Fidelity options account requirements


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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. Need help choosing an account? Complete a saved application. Download a paper application. To transfer assets to Fidelity from another firm, first open a compatible Fidelity account.

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Brokerage and Cash Management. Roth IRA for Kids. Investment-Only Plans for Small Business. Immediate Fixed Income Annuities. To transfer assets from another firm, first open a compatible Fidelity account.

Resources Need help choosing an account? Complete a saved application Download a paper application. Fidelity accounts may require minimum balances. ETFs are subject to management fees and other expenses. This site is for U. Visit our International Investment site. Fidelity may add or waive commissions on ETFs without prior notice. It is not intended to serve as your main account for securities trading.

The reimbursement will be credited to the account the same day the ATM fee is debited from the account. These entities are not affiliated with each other or with Fidelity Investments. All assets of the account holder at the depository institution will generally be counted toward the aggregate limit. Nondeposit investment products and trust services offered through FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal.

These advisory services are provided for a fee. Such ratings indicate that a municipal or corporate bond has a relatively low risk of default. All investment strategies, including the investment strategy of the Service, involve the risk of loss of a portion of or all assets.

In general, the bond market is volatile, and fixed income securities carry interest rate risk. As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities. Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties.

As with any investment, your investment through the Breckinridge Municipal SMA could have tax consequences for you. Income exempt from federal income tax may be subject to state or local tax. A portion of the income you receive may be subject to federal and state income taxes and may also be subject to the federal alternative minimum tax.

You may also receive taxable income attributable to the sale of municipal bonds, because certain income, including short-term capital gains and gains on the sale of bonds characterized as market discount, are generally taxable as ordinary income, while long-term capital gains are typically taxable as capital gains. The municipal market can be affected by adverse tax, legislative, or political changes and the financial condition of the issuers of municipal securities. Such changes can affect the tax treatment of municipal bonds.

Investing in municipal bonds for the purpose of generating tax-exempt income may not be appropriate for investors in all tax brackets or account types. Tax laws are subject to change, and the preferential tax treatment of municipal bond interest income may be removed or phased out for investors at certain income levels.

You should consult your tax adviser for questions pertaining to your specific situation. Equity Index Strategy, including "tax-loss harvesting," at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

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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. Skip to Main Content.

Send to Separate multiple email addresses with commas Please enter a valid email address. Your email address Please enter a valid email address. Best-in-class strategy and support Whether you are new to options or an experienced trader, Fidelity has the tools, expertise, and educational support to help improve your options trading. Support and education Be the first to know: Powerful tools for idea generation Our independent research and insights help you scan the markets for opportunities.

How to start trading options With the ability to leverage and hedge, options can help limit risk, while offering unlimited profit potential. Ready to get started? Apply to Trade Options. Trades are limited to online domestic equities and options and must be used within two years. Options trades are limited to 20 contracts per trade. Offer valid for new and existing Fidelity customers opening or adding net new assets to an eligible Fidelity IRA or brokerage account.

Fidelity reserves the right to modify these terms and conditions or terminate this offer at any time. Other terms and conditions, or eligibility criteria may apply.