Fidelity said in the Jan. 2 filing that it has set $2,000 minimums for balances in several mutual funds and a $100,000 minimum for its trust accounts.
The $2,000 minimum was established for the Fidelity ContraFund, a $100,000 minimum for the Fidelity Concord Street Trust, and a $5,000 minimum for the Fidelity Commonwealth Trust, the company said.
The minimum balance required in retirement accounts is $500, according to the filing.
Shareholders will be given 30 days to meet the minimum-balance requirements. If the minimum is not met, Fidelity said, it can close the account and return the proceeds.