Fidelity Brokerage Account Minimum Options and Fees

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Fidelity offers a variety of brokerage account minimums to suit different investors' needs.

You can open a Fidelity account with a minimum deposit of $0, making it accessible to anyone.

Fidelity's fee structure varies depending on your account type and balance.

For example, Fidelity's standard brokerage account has no minimum balance requirement, but you'll pay $0 per trade for online U.S. stocks, ETFs, and options.

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Fidelity Account Options

Fidelity offers a range of account options to suit different needs and budgets.

The firm's account minimums vary by program type, with a minimum of $50,000 required for Fidelity Wealth Services.

Individuals can also opt for Fidelity's digital, discretionary investment management services, such as Managed Fidfolios, which has a $5,000 investment minimum.

Fidelity Go, another digital service, requires as little as $10 to open an account.

No Account Minimums

Fidelity offers a great option for newer investors with no account minimums to start investing.

Most Fidelity mutual funds have no account minimums, making it easy to get started.

This is especially helpful for those just beginning their investment journey, as it allows them to start building their portfolio without any initial financial commitment.

Fidelity's robo-advisor is also a great choice for those who want to invest with minimal effort and no account minimums.

Fidelity Managed Folios

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Fidelity Managed Folios offer professionally managed stock portfolios with a $5,000 minimum investment.

These customized portfolios are managed by a team of professionals who incorporate tax-smart strategies to help your investments grow.

By investing in Fidelity Managed Folios, you can gain access to expert portfolio management without having to manage your investments yourself.

With a focus on individual stocks, these portfolios are tailored to your specific investment goals and risk tolerance.

A $5,000 minimum investment is required to get started with Fidelity Managed Folios, making it a solid option for those with a decent amount of capital to invest.

Fees Under

Fidelity's brokerage account minimum is $0 for U.S. individual and joint brokerage accounts, but there are some fees to be aware of.

The firm charges a $49.95 fee for broker-assisted trades, which is a one-time fee for each trade.

A $32.95 fee applies for trades placed over the phone, and a $4.95 fee is charged for online trades.

Fidelity also charges a $2.95 fee for trades placed through its mobile app.

The firm has a fee schedule that varies depending on the type of account and the services used.

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Getting Started with Fidelity

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You can start investing with Fidelity without a lot of money, thanks to its zero minimums for opening and maintaining an account.

Fidelity offers fractional shares, allowing you to invest as little as $1, which is a game-changer for those on a tight budget.

You can buy fractional shares of more than 7,000 US stocks and ETFs with Fidelity, giving you a wide range of investment options.

Fidelity's fractional share program is a great way to get started with investing, even if you can only spare a small amount of money each month.

With Fidelity, you can start investing with just $1, making it an excellent choice for those who want to dip their toes into the world of investing.

Fidelity Account Types

Fidelity offers a range of account types to suit different needs and budgets.

Fidelity's account minimums vary by program type, making it accessible to non-high-net-worth individuals with as little as $10 to open an account.

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The Fidelity Go service requires a minimum investment of $10 to open an account, making it a great option for those just starting out.

Fidelity's Managed Fidfolios service has a lower investment minimum of $5,000, ideal for those who want to invest but don't have a lot of money to spare.

To be eligible for Fidelity Wealth Services, clients must maintain a minimum account balance of $50,000.

The Fidelity Wealth Management Advisory program has the highest account minimum, requiring a minimum investment of $2 million and at least $10 million in investable assets for highly personalized service.

Teresa Halvorson

p.team.ranks.Senior Writer

Teresa Halvorson is a skilled writer with a passion for financial journalism. Her expertise lies in breaking down complex topics into engaging, easy-to-understand content. With a keen eye for detail, Teresa has successfully covered a range of article categories, including currency exchange rates and foreign exchange rates.

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