Fidelity retail account information
The primary website for retail account information is Fidelity.com.
- Planning advice and professional money management offerings
- Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors LLC Customer Relationship Summaries (Form CRS)
- Fidelity Brokerage Services LLC Products, Services, and Conflicts of Interest
- Fidelity Brokerage Commission & Fee Schedule
- Fidelity Investments Compensation Disclosure
- Guide to Brokerage and Advisory Services
- The Characteristics and Risks of Standardized Options (The Options Disclosure Document)
- FDIC-Insured Deposit Sweep Program Disclosure
- Fidelity Investments and Fidelity Funds Privacy Notice
Fidelity Customer Agreements
- The Fidelity Account® Customer Agreement and Additional Information
- The Fidelity® Cash Management Account Customer Agreement and Additional Information
- Fidelity Brokerage 529 Customer Agreement and Supplemental Fact Kit for New Hampshire Unique College Investing Plan
- Fidelity Brokerage 529 Customer Agreement and Supplemental Fact Kit for AZ529, Arizona’s Education Savings Plan
- Fidelity Brokerage 529 Customer Agreement and Supplemental Fact Kit for DE529 Education Savings Plan
- Fidelity Brokerage 529 Customer Agreement and Supplemental Fact Kit for Massachusetts U Fund College Investing Plan
- Fidelity Brokerage 529 Customer Agreement and Supplemental Fact Kit for Connecticut Higher Education Trust Plan
- The Fidelity IRA Customer Agreement and Supplemental Information
- The Fidelity Simple IRA Customer Agreement and Supplemental Information
- Fidelity Health Savings Accounts Custodial Agreements and Other Required Documents
- The Fidelity Defined Contribution Retirement Plan (401K) Customer Agreement and Supplemental Information
- The Fidelity Investment Only Non-Prototype Retirement Account Customer Agreement and Supplemental Information
- The Fidelity ABLE Account Customer Agreement and Additional Information
Fidelity retail investment advisory services
- Additional Information About the Merger of FPWA and Strategic Advisers
- Fidelity® Wealth Services Account Supplemental Information
- Fidelity® Strategic Disciplines Account Supplemental Information
- Fidelity Managed FidFolios® Supplemental Information
- Fidelity Go® Supplemental Information
- Fidelity Wealth Advisor Solutions® Supplemental Information
- Fidelity Investments Compensation Disclosure
- Guide to Brokerage and Advisory Services
- Institutional Shareholder Services U.S. Proxy Voting Guidelines
- About Performance