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Fidelity Fees & Features

StockBrokers.com

Written by StockBrokers.com

August 08, 2023

The data collection efforts at StockBrokers.com are unmatched in the industry. The following tables show a deeper dive into the offerings available at this broker. You can also compare its offerings side-by-side with those of other brokers using our Comparison Tool.

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 logoFidelity Definitions
Minimum Deposit $0.00
Stock Trades $0.00
Mutual Fund Trade Fee Varies info
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 logoFidelity
IRA Annual Fee $0.00
IRA Closure Fee $0.00
Account Transfer Out (Partial) info $0.00
Account Transfer Out (Full) info $0.00
Options Exercise Fee $0.00
Options Assignment Fee $0.00

Margin rates

Feature Fidelity logoFidelity
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 logoFidelity Definitions
Stock Trading info Yes Offers stock trading.
Margin Trading Yes
Fractional Shares info Yes Customers can buy and sell less than one whole share of a stock, e.g., half a share of Apple (AAPL).
OTC Stocks info Yes Offers OTC stocks trading.
Options Trading info Yes Offers options trading.
Complex Options Max Legs info 4 The max number of individual legs supported when trading options (0 - 4). For example, Iron Condor has four total legs.
Futures Trading info No Offers futures trading.
Forex Trading info No Offers forex trading.
Crypto Trading info Yes Offers cryptocurrency trading.
Crypto Trading - Total Coins info 3 Total number of individual coins offered, e.g., Bitcoin.
Mutual Funds (No Load) info 5843 Total number of No Load mutual funds offered.
Mutual Funds (Total) info 10000 Total number of mutual funds offered.
Bonds (US Treasury) info Yes Offers US treasury bonds trading via the website, mobile app, or trading platform. Phone orders do not count.
Bonds (Corporate) info Yes Offers corporate bonds trading via the website, mobile app, or trading platform. Phone orders do not count.
Bonds (Municipal) info Yes Offers municipal bonds trading via the website, mobile app, or trading platform. Phone orders do not count.
Advisor Services info Yes Offers formal investment advisory services.
International Countries (Stocks) info 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.
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Order types

Feature Fidelity logoFidelity Definitions
Order Type - Market info Yes Offers order type: market.
Order Type - Limit info Yes Offers order type: limit.
Order Type - After Hours info Yes Trading during pre and post market hours using limit orders.
Order Type - Stop info Yes Offers order type: stop.
Order Type - Trailing Stop info Yes Offers order type: trailing stop.
Order Type - OCO info Yes Offers order type: one cancels other (OCO).
Order Type - OTO info Yes Offers order type: one triggers other (OTO).
Order Type - Broker Assisted info Yes A broker-assisted trade over the phone.

Beginners

Feature Fidelity logoFidelity Definitions
Education (Stocks) info 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) info 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) info 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) info 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) info 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) info 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 info Yes Offers a retirement calculator.
Investor Dictionary info Yes An online dictionary of at least 50 investing terms.
Paper Trading info No Offers the ability to use a paper (practice) portfolio to place trades.
Videos info 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 info Yes Provides educational client webinars through the web, at least one per month.
Webinars (Archived) info Yes Provides an archived area to search and watch previously recorded client webinars.
Progress Tracking info Yes Clients can track their progress and see which articles and/or videos they've completed to date.
Interactive Learning - Quizzes info Yes Quizzes offered within the education center. Must include multiple questions and score results. Example service provider - Morningstar Investing Classroom.
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Stock trading apps

Feature Fidelity logoFidelity Definitions
iPhone App info Yes Offers a downloadable iPhone app through the iOS app store.
Android App info Yes An Android smartphone app available in the Google Play store.
Apple Watch App info Yes Offers a downloadable Apple Watch app through the iOS app store.
Trading - Stocks info Yes Stocks trades supported in the mobile app.
Trading - After-Hours info Yes After-hours trading supported in the mobile app.
Trading - Simple Options info Yes Single-leg option trades supported in the mobile app.
Trading - Complex Options info Yes Multi-legged option trades supported in the mobile app.
Order Ticket RT Quotes info Yes Mobile app order ticket displays real-time quote.
Order Ticket SRT Quotes info Yes Mobile app order ticket displays streaming real-time quote.

Stock app features

Feature Fidelity logoFidelity Definitions
Market Movers (Top Gainers) info Yes Stocks top gainers list viewable in the mobile app.
Stream Live TV info Yes Stream live TV in the mobile app. Examples - CNBC, Bloomberg.
Videos on Demand info Yes View archived stock news from the web. Example service providers: Bloomberg, CNBC.
Stock Alerts info Yes Can set basic stocks alerts for individual stocks. For example, send a price alerts when stock XYZ hits price $x.
Option Chains Viewable info Yes View an option chain in the mobile app.
Watch List (Real-time) info Yes Watch list in mobile app uses real-time quotes.
Watch List (Streaming) info 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 info Yes Can create and manage (delete, rename) watch lists in the mobile app.
Watch Lists - Column Customization info Yes Can customize data fields displayed in the mobile app watch list tool.
Watch Lists - Total Fields info 92 Total available fields when viewing a watch list. Examples: price, symbol, bid, ask, volume.

