Fidelity investor



Put 70 years of Fidelity’s financial experience in the palm of your hand with the Fidelity Investments app. Quickly review news about your investments and interests with your customized Feed. Then trade, manage your money, deposit checks, and pay bills in just a few taps. You’ll stay ahead of the game using our in-depth market research—including Zack’s Bull & Bear of the Day—combined with timely, customizable notifications.

Stay connected to every aspect of the financial world so you can learn, track, and trade anytime—anywhere.

Cutting Edge Design
• New look and feel with simplified navigation

Customized Feed Just for You
• Industry-first dynamic experience
• Timely portfolio, market, and research information
• Customized news and tailored content

Manage Your Money
• Manage your Orders, History, and Pending Transactions under Activity in Accounts
• Trade, Transfer, Deposit Checks, and Pay Bills under Trade + Transact

View More Information in Your Watch List
• View your watch list in grid view or as a heat map
• Field options include: 52- week range, P/E, EPS, earnings date, div date, div ex-date, div $, and div yield

Markets + Research
• Stay ahead of the game by gaining insights on: International Markets, Stocks Nearby and Zack’s Bull & Bear of the Day

News + Video
• Access Fidelity Viewpoints and view Live Bloomberg streaming videos

Stream podcasts and webinars
• Grow your financial savvy with podcasts and webinars on groundbreaking innovations, market insights, the economy, and more!

• Enhanced Voiceover experience and Dynamic Type

Alerts and Push Notifications
• Receive timely, customizable alerts via push notifications or the message center

Call a Rep
• Tap to connect with a Fidelity representative in an instant

Fidelity Mobile® for Apple Watch®
• Fidelity’s newly updated Apple Watch experience gives you in-depth market and portfolio insights so you can stay on top of your investments, anytime, anywhere, with just a quick peek.

To learn more, go to

Workplace savings account functionality is limited to viewing account information only.
The images below are for illustrative purposes only.
Fidelity, Fidelity Investments, and the Pyramid design logo are registered service markets of FMR LLC.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

We care what you think. With your help, we’re able to constantly improve our Fidelity Mobile® apps to address the concerns you bring to our attention. All the feedback you provide is valuable to us – we read and consider every comment we receive.


Thank you for using the Fidelity® mobile app. The latest version includes:

• Bug fixes and enhancements

Your feedback helps us improve your experience through ongoing updates. Let us know what you think by writing a review.

Ratings and Reviews

4.8 out of 5

1.7M Ratings

I can’t imagine a better financial service!😊

I have been a very happy Fidelity customer for 35 years. I tried the big brokerage companies that offer personal service. What did I find out? They grew rich and I barely broke even, even in booming markets. Fidelity gives me the tools and the information I need to make the best financial decisions. My money has grown exponentially so that I can withdraw funds to pay big bills and still see huge gains to my portfolio. It isn’t rocket science. Research the highest yielding funds over the long and short term at the risk level you are comfortable with. Fidelity’s research is sooo darn easy that I can find and print off the research in minutes. I rebalance my funds, drop the dogs, invest in some new winners. It really is that easy. Need money transferred to your bank account? Click, click, you are done. Fees are extremely low too. Need help? Call the 800 number and their very knowledgeable Representatives will assist you quickly and cheerfully. Now I am the one making the money, not my broker. I have taught all of my children to invest with Fidelity and they are light years ahead of their peers financially.

Be careful!

I signed up for Fidelity a few months ago. Everything seemed to be working well at first. Then, I realized that over $500 had been taken out of my account as I was trading, claiming that it was taxes that were being withheld. I have never had this happen on any of the other apps I use (Webull, Robinhood, Ameritrade, etc.). So I called Fidelity. The person whom I first spoke with said that I just needed to fill out a tax form and then the money would be placed back in my account. He then sent me the tax form. I filled it out and uploaded it to my account. After about 10 days of not seeing the money placed back in my account, I called again. This time, the representative said that the first person whom I spoke with was not correct. The money cannot be placed back in my account. And in order to get the money back, I would need to go through the work of retrieving it from the government when I do my taxes next time. So just to warn people, if you are going to use Fidelity, realize that if you download the mobile app and link it to your bank account, this may very well happen to you. And there is no warning or notification that you even need to fill out this tax form. So I would personally use one of the other well known apps, which all seem to be immune to this problem. Or, if you do create a Fidelity account, make sure to figure out how to get their tax form and upload it to avoid this mess.

This app conveniently always fails right when the morning bell rings & the market is opening

Not only has it happened numerous times there’s always a delay when you want to purchase stock as soon as the bell rings. A lot of other times you buy stock and you literally typing a specific amount for a limit purchase yet without your permission you end up paying more!!! I don’t understand what the point is of putting in a limited purchase amount per share if it’s just gonna be disregarded!?!?!? Not everyone is an expert in trading so perhaps they should explain why they are allowed to do this instead of just doing it and expecting us to ask accept it with no explanation. There’s a lot of other times when it just fails and I simply can’t get log back in for 5 to 10 minutes most of the time but other times its inaccessible for 30 mins to an hour. One instance this year it was down for 3 days. Again it would’ve been nice had they sent an email out to their customers to let us know that their operating system was completely in operable instead no one sent any notification and we just had to wait and wait and wait. So I hope that never happens again because I know I received 3 good faith violations during that 3 day period resulting in a suspension of certain privileges...all because I couldn’t see any of my normal reminders or warnings!

The developer, Fidelity Investments, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Purchases
  • Search History
  • Identifiers
  • Usage Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Purchases
  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Search History
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More


Fidelity Investments

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Fidelity Brokerage Services LLC, Member NYSE, SIPC. ©2021 FMR LLC. All rights reserved. 997365.1.0



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Fidelity Investments Review

Account Types

Fidelity has among the widest range of account types in our survey of brokerages for individuals, families, businesses and managed accounts.

Beyond the typical joint and individual taxable brokerage accounts and tax-advantaged retirement accounts, the company offers every type of account an individual or business could need. Some of the more unique account types include Solo 401(k)s for the self-employed and small businesses and 529 accounts for college savings.

The array of account types fall into these categories:

  • Taxable investing
  • Individual retirement accounts (IRAs)
  • Business accounts
  • Saving and investing for a child
  • Saving for medical expenses
  • Estate planning
  • Trusts
  • Charitable giving
  • Managed accounts
  • Annuities and life insurance

Desktop Platform

Fidelity’s standard desktop platform offers a full range of analysis capabilities and tools needed to screen and research investments. The portfolio analysis tools break down holdings by stock and fixed income, investment ratings, style and sector.

