Fidelity Investments is a privately-held American multinational financial services corporation. It is one of the largest asset managers in the world, with $5.8 trillion in assets under management and $15 trillion in assets under administration. Fidelity offers a range of services, including brokerage, fund distribution, investment advice, retirement services, and life insurance. With a rich history spanning over 75 years, the company is committed to strengthening the financial well-being of its clients and supporting them throughout their financial journeys.
Fidelity stands out for its commitment to diversity and inclusion, innovation, and customer-centric approach. The company provides a wide range of investment options, including stocks, bonds, mutual funds, ETFs, and cryptocurrencies. It also offers educational resources and research tools to cater to both beginner and advanced investors.
Fidelity's strong reputation, extensive investment selection, and focus on customer success make it an attractive choice for those seeking a career in the financial industry. The company provides opportunities for career development, mentorship, and collaboration, along with competitive pay and benefits.
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Zero fees or minimums to open a retail brokerage account
Fidelity Investments is a well-rounded brokerage that offers zero fees or minimums to open a retail brokerage account. This means that there are no barriers to getting started with Fidelity and taking advantage of their wide range of investment choices.
With a Fidelity brokerage account, you can invest in stocks, ETFs, options, bonds, mutual funds, and more, all with $0 commission for online US stock, ETF, and option trades. This includes fractional shares, allowing investors to diversify into higher-cost stocks by buying a slice of a share. You also have access to industry-leading research tools and advanced trading platforms, such as their single-screen trade station and advanced trader platform.
Fidelity also offers a selection of no-expense-ratio index funds, including the Fidelity ZERO Total Market Index Fund, the Fidelity ZERO International Index Fund, the Fidelity ZERO Large Cap Index Fund, and the Fidelity ZERO Extended Market Index Fund. These funds have no expense ratio and no minimum investment requirement, providing a low-cost way to build a balanced retirement portfolio.
In addition, Fidelity provides excellent customer support with 24/7 access to experienced investment/trading consultants and over 150 investor centers. Their highly-rated mobile app also makes it easy to manage your investments on the go.
With no fees or minimums to open an account, Fidelity makes it easy and accessible for anyone to start investing and take control of their financial future.
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A wide range of investment options
Fidelity Investments offers a wide range of investment options to help you save for college, a new home, or retirement. Whether you are an active trader or investing for the future, they can help you reach your goals.
Fidelity offers $0 trading commissions, a selection of more than 3,300 no-transaction-fee mutual funds, top-notch research tools, and a mobile platform. Its zero-fee index funds and strong customer service reputation are just icing on the cake.
Fidelity has a strong reputation for its mutual funds, with a large selection of no-transaction-fee funds, including its Fidelity Zero index funds, which have no expense ratio and no minimum investment requirement. These investor-friendly practices save customers a lot of money.
In addition to mutual funds, Fidelity also offers stocks, bonds, ETFs, options, forex, and cryptocurrencies such as Bitcoin, Ethereum, and Litecoin. They also allow traders to purchase fractional shares, allowing investors to diversify into higher-cost stocks by buying a slice of a share rather than the full amount.
Fidelity also offers a substantial selection of bonds, including FDIC-insured CDs and bond funds, as well as over 100,000 individual bonds, including corporate, municipal, and government bonds.
With such a diverse range of investment options, Fidelity can help you build a balanced portfolio to meet your financial goals.
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Highly-rated mobile app
Fidelity Investments is a highly-regarded financial services company with a rich history and an impressive set of offerings. One of the standout features of Fidelity is its highly-rated mobile app, which offers a seamless and feature-rich experience for its users.
The app has been designed with a user-friendly interface, making it easy for investors to navigate their portfolio, access educational resources, and stay up to date with the latest market news. The app also allows users to schedule appointments with their advisors, providing a convenient way to manage their investments on the go.
