Stock Plan Services Goal planning
Stock Plan Services Goal planning Fidelity Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.
PLAN Your security and privacy are of the utmost importance and we employ world-class measures to keep your information safe.
LEARN The zeros add up. No account fees, no minimums to open a retail brokerage account, and $0 commissions for online US stock trades.†
LEARN Since our founding, the reason we exist hasn’t changed—to help secure your financial wellbeing.
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What’s that word? Find definitions for commonly used terms. Strengthen your knowledge on a range of topics from personal finance to investing. Please wait while Fidelity's Virtual Assistant loads. Questions?
800-544-9354 Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. † $0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). There is an Options Regulatory Fee (from $0.03 to $0.05 per contract), which applies to both option buy and sell transactions. The fee is subject to change. Other exclusions and conditions may apply. See for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions may be subject to different commission schedules. * Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. See for further details. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC. Fidelity Stock Plan Services, LLC, provides recordkeeping and/or administrative services to your company's equity compensation plan, in addition to any services provided directly to the plan by your company or its service providers. Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 2021 FMR LLC. All rights reserved. 945406.2.0
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
Mutual Funds and Mutual Fund Investing - Fidelity Investments
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Your company’s stock plan benefits can provide significant financial opportunities. Whether you’re looking to stay on top of day-to-day finances, make a big purchase, save for a future financial goal, or even retire, your stock can play a big role in helping you achieve what matters most. GoBuilding a strong financial foundation
Achieving potential financial freedom starts with the basics—like having an emergency fund for life’s unexpected surprises and paying down high-interest debt. Your stock plan benefits can help give you a jump start on these key financial steps and more.Could your savings work harder
From choosing investments to saving for retirement and being tax-smart, get Fidelity’s perspective on tackling big financial goals. Tell us what you’re saving for and we’ll offer up insights, motivation, and tools to help you save smarter and overcome obstacles. Get tips and tools for planning for the future, choosing investments to help minimize risk, and saving for retirement.Make the most of your stock with a plan
When it comes to something as important as your financial goals, you really don’t want to leave things to chance. We can help you create a financial plan that includes your stock, so you have a clearer path forward. We’ll bring your plan to life with a strategy based on your needs, and then take on the work of investing. Set up a goal, create an investment strategy, and track your progress along the way. Make better decisions with easy-to-use tools and straightforward insights from Fidelity professionals.Our mission in working with you
We believe the more we can make investing and financial planning clear and simple, the more confident you’ll be about the decisions you make. And the more you’ll get from our relationship together.Our mission in working with you
We believe the more we can make investing and financial planning clear and simple, the more confident you’ll be about the decisions you make. And the more you’ll get from our relationship together.Smarter charitable giving
If your financial goals include philanthropy, you can turn your appreciated company stock into a life-changing gift. Compared with selling your shares and contributing the after-tax cash, donating your stock directly to charity may help you increase your charitable donation and your own tax deduction. See how much you could give to charities and save on taxes by donating long-term, appreciated stock. With a donor-advised fund, you can make tax-deductible donations, grow your donation tax-free, and support charities now or over time.Get help with almost any financial need, from creating a budget to reviewing your investment strategy.
PLAN Your security and privacy are of the utmost importance and we employ world-class measures to keep your information safe.
LEARN The zeros add up. No account fees, no minimums to open a retail brokerage account, and $0 commissions for online US stock trades.†
LEARN Since our founding, the reason we exist hasn’t changed—to help secure your financial wellbeing.
LEARN
What’s that word? Find definitions for commonly used terms. Strengthen your knowledge on a range of topics from personal finance to investing. Please wait while Fidelity's Virtual Assistant loads. Questions?
800-544-9354 Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. † $0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). There is an Options Regulatory Fee (from $0.03 to $0.05 per contract), which applies to both option buy and sell transactions. The fee is subject to change. Other exclusions and conditions may apply. See for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions may be subject to different commission schedules. * Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. See for further details. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC. Fidelity Stock Plan Services, LLC, provides recordkeeping and/or administrative services to your company's equity compensation plan, in addition to any services provided directly to the plan by your company or its service providers. Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 2021 FMR LLC. All rights reserved. 945406.2.0
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Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0