There are multiple portfolio analysis screens, including performance, dividends, asset allocation and fund rankings. Users can link external accounts for a 360-degree portfolio view and analysis.

The platform’s research offerings are among the best in the online brokerage space and include extensive third-party research and access to fixed income specialists.

Fidelity Account Trader Pro

The Fidelity trading platform and tools rank among the top three of our surveyed brokers. This downloadable trading platform is a complete solution for new-to-experienced traders and investors, scoring near-perfect marks for the most important features.

Active traders will benefit from level II quotes, heat mapping, a trade journal and more than 45 market filters. Users can customize their trading experience, and the Active Trader Pro goes head-to-head with top platforms like TD Ameritrade’s thinkorswim and Schwab’s StreetSmart Edge.

Advanced and customizable features include:

  • Alerts
  • Portfolio builder
  • Trade journal
  • Heat mapping
  • AI assistant
  • Watch lists
  • Level II quotes
  • Screeners
  • Extended hours trading
  • Multi-leg options trading

The platform is easy to use and has most of the features traders need including real-time analytics and trading ideas. The platform lacks a short locator and paper trading, but that’s about the only weakness.


The platform’s charting capabilities rival the best and are suitable for day, active and technical traders. Fidelity’s Active Trader Pro platform shines with its advanced technical analysis capabilities, drawing tools and tabbed charting, all available for no additional fee.

Customizable chart features include:

  • 114 chart indicators
  • Ability to trade from chart
  • Drawing tools
  • Historical trades
  • Ability to save chart settings as template

Order Types

Fidelity received a perfect score on our survey for order types. Beginner-to-experienced investors can access most order types including conditional and durational orders. Multi-leg options orders are also available. Note that some conditional orders are not available on the mobile app.

Available order types include:

  • Market, limit, day
  • Trailing stop
  • Good til cancelled (GTC)
  • One cancels the other (OTO)
  • Limit on open/close
  • Market on open/close
  • Short selling

Fidelity is known for superior order execution, and price improvement saved clients more than $1.6 billion on trades in 2020. The company claims to be the only firm that voluntarily reports full price improvement savings with the Financial Information Forum (FIF) standards. If you’re a frequent trader, then this is an important money-saving feature.

Fidelity Managed Portfolios

Fidelity managed portfolio options are expansive. There are various tiers of managed accounts from basic and hybrid robo-advisors to fully managed portfolios at a variety of service and price points. Watch out for fees, however, as some surpass those of competitors.

Fidelity’s robo-advisor digital and hybrid managers are the Fidelity Go and Fidelity Personalized Planning and Advice. The basic Fidelity Go platform provides a diversified investment portfolio and automatic rebalancing. It requires no minimum investment amount and offers fee-free investment management for accounts worth less than $10,000. The investment management fee is $3 per month for accounts with balances between $10,000 and $49,999. This switches to a percentage-based fee model of 0.35% of assets under management (AUM) annually for accounts worth $50,000 or more.

Fidelity Personalized Planning and Advice combines Fidelity Go with live financial advisors for a more customized experience. The minimum investment amount is $25,000, and the fee is 0.50% AUM per year.

Fidelity’s additional wealth management solutions provide various levels of service, strategies, pricing and customization:

  • Portfolio Advisory Services has a $50,000 minimum and provides access to a dedicated team of financial advisors for a 1.10% AUM annual fee
  • Wealth Management requires a $250,000 minimum and offers a dedicated financial advisor. Fees range between 0.50% and 1.5% AUM annually, and services cover in-depth strategies, estate planning, insurance and more.
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Fidelity Investments Review

Fidelity was founded in 1946 and made its internet debut nearly 50 years later, in 1995. The company has evolved into a significant force in the online brokerage space. Fidelity has consistently offered investors high value with excellent research, useful tools, and extensive educational resources. Most importantly, the company has continued to improve its platforms and is committed to lowering costs for investors. 

To help you decide if Fidelity is the right fit for your trading or investing style, we’ll take an in-depth look at how the broker stacks up in terms of features, costs, and resources. If you're interested in Fidelity's robo-advisory services, we've reviewed Fidelity Go separately from the main brokerage offering.

Key Takeaways

  • Excellent educational resources for new investors entering the market for the first time.
  • Increased focus on execution quality and cash management help clients improve investing returns.
  • Casual investors and traders will appreciate Fidelity's excellent research and asset screeners.
  • Fidelity offers a standard assortment of investment products, but futures, commodities, and crypto traders will have to look elsewhere.

Who Fidelity Is For

As one of the largest brokers in the United States, Fidelity services all types of customers—from novice to expert and from self-directed to those seeking highly personalized advice. For the casual, buy-and-hold investor, Fidelity provides a broad selection of tools, research, and resources coupled with easy order entry. For more serious investors and traders, Fidelity offers Active Trader Pro, a downloadable program with streaming real-time data and a customizable trading interface. While the company supports a decent range of offerings, a few popular trading products—namely, futures, commodities, and cryptocurrencies—are missing from its lineup.

  • Low costs

  • Excellent trade executions

  • Robust research and asset screeners

  • Rich educational offerings

  • No futures, commodities, or crypto trading

  • Restricted to U.S. and main island residents

  • No streaming news or data on the web platform

  • High broker-assisted trading fees

Pros Explained

  • Fidelity offers commission-free online trading for stocks, penny stocks, ETFs, and options (a $0.65/contract fee applies). The company has also eliminated most of the account fees that brokers traditionally charge, including transfer and account closure fees, domestic wire fees, and check fees.
  • Fidelity has fine-tuned its trade execution algorithms to emphasize price improvement. Once an order is accepted and routed to a market center, Fidelity captures the National Best Bid and Offer (NBBO) quote. The company routes orders to up to 50 market centers—including exchanges, market makers, and automated trading systems—that compete for customer order flow by improving the price. Fidelity reports a net price improvement of $0.0116 per equity share and $0.0598 per options contract.
  • Fidelity provides a suite of robust research tools and asset screeners to help you find your next trade. Several pre-built and customizable screeners are available for stocks, ETFs, options, and fixed income. The stock screener has more than 140 criteria and about 20 themes such as artificial intelligence, drones, and cloud computing. The ETF-focused research is extensive and includes analyst ratings, themes, and the option to search funds by a specific stock.
  • A rich assortment of educational offerings helps Fidelity consistently rank high in our Best for Beginners category. The learning center offers educational content in various formats, including articles, videos, webinars, infographics, and recorded webinars. There are also live, interactive sessions with the “Trading Strategy Desk”, where you can ask professional coaches your trading-related questions.

