Headquartered in Boston, Fidelity – a leading financial services company, possesses assets under administration of $14.1 trillion as of June 2024. This article provides an in-depth review of Fidelity’s investment solutions such as:
- Wide range of investment products
- Retirement planning solutions
- Wealth management services
- Mutual fund offerings
Fidelity broker – review
Fidelity is a reputable financial services platform, renowned for its broad range of financial assets offerings and a strong track record. Fidelity’s range of services is catered to the needs of individual investors, advisors and institutional clients.
Overview
| Feature | Information |
| Founded in | 1946 |
| Clients worldwide | 51.5M |
| Presence in countries | 11 countries across North America, Europe, Asia & Australia |
| Investment centers availability | 216 investment centers |
| Account Variations | |
| Customers | |
| Apps | Mobile apps on Apple App Store, Google Play Store and Amazon Devices |
Investment services
Fidelity provides a range of investment services across various domains as below:
| Domain | Services |
| Individual investors | |
| Employers | |
| Advisors & institutions | |
| Charitable donors | Fidelity charitable |
| Innovators |
Products & services
Fidelity has a huge range of financial products rendered to meet the needs of its clients. A detailed view of its products is shown below:
| Products | Variations |
| Retirement & IRAs | |
| Spending & saving | |
| Investing & trading | The Fidelity Account (with 3 trading platforms) |
| Mutual Funds | Fidelity Mutual Funds Over 10,000 funds from Fidelity and other companies |
| Crypto | 1. Fidelity Crypto 3. FMET – Fidelity Metaverse ETF |
| Direct Indexing | |
| Fixed Income, Bonds & CDs | |
| ETFs | |
| Options | Trading platforms |
| Sustainable Investing | Fidelity Sustainable Investing |
| Managed Accounts | Fidelity Go Fidelity Managed FidFolios |
| 529 College Savings | 529 Savings Plans |
| Health Savings Account | Fidelity Health Savings Account to tackle healthcare tax-smart |
| Annuities | |
| Life Insurance | Term Life Insurance |
Trading Fees and commissions
Fidelity has a $0 commission for most online U.S. stock and ETF trades, making it highly competitive. Additional services, such as broker-assisted trades and mutual fund transactions, may incur fees.
Fidelity provides affordable accounts by charging no fees or minimums to open a retail Fidelity broker account to help the clients spend and save more.
Here’s a simplified table of Fidelity broker fees and commissions for various services:
| Service | Fees/Commissions |
| Stocks/ETFs (U.S.) | $0 per trade (no commissions) |
| Stocks/ETFs (Foreign) | Varies depending on the country and execution method |
| Options | $0 per trade + $0.65 per contract |
| Mutual Funds (No-Transaction Fee) | $0 for Fidelity funds and certain other funds |
| Mutual Funds (Transaction Fee) | $49.95 to buy; $0 to sell (for funds outside the NTF network) |
| Bonds & CDs (New Issues) | $0 for U.S. Treasuries; $1 per bond or $19.95 minimum for corporate bonds |
| Broker-Assisted Trades | $32.95 per trade for stocks/ETFs |
| Account Fees (IRA, Brokerage) | $0 – no annual or maintenance fees |
| Margin Rates | Starts at 13.825% (varies based on the amount borrowed) |
| Wire Transfers | $0 for outgoing domestic; $10 for outgoing international |
| Foreign Exchange (FX) Fees | Varies depending on the transaction and exchange rate margin |
Educational resources
Fidelity Learning Center helps investors build knowledge with a collection of trading videos, articles, and expert opinions. Furthermore, Fidelity’s learning domain provides information and guides in several ways.
Why Fidelity?
Is Fidelity brokerage good? Though we can list a lot of reasons for preferring Fidelity, there are some key elements to appreciate its offerings. They are,
1. The Fidelity Advantage
From investing to financial planning and pricing, Fidelity sets a goal to be straightforward and help with the unique needs of its customers.
2. Planning & advice
Fidelity can help from simple planning to complex investment management according to the needs of its clients. Flexibility and coordination are the two features that make it more attractive.
3. Trading
Fidelity offers $0 commission for online US stock, ETFs, and options trades. With smart technology, a broad range of investments, and independent research it helps its customers trade smarter. Commission-free trades, a broad choice of investments, and powerful tools & research make fidelity stand out from its competitors.
4. Straightforward pricing
Apart from commission-free trades, Fidelity also offers the industry’s first zero-expense ratio index mutual funds directly to investors.
5. Insights & tools
With the help of expert insights and investing tools, Fidelity helps traders make better decisions with easy-to-use tools and straightforward insights from experienced professionals. The unique offerings such as industry-leading research, tools & calculators, and market insights are unbeatable.
- Research tools include screeners and tools that are used to search for ideas, get in-depth analysis, and validate decisions.
- Active Trader Pro is a powerful trading platform that helps traders gain more control before, during, and after the trade.
6. Security & protection
Fidelity takes customers’ security and privacy seriously and in order to achieve this, it employs world-class measures to help them keep the portfolio safe.
With its Customer Protection Guarantee, Fidelity reimburses the traders for losses from unauthorized activities in the accounts. It also participates in asset protection programs such as FDIC and SPIC for better services.
Customer support & contact
Fidelity enables 24/7 help by calling and chatting with an investment professional at 800-343-3548.
| Contact | Time |
| Virtual Assistant | 24/7 |
| Chat live with the Fidelity team | Mon to Fri 8 a.m. – 10 p.m. Sat to Sun 9 a.m. – 4 p.m. |
| Call | 24/7 @800-343-3548 |
| Crypto helpdesk | Fidelity crypto help |
Conclusion
Fidelity Investments continues to be one of the top brokerage firms globally, offering a comprehensive range of investment options, research tools, and low-cost trading opportunities. Fidelity’s crypto variations have only two assets namely, Bitcoin and Ethereum, which could be a downside for those who are heavily interested in digital assets.
With the back of strong fundamentals, Fidelity offers a robust set of investment tools and platforms and research for investors at all levels. Fidelity’s zero commission structure for US stocks and ETFs, extensive research resources, and strong customer service make it a top choice for long-term investors. Having said that, our outlook for Fidelity remains positive in 2026.
Pro Tip
Explore the reviews of various trading platforms and our comprehensive analysis with our trusted forex brokers. Discover the growing number of opportunities to trade and invest in emerging markets such as forex, crypto, and stocks.
