Better pricing made simple.
Fidelity Preferred Program is a pricing solution that allows you to get a better price on your mutual funds.
The program provides a feature that automatically provides fee rebates* based on the pricing tier for which you qualify. The fee rebates you receive are based on your asset levels: as your assets grow, your fee rebates grow. It couldn’t be simpler.
As part of the program, you can also group accounts belonging to family members. By grouping family accounts, everyone can benefit from fee rebates – even if they live at different addresses.
All of your Fidelity assets, regardless of series, are used to determine your pricing tier. Fee rebates are then applied to your Series B or Series F holdings, or their associated Fidelity Tax-Smart CashFlow™ Series on eligible Fidelity funds.
For more information, please contact your financial advisor.