Fidelity.com review: Fidelity is a multinational financial services corporation headquartered in Boston, Massachusetts. The company was founded in 1946 by Edward C. Johnson II, and it is one of the largest asset managers in the world, with over $4.9 trillion in assets under management as of 2021. Fidelity provides a wide range of financial products and services to individuals, financial advisors, and institutional investors.
Fidelity offers investment management services through its various subsidiaries, including Fidelity Management & Research Company (FMR), Fidelity Institutional Asset Management (FIAM), and Fidelity Investments Canada. These subsidiaries provide a wide range of investment products, including mutual funds, exchange-traded funds (ETFs), and other investment vehicles. Fidelity is also a leading provider of workplace retirement savings plans, such as 401(k) plans.
Fidelity is known for its customer-centric approach and commitment to providing excellent service to its clients. The company has won numerous awards for its customer service, and it consistently ranks high in customer satisfaction surveys. Fidelity also has a strong commitment to corporate social responsibility, and it has established a number of initiatives to support education, the environment, and other social causes.
| 💵 Currency: | USD, CAD, GBP, JPY, EUR, AUD, HKD, and more |
| 💰 Min deposit | From $0 |
| ⚖️ Leverage | Varies depending on the investment product and service |
| 💱 Spread | Varies depending on the investment product and service |
| 💹 Markets | Stocks, bonds, mutual funds, ETFs, options, futures, and more |
| 📱 Mobile apps | iOS, Android |
| 🗺️ Headquarters | Boston, Massachusetts, USA |
Overall Fidelity.com Review
Overall, Fidelity is a leading financial services provider that offers a wide range of investment management and financial products and services. With a strong commitment to customer service and corporate social responsibility, Fidelity has established itself as a trusted partner for individuals, financial advisors, and institutional investors around the world.
Go to Fidelity.com website
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Geographic Distribution
Geography of clients (traders) of Fidelity.com
Top Reviews
Best customer reviews of Fidelity.com
The site administration cannot guarantee review accuracy and lacks the technical means to verify if authors are actual customers. Reviews lacking detail and purely emotional in nature are disregarded.
I have been a Fidelity customer for over 10 years and I have always been impressed with the level of service and support I have received. Their investment management services have helped me grow my portfolio significantly over the years and I appreciate their commitment to offering a wide range of investment products and services. The online platform is user-friendly and provides a wealth of information and tools to help me manage my investments effectively. I have also had a positive experience with their customer service team, who have always been friendly and knowledgeable when I have needed assistance. Overall, I highly recommend Fidelity to anyone looking for a reliable and trustworthy investment partner.
United States
I have used Fidelity's brokerage services for a few years now and while I have not had any major issues, I can't say that I am blown away by their offering. The platform is decent and provides access to a wide range of investment products, but I have found that their fees can be a bit higher than some of their competitors. While I appreciate the level of customization available in the platform, I do find it can be a bit overwhelming at times. Customer service has been decent, but not exceptional. Overall, I would recommend Fidelity to someone who is looking for a solid brokerage, but I don't think they are necessarily the best option out there.
Canada
I had a terrible experience with Fidelity's customer service team recently. I had an issue with a trade that I had placed and I reached out to their support team for assistance. The representative I spoke with was unhelpful and seemed to have no understanding of the issue I was experiencing. I was transferred to several different representatives over the course of several hours, each of whom seemed just as clueless as the last. I eventually had to escalate the issue to a manager, who was able to resolve the issue, but the entire process was incredibly frustrating and time-consuming. While I have had some positive experiences with Fidelity in the past, this experience has left a bad taste in my mouth and I am considering switching to a different brokerage.
United Kingdom
Expert Review
Expert Review of Fidelity.com
Fidelity is a well-established financial services company that has been in business for over 75 years. Over that time, Fidelity has built a reputation as a reliable and trustworthy partner for investors, financial advisors, and institutions around the world.
One of the key factors contributing to Fidelity's reliability is its financial strength. Fidelity is one of the largest asset managers in the world, with over $4.9 trillion in assets under management as of 2021. This strong financial position means that Fidelity is well-positioned to weather market downturns and continue to provide high-quality services to its clients.
Another factor contributing to Fidelity's reliability is its commitment to transparency and accountability. Fidelity provides a wealth of information about its investment products, fees, and performance, which allows clients to make informed decisions about their investments. Fidelity also has a strong track record of delivering consistent returns to its clients, which further reinforces its reliability as an investment partner.
Fidelity's online platforms and tools also contribute to its reliability. These platforms are user-friendly and provide a wealth of information and tools to help investors manage their portfolios effectively. Fidelity's customer service team is also known for being knowledgeable and responsive, which adds to the overall reliability of the company.
