Fidelity Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Integrations

Reviews - 3 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Fidelity Investments
Year Founded:
1946
Headquarters:
United States
Website:
www.fidelity.com

Media

Fidelity Screenshot 1
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Product Details

Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support

Fidelity Features and Options

Fidelity Lists

Fidelity User Reviews

Write a Review
  • Name: Samantha H.
    Job Title: Digital Marketing Specialist
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Joshua Q.
    Job Title: Owner and Attorney
    Length of product use: 2+ Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Anonymous (Verified)
    Job Title: Talent Acquisition Partner
    Length of product use: 2+ Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
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