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Understanding Fidelity BrokerageLink Fees

There are two types of fees that you may pay when investing using funds in Fidelity BrokerageLink®:

  1. Fund imposed Fees - These are defined in the fund’s prospectus.  Examples are expense ratio, redemption fees, exchange fees, and sales charges (for load funds).
  2. Fidelity Transaction Fees - These are fees charged by Fidelity.  There are no fees to open a Fidelity BrokerageLink® account.

Funds on the Fidelity BrokerageLink® platform can be one of the three following categories:

CATEGORY FUND IMPOSED FEES FIDELITY TRANSACTION FEES1
No Transaction Fee Funds (NTF Funds)
Includes Fidelity funds and approximately 4,000 additional funds

 
  • Review the fund’s prospectus for details. Visit fidelity.com.
  • Redemption fees may apply.
 Purchases:
  • No Fidelity transaction fee.

Short-term trading fee:

  • Fidelity transaction fee will apply if shares are sold before 60-day holding period.  See Fidelity Fee Schedule below.

Fidelity is compensated through expense ratio revenue share.
Transaction Funds (TF funds)
Over 6,000 funds including many Vanguard funds.
  • Review the fund's prospectus for details. Visit fidelity.com.
  • Redemption fees may apply.
 Purchases:
  • Fidelity transaction fee will apply.  See Fidelity Fee Schedule below.
  • If purchases are done by payroll contributions then the Fidelity transaction fees are waived.

Short-term trading fee:

  • No Fidelity transaction fee.
  • No minimum holding period.
Load Funds
Funds with sales charge.
  • Review the fund’s prospectus for details. Visit fidelity.com.
  • Redemption fees may apply.
  • Sales charge is defined in the prospectus.
  • Front-end load fees may be waived if purchases are processed using the automatic investment payroll contributions feature.  Please contact a Fidelity representative to confirm specific loaded fund fees.
  • Participant must acknowledge that they understand there is a load charge.
 Purchases:
  • No Fidelity transaction fee.

Short-term trading fee:

  • No Fidelity transaction fee.

1 Fidelity may also be compensated for providing certain recordkeeping services or other services.  Review the fund’s prospectus for details.

Fidelity Fee Schedule

Transactions can be made as follows:

  • Online - $49.95 for most purchases / some are $75.00
  • Automated Service Telephone (FAST®) – Not representative assisted – 0.5625% per purchase ($75 Minimum / $187.50 Maximum)
  • Phone Representative-Assisted - 0.75% per purchase ($100 Minimum / $250 Maximum)

The content on this website was prepared by Duke as a summary of types of expenses you may incur with the self-directed brokerage account.

Visit www.fidelity.com/mutual-funds/all-mutual-funds/fees for the details about the fees associated with the Fidelity’s BrokerageLink®.

Benefits