Stock app charting

Feature Fidelity logoFidelity Definitions
Charting - After-Hours info Yes Stock charts in mobile app display after-hours trade activity.
Charting - Can Turn Horizontally info Yes Ability to rotate the smartphone while viewing a stock chart to see it in horizontal mode or vertical mode.
Charting - Multiple Time Frames info Yes Adjust the time frame while viewing a stock chart in the mobile app. Examples: 1m, 5m, 1hr, daily, weekly, monthly.
Charting - Technical Studies info 129 How many technical studies / indicators are available to add to a stock chart in the mobile app.
Charting - Study Customizations info Yes Customize technical indicators / studies within the mobile app. Examples: range, color, type.
Charting - Stock Comparisons info Yes Display multiple stock charts at once for performance comparison in the mobile app.

Trading platforms overview

Feature Fidelity logoFidelity Definitions
Active Trading Platform info Active Trader Pro The flagship trading platform.
Desktop Trading Platform info Yes A downloadable Windows- or Mac-based desktop trading platform.
Desktop Platform (Mac) info Yes Offers an OSX compatible downloadable trading platform (not browser-based or through a windows emulator, e.g., Parallels).
Web Trading Platform info Yes Offers a web (browser) based trading platform.
Paper Trading info No Offers the ability to use a paper (practice) portfolio to place trades.
Trade Journal info 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 info 92 Total available fields when viewing a watch list. Examples: price, symbol, bid, ask, volume.

Trading platform stock chart features

Feature Fidelity logoFidelity Definitions
Charting - Adjust Trades on Chart info 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 info 129 The total number of indicators / studies available to be included on a stock chart. Examples: SMA, MACD, RSI.
Charting - Drawing Tools info 38 The number of drawing tools available for analyzing a stock chart. Examples include: pointer, trendline, arrow, note.
Charting - Notes info Yes Add notes to any stock chart.
Charting - Index Overlays info Yes Adding an index (S&P 500 or similar) overlay to a stock chart.
Charting - Historical Trades info Yes The ability to see past buy and sells, typically marked with a buy or sell symbol, on the stock chart.
Charting - Corporate Events info Yes Can show or hide multiple corporate events on a stock chart. Examples: dividends, earnings, splits, news.
Charting - Custom Date Range info 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 info 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 info Yes Can show or hide automated technical analysis (patterns) on a chart. Service provider example: Trading Central (Recognia).
Charting - Save Profiles info 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 info Yes A tool that generates stock trade ideas based off of technical analysis. Service provider example: Trading Central (Recognia).
Charting - Study Customizations info 5 The number of customizations possible for the SMA indicator / study. Examples: length, color, style.
Charting - Custom Studies info 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.
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Day trading features

Feature Fidelity logoFidelity Definitions
Streaming Time & Sales info Yes Streaming time & sales for any equity viewable.
Streaming TV info Yes Offers live TV. Examples - CNBC, Bloomberg.
Direct Market Routing - Stocks info Yes Ability to route stock orders directly to a specific exchange designated by the client.
Ladder Trading info 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 info Yes Ability to designate keyboard hotkeys for on the fly trading.
Level 2 Quotes - Stocks info Yes Level II stock quotes available.
Trade Ideas - Backtesting info 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 info No A fully customizable, advanced backtesting tool provided by the broker directly. Third-party providers do not count.
Short Locator info Yes Tool that allows customers to view the current real-time availability of shares available to short by security.
Order Liquidity Rebates info 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 logoFidelity Definitions
Research - Stocks info Yes Offers stock research. Can view quote results for 4 of the 5 following tickers: Facebook, Apple, Amazon, Netflix, Google.
Research - ETFs info Yes Offers ETFs research. Can view quote results for 4 of the 5 following tickers: SPY, GLD, OIH, QID, FAZ.
Research - Mutual Funds info Yes Offers mutual funds research. Can view quote results for all three of the following tickers: VTSAX, FXAIX, SWPPX.
Research - Pink Sheets / OTCBB info Yes Offers pink sheet / OTCBB research. Can view quote results for 2 of the 3 following tickers: FNMA, IMBBY, TCEHY.
Research - Bonds info Yes Offers bonds (fixed income) research. Can view quote results for fixed income securities such as individual US Treasuries.
Screener - Stocks info Yes Offers an equities screener.
Screener - ETFs info Yes Offers an ETF screener.
Screener - Mutual Funds info Yes Offers a mutual fund screener.
Screener - Bonds info Yes Offers a bond screener. **Note - ETF bond screeners do NOT count.
Misc - Portfolio Allocation info 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 logoFidelity Definitions
Stock Research - PDF Reports info 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 info Yes View analysis of past earnings. At least one chart / graph required. Examples: Consensus vs actual data, EPS growth, sales growth.
Stock Research - Insiders info Yes View a list of recent insider transactions.
Stock Research - Social info Yes View social sentiment analysis, eg twitter analysis (NOT just a stream of recent tweets), for individual equities.
Stock Research - News info Yes View a stream of recent news.
Stock Research - ESG info Yes Provides Environmental, Social, Governance (ESG) criteria scores.
Stock Research - SEC Filings info Yes View a list of recent SEC filings.

