple questions and score results. Example service provider - Morningstar Investing Classroom. |
Stock trading apps
Feature | Fidelity | Definitions |
---|---|---|
iPhone App | Yes | Offers a downloadable iPhone app through the iOS app store. |
Android App | Yes | An Android smartphone app available in the Google Play store. |
Apple Watch App | Yes | Offers a downloadable Apple Watch app through the iOS app store. |
Trading - Stocks | Yes | Stocks trades supported in the mobile app. |
Trading - After-Hours | Yes | After-hours trading supported in the mobile app. |
Trading - Simple Options | Yes | Single-leg option trades supported in the mobile app. |
Trading - Complex Options | Yes | Multi-legged option trades supported in the mobile app. |
Order Ticket RT Quotes | Yes | Mobile app order ticket displays real-time quote. |
Order Ticket SRT Quotes | Yes | Mobile app order ticket displays streaming real-time quote. |
Stock app features
Feature | Fidelity | Definitions |
---|---|---|
Market Movers (Top Gainers) | Yes | Stocks top gainers list viewable in the mobile app. |
Stream Live TV | Yes | Stream live TV in the mobile app. Examples - CNBC, Bloomberg. |
Videos on Demand | Yes | View archived stock news from the web. Example service providers: Bloomberg, CNBC. |
Stock Alerts | Yes | Can set basic stocks alerts for individual stocks. For example, send a price alerts when stock XYZ hits price $x. |
Option Chains Viewable | Yes | View an option chain in the mobile app. |
Watch List (Real-time) | Yes | Watch list in mobile app uses real-time quotes. |
Watch List (Streaming) | Yes | Watch list in mobile app uses streaming real-time quotes. More specifically, the watch-list must auto-refresh at least once every three seconds. |
Watch Lists - Create & Manage | Yes | Can create and manage (delete, rename) watch lists in the mobile app. |
Watch Lists - Column Customization | Yes | Can customize data fields displayed in the mobile app watch list tool. |
Watch Lists - Total Fields | 92 | Total available fields when viewing a watch list. Examples: price, symbol, bid, ask, volume. |
Stock app charting
Feature | Fidelity | Definitions |
---|---|---|
Charting - After-Hours | Yes | Stock charts in mobile app display after-hours trade activity. |
Charting - Can Turn Horizontally | Yes | Ability to rotate the smartphone while viewing a stock chart to see it in horizontal mode or vertical mode. |
Charting - Multiple Time Frames | Yes | Adjust the time frame while viewing a stock chart in the mobile app. Examples: 1m, 5m, 1hr, daily, weekly, monthly. |
Charting - Technical Studies | 129 | How many technical studies / indicators are available to add to a stock chart in the mobile app. |
Charting - Study Customizations | Yes | Customize technical indicators / studies within the mobile app. Examples: range, color, type. |
Charting - Stock Comparisons | Yes | Display multiple stock charts at once for performance comparison in the mobile app. |
Trading platforms overview
Feature | Fidelity | Definitions |
---|---|---|
Active Trading Platform | Active Trader Pro | The flagship trading platform. |
Desktop Trading Platform | Yes | A downloadable Windows- or Mac-based desktop trading platform. |
Desktop Platform (Mac) | Yes | Offers an OSX compatible downloadable trading platform (not browser-based or through a windows emulator, e.g., Parallels). |
Web Trading Platform | Yes | Offers a web (browser) based trading platform. |
Paper Trading | No | Offers the ability to use a paper (practice) portfolio to place trades. |
Trade Journal | Yes | Provides a trade journal for writing notes. All entries are dated, titled, and may be tagged with a specific stock ticker. Adding text notes to individual stock charts does NOT count. |
Watch Lists - Total Fields | 92 | Total available fields when viewing a watch list. Examples: price, symbol, bid, ask, volume. |
Trading platform stock chart features
Feature | Fidelity | Definitions |
---|---|---|
Charting - Adjust Trades on Chart | Yes | The ability to see an open order - limit, stop, or similar - on a stock chart then click and drag to adjust its execution price. |
Charting - Indicators / Studies | 129 | The total number of indicators / studies available to be included on a stock chart. Examples: SMA, MACD, RSI. |
Charting - Drawing Tools | 38 | The number of drawing tools available for analyzing a stock chart. Examples include: pointer, trendline, arrow, note. |
Charting - Notes | Yes | Add notes to any stock chart. |
Charting - Index Overlays | Yes | Adding an index (S&P 500 or similar) overlay to a stock chart. |
Charting - Historical Trades | Yes | The ability to see past buy and sells, typically marked with a buy or sell symbol, on the stock chart. |
Charting - Corporate Events | Yes | Can show or hide multiple corporate events on a stock chart. Examples: dividends, earnings, splits, news. |
Charting - Custom Date Range | Yes | The ability to select a user-defined start and end date for individual stock charts, e.g. 06/05/24 - 07/19/24. |
Charting - Custom Time Bars | Yes | Ability to set a custom time interval for each bar. For example, instead of using traditional 5m bars, have 3m bars, 2m bars, or 17m bars. Instead of a daily chart, set a 6 day bar, 2d bar, or similar. |
