Fidelity

πŸ‘ 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.
D

David S πŸ‘

Pros

Can trust company as they have been around for many years without issue.

Cons

They do not give advice which could be helpful. It is also impossible to get in touch with managers in charge of their funds for discussion.
J

Jeremy H πŸ‘

Pros

They have a great website and tools all for free. Retirement planning software, portfolio analysis software, investment analysis software, budgeting tool and more. They have advisors you can speak with in person or over the phone. 24/7 customer service. Their reputation for putting the client first makes me feel like they really do want to do what is in my best interest. Lower cost than Schwab and Vanguard including index funds. They have great actively managed funds which have low expense ratios and most beat the index.

Cons

Telephone hold times can be long like 15 to 20 mins. But that has been primarily when the market goes crazy or near tax time.
P

Phil H πŸ‘

Pros

It was very easy to set up my Fidelity account, and I appreciate the online access and paper free statements.

Cons

They sometimes push talking to an advisor via the phone on me, even though I prefer to do things online.
N

Nong G πŸ‘

Pros

Easy to use and has good tools for exploring new funds and markets.

Cons

Lower the transaction fees.
M

Michael V πŸ‘

Pros

Current information on my account on their website, detailed information about my account.

Cons

More options for investments including eco or renewable and social/welfare investments.
J

JENNY L πŸ‘

Pros

Easy to understand the reports. Simple and straight to the point

Cons

Still a lot of jargon in paper communication. Would like more cadence in communication also.
J

Justin L πŸ‘

Pros

Good name and backing. Good investment choices. Great app and website.

Cons

So large that they aren’t very personalized in their service.
V

Vadim M πŸ‘

Pros

Same functionality just like other companies. Also, they offered a free checking account with no ATM fees.

Cons

Some segments of the website are hard to navigate and some content is outdated.
J

Jonathan G πŸ‘Ž

Pros

They have a good rewards credit card and the returns have been good.

Cons

The customer support is atrocious, especially over the phone. The website is very dated and the credit card portion is hard to use.
M

Melissa W πŸ‘

Pros

Very user-friendly and easy access to your accounts, also easy to make transactions.

Cons

Password recovery is a pain.

Important Info:

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

Fidelity

πŸ‡ΊπŸ‡Έ
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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