Fidelity

๐Ÿ‘ 90%

Share your experiences with Fidelity

Tell us what you like and dislike about Fidelity. Help others make more informed decisions based on your insights.
S

Scott S ๐Ÿ‘

Pros

User-friendly, easy to navigate and see the information at hand.

Cons

Sometimes it gets confused, pulls up old accounts, doesn't allow me to delete previous accounts so they are constantly pulling up 401k's I never enrolled in from up to 12 years ago. Not useful.
J

John L ๐Ÿ‘

Pros

Easy to use and low fees and plenty of choices for stocks and mutual funds, etc.

Cons

Their sales force doesn't listen very well. I was approached more than once to let them "manage" my account. I told them "no bonds" and every time they came back with a portfolio that included bonds.
J

Jeff V ๐Ÿ‘

Pros

I feel that the output is comprehensive and I have never felt spammed by this provider. Likewise, when I have called to speak to someone it has been very professional/helpful.

Cons

I have never had a negative experience with this provider. I have explored other providers and must say I felt like the support was not there but the cross-selling was!
I

Isaac J ๐Ÿ‘

Pros

I find the interface and ease of signing up to be a lot better compared to Vanguard.

Cons

I would like to see access to a few more products and services.
P

Pamela A ๐Ÿ‘

Pros

I stayed with Fidelity because there is a wealth of easy to use information on their website. You can research, set a watch list, set future trades and easily pull tax forms and statements. But I fell in love with Fidelity after discovering their app. When the market is rolling up and down, you can easily check your portfolio and even make adjustments from the well-designed app.

Cons

I wish I had more money to invest ;) But seriously, a beginnerโ€™s glossary or tutorial might be helpful.
K

Kellera C ๐Ÿ‘

Pros

It's very convenient to be able to check individual investments online or on my phone, and to make changes to my portfolio without having to wait for a person to be available.

Cons

Some of the interface was confusing at first, and I did need to involve a rep. After they explained the process, it was much easier, but additional training or in-app tips would have been helpful.
L

Louise M ๐Ÿ‘

Pros

It is still quite user-friendly. I like the ability to build watchlists and set different kinds of alerts on stocks.

Cons

The interface on the app can be a little fidgety. Sometimes I simply can't scroll for no discernible reason.
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Sung P ๐Ÿ‘

Pros

Itโ€™s a centralized way for me to view my 401k and equity investments.

Cons

More research options would be appreciated, especially for ETFs.
D

Dylan P ๐Ÿ‘

Pros

Great company to use. Lots of options to play around with on there. Low fees.

Cons

More options for puts and calls. More areas to short would be nice and getting rid of all the scams like the VIX and all of that should happen.
I

India B ๐Ÿ‘

Pros

I liked the number of things that could be done on the app itself without having to deal with a person.

Cons

I feel as though more interactivity would be an improvement, especially in regards to the iPhone app.

Important Info:

Trading Fee
$4.95 per trade
Minimum Deposit
$2,500
International Trading
Yes

Fidelity

๐Ÿ‡บ๐Ÿ‡ธ
Fidelity is a multinational financial services corporation based in Boston, Massachusetts. It is the fourth largest asset manager with $2.4 trillion in assets under management as of December 2017.

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