Charting - Automated Analysis | Yes | Can show or hide automated technical analysis (patterns) on a chart. Service provider example: Trading Central (Recognia). |
Charting - Save Profiles | Yes | Ability to modify a stock chart then save the marked up chart as a custom profile. For example, a two-year daily chart with a 50 SMA, MACD, and average daily volume bars below. |
Trade Ideas - Technical Analysis | Yes | A tool that generates stock trade ideas based off of technical analysis. Service provider example: Trading Central (Recognia). |
Charting - Study Customizations | 5 | The number of customizations possible for the SMA indicator / study. Examples: length, color, style. |
Charting - Custom Studies | No | The ability to create a custom indicator / study from scratch using code and have it display on a chart. Editing a default indicator / study does not count. |
Day trading features
Feature | Fidelity | Definitions |
---|---|---|
Streaming Time & Sales | Yes | Streaming time & sales for any equity viewable. |
Streaming TV | Yes | Offers live TV. Examples - CNBC, Bloomberg. |
Direct Market Routing - Stocks | Yes | Ability to route stock orders directly to a specific exchange designated by the client. |
Ladder Trading | No | A ladder tool provides active trading clients the ability to one click buy and sell equities off a real-time streaming window of fanned bids and asks. |
Trade Hot Keys | Yes | Ability to designate keyboard hotkeys for on the fly trading. |
Level 2 Quotes - Stocks | Yes | Level II stock quotes available. |
Trade Ideas - Backtesting | Yes | A tool that backtests different investment strategies, typically focused on technical events, and displays the results. Example service providers: Trade-Ideas, Trading Central (Recognia). |
Trade Ideas - Backtesting Adv | No | A fully customizable, advanced backtesting tool provided by the broker directly. Third-party providers do not count. |
Short Locator | Yes | Tool that allows customers to view the current real-time availability of shares available to short by security. |
Order Liquidity Rebates | No | Offers an optional commissions structure for professionals which grants the trader full control of the order routing to market centers, thus enabling maker/taker liquidity rebates. |
Investment research overview
Feature | Fidelity | Definitions |
---|---|---|
Research - Stocks | Yes | Offers stock research. Can view quote results for 4 of the 5 following tickers: Facebook, Apple, Amazon, Netflix, Google. |
Research - ETFs | Yes | Offers ETFs research. Can view quote results for 4 of the 5 following tickers: SPY, GLD, OIH, QID, FAZ. |
Research - Mutual Funds | Yes | Offers mutual funds research. Can view quote results for all three of the following tickers: VTSAX, FXAIX, SWPPX. |
Research - Pink Sheets / OTCBB | Yes | Offers pink sheet / OTCBB research. Can view quote results for 2 of the 3 following tickers: FNMA, IMBBY, TCEHY. |
Research - Bonds | Yes | Offers bonds (fixed income) research. Can view quote results for fixed income securities such as individual US Treasuries. |
Screener - Stocks | Yes | Offers an equities screener. |
Screener - ETFs | Yes | Offers an ETF screener. |
Screener - Mutual Funds | Yes | Offers a mutual fund screener. |
Screener - Bonds | Yes | Offers a bond screener. **Note - ETF bond screeners do NOT count. |
Misc - Portfolio Allocation | Yes | Displays a pie graph or bullet list breakdown of the customer's current portfolio including % allocations. Examples: domestic equities, foreign equities, bonds, cash, fixed income. |
Stock research features
Feature | Fidelity | Definitions |
---|---|---|
Stock Research - PDF Reports | 11 | Total number of downloadable PDF research report providers available for equities research (using symbol AAPL). Examples: S&P Capital IQ, Thomson Reuters, Ned Davis Research. |
Stock Research - Earnings | Yes | View analysis of past earnings. At least one chart / graph required. Examples: Consensus vs actual data, EPS growth, sales growth. |
Stock Research - Insiders | Yes | View a list of recent insider transactions. |
Stock Research - Social | Yes | View social sentiment analysis, eg twitter analysis (NOT just a stream of recent tweets), for individual equities. |
Stock Research - News | Yes | View a stream of recent news. |
Stock Research - ESG | Yes | Provides Environmental, Social, Governance (ESG) criteria scores. |
Stock Research - SEC Filings | Yes | View a list of recent SEC filings. |
ETF research features
Feature | Fidelity | Definitions |
---|---|---|
ETFs - Strategy Overview | Yes | A written description of the fund's objective. |
ETF Fund Facts - Inception Date | Yes | ETF inception date listed. |
ETF Fund Facts - Expense Ratio | Yes | ETF expense ratio listed. |
ETF Fund Facts - Net Assets | Yes | ETF net assets listed. |
ETF Fund Facts - Total Holdings | Yes | ETF total holdings listed. |
ETFs - Top 10 Holdings | Yes | A list of the ETF's top 10 holdings. |
ETFs - Sector Exposure | Yes | A pie chart or bullet list breakdown of the ETF's sector exposure / weightings. |
ETFs - Risk Analysis | Yes | The ability to view risk metrics. This is most commonly provided as a rating and/or volatility metric. |