The Fidelity mobile app is known for its real-time quotes, multi-leg options trading capabilities, and a consolidated version of the company's extensive research offerings. Users can also take advantage of the app's customisable newsfeed, ensuring they receive updates that are relevant to their interests and investment strategies.
The app has received positive reviews from users, with many praising its ease of use and the ability to access their investment information quickly and securely. The app has also been recognised for its ability to support better trading, portfolio monitoring, and research, catering to both beginner and advanced investors.
In addition, the app includes a notebook feature, allowing users to save ideas and articles from their mobile browser. This enables investors to stay organised and informed, making well-timed and educated investment decisions.
Fidelity's dedication to innovation and user experience is evident in its highly-rated mobile app, which offers a comprehensive suite of tools and resources for investors to manage their financial journey.
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Strong customer service
Fidelity Investments is a financial services company that puts people and relationships first. Their customers are at the heart of everything they do. The company's mission is to strengthen the financial well-being of its clients.
Fidelity has a strong customer service reputation. They offer 24/7 phone, email, and chat support, as well as in-person advice and educational options at over 200 branches. Their Online Learning Centre provides educational materials that are tailored to each customer's investing behaviour through the use of machine learning.
The company's dedication to customer service is reflected in its core values: responsibility, integrity, compassion, and expertise. Responsibility entails making sound judgments that benefit clients in the long term. Integrity means acting in good faith and taking pride in getting things right for customers and the company. Compassion involves treating every moment as an opportunity to improve the lives of customers and colleagues. Expertise is about using insights to solve complex challenges and drive results for clients and the organization.
Fidelity's commitment to diversity and inclusion is also a key aspect of its customer service. The company believes that diversity and inclusion are two of the most important factors in business today, as they drive innovation and results. They strive to create a culture of inclusion, with 100% of associates surveyed believing that Fidelity fosters this culture. The company has employee-run networks, such as AIM (Asian Inclusivity & Multiculturalism), Aspire (for Latinx and Black associates), and Enable (for employees of all abilities), that promote cultural inclusion and awareness through community, professional, and social networking events.
Fidelity's strong customer service is further demonstrated by its high ratings on Glassdoor (4.2 out of 5 stars) and NerdWallet (5 out of 5 stars).
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Commitment to diversity and inclusion
Fidelity Investments is committed to strengthening diversity and inclusivity in its workplace and communities. The company believes that building and sustaining this culture is not only the right thing to do but also a business imperative.
Fidelity Investments is focused on five key areas to foster positive change:
- Increasing diversity within the company at all levels.
- Ensuring inclusion across the workforce by removing barriers.
- Creating new opportunities and value for customers and communities by addressing systemic issues causing inequalities.
- Being transparent about their diversity and inclusion progress, including what works and what doesn't.
- Ensuring clear roles and accountability for all associates to achieve desired outcomes and maintain a safe and inclusive workplace.
The company culture values growth, mentorship, and collaboration, and 85% of employees would recommend working at Fidelity Investments to a friend.
Fidelity Investments has various employee-run networks that unite people based on shared passions, backgrounds, and hopes for change. These Employee Resource Groups (ERGs) and Special Interest Groups (SIGs) are a powerful form of engagement and development, ensuring that products and services are delivered in a welcoming and equitable environment.
Some of these groups include:
- AIM (Asian Inclusivity & Multiculturalism): Dedicated to promoting cultural inclusion and awareness through community, professional, and social networking events.
- Aspire: Focuses on the professional and personal experiences of Latinx and Black associates, advancing their professional development.
- Enable: Aims to create a positive and inclusive work environment for employees of all abilities, empowering them to reach their full potential.
- Impact: Focuses on driving change through environmental sustainability efforts within Fidelity and global communities.
- Pride: A resource group open to all employees interested in the workplace experiences of the LGBTQ+ community.
- Raise, Working Parents and Caregivers Group: A special interest group for associates with kids, those wanting kids, and those caring for aging parents.
Fidelity Investments encourages success based on individual merits and abilities, regardless of race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service, or veteran status.
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