Fidelity Investments: Why You Should Stay With Us

Fidelity Investments is a well-rounded brokerage with a range of investment options, accessible and knowledgeable customer service, and a strong reputation for its mutual funds. It offers zero commissions on stock, ETF, and options trades, alongside a selection of no-expense-ratio index funds suited to both beginner and active investors.

Fidelity has been recognised by NerdWallet, Kiplinger, and Investopedia as the Best Online Broker for Beginning Investors, and has also been awarded for its low costs, trading app, and IRA investments.

Fidelity's offerings include retirement and cash management accounts, alongside a range of investment options such as stocks, ETFs, mutual funds, bonds, and cryptocurrencies. Its platform provides advanced screeners and research tools, and its Active Trader Pro platform is highly customisable, with intuitive shortcuts and advanced options tools.

Fidelity's customer service includes 24/7 phone, email, and chat support, alongside over 200 physical branches for in-person advice. It also provides a range of educational resources for investors at all levels.

Fidelity offers a diverse range of investment capabilities, including stocks, ETFs, mutual funds, bonds, CDs, and cryptocurrencies

Fidelity offers a diverse range of investment capabilities, with something to suit every investor. Whether you are an active trader or investing for the future, Fidelity can help you reach your goals.

Fidelity's investment capabilities include stocks, ETFs, mutual funds, bonds, CDs, and cryptocurrencies. With over 75 years of experience managing money and nearly $5 trillion in assets, Fidelity has a rich history in asset management and a global network of over 445 research professionals.

Fidelity's mutual funds are a standout offering, with more than 450 mutual funds available and 150 of them rated 4- and 5-star by Morningstar. In 2024, Fidelity won 32 Lipper Awards for strong risk-adjusted performance over time across 25 of its mutual funds.

Fidelity also offers a wide range of stocks, with over 1,900 stocks covered and a selection of more than 3,300 no-transaction-fee mutual funds. For investors looking for a more diverse portfolio, Fidelity provides the opportunity to invest in ETFs, bonds, and CDs.

In addition to traditional investment options, Fidelity also offers cryptocurrencies, currently supporting Bitcoin, Ethereum, and Litecoin trading.

With such a diverse range of investment capabilities, Fidelity provides investors with numerous options to build a well-rounded portfolio and achieve their financial goals.

They have superior trading platforms for all types of investors, from beginners to advanced

Fidelity Investments offers superior trading platforms for all types of investors, from beginners to advanced. The company provides a range of platforms, including mobile, web-based, and downloadable software, to cater to different needs and preferences. Here are some key features of their trading platforms:

Mobile App

The Fidelity mobile app is designed for investors who want to stay connected and manage their investments on the go. It provides an easy-to-use, award-winning interface that allows users to view, manage, and take action on their portfolio 24/7. The app offers real-time quotes, multi-leg options trading, and a consolidated version of the company's research offerings. It also includes a notebook feature to save ideas and articles from mobile browsing. The app has received high ratings from users and is available for both iOS and Android devices.

Website

Fidelity's website is a powerful platform that provides award-winning research, in-depth analytics, and idea generation tools integrated with an easy-to-use trading ticket. It offers real-time market data, research ideas, and the ability to execute trades directly from the browser. The website is recommended for intermediate to advanced investors.

Active Trader Pro

Active Trader Pro is a downloadable desktop platform that offers a comprehensive set of features for more advanced traders. It provides real-time insights, dynamic visual analytics, and powerful trading tools. The platform includes advanced screeners, research and strategy-testing tools based on historical data, intuitive shortcuts, market filters, advanced options tools, and a multi-trade ticket feature. It also supports over-the-counter securities trading and access to IPOs. Active Trader Pro is highly customizable and designed to meet the needs of intermediate to advanced traders.

Fidelity's range of trading platforms, along with their educational resources and research tools, make it a compelling choice for investors of all levels, from beginners to advanced. The company's commitment to providing accessible and user-friendly platforms ensures that investors can make informed decisions and execute their trades with confidence.

Their customer service is accessible and knowledgeable, with round-the-clock live support

Fidelity Investments offers accessible and knowledgeable customer service, with round-the-clock live support. This means that customers can get quality help at any time of the day, seven days a week. Fidelity's customer service is also available via phone, chat, and in-person at branch locations.

Fidelity's customer service team is specialised, with dedicated trading and fixed-income customer service professionals. The company also provides access to financial advisors at its branches.

Fidelity's customer service is highly regarded, with the company receiving recognition from third-party reviewers such as NerdWallet, StockBrokers.com, and Kiplinger. In 2024, NerdWallet named Fidelity the "Best App for Investing" and the "Best Online Broker for Beginning Investors". StockBrokers.com also recognised Fidelity as the "#1 Overall Broker" in 2022, 2023, and 2024.

Fidelity's commitment to customer service is further demonstrated by its range of educational resources and tools. These include the Online Learning Center, which uses machine learning to provide customers with educational materials tailored to their investing behaviour. Additionally, Fidelity offers a virtual assistant feature on its website and mobile app, providing quick answers to common questions.

Overall, Fidelity's accessible and knowledgeable customer service, combined with its round-the-clock live support, makes it a reliable choice for investors seeking guidance and assistance.

Fidelity has been recognised by NerdWallet, StockBrokers.com, Kiplinger, and Investopedia for their excellent services

Fidelity Investments has been recognised by NerdWallet, StockBrokers.com, Kiplinger, and Investopedia for their excellent services. In 2024, NerdWallet named Fidelity the winner in five categories: Best Broker for Beginning Investors, Best Online Broker for IRA Investors, Best App for Investing, Best Online Broker for Bond Investors, and Best Accounts for Stock Trading. StockBrokers.com also named Fidelity the No. 1 overall winner out of 17 online brokers evaluated in its 2024 Annual Awards. The nine categories assessed were Commissions & Fees, Research, Platforms & Tools, Mobile Trading Apps, Investment Options, Customer Service, Education, Ease of Use, and Overall.

Kiplinger's magazine also recognised Fidelity as the No. 1 overall winner out of nine online brokers in its August 2024 Online Broker Survey. The results were based on ratings in the following categories: Fees, Investment choices, Smartphone app, Tools, Research, and Advisory services. Fidelity was also named best for advisory services in the 2024 survey.

Investopedia named Fidelity the Best Overall online broker, Best Broker for ETFs, and Best Broker for Low Costs in 2023. The selection was made from a pool of 25 companies.

Fidelity's excellent investment platforms, negligible fees, and superior trading platforms have earned the company recognition from these four entities.

They have a strong history of managing money, with over $4.9 trillion in assets and more than 75 years of experience

Fidelity Investments has a long and successful history in money management. With over 75 years of experience, the company has honed its expertise in investing and financial planning. This is evident in their management of a staggering over $4.9 trillion in assets.

Fidelity's commitment to innovation and delivering consistent and strong performance is underpinned by their global research capabilities. The company has a vast network of over 445 research professionals worldwide, covering more than 1,900 stocks. In 2023, they published 21,620 research notes and conducted 10,000 company meetings, demonstrating their dedication to staying at the forefront of the industry.

The breadth of Fidelity's investment capabilities is another key strength. They offer a diverse range of investment options across various asset classes, disciplines, and styles, ensuring they can address any client investment need. This includes more than 450 mutual funds, with 150 of them rated 4- and 5-star by Morningstar.

Fidelity's track record, expertise, and comprehensive investment offerings make them a reliable and trusted choice for individuals seeking to grow and protect their wealth. Their history of strong performance and extensive resources provide confidence for those looking to invest their money wisely.

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