A Fidelity brokerage account lets
you buy, sell, and hold a wide variety of securities. Securities to which you have access
include:
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Mutual Funds |
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Stocks |
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Options |
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Exchange-Traded Funds ETFs |
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Employee Stock Options |
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Municipal Bonds |
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Corporate Bonds |
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Fixed-Rate Capital Securities |
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Restricted Securities |
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Zero-Coupon Bonds |
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U.S. Treasury Securities |
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Mortgage Securities and U.S. Government Agency Bonds |
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Unit Investment Trusts (UITs) |
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Certificates of Deposit |
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Precious Metals |
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Foreign Securities |
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Investments Not Available |
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| You can invest in Fidelity and non-Fidelity mutual funds through your Fidelity brokerage
FundsNetwork® offers you access to a wider universe of over 4,500 Fidelity and non-Fidelity mutual funds from many of America's best-known fund companies. |
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| Most basic equities on domestic exchanges, such as the American Stock Exchange and the New York Stock Exchange, and NASDAQ-listed, over-the-counter stocks are available. |
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| Fidelity brokerage accounts may qualify for option trading according to your financial profile and investment experience. Equity options and the most common index options may be bought or sold once the account has received approval. |
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| Virtually all ETFs are available at Fidelity, including Qubes, Spiders, iShares, and DIAMONDS. |
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| If your company offers an employee stock option program, you can use your Fidelity brokerage account to exercise your options without any cash outlay. Call 1-800-544-3929 for a free information kit. |
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| As a principal in the municipal market, Fidelity offers instant access to an inventory of bonds from states and municipalities nationwide, at competitive prices, with varying maturities, ratings, and yields. |
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| Bonds from corporations nationwide are available in a full range of maturities and ratings. |
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| A full range of Fixed-Rate Capital Securities are available. New issues are included. |
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| Restricted securities are acquired directly from an issuer or an affiliate of the issuer in a private transaction. Because of complex regulations associated with restricted securities, the trading of restricted securities requires additional effort on the part of both the customer and the brokerage firm. |
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| A Fidelity specialist will guide you though the process for transferring, borrowing against, or selling your restricted securities. Please call the Fidelity's Special Stock Services Group Monday-Friday 8AM-8PM ET at 1-800-544-6161. |
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| Zero-coupon bonds with maturities from 1 to 30 years can help you lock in a current interest rate. |
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| Buy or sell U.S. Treasury bonds, bills, or notes in the secondary market or participate in the Treasury auctions through Fidelity Brokerage Services LLC. |
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| Mortgage securities and U.S. government agency bonds are available in minimum amounts ranging from $10,000 to $25,000, depending on the issuer of the security. As a principal in the mortgage and agency market, Fidelity can offer competitive prices and yields. |
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| Unit investment trusts, diversified portfolios of bonds or equity securities, are available taxable or tax-free in a variety of yields and maturities. Call 1-800-544-6666 for a free prospectus. |
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Fidelity's CD Shopping Service can help you locate the best rates and terms nationwide, with maturities ranging from three months to 10 years.
2 If sold prior to maturity, CDs may be liquidated in the secondary market subject to market conditions. |
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| Gold, silver, and platinum coins and bullion may be purchased through Fidelity and held in your brokerage account. |
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As with any investment, you are free to sell the securities obtained during an IPO whenever you determine it is appropriate for you. However, if you sell within the first 15 calendar days from the start of trading in the secondary market, it will affect your ability to participate in new issue equity public offerings through Fidelity for a defined period of time.
The defined period of time which you will be prevented from participating depends on how many times you have flipped shares in the past and a breakdown of those “exclusion“ periods are listed below:
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Foreign securities on the OTC market may be purchased from National Financial Services LLC, Fidelity's clearing subsidiary. Quotes may be given in U.S. dollars or in foreign currency. Securities are purchased in U.S. dollars after the market maker has made the currency conversion. Fees are assessed on the shipping or transfer of such foreign securities. |
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Fidelity brokerage account customers do not have access to: Futures, Currencies, Currency options, Currency warrants, Commodities, Interest-rate options, CAPS™.
1 Note:Any fixed
Income security sold prior to maturity may be subject to a substantial gain or loss. |
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