The self-directed brokerage account is now available at Fidelity.
Fidelity BrokerageLink® Documents:
Fidelity BrokerageLink® is a self-directed brokerage account that gives participants access to thousands of mutual funds from many different mutual fund companies.
A self-directed brokerage account is essentially a do-it-yourself option that is designed for investors who desire more choice of investments. When you direct contributions to a self-directed brokerage account, your investments are allocated to mutual funds apart from those available in the plan. This option offers participants a broad range of mutual fund options, but may require more time to assess, monitor, and manage your chosen funds. If you do not feel comfortable actively managing a portfolio of investments, then a self-directed brokerage account may not be appropriate for you.
The investments available through BrokerageLink® are not monitored by the Duke Investment Advisory Committee. It is your responsibility to ensure the investments you select are suitable for your situation, including your goals, time horizon, and risk tolerance.
Additional fees may apply for a brokerage account, including transaction fees and brokerage commissions for some transactions. Click here to view the commission schedule for applicable fees and risks.