Fidelity Investments Review

Fidelity Investments, the multinational financial services corporation is headquartered in Boston, Massachusetts. The investment firm handles brokerage, mutual funds, gives investment advice, fund distribution, wealth management, securities execution and clearance, life insurance, and retirement services. The company is the fourth largest asset manager with assets worth of $2.4 trillion under its management. Here are all the services offered by fidelity investments.

Services Offered by Fidelity Investments

The services offered by Fidelity Investment are spread across mutual funds, brokerage, wealth management, fund distribution, life insurance, investment advice, and more. The firm is quite popular for both its brokerage and mutual funds arms. Here are the primary services offered by the company.


Fidelity offers a wide research and low commission rates to trade stocks of publicly traded companies. The commission rate for every US equity rate is only $4.95. The investment organization allows for equity trading, international trading, and IPOs. For equity training, you can choose from common stock, depository receipt, unit trust fund, and more. Fidelity also lets his customers trade the stocks of 25 different countries in 16 different currencies. One can access real time market data to trade any time and get an accurate idea. Apart from that, you can also participate in new issue offering, follow-on offerings, etc. For more information on online banking please check this Fidelity login guide.

Mutual Funds

Fidelity Investments is immensely popular for its mutual funds options. The financial advisors at the Fidelity help you build a portfolio of stocks, bonds, along with short-term investments. The investment group offers a wide variety of investment options and has one of the largest research departments of all time. The company offers you to make decisions regarding you funds on your own as well as do them for you. If you lead a busy lifestyle, you can set a goal for your finances and they’ll manage your portfolio on your behalf.

Retirement and IRAs

Fidelity provides retirement plans for seniors who are approaching their retirement years or are already there. Fidelity allows you to compare your current expenses along with the estimated ones to understand your future needs. This helps one prepare better for their fixed and emergency expenses in the future. Fidelity offers three types of retirement IRAs for senior citizens which include Rollover IRA, Roth IRA, and Traditional IRA. The rollover IRA offers several options for its customers and helps you with the investment. The Roth IRA and traditional IRA both don’t require any annual fee.

Credit Cards

Fidelity provides cash management account and credit cards to manage and save your money. The cash management account provides one all the features of a checking account without ever having one. The cash management account doesn’t have a monthly fee, provides free debit card, and mobile check deposit as well. Fidelity also offers one a credit card that can be used to pay bills online and offline, earn rewards on every purchase made, without any annual fee. Fidelity also offers enhanced fraud monitoring.

Life Insurance

The life insurance plans offered by fidelity are quite popular and well received. The life insurance plans offered by fidelity allow you to replace your income with your insurance and help your family pay the bills. You can also invest in your long term care costs by saving for your retirement from today itself. The insurance plans offered by Fidelity are term life insurance, universal life insurance, and whole life insurance. The term life insurance can replace your income at a low cost. The universal life solution allows you to transfer the money, and the whole life insurance covers the long time care costs for one.

Wealth Management

Fidelity provides several solutions to one for managing their wealth by providing managed accounts, annuities, and student savings accounts. Fidelity offers its customers to manage their mutual funds and trading accounts so they don’t have to take time out of their lives to see the progress on their money. Apart from that, you can save for your retirement with the help of annuities. Fidelity also offers a college savings program where you can set a goal and save money for your college. You can also put your money into CDs, fixed income sets, and bonds to save it for the future.

Submit your review

Click here to share your customer experience with this bank

Fidelity Investments
Average rating:  
 0 reviews