Overall, as a financial expert, I can confidently say that Fidelity is a reliable and trustworthy partner for investors. With its strong financial position, commitment to transparency and accountability, and user-friendly platforms and tools, Fidelity is well-positioned to continue delivering high-quality services to its clients for years to come.
Financial expert and analyst at TradersHero.com
Risk Warning! Investing and trading come with inherent risks, and this is true when trading on Fidelity as well. It is important to note that investing involves the potential for both gains and losses, and past performance is not necessarily indicative of future results.
Copy Trading
Investment Programs
Fidelity is primarily focused on investment management and brokerage services and does not currently offer a copy trading feature. Copy trading is a form of social trading in which investors can automatically replicate the trades of other traders, typically more experienced traders or trading algorithms. This feature is typically offered by online brokers or social trading platforms.
While Fidelity does not offer copy trading specifically, they do provide a wide range of investment products and services designed to help investors manage their portfolios effectively. This includes access to a variety of mutual funds, ETFs, and other investment vehicles, as well as advanced research and analytical tools to help investors make informed investment decisions.
Fidelity's online platform, Active Trader Pro, is designed for active traders and provides advanced charting and analysis tools, real-time market data, and customizable watchlists, among other features. While this platform is not specifically designed for copy trading, it does offer a wealth of information and tools to help investors manage their portfolios effectively.
One of the most common ways to earn money on Fidelity is through traditional investment strategies, such as buying and holding stocks, mutual funds, and ETFs. Over time, these investments can appreciate in value and potentially generate significant returns for investors. It is important to note, however, that investing always involves risks and past performance is not indicative of future results.
Another way to potentially earn money on Fidelity is through active trading. Active traders can use Fidelity's online trading platform, Active Trader Pro, to buy and sell securities more frequently, with the goal of generating higher returns. This strategy involves more risk than traditional buy-and-hold investing and requires a high degree of skill and experience.
Overall, while Fidelity does not offer any specific programs for earning money, investors can potentially earn money by using Fidelity's investment products and services, including traditional investment strategies, active trading, and financial planning services. As with any investment strategy, it is important to carefully consider your investment goals, risk tolerance, and time horizon before making any investment decisions.
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Conditions
Trading Conditions for Fidelity.com Traders
The platform provides access to a wide range of investment products and services, including stocks, mutual funds, exchange-traded funds (ETFs), and other investment vehicles. Fidelity.com primarily offers investment management and brokerage services, rather than traditional trading services. As such, the trading conditions for Fidelity.com traders are generally designed for longer-term investing rather than day trading or high-frequency trading.
Fidelity.com's brokerage services include access to its proprietary online trading platform, Active Trader Pro. Active Trader Pro is designed for active traders and provides advanced charting and analysis tools, customizable watchlists, real-time market data, and more. However, Fidelity.com's trading conditions may not be as competitive as those offered by specialized day-trading or high-frequency trading platforms.
The platform also provides access to a variety of investment research and analytical tools, which can be useful for traders looking to make informed investment decisions. Additionally, Fidelity.com offers a range of educational resources, including webinars and articles, designed to help investors and traders improve their skills and knowledge.
It is important to note that Fidelity.com's trading conditions, including fees and commissions, can vary depending on the specific investment products and services being used. Investors and traders should carefully review the trading conditions for each investment product or service before making any investment decisions.
Overall, Fidelity.com's trading conditions are designed to support longer-term investing and may not be as competitive for day trading or high-frequency trading. However, Fidelity.com does offer a range of investment research and analytical tools, as well as educational resources, that can be useful for traders looking to make informed investment decisions.
| 💵 Currency | USD, CAD, GBP, JPY, EUR, AUD, HKD, and more |
| 💰 Min deposit | $0 |
| ⚖️ Leverage | Varies depending on the investment product and service |
| 💱 Spread | Varies depending on the investment product and service |
| 💹 Markets | Stocks, bonds, mutual funds, ETFs, options, futures, and more |
| 📱 Mobile apps | iOS, Android |
| 💵 Replenishment / Withdrawal: | Bank transfer, check, electronic transfer, direct deposit, mobile check deposit, and more |
| 🏦 Broker Type: | Full-service broker |
| 📞 Customer Service | Phone, chat, email, in-person, and more |
| 👩💼 Support | Multilingual |
| 👨💼 Personal Account Manager | ✅ |
| 🔁 Copy Trading | |
| 🔓 Demo account | ✅ |
| 🗺️ Headquarters | Boston, Massachusetts, USA |
Risk Warning
Comparison
Comparison of Fidelity.com with other Brokers
Broker comparison table of trading instruments
Commissions
Fidelity.com Accounts, Commissions & Fees
Fidelity.com offers a range of investment products and services designed to help investors manage their portfolios effectively. The fees and commissions associated with these services can vary depending on the specific investment product or service being used.
