What is Fidelity?

Whether you need comprehensive wealth management or guidance on planning for retirement, our services are tailored to assist you throughout your financial journey. We provide a variety of advantages, such as no account fees, commission-free trading, and no minimum balance requirements for account openings, which enhance the potential of your investments. You will benefit from intuitive tools and the latest insights from our knowledgeable team. Grasping your current financial status is crucial, so make use of our assessment tool to evaluate your readiness for retirement and pinpoint areas that need attention. Our cost-effective robo-advisory services deliver expert investment management, accommodating both fully digital investments and hybrid arrangements that include access to advisors when needed. You will be paired with a dedicated advisor who will offer personalized advice aimed at optimizing and protecting your wealth. Furthermore, you can subscribe to our weekly newsletter for expert analysis on market trends, investment tactics, and personal finance strategies that can empower your financial choices. In addition, our team is committed to ensuring that you navigate the complexities of your financial future with confidence and clarity, providing you with the necessary support every step of the way.

Screenshots and Video

Fidelity Screenshot 1

Company Facts

Company Name:
Fidelity Investments
Date Founded:
1946
Company Location:
United States
Company Website:
www.fidelity.com

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Fidelity Categories and Features

More Fidelity Categories

Fidelity Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Talent Acquisition Partner
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Investing Your Money Safely

    Date: Aug 05 2022
    Summary

    Overall, it is definitely more of a common way to invest money through Fidelity. I don't think it is bad, but I also think if you take the time to research others out there you might find better.

    Positive

    It is nice to quickly log into my Fidelity app and see how my money is either growing or decreasing. I also feel like the platform is very secure and my information won't get leaked out.

    Negative

    A lot of the features look and feel old fashioned. There really isn't an easy way to find your information, you just have to be willing to take time to click on lots of different links.

    Read More...
  • Reviewer Name: Samantha H.
    Position: Digital Marketing Specialist
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Comprehensive Retirement Account

    Date: Feb 12 2022
    Summary

    Overall, I appreciate the easy online access I have to my account and how I can interact with the interface no problem. Its all very user friendly.

    Positive

    I chose Fidelity to be where I have retirement account and it has truly been such a great decision! Their support team is incredible, they really care about their customers.

    Negative

    Sometimes they can spam your email with to many updates or options, but i keep the notifications on incase something goes on with my account.

    Read More...
  • Reviewer Name: Joshua Q.
    Position: Owner and Attorney
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Fidelity is the best!

    Date: Dec 03 2021
    Summary

    I recommend Fidelity everyone, especially those starting to invest with other services like Robinhood. Fidelity is for those looking to invest long term and it contains some of the best stock research and date out there.

    Positive

    I have a 401k account for my wife with Fidelity and it is amazing! The research data provided is amazing and the app is really easy to use. The no fee stock transaction is a plus!

    Negative

    The only thing I don’t like about Fidelity is that they do not let you purchase any stock with share price lower than $1. It is s little bit annoying, but Fidelity is for not for amateurs, so I get it.

    Read More...
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