Trust a Fidelity Trade Account for Your Investment Needs

  • Fidelity Investments, a mutual fund and wealth management company, offers brokerage accounts that investors can use to trade stocks, ETFs, and mutual funds.
  • You can open a Fidelity brokerage account, or self-directed IRA, online or by phone.
  • Fidelity Investments, one of the largest mutual fund and wealth management companies, offers brokerage accounts that investors can use to trade stocks, ETFs, and mutual funds.
  • You can open a Fidelity brokerage account online or by phone.
  • Fidelity also provides professional investment advice, including retirement planning and investment advice.

Fidelity Investments is the nation's largest mutual fund management company with more than $2.8 trillion in assets under management (AUM). The company remains a leading choice for investors looking for active management of their portfolios. However, Fidelity also offers self-directed investors the ability to create a self-directed IRA or brokerage account. You can achieve the same investment results as with Fidelity mutual funds, but you'll also get the convenience of managing your account online.



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What Is Fidelity Trust Company, FSB?

Fidelity Trust Company, FSB is a subsidiary of Fidelity Investments, and offers a wide range of services, including:
Investment management and custody services

Financial planning

Retirement planning and services

Insurance and annuities

Fidelity is one of the world's largest financial services organizations, and one of the largest mutual fund companies. It is the fifth largest stock broker in the United States, and is a top 10 brokerage firm by assets under management.
Fidelity Trust's brokerage service has three major segments: Stock, Mutual Funds, and Options (the latter two are subsidiaries of Fidelity).
Fidelity offers more than 200 mutual funds, including a range of target-date funds, and a variety of fund of funds. Fidelity's mutual fund management teams include top analysts, all of whom have a minimum of 10 years of experience.
Fidelity provides clients access to a huge network of more than 13,000 financial advisors. These advisors provide financial planning, portfolio management, and fee-based financial planning services.

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Understanding Fidelity Trust Company, FSB

Fidelity Trust, FSB, is a fiduciary trust company owned by Fidelity Investments, Inc. (NYSE: FLT). Fidelity Trust was founded in 1994, and it serves individual and institutional clients. Fidelity Trust is the parent company of Fidelity Personal Trust Company, FSB, and Fidelity Investments Trust Company, FSB.
Fidelity Trust's primary business is as a trust and custodial bank, and it offers a range of trust services. Fidelity Trust provides:
A choice of trust services to meet the needs of individual clients, corporate clients, financial intermediaries, and nonprofit organizations.

A full range of fiduciary services, including:

Custody of alternative investments, such as private equity and hedge funds.

Custody of publicly traded securities.

Fidelity now offers access to a wide array of investment products through advisers and brokerages.

A wide range of investment products, including mutual funds, individual stocks, and bonds.

A broad range of custody and clearing services.

Fidelity Investments Trust Company, FSB, is a federally chartered trust company with a primary business of serving institutional clients. Fidelity Investments Trust Company offers all of the traditional custodial and fiduciary services of a trust company, including custody of stock and bond portfolios, mutual funds, and alternative investments.
Fidelity Personal Trust Company, FSB, is a federally chartered trust company that provides custody services for individual clients and advisers. It offers a full range of custodial services and investment products.



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Fidelity Trust Company, FSB Account Types

Fidelity has seven types of investment accounts. These account types range from the Fidelity Cash Management Account (FCMA), which provides a high-yielding cash equivalent, to retirement accounts. The accounts are broken down into the following categories:
Individual Retirement Accounts

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Traditional IRAs

Roth IRAs

Education IRAs

Retirement Plans

Trust

Estate

Investing with Fidelity offers a wide array of investment options, which are categorized by asset class. Fidelity Investment Managers include the Fidelity Mutual Funds, Fidelity ETFs, and Fidelity Strategic Income Fund. Other investment options include Fidelity Gold Bullion, Fidelity Money Market, Fidelity Retirement Income Fund, Fidelity Capital Appreciation Fund, and Fidelity International Index Fund.
Fidelity Trade Services

Fidelity Trust Company, FSB provides clients with a variety of different services. Trade services include:
Fidelity Brokerage Services

Fidelity Money Market Account

Fidelity Investor Services

Fidelity Tax-Free Money Market Account

Fidelity Brokerage Account

Fidelity Advantage Account

This account offers unlimited deposits and withdrawals. No monthly service fees, maintenance fees, or per-transaction fees.
Six trades monthly; $4.95 per trade thereafter.
$500 opening deposit; $25 minimum balance required.
$2 monthly inactivity fee.

Fidelity Brokerage Account
This account offers unlimited deposits and withdrawals. No monthly service fees, maintenance fees, or per-transaction fees.
Six trades monthly; $4.95 per trade thereafter.
$500 opening deposit; $1,000 minimum balance required.
$2 monthly inactivity fee.

Fidelity 529 College Savings Plan
This account offers $5,000 opening deposit. $250 minimum balance required.
$25 per trade.

Fidelity Money Market Account
This account offers unlimited deposits and withdrawals. No monthly service fees, maintenance fees, or per-transaction fees.
$500 opening deposit; $1,000 minimum balance required.
$2.50 monthly inactivity fee.

Fidelity Low-Cost Stock Plan
This plan offers $100 opening investment. $25 minimum balance required.
Six trades monthly; $4.95 per trade thereafter.
$3 monthly inactivity fee.

Services Offered by Fidelity Trust Company, FSB

Fidelity's trust department offers several services, including:
Custodial Services: Fidelity Trust Company, FSB offers trusts, estates, and individuals a full range of custodial services for trusts, estates, and self-directed IRAs.

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Trust Administration Services: Fidelity Trust Company, FSB offers complete trust administration services.

Fiduciary Services: Fidelity Trust Company, FSB provides fiduciary services, including investment management, trust administration, and retirement plan services.



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Fidelity Trust Company, FSB Pros and Cons

Pros Cons

Fidelity offers a broad range of investment services for individuals, small businesses, and institutional investors.

Fidelity offers more than 65,000 no-load mutual funds, including more than 6,000 no-transaction-fee (NTF) and no-load funds, more than 1,900 ETFs, and more than 80,000 fixed income funds.

Fidelity offers over 300 free investment tools, including research, retirement planning, and trading tools.

Fidelity offers low expense ratios, competitive yields, and exceptional tax-loss harvesting.

Fidelity offers 24/7 customer service.