Investment Plans

Choose The Right Plan

Explore our carefully designed investment plans and select the option that aligns with your financial goals.

Flexible Plans

Choose the plan that fits your goals

Whether you're just starting your investment journey or managing a complex portfolio, we have a plan designed for your needs.

Starter

Start your investment journey

Designed for new investors looking to begin their investment journey.

$ 100 minimum
  • Minimum Investment: $100
  • Investment Cycle: 6 Days
  • Profit Percentage: 2%
  • Beginner-friendly investment option
Get Started Minimum investment $100
Silver

Expand your portfolio

Suitable for investors seeking greater portfolio exposure.

$ 500 minimum
  • Minimum Investment: $500
  • Investment Cycle: 14 Days
  • Profit Percentage: 5%
  • Greater portfolio exposure
Get Started Minimum investment $500
Trading

Diversify your opportunities

Intended for experienced investors seeking diversified trading opportunities.

$ 5,000 minimum
  • Minimum Investment: $5,000
  • Investment Cycle: 21 Days
  • Profit Percentage: 15%
  • Diversified trading opportunities
  • Designed for experienced investors
Get Started Minimum investment $5,000
Home Ownership

Work toward your home

A long-term investment option designed to help clients work toward purchasing a home through disciplined investing.

$ 20,000 minimum
  • Minimum Investment: $20,000
  • Investment Period: 24–6 Months
  • Long-term investment option
  • Designed toward home ownership goals
  • Subject to applicable terms and conditions
Get Started Minimum investment $20,000
Vehicle Ownership

Work toward your vehicle

Designed for clients working toward purchasing a vehicle through structured investing.

$ 10,000 minimum
  • Minimum Investment: $10,000
  • Investment Period: 12–3 Months
  • Structured investment option
  • Designed toward vehicle ownership goals
  • Subject to applicable terms and conditions
Get Started Minimum investment $10,000

Find the perfect fit for you

Every plan includes our core features. Upgrade as your needs grow.

Features Starter Professional Enterprise
Commission-free trades
Fractional shares
Real-time market data
Advanced analytics
Expert market insights
Portfolio optimization
Priority support
Dedicated advisor
Tax-loss harvesting
Family account sharing

Enhance your investment experience

Customize your plan with these premium features and services.

AI-Powered Insights

Get personalized investment recommendations powered by artificial intelligence and machine learning.

+$15/mo Learn more

Priority Phone Support

Skip the queue with priority phone support from our experienced investment specialists.

+$10/mo Learn more

Premium Research Reports

Access exclusive in-depth research reports and market analysis from our team of experts.

+$20/mo Learn more

Family Plan

Add up to 5 family members to your account with shared features and benefits.

+$25/mo Learn more

Got questions? We've got answers

Can I switch plans at any time?

Yes! You can upgrade, downgrade, or cancel your plan at any time. Changes take effect at the start of your next billing cycle.

Is there a free trial available?

Yes, the Professional plan includes a 14-day free trial. No credit card required to start your trial.

What payment methods do you accept?

We accept all major credit cards, debit cards, PayPal, and bank transfers. All payments are processed securely.

Can I get a refund if I'm not satisfied?

We offer a 30-day money-back guarantee for all paid plans. If you're not satisfied, we'll refund your purchase.

Is my data secure?

Absolutely. We use bank-level encryption, multi-factor authentication, and 24/7 monitoring to keep your data safe and secure.

Do you offer discounts for non-profits?

Yes! We offer special pricing for non-profit organizations and educational institutions. Contact our sales team for more information.

Ready to start your investment journey?

Join millions of investors who trust Fidelity to help them build better financial futures.