Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.
1. Fidelity brokerage account required for access to research/(reports) Minimum opening balance of $2500 is required.
2. $7.95 trading commission applies to online purchases of U.S. equities in a Fidelity brokerage account with a minimum opening balance of $2,500 for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (of between $0.01 to $0.03 per $1000 of principal). Other conditions may apply. See Fidelity.com/commissions for details.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.
The Fidelity Cash Management Account is a brokerage account designed for spending and cash management. It is not intended to serve as your main account for securities trading. Customers interested in securities trading should consider a Fidelity Account®.
All Fidelity ATM withdrawal fees will be waived for your Fidelity® Cash Management Account. In addition, your account will automatically be reimbursed for all ATM fees charged by other institutions while using a Fidelity® Visa® Gold Check Card linked to your account at any ATM displaying the Visa®, Plus®, or Star® logos. The reimbursement will be credited to the account the same day the ATM fee is debited from the account. Please note that there is a foreign transaction fee of 1% that is not waived, which will be included in the amount charged to your account. The Fidelity® Visa® Gold Check Card is issued by PNC Bank, N.A., and the check card program is administered by BNY Mellon Investment Servicing Trust Company. These entities are not affiliated with each other or with Fidelity Investments. Visa is a registered trademark of Visa International Service Association, and is used by PNC Bank pursuant to a license from Visa U.S.A. Inc
Promotional Offer Rules:
This promotional offer is available only to new and existing Fidelity brokerage account customers opening or depositing net new assets into a joint or individual nonretirement Fidelity Account®
. Net new assets means external new money in minus money out, including distributions and transfers, during the qualification period. This offer expires June 30, 2017, and it is not transferable or valid in conjunction with any other Fidelity promotional offer. Fidelity Investments reserves the right to modify, change, or alter the terms and conditions of this promotional offer in its sole discretion at any time. Fidelity Investments may terminate this promotional offer at any time. Other terms and conditions may apply. Promotional offers are limited to one per individual per rolling 12 months.
Customers must register at Fidelity.com/delta
. New accounts or deposits into existing accounts must be funded within 60 days of registration ("qualification period"). Net deposits to the eligible Fidelity account during the qualification period may earn you a higher mileage award, provided the result is that the cumulative assets meet or exceed the next eligibility tier (up to a maximum of 50,000 miles).
Transferred assets will be valued, for the purposes of determining eligibility for this promotional offer, at the close of business Eastern time on the business day or next business day, if on a weekend day or holiday, following receipt by Fidelity Investments of the assets into the account that is eligible for the promotional offer. Funding must come from an external, non-Fidelity source via any standard monetary transfer method (a standard Transfer of Assets form, check, electronic funds transfer, ADM deposit, etc.).
Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility, or margin debit balances) at Fidelity for nine months from the date on which the reward is received.
This promotion is not available for business accounts; trust accounts; mutual fund only accounts; retirement accounts, including, among others, Fidelity IRA, Roth IRA, SEP, and SIMPLE accounts; 401(k) and 403(b) workplace retirement plans; fiduciary accounts (including custodial accounts, estate accounts); 529 college savings plan accounts (i.e., college investment trust accounts); Fidelity accounts managed by Strategic Advisers, Inc. (for example, Portfolio Advisory Services); Institutional Wealth Services (IWS) clients; clients of registered investment advisors working with Fidelity Investments; annuities; or Stock Plan Services accounts. Offer is not valid for non-U.S. residents; persons employed by FINRA or a securities organization in a regulatory capacity; employees of Fidelity, or its affiliates, and members of their immediate families and households; or members of the media who cover financial services.
Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as Fidelity that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting this incentive, we assume that you are in compliance with your jurisdiction's laws and institution's internal policies.
Taxes and fees for award travel are the responsibility of the passenger and must be paid at the time the ticket is booked.
All Delta SkyMiles program rules apply to SkyMiles program membership, miles, offers, mile accrual, mile redemption, and travel benefits. Award travel seats are limited and may not be available on all flights or in all markets. To review the rules, please visit . Delta, SkyMiles, and the Delta logo are registered service marks of Delta Air Lines, Inc. Delta is not responsible for goods or services offered by Fidelity. Delta and its affiliates are not broker-dealers and do not offer investment advice or financial planning services. Delta receives compensation for introducing Fidelity to its customers. Fidelity Investments makes no representations or warranties regarding the SkyMiles program membership, offers, mile accrual, mile redemptions, or travel benefits.
Fidelity Investments and Delta Air Lines are not affiliated.
Fidelity Brokerage Services LLC, Member NYSE, SIPC
Guidance provided is educational.