Fidelity Description

We can help with everything from complex wealth management to retirement planning. We can help you make your money go further with no account fees, no commission trades, no minimum opening requirements, and no minimum account opening requirements. Our team of experts offers the latest professional insights and easy-to-use tools. It is important to know where you stand. This tool will help you determine how well you are prepared for retirement and what steps you need to take. Our low-cost robo advisory solutions offer professional investment management, including digital-only investing and hybrid robo services with access to advisors whenever needed. You will be able to work with a dedicated advisor, who will work with and for you, and make clear recommendations that will help you grow your wealth. Receive a weekly email with the latest thinking from our pros about financial markets, investing strategies and personal finance.

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
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online

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...