Fidelity
Finance & Investing
One-stop investing and wealth management platform
Fidelity (https://www.fidelity.com) is a globally recognized financial services platform offering comprehensive investing and retirement solutions, from self-directed trading to advisor-led wealth management.
Core features & highlights
- Offers zero-commission stock and ETF trading, options and bond trading, and supports the professional-grade platform
Active Trader Pro. - Comprehensive account types: individual and joint accounts,
IRA, 401(k), 529 college savings plans and annuities, etc. - Wealth management and advisory: automated investing with
Fidelity Go, dedicated financial advisors and wealth management services. - Robust research and tools: fund/ETF screeners, real-time quotes, portfolio analysis, retirement planning and tax tools.
Use cases & target users
- Suited for long-term retirement savers, active and passive investors, and individuals seeking low-cost investing.
- Also supports high-frequency traders, professional traders, and high-net-worth clients and institutions seeking customized advisory services.
Key advantages or highlights
- Brand reputation and scale, a wide selection of low-cost funds and managed products, and strong security and customer service network.
- The integrated platform performs well on both mobile and desktop, accommodating both self-directed and advisor-led approaches, and suits a wide range of investment needs.