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How do I submit documents to Fidelity?

You can upload documents to Fidelity by logging in to your account online and selecting 'Documents & Messages' and 'Upload forms and document'. Currently you can upload applications forms to us using this functionality, and we are looking to expand the documents you can upload in the future.

Does Fidelity have a minimum deposit?

Commission Notes Fidelity requires no minimum deposit to open an account. To trade mutual funds, a $2,500 minimum deposit is needed, and for margin trading a $5,000 minimum deposit is required. Stock Trades: Online stock and ETF trades are $0.

What is a non standardized 401k plan?

Standardized plans are essentially the same as they were under the predecessor M&P program; non-standardized plans adopt the flexibility of plans under the predecessor VS program. Standardized or non-standardized plans may be designed as a basic plan document with an adoption agreement, or as a single plan document.

How much do you need to open a Fidelity account?

There aren't any fees for opening up or maintaining a Fidelity brokerage account, but there is a $2,500 investing minimum. So you can set up an account for free, but you'll need to fund it with $2,500 to start investing.

What is a non-prototype retirement account?

A Non-Prototype Pension Plan Account is a subaccount that holds assets for a qualified pension. Non-Prototype Pension Plan client accounts are trust accounts containing assets beneficially owned by a number of underlying Pension Plan participants.

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What are the required documents for Fidelity?

Requirements for Opening Accounts Name. Tax identification number. Valid government photo identification issued at least 30 days ago. Date of birth. Mailing and physical address (if different) Contact phone number. Mother's maiden name (for additional security) Citizenship/Residency status.

Can I withdraw money from my Fidelity retirement account?

If you are between 59½ and 72 Starting at age 59½, you can take withdrawals without penalties, though note that taxes may be due based on the type of IRA. You are not required to take withdrawals from any accounts before age 72. Your withdrawals should factor into your overall retirement strategy.

How much money do you need to open an account with Fidelity?

There is no minimum amount required to open a Fidelity Go account. However, in order for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10. 10.

Are Fidelity accounts free to open?

With no account fees, $0 commission trades for online US stocks, and no minimums to open an account, Fidelity is here to help with your unique needs.

What are the two types of retirement accounts?

A 401(k) and an IRA are two types of investment accounts that help you save for retirement. Both accounts let you make ongoing contributions1 and invest your savings in the market for potential growth over time.

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