Here is an overview of some of the fees and commissions associated with Fidelity.com's investment products and services:
Accounts:
- Individual brokerage accounts: no account minimums or annual fees
- Retirement accounts (such as Traditional or Roth IRAs): no account minimums, annual fees, or account closing fees
- Managed account programs (such as Fidelity Go or Fidelity Wealth Services): minimum investment amounts and annual management fees apply
Commissions:
- Stocks, ETFs, and options: $0 commission for online trades
- Mutual funds: no transaction fees for Fidelity mutual funds; other mutual funds may be subject to transaction fees
- Bonds: online trades of U.S. Treasury securities are commission-free; other bonds may be subject to transaction fees
- Margin trading: interest rates apply for margin loans
Fees:
- Wire transfer fees: $0 for domestic wire transfers; $15 for international wire transfers
- Account transfer fees: $0 for account transfers into Fidelity; $75 for account transfers out of Fidelity
- Other fees: may include fees for paper statements, account research, and more
It is important for investors to carefully review the terms and conditions for each investment product or service to understand any potential fees or charges associated with their accounts. Additionally, investors should consider their investment goals, risk tolerance, and time horizon before making any investment decisions.
Overall, while Fidelity.com offers competitive fees and commissions for its investment products and services, there may be fees associated with certain types of transactions or services. Investors should carefully review the terms and conditions for each investment product or service and should consult with a financial advisor if necessary.
| Account Minimum | Schwab | Vanguard | |
|---|---|---|---|
| Account service fee | $0 | $0 | $20 per year |
| Proprietary retail mutual fund investment minimums | $0 | $0 | $1000 – $3,000 Investor Shares $3,000 – $100,000 AdmiralTM Shares |
| Mutual funds low balance fee | $0 | $0 | $20 per year† |
| Account transfer out | $0 | Full: $50 | $0 |
| Minimum initial investment | $0 | $0 | $0 |
| IRA closeout fee | $0 | $0 | $0 |
| Late settlement fee | $0 | $25 | $0 |
| Bank wire | $0 | Online: $15 Paper: $25 | $10 |
| Insufficient funds | $0 | $25 | $20 |
| Stop payment | $0 | $0 | $15 |
| Bill payment | $0 | $0 | $4.95 per month‡ |
| Account ATM fee | $0 | $0 | $0 |
Risk Warning
Final review
Detailed review of Fidelity.com
The platform is a leading financial services company that provides a range of investment management and brokerage services to individuals, institutions, and financial advisors. With over 70 years of experience in the industry, Fidelity.com has built a reputation for delivering innovative and reliable solutions to its clients. In this review, we will take a detailed look at the various investment products and services offered by Fidelity.com, as well as the benefits and drawbacks of using the platform.
Investment Products and Services: Fidelity.com offers a wide range of investment products and services designed to help investors manage their portfolios effectively. These include:
- Stocks: Fidelity.com provides access to a broad range of domestic and international stocks, including individual stocks, exchange-traded funds (ETFs), and mutual funds.
- Bonds: The platform offers a wide range of bonds, including U.S. Treasury securities, corporate bonds, municipal bonds, and more.
- Options and Futures: Fidelity.com provides access to a wide range of options and futures contracts, including equity, index, and interest rate options.
- Managed Accounts: The platform offers professionally managed portfolios through its Fidelity Go and Fidelity Wealth Services programs.
- Retirement Accounts: Fidelity.com offers a range of retirement accounts, including Traditional and Roth IRAs, SEP IRAs, and 401(k) plans.
- Education Savings Accounts: The platform offers education savings accounts, including 529 college savings plans and Coverdell Education Savings Accounts.
- Annuities: Fidelity.com offers a variety of annuities, including fixed, variable, and indexed annuities.
Fidelity.com provides a variety of research and educational resources designed to help investors make informed decisions. These include real-time quotes, news articles, research reports, and more. Fidelity.com also offers educational resources on a wide range of topics, including investing basics, retirement planning, tax strategies, and more.
Overall, Fidelity.com is a reliable and trusted platform that offers a wide range of investment products and services designed to meet the needs of investors of all experience levels. While some investment products and services may have minimum investment amounts or management fees, Fidelity
Advantages:
Fidelity.com Regulator
Securities and Exchange Commission (SEC)
Securities and Exchange Commission (SEC): The SEC is a regulatory body that oversees the securities industry in the United States. Fidelity.com is a registered broker-dealer with the SEC, which means that it must comply with a range of regulations designed to protect investors. These regulations cover issues such as disclosures, trading practices, and the handling of customer assets. The SEC's oversight helps to ensure that Fidelity.com operates in a fair and transparent manner, which can help to build trust with investors.
