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Whether you are investing to purchase a home, saving for college for your children or grandchildren, or for a comfortable retirement, contributions to a mutual fund account may help move you closer to your goals. These are just some of the reasons why you might choose to invest. Even if your list is different, a small sum of money can go a long way if invested wisely.1

To help support your personal investment goals, Fidelity Investments will waive the $49.95 transaction fee on the purchase of select Hartford funds for employees of The Hartford. This exclusive offer provides a fee waiver for your personal retail brokerage accounts, allowing employees to purchase select Hartford funds online through your Fidelity account without having to pay the $49.95 transaction fee.2 3 4

Instructions to take advantage of this opportunity are listed below. Please note the process may be different for employees based on their department and Compliance requirements of their role. You may contact Fidelity at 1-800-726-0286 with any questions about the process, including the process of transferring existing Hartford funds to a personal Fidelity brokerage account. Effective June 2017, accounts that remain directly held with Hartford Funds will be charged a $30 annual fee for all shareholder accounts. This fee will be directly withdrawn from each of the accounts. Shareholders that continue to hold their accounts directly with Hartford Funds will be assessed this fee on an annual basis in June each year, including employees who have direct accounts.

  1. This is for informational purposes only. It is not intended to be relied upon as investment advice or as a recommendation, offer or solicitation to buy or sell any securities or adopt any investment strategy. All investing involves risk, including the loss of principal. Please consult with your financial advisor to evaluate your investment strategy. Before investing in a mutual fund, carefully consider its investment objectives, risks, fees, and expenses, which are included in the prospectus available for the fund. Read it carefully before investing.
  2. You may receive a warning message pertaining to a transaction fee when purchasing I-shares and certain other Hartford funds online, but the fee will not be charged to your account.
  3. $2,500 per fund required to open an account. Automatic Investment Plans (AIP) requires $250 per fund to open. Subsequent investments will be at least $250 per fund. Please note: the minimum investment balance is $1,000 per fund, subject to certain exclusions such as for active AIP accounts. Some Hartford Mutual Funds have a higher minimum initial investment; please see the Fund's prospectus for more information.
  4. Excludes Hartford Funds ETF products.

EMPLOYEES SUBJECT TO ACCOUNT AND TRADING MONITORING BY COMPLIANCE

This includes all employees of Hartford Funds and HIMCO.
Employees with an existing Fidelity personal retail brokerage account should visit http://www.fidelity.com/hartford to make a purchase. Fidelity will automatically waive the transaction fee. Please be sure that you have disclosed your account in accordance with the Code of Ethics policy before making a purchase in order to trigger your eligibility for the waiver. You will be required to fulfill all reporting obligations on this account and transactions in Hartford Funds.

Employees without an existing Fidelity personal retail brokerage account should follow the steps below to create a new account:

  • Visit The Hartford employee webpage http://www.fidelity.com/hartford to open an account.
  • If your role is within one of the FINRA member business units (Hartford Funds Distributors, LLC or HIMCO Distribution Services Company) be sure to answer "yes" to the question under the Association section and enter the appropriate firm name in the Association field. (If you report under HIMCO’s Code of Ethics and you are not a registered rep with one of The Hartford’s broker-dealers, please respond “no.” HIMCO is not a FINRA member.)
  • After your Fidelity account has been opened, please disclose your account in accordance with the Code of Ethics (i.e. – personal trading vendor’s software) so that the account can be set up for the electronic feed and the transaction fee can be waived. If you do not work for one of the FINRA member business units, you will need to log-in to your Fidelity account to consent to adding your account to the electronic feed and be coded for the transaction fee waiver.
  • When you are ready to make a Hartford Funds Class I mutual fund purchase, visit http://www.fidelity.com/hartford. Fidelity will automatically waive the transaction fee.
  • As a reminder Hartford Funds and HIMCO employees are required to report this brokerage account and its transactions (including Hartford Funds) as part of their quarterly and annual reporting obligations under their respective Code of Ethics.

EMPLOYEES NOT SUBJECT TO ACCOUNT MONITORING BY COMPLIANCE

In order to be eligible to receive the transaction fee waivers for select Hartford funds, please call 800-726-0286 to register any new or existing accounts. The fee waiver will be available within two business days of the account being registered and your consent being provided to add the account to the electronic feed. At that point, you can make select Hartford funds purchases by visiting www.fidelity.com/hartford. Fidelity will automatically waive the transaction fee.

Investors should carefully consider the investment objectives, risks, charges, and expenses of Hartford Funds before investing. This and other information can be found in the prospectus and summary prospectus, which can be obtained by visiting http://www.fidelity.com or www.hartfordfunds.com. Investors should read them carefully before they invest. Hartford Funds are underwritten and distributed by Hartford Funds Distributors, LLC.

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