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Dedicated Trading Reps

Get Exclusive Service

If you trade 120 or more times per year, you'll have access to our most advanced trading tools and dedicated trading representatives who are committed to helping you become a better investor.

More Fidelity Services

  • Personal account executives for high-net-worth clients²
  • Dedicated trading specialists to help with complex needs
  • Over 110 Investor Centers across the U.S.
  • Experienced representatives available 24 hours a day

Best Execution

  • Trade-execution quality backed by a 1–Second Execution Guarantee — or the trade is commission free³
  • Direct and intelligent order routing
  • Over 27 years serving stock and options traders

Online Services

  • Real-time portfolio analysis including position profit and loss
  • Manage tax information and download to third-party tax-preparation software
  • Online transfers between Fidelity accounts, online Bill Pay, checkwriting, and ATM cards to manage daily cash needs
  • Wireless access to portfolio management, market data, alerts, and trading with Fidelity AnywhereSM

Exercise stock options and manage restricted securities with Fidelity Stock Plan Services

  1. Investors in households that place at least 120 stock, bond, or options trades in a rolling 12-month period, plus hold $25,000 in assets across their eligible Fidelity brokerage accounts are eligible for Active Trader Services.

  2. Private Client Group is generally available to investors whose assets are over $1 million, of which at least $500,000 is registered under the same SSN or TIN or which list the same SSN or TIN for the custodian of a Uniform Gifts/Transfers to Minors Act Account. Read more about Qualifications for Private Client Group Services.

  3. Fidelity will waive the commission charge on eligible stock trades not executed within one second. Offer limited to market orders between 100 and 500 shares to buy, sell, or buy to cover stocks listed in the S&P 500® Index. Orders must be entered between 9:45 a.m. and 3:59 p.m. ET on a day when the equity markets are open and times will be adjusted when the markets open late/close early. Execution speed is calculated from the time Fidelity accepts the order to the time of execution reported to Fidelity by the executing market center. Eligible orders can be entered on Fidelity.com, Fidelity Active Trader Pro®, FAST®, wireless devices, or through a Fidelity Representative. Short sales, extended hours orders, directed trade orders, and certain other orders excluded. Certain market and systems conditions may impact qualification for this guarantee. Fidelity reserves the right to restrict or revoke this offer at any time. For complete details, visit 1–Second Execution Guarantee.


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