ETFs - Ratings | Yes | Are third party ratings available for the ETF SPY? Examples: Morningstar, Lippers. |
ETFs - Morningstar StyleMap | Yes | The infamous Morningstar Equity StyleMap (or equiv provider) which visually marks the ETF's investment strategy in one of nine boxes. |
ETFs - PDF Reports | Yes | Are downloadable research reports available for the ETF SPY? Examples: Morningstar, S&P Capital IQ. |
Mutual fund research features
Feature | Fidelity | Definitions |
---|---|---|
Mutual Funds - Strategy Overview | Yes | A written description of the fund's objective. |
Mutual Funds - Performance Chart | Yes | Is a stock chart available of the fund VTSMX? |
Mutual Funds - Performance Analysis | Yes | The ability to view multi-year historical performance. |
Mutual Funds - Prospectus | Yes | Access to the fund's prospectus in PDF format. |
Mutual Funds - 3rd Party Ratings | Yes | Are 3rd party ratings available for the fund VTSMX? Examples: Morningstar, Lippers. |
Mutual Funds - Fees Breakdown | Yes | A clear breakdown of the fund's fees beyond just the expense ratio. 12b-1, minimum investment, total fees estimate, all examples of a detailed breakdown. |
Mutual Funds - Top 10 Holdings | Yes | A list of the fund's top 10 holdings. |
Mutual Funds - Asset Allocation | Yes | A pie chart or bullet list breakdown of the fund's asset allocation. |
Mutual Funds - Sector Allocation | Yes | A pie chart or bullet list breakdown of the fund's sector allocation. |
Mutual Funds - Country Allocation | Yes | A pie chart or bullet list breakdown of the fund's country allocation. Continent allocation also acceptable. |
Mutual Funds - StyleMap | Yes | The infamous Morningstar StyleMap (or equiv provider) which visually marks the fund's investment strategy in one of nine boxes. |
Options trading overview
Feature | Fidelity | Definitions |
---|---|---|
Option Chains - Basic View | Yes | A basic option chain displaying calls and puts. |
Option Chains - Strategy View | Yes | A basic option chain filtered by option strategy. Examples: calls, puts, butterfly, calendar. |
Option Chains - Streaming | Yes | Option chains with streaming real-time data. |
Option Chains - Total Columns | 26 | Option chains total available columns for display. Duplicates do not count. |
Option Chains - Greeks | 5 | When viewing an option chain, the total number of greeks that are available to be viewed as optional columns. Greeks = delta, gamma, theta, vega, rho. |
Option Chains - Quick Analysis | Yes | The ability to jump straight from the option chain to a P&L chart or probability chart for deeper analysis. Viewing a summary P&L within the chain itself also qualifies. |
Option Analysis - P&L Charts | Yes | When analyzing a theoretical option trade, a P&L chart is available. |
Option Probability Analysis | Yes | A basic probability calculator. |
Option Probability Analysis Adv | Yes | A tool to analyze a hypothetical option position. Displays a probability histogram / chart with optional customizations. |
Option Positions - Greeks | Yes | View at least two different greeks for a currently open option position. |
Option Positions - Greeks Streaming | Yes | View at least two different greeks for a currently open option position and have their values stream with real-time data. |
Option Positions - Adv Analysis | Yes | Ability to analyze an active option position and change at least two of the three following conditions - date, stock price, volatility - and assess what happens to the value of the position. |
Option Positions - Rolling | Yes | Ability to pre-populate a trade ticket and seamlessly roll an option position to the next relative expiration. |
Option Positions - Grouping | Yes | Ability to group current option positions by the underlying strategy: covered call, vertical, etc. Can be done manually by user or automatically by the platform. |
Banking features
Feature | Fidelity | Definitions |
---|---|---|
Bank (Member FDIC) | No | Operates a regulated bank as a registered member of the FDIC (Federal Deposit Insurance Corporation) - fdic.gov. |
Checking Accounts | No | Offers formal checking accounts and checking services. To qualify, checking services must be marketed on the website as a client service. Basic checking through the clearing firm does not count. |
Savings Accounts | No | Offers savings accounts. |
Credit Cards | Yes | Offers credit cards. |
Debit Cards | Yes | Offers debit cards as part of a formal banking service. |
Mortgage Loans | No | Offers mortgage loans. |
Customer service options
Feature | Fidelity | Definitions |
---|---|---|
Phone Support (Prospect Customers) | Yes | Offers phone support for prospective customers. |
Phone Support (Current Customers) | Yes | Offers phone support for current customers (includes click to call back). |
Email Support | Yes | Email support for clients. |
Live Chat (Prospect Customers) | Yes | Live chat support for prospective customers. |
Live Chat (Current Customers) | Yes | Live chat support for current customers. |
24/7 Support | Yes | Is customer service offered 24 hours, 7 days a week? |
Read our full Fidelity Review.
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