Comfortable researching and choosing investments and want the widest range of choices?
Fidelity BrokerageLink®, combined with other funds on the fund menu, may be appropriate for you.
Put simply, it’s an account within your UC 403(b), 457(b), or DC Plan that gives you access to thousands of mutual funds available through Fidelity FundsNetwork®, as well as exchange-traded funds (ETFs).
A BrokerageLink account is not for everyone.
Remember that it is always your responsibility to ensure that the options you select are consistent with your particular situation, including your goals, time horizon, and risk tolerance.
Before you open a BrokerageLink account, you should understand all of the applicable fees (and other requirements) associated with investing through this account.
Some funds have transaction fees, while others don’t. For funds with transaction fees, these fees are imposed based on how you make your trades. The most economical way to place trades is online.
For a complete list of the fund options and corresponding fees, please refer to the Commission Schedule at BrokerageLink Central on NetBenefits. To find it, log in to your account on NetBenefits, click the Quick Links drop-down next to your preferred plan, then select BrokerageLink.
After talking to a Fidelity representative to make sure you fully understand all the details, you can open a Fidelity BrokerageLink account by completing the online application or by calling and asking to have a BrokerageLink Acknowledgement Form mailed to you.
Before investing in any investment option, please carefully consider the investment objectives, risks, charges, and expenses. This and other information on the UC Retirement Savings Program Fund Menu is available, free of charge, online at www.netbenefits.com or by calling Fidelity Retirement Services at 1-866-6UC -RSVP (1-866-682-7787). This and other information on mutual fund options that are part of the UC Retirement Savings Program Fund Menu and other mutual funds outside the UC Retirement Savings Program Fund Menu can be found in each mutual fund’s prospectus, or, if available, a summary prospectus, which can be obtained, free of charge, at the same Web site and toll-free phone number. Read the information carefully before you invest.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
BrokerageLink includes investments beyond those in your plan’s lineup. The plan fiduciary neither evaluates nor monitors the investments available through BrokerageLink. It is your responsibility to ensure that the investments you select are suitable for your situation, including your goals, time horizon, and risk tolerance. See the fact sheet and commission schedule for applicable fees and risks.
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