Fidelity Investments

2016-07-21

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. 


Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.  


For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Specialties

Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Investing, Business news

IMPORTANT FEE INFORMATION: Certain of Fidelity’s stock and bond index mutual funds have max short-term redemption fees of up to 1.5% for eligible shares held less than a maximum of 90 days. Fidelity may deduct a small-balance maintenance fee of $12 from a fund balance with a value of less than $2,000 in shares, while Vanguard funds may charge an annual account service fee of $20 for fund balances below $10,000. Fidelity and Vanguard offer other share classes of these funds with different investment minimums and expense ratios. 


Please note: When comparing funds, please consider all important factors, including information pertaining to fund fees, fund features, and fund objectives. While funds may track an index, the indices and strategies employed to achieve an investment object may be different. Each fund’s investment object and strategy and index tracked to achieve investment goals may differ. For new investors, funding investment minimums may be different. 


Please note: When comparing funds, please consider all important factors, including information pertaining to fund fees, fund features, and fund objectives. Expense Ratio is the total annual fund operating expense ratio from the fund’s most recent prospectus. 

ETFs are subject to management fees and other expenses.

*Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Trades are limited to online domestic equities and options and must be used within 180 days. Options trades are limited to 20 contracts per trade. Offer valid for new and existing Fidelity customers opening or adding to an eligible Fidelity IRA or Fidelity brokerage retail account. Accounts receiving $50,000 or more will receive 300 free trades. Account balance of $50,000 must be maintained for at least 9 months; otherwise, normal commission schedule rates may be retroactively applied to any free trade executions. See Fidelity.com/ATP300free for further details.

‡ $7.95 commission applies to online U.S. equity trades in a Fidelity account with a minimum opening balance of $2,500 for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Other conditions may apply. See Fidelity.com/commissions for details.

February 16, 2016: Fidelity was ranked No. 1 overall out of 13 online brokers evaluated in the StockBrokers.com 2016 Online Broker Review. Fidelity was also rated No. 1 in several categories, including Order Execution, International Trading, and Email Support, and named Best in Class for Offering of Investments, Research, Customer Service, Investor Education, Mobile Trading, Banking, Order Execution, Active Trading, Options Trading, and New Investors. Read the full article.

For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive, long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Additional information about the sources, amounts, and terms of compensation is described in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock, Inc., and its affiliates.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

Investors Business Daily, January 2015 and 2016 Best Online Brokers Special Reports. January 2015: Fidelity ranked in the top five in 9 out of 11 categories more than any other competitor. Fidelity was named first in Research Tools, Investment Research, Portfolio Analysis and Reports, and Educational Resources. January 2016: Fidelity ranked in the top five in 10 out of 12 categories. Fidelity was named first in Trade Reliability, Research Tools, Investment Research, Portfolio Analysis and Reports, and Educational Resources. Results for both reports were based on having the highest Customer Experience Index within the categories composing the surveys, as scored by more than 9,000 visitors to the IBD website.

Barron's, March 19, 2016 Online Broker Survey. Fidelity was evaluated against 15 others and earned the top overall score of 34.9 out of a possible 40. The firm was also named best online broker for Long-Term Investing (shared with 1 other), Best for Novices (shared with 1 other), and best for In-Person Service (shared with 4 others). Fidelity was also ranked 1st in the following categories "Trading Experience and Technology", "Range of Offerings" (tied with 1 other firm), and "Customer Service, Education and Security". Overall ranking based on unweighted ratings in the following categories: trading experience and technology, usability, mobile, range of offerings, research amenities, portfolio analysis and reports, customer services and education, and costs.

We will only use your information to offer products and services that may interest you. Fidelity's Privacy Policy

Guidance provided is educational.

Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

717349

Website

http://www.fidelity.com

Industry

Financial Services

Type

Privately Held

Headquarters

245 Summer St Boston, MA 02210 United States

Company Size

10,001+ employees

Founded

1946

Previous Page:Scientific Games