ETF research features

Feature Fidelity logoFidelity Definitions
ETFs - Strategy Overview info Yes A written description of the fund's objective.
ETF Fund Facts - Inception Date info Yes ETF inception date listed.
ETF Fund Facts - Expense Ratio info Yes ETF expense ratio listed.
ETF Fund Facts - Net Assets info Yes ETF net assets listed.
ETF Fund Facts - Total Holdings info Yes ETF total holdings listed.
ETFs - Top 10 Holdings info Yes A list of the ETF's top 10 holdings.
ETFs - Sector Exposure info Yes A pie chart or bullet list breakdown of the ETF's sector exposure / weightings.
ETFs - Risk Analysis info Yes The ability to view risk metrics. This is most commonly provided as a rating and/or volatility metric.
ETFs - Ratings info Yes Are third party ratings available for the ETF SPY? Examples: Morningstar, Lippers.
ETFs - Morningstar StyleMap info 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 info Yes Are downloadable research reports available for the ETF SPY? Examples: Morningstar, S&P Capital IQ.
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Mutual fund research features

Feature Fidelity logoFidelity Definitions
Mutual Funds - Strategy Overview info Yes A written description of the fund's objective.
Mutual Funds - Performance Chart info Yes Is a stock chart available of the fund VTSMX?
Mutual Funds - Performance Analysis info Yes The ability to view multi-year historical performance.
Mutual Funds - Prospectus info Yes Access to the fund's prospectus in PDF format.
Mutual Funds - 3rd Party Ratings info Yes Are 3rd party ratings available for the fund VTSMX? Examples: Morningstar, Lippers.
Mutual Funds - Fees Breakdown info 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 info Yes A list of the fund's top 10 holdings.
Mutual Funds - Asset Allocation info Yes A pie chart or bullet list breakdown of the fund's asset allocation.
Mutual Funds - Sector Allocation info Yes A pie chart or bullet list breakdown of the fund's sector allocation.
Mutual Funds - Country Allocation info Yes A pie chart or bullet list breakdown of the fund's country allocation. Continent allocation also acceptable.
Mutual Funds - StyleMap info Yes The infamous Morningstar StyleMap (or equiv provider) which visually marks the fund's investment strategy in one of nine boxes.
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Options trading overview

Feature Fidelity logoFidelity Definitions
Option Chains - Basic View info Yes A basic option chain displaying calls and puts.
Option Chains - Strategy View info Yes A basic option chain filtered by option strategy. Examples: calls, puts, butterfly, calendar.
Option Chains - Streaming info Yes Option chains with streaming real-time data.
Option Chains - Total Columns info 26 Option chains total available columns for display. Duplicates do not count.
Option Chains - Greeks info 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 info 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 info Yes When analyzing a theoretical option trade, a P&L chart is available.
Option Probability Analysis info Yes A basic probability calculator.
Option Probability Analysis Adv info Yes A tool to analyze a hypothetical option position. Displays a probability histogram / chart with optional customizations.
Option Positions - Greeks info Yes View at least two different greeks for a currently open option position.
Option Positions - Greeks Streaming info 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 info 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 info Yes Ability to pre-populate a trade ticket and seamlessly roll an option position to the next relative expiration.
Option Positions - Grouping info 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.
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Banking features

Feature Fidelity logoFidelity Definitions
Bank (Member FDIC) info No Operates a regulated bank as a registered member of the FDIC (Federal Deposit Insurance Corporation) - fdic.gov.
Checking Accounts info 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 info No Offers savings accounts.
Credit Cards info Yes Offers credit cards.
Debit Cards info Yes Offers debit cards as part of a formal banking service.
Mortgage Loans info No Offers mortgage loans.

Customer service options

Feature Fidelity logoFidelity Definitions
Phone Support (Prospect Customers) info Yes Offers phone support for prospective customers.
Phone Support (Current Customers) info Yes Offers phone support for current customers (includes click to call back).
Email Support info Yes Email support for clients.
Live Chat (Prospect Customers) info Yes Live chat support for prospective customers.
Live Chat (Current Customers) info Yes Live chat support for current customers.
24/7 Support info Yes Is customer service offered 24 hours, 7 days a week?

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