Cons Explained

  • Fidelity offers the standard investment products, including stocks, ETFs, options, and mutual funds. However, it's missing futures, commodities, and cryptocurrencies, which could be a deal-breaker for some active traders.
  • You must be a U.S. or main island (Puerto Rico, Guam, and U.S. Virgin Islands) resident to open an account with Fidelity.
  • The mobile app and Active Trader Pro platforms offer streaming real-time news and quotes, but you won't find this functionality on Still, you can manually refresh a ticker via a refresh button next to the ticker symbol on the web-based platform.
  •  If you require a live person to help you place a trade, it will set you back $32.95. This broker-assisted fee is on the high side for the industry—and it's the highest among the brokers we reviewed. For reference, this fee typically falls somewhere between $0 and $20.


Opening a brokerage account with Fidelity is simple, especially if you already have another type of Fidelity account (e.g., an IRA). If you want to add account features such as options trading or margin, you'll need to fill out additional paperwork that can be time-consuming. Overall, is easy to navigate once you find the numerous sub-menus. If you have trouble finding what you're looking for, there's a handy search bar at the top of most pages.

Casual investors who stick to buy-and-hold strategies should find Fidelity's web-based platform adequate for their needs. You'll find quotes, charts, watchlists, and other tools packed into a basic, no-frills platform. The “Positions” page integrates research into your portfolio, so you can view relevant analysis and news without leaving the platform. Order entry isn't fast, and this is one reason the web-based platform is better suited for long-term investors. You have to hover your mouse over "Accounts and Trade" on the main menu and choose "Trade" to get an order ticket. Alternatively, there's a sub-menu with one-click access to the trade ticket in the account view.

Active Trader Pro (ATP) is Fidelity's downloadable trading platform. Designed for active investors and traders, ATP is fully customizable, so you can set up your workspace to suit your preferences. You can monitor relevant news streams, get real-time insights, set custom alerts, and trade directly from the chart.

The easy-to-use Fidelity mobile app is available for Android, iOS, Amazon devices, and Google Assistant-enabled devices. Except for bonds, you can trade the same asset classes on mobile as on or Active Trader Pro. You'll find streaming real-time quotes and news on the app, plus a limited array of charting and research tools. Custom watchlists are accessible across all Fidelity platforms.

Trade Experience

The web platform has a relatively easy workflow, and you can link to news and research from symbols in your portfolio or watchlist. Quotes and news don't update automatically, so you must click the refresh button at the top of the screen to see up-to-date information. However, you can view streaming quotes in a watch list by toggling the streaming button on. You can set a few trading defaults on the web, such as whether you want a market or limit order, but you have to make most choices when you place the trade.

Active Trader Pro is more robust than the web option and it's also more customizable. You can create personalized layouts to view the information that's most important to you. You can also set trade defaults, create shortcuts, and use hotkeys to navigate through the platform and speed up order entry. The platform supports chart trading, and you can stage orders for later and place basket trades. There's streaming real-time data across the platform, including in watchlists, charts, order entry tickets, and options chains. The platform also provides a probability calculator, options analytics, measures of cross-account concentrations, and much more. 

Fidelity's Mobile Experience

On Fidelity's mobile app, you can trade stocks (including fractional shares), ETFs, options, and mutual funds—but not fixed income. The mobile offering is comprehensive, with much of the same functionality as desktop. That said, fundamental analysis and charting are limited, and you can't place conditional orders.

Fidelity has recently introduced an opt-in beta experience for mobile that delivers on many of the most requested features from new customers, including:

  • A new home screen with a simplified, modern view
  • A new quote experience that delivers information more quickly
  • A new, streamlined trade ticket that is easier (and faster) to use

Range of Offerings

Fidelity offers a good selection of assets, including stocks, ETFs, options, fixed income, forex, and mutual funds. If forex is your preferred trading instrument, it's best to call Fidelity for information—forex details are not available anywhere on the Fidelity website. The mobile app has all the same asset classes as Fidelity's web and Active Trader Pro platforms, making it easy to place and manage trades from anywhere. Missing from Fidelity's range of offerings are futures, futures options, and cryptocurrency. Fidelity's product lineup includes:

  • Stocks long and short (2,800 on the easy-to-borrow list)
  • OTCBB (penny stocks)
  • Mutual funds (about 3,500 no-load, no transaction fee)
  • Bonds: corporate, municipal, treasury, CDs
  • Single and multi-leg options
  • Robo-advisory integrated into the website and mobile app
  • International (access to 25 countries in 16 different currencies)
  • Forex (16 pairs)
  • Fractional shares
  • Other securities include ETPs, IPOs, foreign ORDs, foreign ADRs, preferred shares, rights, warrants, Treasury Inflation-Protected Securities (TIPS), municipal reset bonds, high yield corporate bonds, precious metals, and principal-protected notes

Order Types

Fidelity supports numerous order types on the web and Active Trader Pro platforms, including the usual suspects (market, limit, stop, and trailing stop orders) and conditional orders like one-cancels-the-other (OCO) and one-triggers-the-other (OTO). Conditional orders aren't currently available on mobile. 

It's easy to close a position or roll an options order from the “Positions” page. With Fidelity's basket trading services, you can select a basket of up to 50 stocks that you can monitor, trade, and manage as one unit. You can automatically allocate investments across multiple securities with an equal dollar amount or number of shares—a capability that's not available at many online brokers. 

If you buy into a particular stock over time, you can select the tax lot when closing part of the position. Alternatively, you can set an account-wide default for the tax lot choice, such as average cost or last-in, first-out. You can also set an account-wide default for dividend reinvestment.

Trading Technology

Fidelity boasts excellent trade execution. The company uses proprietary smart order routing technology, Fidelity Dynamic Liquidity Management (FDLM), that seeks the best available price. Initially developed for use by institutional clients, FDLM can access all types of market venues, including dark pools, exchanges, and market-makers—as well as Fidelity's CrossStream ATS. The smart order routing technology can both sequentially access and spray multiple venues. Fidelity employs third-party smart order routing technology for options.

