Investment minimums

Some funds and series require a minimum investment amount. These amounts may change from time to time, and may also be waived by Fidelity. The current minimums are set out below. For further information, please speak with your financial advisor.

Fidelity Private Investment Pools
Initial purchase minimum $150,000
PAC minimum $1,000

 

Fidelity ClearPlan Custom Fund Portfolios
Initial purchase minimum $10,000
PAC minimum $25

 

Series T5, T8, S5, S8, F5 and F8
Initial purchase minimum $5,000
PAC minimum $25

 

Other funds
Initial purchase minimum $500
PAC minimum $25

 

Minimum account size
Due to the high cost to Fidelity of administering each investment account, we ask that you maintain at least $500 in your account at all times. If your account falls below this amount, we may decide to redeem your units and return the cash to you . We will notify you and give you 30 days to bring the value of your account up to $500 before we redeem your units.

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