Investment Products Overview

Mutual Funds

• Choose from over 175 no–load Fidelity mutual funds and over 4,500 funds from other leading companies.
• Fidelity Freedom Funds^® pick the fund targeted to your retirement date. Our expert money managers do the rest.

Stocks and Options

• Individual securities, Exchange–traded funds, and Options

Fixed Income

• A large inventory of individual bonds, CDs, and bond mutual funds

Managed Portfolios

• Have the professionals at Portfolio Advisory Services manage your portfolio for you.

Annuities¹

• Tax–deferred annuities help you to save for retirement.
  Income annuities convert a portion of your savings into a stream of income payments for life.

Life Insurance¹

• Protect your family and financial plan with life insurance.

• Wealth Advisor Solutions^® – Your account executive can refer you to a member of our network of independent advisors who offer experience in the unique needs of affluent investors.
• Trading at Fidelity – Trading Research, expertise: see why Fidelity has the people, guidance and investments to help you find your way.
• Active Trader Pro^® – Advanced functionality for eligible active traders including Nasdaq Level II quotes.
• Cash Management – Debit cards with worldwide ATM access, Fidelity BillPay^®, Electronic Funds Transfer and Checkwriting.
• Credit Cards – Earn up to 2% on purchases for redemption into your eligible Fidelity account. Fidelity offers American Express and VISA reward card products to help you save for your investment goals.

• The Fidelity Account^® – a full–featured portfolio account with discounted commissions.
• Retirement Investing – no–fee² Roth and Traditional IRAs, and small business retirement plans
• Fidelity^® Cash Management Account – Take control of your cash: Cash Balances eligible for FDIC insurance, free Fidelity BillPay, free checkwriting and reimbursed ATM fees.
• College Savings Accounts
• Charitable Giving