The average execution speed is 0.08 seconds, and 85.53% of shares are "price-improved," meaning a sale above the bid or a buy below the offer. Also, 98.10% of shares fall within the National Best Bid and Offer (NBBO). According to July 2020 to June 2021 statistics, if you execute a 1,000-share marketable order, you will save an average of $18.97 on the transaction compared to the quote at order entry. This price improvement is notably higher than the industry average.

Options traders using can direct their options orders to any of the eight available options exchanges. While there's no direct online routing for equities on, you can direct orders through a representative.

You can backtest trading strategies via Wealth-Lab Pro, a premium feature available to eligible Fidelity brokerage customers. You can execute a strategy trading in Wealth-Lab Pro if you qualify for automated trading, which requires having $100,000 in equity and placing at least 500 trades per year.


Fidelity has ranked highly in our Best for Low Cost category every year. It offers commission-free online U.S. stock, ETF, and options trading—and there are no account fees or minimums to open a retail brokerage account. Fidelity’s fees are as follows:

  • Fidelity charges no commissions for online equity, ETF, options, and OTCBB trades.
  • The per-contract options fee is $0.65.
  • An order for 50 options contracts is $32.50.
  • A covered call trade of 500 shares plus five contracts would cost $3.25.
  • Mutual fund commissions for funds outside the No Transaction Fee program are $49.95 on the buy and no charge on the sell.
  • Margin interest is 8.325% for a $10,000 balance and 6.825% at $100,000 (as of May 2021), which is below the industry average.
  • There are no fees for software, inactivity, account closure or transfer, exercise/assignment, domestic wires, checks, or paper statements and trade confirmations.
  • Most orders incur exchange fees, typically fractions of a penny per share or contract, which Fidelity passes through to customers.
  • Certain mutual fund families, including Vanguard, CGM, Dodge & Cox, and Sequoia funds, are charged $75 on the initial purchase.
  • The live broker fee is $32.95 per trade.
  • International trades incur various fees, so take a careful look at those commissions before entering an order.

How This Broker Makes Money From You and for You

With fewer brokerages charging commissions these days, it's less obvious how they stay in business. Here are some behind-the-scenes ways Fidelity makes money from you—and for you.

  • Interest on cash: Fidelity clients are automatically enrolled in cash sweep programs that pay nominal interest rates. Fidelity makes money from the difference between what it pays you on your idle cash and what it earns on customer cash balances. The automatic enrollment is an advantage to customers, however, as many brokers still do not share any interest on idle cash. 
  • Margin interest. Fidelity's margin interest rates are below average for the industry. The rate is 8.33% for a $10,000 balance and 6.83% for $100,000.
  • Payment for order flow: Some brokers earn money by accepting payments from market makers for directing equity and options orders to them—a practice called payment for order flow (PFOF).  Fidelity does not accept PFOF for equity trades, but it receives an average of $0.2514 per options contract. 
  • Stock loan programs: Fidelity earns revenue by loaning stocks in your account for short sales—with your permission, of course—and it shares that income with you. Fidelity has told us that for two months of lending certain hard to borrow securities, 38% of accounts earn $100 or less, 37% earn between $100 and $1,000, and the remaining 25% earn more than $1,000. 
  • Price improvement: On average, equity orders receive $0.0116 per share in net price improvement; options orders receive $0.0598 per contract.
  • Portfolio margining: Fidelity clients who qualify can apply for portfolio margining, which computes real-time margin for stock and options trades based on risk instead of fixed percentages.

Account Amenities

Fidelity has all the account and research amenities you would expect from a large broker. These include flexible screeners, trading idea generators, advanced charting, access to in-house and third-party research, and more.

Stock Screeners

The stock screener makes it easy to match your ideas with potential investments. You can view lists of stocks in a theme that's interesting to you—such as data services or drones. You can also build your screen using more than 140 criteria that meet your goals, including environmental, social, and governance (ESG) scores from MSCI. Several expert and thematic screens are built-in and can be further customized.

ETF and Mutual Fund Evaluator

Fidelity's ETF/ETP screener is an easy way to find ETFs that match your investment objectives on the web, desktop, and mobile platforms. You can build your screen using 88 criteria, from exposure and trading characteristics to volatility and analyst ratings. Alternatively, you can narrow your ETF search by choosing one of the themes, such as market cap, fixed income, or socially responsible investing (SRI). When researching ETFs, you can type in a symbol to find ETFs that contain that stock. The mutual fund evaluator looks closely at each fund's characteristics. While it tends to promote Fidelity funds, that's not unexpected given who owns the platform.

Options Screeners

The options market scanner, powered by LiveVol, offers some built-in scans that you can use or you can create a custom scan based on criteria like volume, implied volatility, order flow, and time spreads. Active Trader Pro has 26 predefined filters to search for options trading opportunities based on volume, open interest, option contract volume, volatility differentials, earnings, and more. You can create custom screens from about 200 individual criteria.

Fixed Income Screeners

Fixed-income investors can use the bond screener to narrow down the nearly 120,000 secondary market offerings. The yield table updates every 15 minutes, and clicking on any yield value displays a list of all the bonds or CDs that meet the product type, ratings range, and time to maturity (TTM) criteria you selected. This scanner is flexible, but the layout takes some getting used to. There's also a bond ladder tool that helps you build a staggered fixed-income portfolio to provide a steady income stream.


All Fidelity platforms have charting capabilities. The web-based platform has integrated technical patterns and events powered by Recognia, as well as social sentiment scores provided by Social Market Analytics. The charts on Active Trader Pro offer the most flexibility of all the platforms. You can select from various chart types (OHLC, line, mountain, candlestick) and time-based chart periods. There are also more than 60 fully customizable technical indicators and all the standard drawing tools you would expect. While the charting on the mobile app is relatively limited, it's a step up from what's offered by many other brokers.

Tools and Calculators

Fidelity offers an impressive variety of tools and calculators, which are gathered in one place on the “Tools and Calculators” page. They are intended to help you with nearly any financial need, from creating a budget to reviewing your investment strategy. The tools include the “Guided Portfolio Summary”, which provides an in-depth analysis of your current portfolio and identifies areas that may need more attention. There's also the “Hypothetical Trade Tool”, which shows how a future trade would affect your portfolio's asset allocation.

Trading Idea Generators

Fidelity offers several trading idea generators to help you find, analyze, and implement options trades. The market scanner lets you scan using preset or custom filters. The Argus Options Report provides ideas for both covered calls and calendar spreads. You can use the “Strategy Ideas” tool to find real-time data on specific option trading ideas based on the criteria you select. Fidelity also offers a profit and loss calculator, a probability calculator, and a strategy evaluator to help you evaluate options strategy alternatives.