Financial Conduct Authority (FCA)
Financial Conduct Authority (FCA): The FCA is a regulatory body that oversees financial markets in the United Kingdom. Fidelity International, which operates Fidelity.com in the UK, is authorized and regulated by the FCA. The FCA's oversight helps to ensure that Fidelity.com operates in compliance with UK financial regulations, which cover issues such as transparency, conduct, and customer protection. The FCA's regulations can help to build investor confidence in Fidelity.com's operations.
Website: Financial Conduct Authority (FCA)
Cyprus Securities and Exchange Commission (CySEC)
Investment Industry Regulatory Organization of Canada (IIROC): The IIROC is a regulatory body that oversees investment dealers in Canada. Fidelity.com is a member of the IIROC, which means that it must comply with IIROC regulations. These regulations cover issues such as proficiency, compliance, and market conduct. The IIROC's oversight helps to ensure that Fidelity.com operates in compliance with Canadian regulations, which can help to build investor confidence in the platform's operations.
View Investment Industry Regulatory Organization of Canada (IIROC)
Risk Warning
Promotions
Bonuses Paid by the Fidelity.com
Fidelity.com does not offer bonuses or promotions for new account openings or trades. This is because the platform is committed to providing investors with competitive fees and commissions, as well as a range of investment products and services that are designed to meet their needs. While some investment products and services may have minimum investment amounts or management fees, Fidelity.com does not use bonuses or promotions as a way to attract new customers.
Instead, Fidelity.com focuses on providing a range of educational resources and research tools that can help investors make informed decisions. These resources include real-time quotes, news articles, research reports, and educational materials on a wide range of topics, including investing basics, retirement planning, and tax strategies. Fidelity.com also offers 24/7 customer service and support through phone, chat, email, and in-person support at its branch locations, which can help investors get the assistance they need when they need it.
Overall, while Fidelity.com does not offer bonuses or promotions for new account openings or trades, the platform is committed to providing investors with competitive fees and commissions, as well as a range of educational resources and customer service options that can help them make informed decisions about their investments.
Education
Review of the Fidelity.com Education Program
Fidelity.com offers a comprehensive education program that provides investors with a wealth of resources to help them make informed investment decisions. Here is a review of the Fidelity.com education program:
Overall, Fidelity.com's education program is a valuable resource for investors of all levels. The program provides a range of educational resources, including articles, videos, and interactive tools, as well as webinars, seminars, virtual events, and courses. These resources can help investors make informed investment decisions, develop their skills and knowledge, and achieve their financial goals.
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Rating and Comments
Fidelity.com Users Reviews 2024
Authors:
Roman Mukhin
Financial expert, analyst and author
Jane Emberg
Financial analyst and editor
I’ve been using Fidelity.com for a few years now, and I have mixed feelings about the platform. On the one hand, I appreciate the wide range of investment products and services that are available, as well as the competitive fees and commissions. The educational resources are also very helpful, providing me with valuable insights and analysis. However, I find the user interface to be somewhat cluttered and confusing, which can make it difficult to navigate the platform at times. Additionally, I’ve had some issues with customer service and support, which have not always been resolved to my satisfaction.
Fidelity.com is an excellent investment platform that offers a wide range of investment products and services. I’ve been using it for several years now, and I’ve been consistently impressed with the platform’s user-friendly interface and comprehensive research tools. The educational resources are particularly helpful, providing me with valuable insights and analysis that I can use to make informed investment decisions. Additionally, the customer service and support team is always available and helpful, providing me with prompt and effective assistance whenever I need it. Overall, I would highly recommend Fidelity.com to anyone looking for a reliable and comprehensive investment platform.
I had a very negative experience with Fidelity.com when trying to open an account. The process was incredibly frustrating and time-consuming, with numerous glitches and errors along the way. When I tried to contact customer service for assistance, I was put on hold for an extended period of time and was ultimately unable to resolve the issue. I ended up giving up on the account opening process altogether and going with a different investment platform. Based on my experience, I would not recommend Fidelity.com to anyone looking for a reliable and user-friendly investment platform.
I’ve been using Fidelity.com for several months now, and I’m very impressed with the platform’s range of investment products and services. The fees and commissions are very competitive, which makes it an affordable option for investors. I particularly appreciate the educational resources, which have helped me to learn more about investing and make better investment decisions. The mobile app is also very user-friendly, allowing me to manage my investments on-the-go. Overall, I would definitely recommend Fidelity.com to anyone looking for a high-quality investment platform.