There are two types of fees that you may pay when investing using funds in Fidelity BrokerageLink®:
- 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).
- 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 additional funds |
|
Purchases:
Short-term trading fee: Fidelity is compensated through expense ratio revenue share. |
Transaction Funds (TF funds) Includes many Vanguard fund and additional funds |
|
Purchases:
Short-term trading fee:
|
Load Funds Funds with sales charge. |
|
Purchases:
Short-term trading 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 Fidelity’s BrokerageLink® for the details about the fees associated with the self-directed brokerage account.