News is available on all platforms from various sources, including, Business Wire, Market Wire, MCT Business News, PR Newswire, Reuters, and SourceMEdia Bond Buyer. Streaming real-time news is available only on Active Trader Pro.

Third-Party Research

Fidelity offers integrated third-party research from sources like Standard & Poor's, Hightower Report, Ned Davis Research, and Zacks. In Sectors and Industries, you can check out suggested allocation strategies based on CFRA research. Quantitative and qualitative measures on each stock research page include MSCI data and standings against peers. You'll find additional proprietary and third-party research on each stock or ETF page.

Cash Management

Fidelity clients are automatically enrolled in cash sweep programs. Your uninvested cash is automatically swept into your choice of money market funds. 

Dividend Reinvestment Program (DRIP)

You can specify dividend reinvestment when you buy a dividend-paying stock.

SRI/ESG Research Amenities

Fidelity enables you to screen based on ESG/SRI factors. One criterion in the stock screener is the “MSCI Overall ESG Rating”, and there are also individual environmental, social, and governance criteria. In the mutual fund evaluator, there is a socially responsible theme by Morningstar. For ETFs (in the ETF/ETP Screener), there is an overall socially responsible theme, plus individual themes for ESG and the elements making it up (environmental, social, and governance).

Portfolio Analysis

Fidelity offers a variety of tools to help you figure out if your portfolio is on track. The “Guided Portfolio Summary” shows an overview of your top positions and ratings, asset allocation, stock analysis, and fixed income analysis. From there, you can click through to the “Planning & Guidance Center” to see if your portfolio is still on course, considering any recent market volatility.

Another helpful tool is “Full View”, which consolidates all your accounts—Fidelity and otherwise—into one convenient view. You can use it to track your net worth over time, create and manage your budget, view your recent transactions, and integrate it with other Fidelity planning tools.

Unrealized and realized gains/losses, account balances, margin, buying power, and internal rate of return all display in real-time. Fidelity provides access to third-party tax reporting programs, including TurboTax, H&R Block, and TaxAct. Tax-related reports show up online and you can download them as CSV and PDF files. You can maintain a trading journal and attach notes, graphs, and other market data to your trades.

While the trade ticket calculates a short-term or long-term gain/loss for the order, there isn't a standalone tool to calculate the tax impact of future trades.


The Fidelity Learning Center offers educational content in various formats, including articles, videos, webinars, infographics, and recorded webinars. There's a mix of Fidelity and third-party content, including courses intended to guide learners forward. An easy way to find topics is to enter a few keywords in the "What can we help you find today?" box.

Fidelity also hosts coaching sessions with the “Trading Strategy Desk”, where you can discuss questions with a professional trading coach. The sessions are interactive and usually have fewer than 100 participants. Sessions are broken down into six topics: daily market briefings, options trading, trading tools, trading basics, technical analysis, and live webinar follow-up.

The “Life Events” page (under the “Planning and Advice” menu) is intended to guide you through major life changes, including marriage and partnering, getting divorced, navigating the college journey, losing a loved one, buying a home, and so on.

The mobile apps feature "Learning Programs" to help beginners better understand market and investing concepts.  In July 2020, Fidelity launched a separate mobile app called Fidelity Spire, designed to help you "plan, save, and invest smarter." You can set and prioritize goals, and the app's decision tool will help you figure out where to invest, so you get the most bang for your buck. Spire also serves up helpful articles related to your goals.

Rounding out Fidelity's educational offerings are an investing glossary, a comprehensive FAQ section, and guest access for non-customers to use its research and education.

Customer Service

  • 24/7 phone line
  • Online chat with a live agent
  • You can talk to a live broker (there is a surcharge for any trades placed via the broker) 
  •  A chatbot (Fidelity Virtual Assistant)
  • Fidelity no longer tracks the average wait time on hold for customer service

Security and Reliability

Fidelity's security is up to industry standards:

  • Two-factor authentication is offered on all platforms.
  • Higher-risk transactions, such as wire transfers, require two-factor authentication.
  • Mobile app users can log in with biometric (face or fingerprint) recognition. 
  • Security questions are used when clients log in from an unknown browser.
  • Fidelity carries excess Securities Investor Protection Corporation (SIPC) insurance with a $1.9 million limit on uninvested cash. According to Fidelity, this is the maximum excess SIPC protection currently available in the brokerage industry.
  • Fidelity's Customer Protection Guarantee protects you against losses from unauthorized activity in covered accounts that occur through no fault of your own.
  • Fidelity reported no widespread or serious platform outages during 2020.
  • The Identity Theft Research Center reported no significant data breaches during 2020.


Fidelity has one of the most transparent and easy-to-understand pricing schedules in the industry. There are no minimums to open an account, and its margin rates are some of the most competitive in the industry. Commission, fees, and margin rates are all stated clearly in one place. Stocks, ETFs, and options have zero commissions, and many fees that brokers traditionally charge—such as account transfer fees and bank wire fees—have been eliminated. The only costs you may have to hunt for involve forex—the company doesn't post information about that asset class on its website, so you have to call for details.

Our Verdict

Fidelity has been one of our top picks in a variety of categories for three years running. It's one of the more well-rounded brokerage firms out there, and it can be a good fit for retail investors and traders of all experience levels. Buy-and-hold investors will likely find all the tools they need within the web platform. More active investors and traders can use Active Trader Pro, which offers more bells and whistles—and more customization options. Overall, Fidelity shines with low costs, robust screeners, excellent trade executions, and a rich assortment of educational offerings.

That said, Fidelity may not be the right choice for everyone. Anyone who wants to trade futures, commodities, or crypto will have to look elsewhere. And, while there are tools for options traders, competing platforms do a better job of helping you find trading opportunities. For the average investor, however, Fidelity makes a strong case for being the online brokerage of choice with its deep feature set and commitment to making and saving you money.


Investopedia is dedicated to providing investors with unbiased, comprehensive reviews and ratings of online brokers. Our reviews are the result of months of evaluating all aspects of an online broker’s platform, including the user experience, the quality of trade executions, the products available on its platforms, costs and fees, security, the mobile experience and customer service. We established a rating scale based on our criteria, collecting thousands of data points that we weighed into our star-scoring system. Click here to read our full methodology.


