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To trade the most variety of Fidelity funds, do I have to have a Fidelity Account?


The reason I ask this, is because I have other Financial Institution accounts. If I can still have access to the same Fidelity funds, then I wouldn't have to open a Fidelity account.

Correct. You do not need to have a fidelity account. I would check before purchasing any funds through your other financial institution to make sure the purchase has no transaction fee. (NTF). Some of these fees can be excessive.

You must open a Fidelity Account to buy or sell Stock, Mutual funds, CD's or any other things that they sell.

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