Investor fidelity

Fidelity Investments

US financial services corporation

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinationalfinancial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.9 trillion in assets under management as of June 2020 and a combined total customer asset value number of $8.3 trillion.[5][6] Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, asset custody, and life insurance.[7]


The company was founded as Fidelity Management & Research (FMR) by Edward C. Johnson II in 1946.[1]

In 1969, the company formed Fidelity International Limited (FIL) to serve non-U.S. markets and subsequently spun it off in 1980 into an independent entity owned by its employees.[8]

In 1982, FMR company started offering 401(k) products.[1] In 1984, it offered computerized stock trading.[1]

In 1997, Robert Pozen was named CEO.[9]

In 2001, Geode Capital Management was established to run and incubate investment strategies for FMR. In 2003, it was spun off as an independent company.[10]

In 2010, Fidelity Ventures, its venture capital arm, was shut down, and many of the employees created Volition Capital .[11]

In 2011, Fidelity changed the name of its international division from Fidelity International to Fidelity Worldwide Investment and a new logo was introduced.[12]

In 2012, the company moved its Boston headquarters to 245 Summer Street.[13]

In 2014, Abigail Johnson became president and CEO of Fidelity Investments (FMR) and chairman of Fidelity International (FIL).[14]

In 2018, Fidelity launched a separate entity dedicated to institutional cryptoasset custody and cryptocurrency trading.[15]

In May 2019, it was reported that the firm would soon be offering cryptocurrency trading to institutional customers.[16]

In October 2019, the company launched Fidelity Digital Asset Services, which will handle cryptocurrency custody and trade execution for institutional investors.[17][18] Subsequently, in March 2021, Fidelity filed for introducing a Bitcoin ETF with the SEC[19]

Fidelity's assets under management climbed 26% in 2019 to a record $3.2 trillion, which helped boost revenue to $20.9 billion and operating income to $6.9 billion.[20]

In March 2020, Fidelity opened a new investor center in Chesnut Hill, MA.[21]

In March 2021, FMR's operating income rose 4.6%.[22] In August 2021, Fidelity announced to plans to hire 16,000 employees in 2021,[23] including 9,000 during the second half of the year.[24]

Current operations[edit]

Mutual funds[edit]

In the 1960s, Fidelity was the first major American finance firm to market mutual funds directly to everyday people via direct mail advertising and door to door sales.[25] Previously, mutual funds had been marketed almost exclusively to high-income or high-wealth individuals, retirement funds for employers, and/or those already in the finance industry.

FMR has three fund divisions: Equity (headquartered in Boston, Massachusetts), High-Income (headquartered in Boston) and Fixed-Income (headquartered in Merrimack, New Hampshire). The company's largest equity mutual fund is Fidelity Contrafund, which has $107.4 billion in assets,[26] making it the largest non-indexed fund in the US and the largest fund managed by an individual. William Danoff has managed Contrafund since 1990.[27]

Fidelity Magellan is another large equity fund, with $15.5 billion in assets.[28] Its current manager is Jeffrey Feingold, who also manages the Fidelity Trend Fund. It was previously managed by Ned Johnson from May 2, 1963, to Dec. 31, 1971, Peter Lynch from May 31, 1977, to May 31, 1990, and Harry W. Lange from 2005 to 2012. Under Lynch's leadership Magellan averaged 29% a year, more than doubling the growth rate of the benchmark S&P 500, and remains the best-performing mutual fund in history over such an extended period.[29][30]


Fidelity Investments operates a major brokerage firm and has investor centers in over 140 locations throughout the US. Through its subsidiary, National Financial Services LLC, Fidelity Investments provides services to its correspondent broker-dealers, institutional investment firms, banks and trusts, family offices,[31] and registered investment advisors including brokerage clearing and back office support and a suite of software products for financial services firms. National Financial was the custodian for over $443 billion in assets, in 4.3 million accounts as of September 30, 2010.[31]

Benefits outsourcing[edit]

Fidelity Personal, Workplace and Institutional Services (PWIS) is the largest provider of 401(k) retirement plan services with $1.4 trillion under administration[32] and $32 billion in total defined contribution assets, as of 2015.[32] Other services provided include pension administration, health & welfare administration, stock plan administration as well as payroll and other record-keeping services.

Devonshire Investors[edit]

The company's Devonshire Investors arm is a division that gives the owners of the company the ability to make other investments outside its funds.[33]

Assets include Veritude, an employment agency for jobs at Fidelity.[34] The company has been a major investor of real estate, owning the Seaport Center and 2.5 million square feet of office space in Boston.[35] It formerly owned Community Newspaper Company, the largest chain of newspapers in suburban Boston, Massachusetts, sold to the Boston Herald in 2000[36] and now owned by GateHouse Media. Fidelity has also strategically invested in the telecom/managed services/data center industries, including COLT Telecom Group in Europe,[37] MetroRED in South America, and KVH Co. Ltd. in Japan. Since 2008, all MetroRED ownership has been completely divested.

It was formerly heavily invested in commercial lumber and building materials.[38]

In 2013, they sold Boston Coach, a limousine and black-car service, founded in 1985 by Ned Johnson after waiting too long for a taxi, to Harrison Global.[39] It formed ProBuild Holdings in 2006 and sold it to Builders FirstSource in 2015.[40]

Donor-advised fund[edit]

Fidelity manages a donor-advised fund, Fidelity Charitable, in 1991, becoming the first commercial DAF provider.

Eight Roads[edit]

Fidelity International (FIL) also runs its own proprietary investing arm called Eight Roads. It is a global platform with 100+ investment professionals across China, Japan, India, Singapore and UK.[citation needed] In 2018, Eight Roads launched a new European fund.[41] In June 2019, Fidelity announced it may demerge Eight Roads from its core business.[42]


A private venture capital firm, F-Prime Capital Partners, managed on behalf of owners and other key leaders of Fidelity Investments, has been described as directly competing with Fidelity Investments public funds. A 2016 Reuters investigation identified multiple cases where F-Prime Capital Partners [43] was able to make investments at a fraction of the price of Fidelity Investments. Because of SEC regulations, investments by F-Prime Capital Partners preclude Fidelity from making the same early investments. The investigation describes that this competition forces Fidelity to delay investing until later and at much higher prices than F-Prime Capital Partners, resulting in lower returns for Fidelity fund shareholders.[43][44]

Corporate governance experts have stated that the practice is not illegal, but that it poses a clear corporate conflict of interest.[43] Fidelity spokesmen have stated that they are following all laws and regulations.[43][45]

The same Reuters investigation documents six cases (out of 10) where Fidelity Investments became one of the largest investors of F-Prime Capital companies after the start-up companies became publicly traded. Legal and academic experts said that major investments by Fidelity mutual funds - with their market-moving buying power - could be seen as propping up the values of the F-Prime Capital investments, to the benefit of Fidelity insiders.[43]

Fidelity declined to comment on this aspect of the investigation.[45][43]

Legal issues[edit]

Document retention fines[edit]

In February 2007, the NASD, a division of the Financial Industry Regulatory Authority, fined 4 FMR-affiliated broker-dealers $3.75 million for alleged registration, supervision and e-mail retention violations. The broker-dealers settled without admitting or denying the charges.[46]

In 2004, Fidelity Brokerage paid $2 million to settle charges by the U.S. Securities and Exchange Commission that employees altered and destroyed documents in 21 of its 88 branch offices between January 2001 and July 2002. Fidelity has internal inspections every year to make sure it is complying with federal regulations. Management was accused of pressuring branch employees to have perfect inspections and gave notice of the inspections and that at least 62 employees destroyed or altered potentially improper documents maintained at branch offices including new account applications, letters of authorization and variable annuity forms.[47]


In May 2007, NASD fined two Fidelity broker-dealers $400,000 for preparing and distributing misleading sales literature promoting Fidelity's Destiny I and II Systematic Investment Plans, which were sold primarily to U.S. military personnel. As part of the settlement, the FMR affiliates were required to notify Destiny Plan holders who want to increase their investments in existing Destiny Plans that additional shares of the underlying fund can be purchased outside the Destiny Plans without paying the additional sales charges.[48]

Ownership and management[edit]

Johnson Family[edit]

The founding Johnson family, individually and through various trusts, owns stock representing a 49% voting interest in FMR, and have signed agreements pledging to vote all their shares as a bloc. Edward Johnson III was chairman of the group, but was replaced by his daughter, Abigail Johnson. Abigail was once the largest single shareholder with about 25% ownership, but in October 2005, it was reported that she had sold a "significant" portion of her shares to family trusts, and that there were doubts as to whether she was still in line to succeed her father.[49]

Employees and ex-employees[edit]

Most of the remaining 51% of the company is held by various Fidelity employees and ex-employees, including fund managers and ex-managers, such as Peter Lynch.[50]


FMR's corporate headquarters are in Boston, Massachusetts, with the largest U.S. operations located in Merrimack, New Hampshire; Smithfield, Rhode Island; Westlake, Texas; Dallas, Texas; Houston, Texas; San Antonio, Texas; Mission Hills, Kansas;Covington, Kentucky; Durham, North Carolina; Albuquerque, New Mexico; Cincinnati, Ohio; Salt Lake City, Utah; Jacksonville, Florida; Greenwood Village, Colorado; and American Fork, Utah. It also has offices in Canada in Toronto, Montreal, Calgary and Vancouver. Fidelity Management and Research in 2009 opened offices in both Hong Kong and Tokyo, Japan to add capabilities to its small cap research.

In 2004, Fidelity established its first presence in India by opening an office in Mumbai. However, their offices in India mostly serve back-office function and do not make any investments related decisions.[1] The company has over 4,000 employees in India. Its second largest software development facility (after the United States) is in Bangalore and Chennai.

Fidelity Investments Ireland was established in 1996 as the European offshore development centre for Fidelity Investments and now employs over 1,000 people with offices in Dublin and Galway. Fidelity also has offices in France, Germany, Belgium, Italy, Spain and Switzerland and London for its HR Solution business HR Access.


Paul McCartney marketing campaign[edit]

Fidelity has experimented with marketing techniques directed to the baby boomer demographic, releasing Never Stop Doing What You Love, a compilation of songs by Paul McCartney. McCartney became the firm's spokesman in 2005 in a campaign entitled "This Is Paul". On the day of the disc's release, company employees were treated to a special recorded message by Paul himself informing them that "Fidelity and [he] have a lot in common" and urging them to "never stop doing what you love".[51]

See also[edit]


  1. ^ abcde"Our Heritage – Fidelity".
  2. ^"Fidelity Investments".
  3. ^ |title=Fidelity launches Crypto support |access-date=September 18, 2020.
  4. ^"America's Best Employers for Diversity 2021".
  5. ^"Fidelity By the Numbers"(PDF). Retrieved 2020-09-18.
  6. ^"Fidelity launches Crypto support". Retrieved September 18, 2020.
  7. ^"Fidelity Investment About". December 31, 2017. Retrieved March 13, 2018.
  8. ^Newton, Gill (February 16, 2017). "Fidelity Worldwide Investment is going its own way in America". IR Magazine.
  9. ^GILPIN, KENNETH N. (April 22, 1997). "2 Executives Get New Posts At Fidelity". The New York Times.
  10. ^"Fidelity Splits Off Geode Capital as Separate Manager (Update1)". 9 February 2006. Archived from the original on 2006-02-09.
  11. ^Moore, Galen (January 11, 2010). "Fidelity's venture capital arm breaks off". Boston Business Journal.
  12. ^Pearce, Andrew (June 2, 2015). "Fidelity Worldwide Investment COO exits". FN London.
  13. ^Healy, Beth (November 16, 2012). "Fidelity plans to move Boston headquarters". Boston Globe.
  14. ^O'Donnell, Carl. "Abigail Johnson Replaces Father Edward As CEO Of Fidelity". Forbes. Retrieved 2019-05-20.
  15. ^"Fidelity (Full Data File)". Business of Crypto. 2018-10-16. Retrieved 2018-10-16.
  16. ^Fitzgerald, Maggie (2019-05-06). "Fidelity is reportedly about to offer cryptocurrency trading for pros within a few weeks". Retrieved 2019-05-07.
  17. ^"Fidelity Launches Inaugural Bitcoin Fund for Wealthy Investors". 2020-08-26. Retrieved 2020-09-03.
  18. ^Rooney, Kate (2018-10-15). "Fidelity just made it easier for hedge funds and other pros to invest in cryptocurrencies". CNBC. Retrieved 2020-09-03.
  19. ^'Bloomberg' Leising, Matthew (2021-03-24). "Fidelity Applies for Bitcoin ETF With U.S. Securities Regulator". CNBC. Retrieved 2021-03-24.
  20. ^"Most Powerful Women in Finance: Abigail Johnson, Fidelity Investments". American Banker. 2020-09-29. Retrieved 2020-10-08.
  21. ^Leary, K. H.; BusinessNewton; MA|Mar 3 (2020-03-03). "New Fidelity Investments® Investor Center at Chestnut Hill Square". Newton, MA Patch. Retrieved 2020-03-26.
  22. ^Krauskopf, Lewis (2021-03-02). "Fidelity parent posts 4.6% rise in operating income". Reuters. Retrieved 2021-09-06.
  23. ^Edelman, Larry. "Fidelity Investments boosts hiring target to 16,000 for the year - The Boston Globe". Retrieved 2021-09-06.
  24. ^Baer, Justin (2021-08-31). "WSJ News Exclusive | Fidelity Wants to Add 9,000 Jobs by Year-End". Wall Street Journal. ISSN 0099-9660. Retrieved 2021-09-06.
  25. ^Peter Lynch and John Rothschild, Beating the Street Simon & Schuster; Revised edition (May 25, 1994) 0671891634
  26. ^"Fidelity® Contrafund® Fund -".
  27. ^"Everything You Need to Know About The Fidelity Contrafund Mutual Fund". CNN Money.
  28. ^"Fidelity® Magellan® Fund -".
  29. ^The Intelligent Investor, 2003, Commentary on the Introduction
  30. ^"AJCU: Peter Lynch". AJCU. Archived from the original on 26 December 2014. Retrieved 15 October 2013.
  31. ^ abNational Financial web site, About Us
  32. ^ abWang, Andrew. "401K Providers: 2015 Top 20 Lists".
  33. ^Leung, Shirley (August 9, 2013). "A heavy loss in Fidelity's pursuit of the perfect tomato". Boston Globe.
  34. ^"Temporary jobs Fidelity Investments - Veritude".
  35. ^DIESENHOUSE, SUSAN (April 9, 2000). "Fidelity: A Major Investor in Real Estate, Too". The New York Times.
  36. ^BARRINGER, FELICITY (September 29, 2000). "THE MEDIA BUSINESS; Fidelity Sells Newspapers To Boston Herald Owner". The New York Times.
  37. ^Kunert, Paul (August 12, 2015). "Colt shareholders grab Fidelity offer, declare 'we're outta here'". The Register.
  38. ^"Fidelity's ProBuild investment stumbles -- filing". Reuters. November 5, 2009.
  39. ^"Fidelity selling BostonCoach limousine group, launched in 1985 by chairman Ned Johnson - The Boston Globe".
  40. ^"Builders FirstSource Completes Acquisition of ProBuild" (Press release). Globe Newswire. July 31, 2015.
  41. ^"Eight Roads Ventures launches new $375M scale-up fund for European and Israeli startups". TechCrunch. Retrieved 2019-10-03.
  42. ^"Fidelity considering demerger of venture arm Eight Roads". The Business Times. 2019-06-17. Retrieved 2019-10-03.
  43. ^ abcdef"How the owners of Fidelity get richer at everyday investors' expense". Reuters. Retrieved 2018-02-08.
  44. ^"One of Mutual Fund Company Fidelity's Star Managers Made Millions off Alibaba's IPO". Fortune. Retrieved 2018-02-08.
  45. ^ ab"After Fidelity Investments and its owners get blasted by Reuters for alleged high-level conflicts of interest, Morningstar accepts the Boston-based giant's explanation". RIABiz. Retrieved 2018-02-08.
  46. ^"NASD Fines Four Fidelity-Affiliated Broker-Dealers $3.75 Million for Registration, Supervision and Email Retention Violations" (Press release). Financial Industry Regulatory Authority. February 5, 2007.
  47. ^"SEC and NYSE File Settled Action Charging Fidelity Brokerage Services for Violating Federal Securities Laws and NYSE Rules in Connection with Document Alteration and Destruction" (Press release). U.S. Securities and Exchange Commission. August 3, 2004.
  48. ^"NASD Fines Two Fidelity Broker Dealers $400,000 for Distributing Misleading Sales Literature About Systematic Investment Plans Sold to Military Personnel" (Press release). Financial Industry Regulatory Authority. May 8, 2007.
  49. ^"Johnson still Fidelity successor?". CNN. October 28, 2005.
  50. ^Fidelity Investments (March 18, 2013). "Activities and Management of FMR. Proxy statement, special meeting of shareholders of Fidelity Advisor Series VII Fidelity Select Portfolios to be held on May 14, 2013. p. 20.
  51. ^Abelson, Jenn (September 8, 2005). "Brand on the run: Struggling Fidelity turns to ex-Beatle to lure boomers". Boston Globe.

External links[edit]

With more than $1.1 trillion in mutual fund assets and more than nineteen million shareholders, Fidelity Investments has long ruled the mutual fund industry. But its services extend far beyond mutual funds to include discount brokerage services, retirement services, estate planning, securities execution and clearance, life insurance, and venture capital.

While Fidelity offers both novice and sophisticated investors some of the most innovative financial tools, products, and platforms currently available, the degree to which you'll benefit from your relationship with Fidelity depends upon how much you're willing to put into it. That's why James Lowell—one of the most trusted names in the investment business and a self-described Fidelity fanatic—has written What Every Fidelity Investor Needs to Know.

When it comes to investment know-how and guidance, Lowell's advice—some of which can be found in his multiple award-winning, independent newsletter Fidelity Investor (—has helped hundreds of thousands of investors consistently outperform the market with less risk. And now he wants to show you how to do the same.

What Every Fidelity Investor Needs to Know is a clear and distinct guide that will help you get the best out of what Fidelity has to offer—whether it be through taxable accounts, IRAs, or 401(k)s. Using his proven investment experience and professional insights, Lowell walks you through the process of:

  • Opening and understanding your Fidelity accounts—from reading your statements to investing online
  • Planning for your retirement, saving for your child's education, and making charitable donationsthrough Fidelity
  • Choosing from more than 300 actively managed,index-focused, and ETF-based funds—including Fidelity's Magellan Fund, Spartan Funds,and the ONEQ
  • Tailoring a portfolio to your specific needs,risk tolerance, and investment objectives
  • And much more

While firmly focused on the financial issues that matter to you most, this practical guide also takes the time to familiarize you with the distinct culture that has allowed Fidelity—and its investors—to prosper for more than fifty years. Not only will you learn about the distinguished history of this great company, but you'll also discover some of its long-standing traditions, such as why Fidelity prefers to develop its own management talent.

Engaging and accessible, informed and actionable, What Every Fidelity Investor Needs to Know contains the information you need to secure your financial future today.


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