Fidelity Investments

Active

Country: United States (US)
Founded: 1946
Developer: Fidelity Investments
Pricing: Free
Open source: No
Platforms: iOS, Android, Web

Indexes

Investing/Portfolio

Overview

Fidelity Investments is a platform providing access to investment accounts, trading tools, and financial management features through its website and mobile apps. It enables users to invest in stocks, ETFs, mutual funds, monitor portfolios, set up recurring investments, and access planning tools like net worth tracking. Targeted at individual investors and those managing personal finances, it stands out with integrated mobile customization options and research insights directly within the app.¹²³

Key Features

Portfolio Monitoring - View account balances, positions, performance details, and customize home screen layouts.
Trading - Invest in stocks, ETFs, mutual funds, and set recurring investments from core position or linked bank.
Watch Lists - Create, edit, and manage lists of ticker symbols for tracking investments.
Planning Tools - Track net worth and access financial planning features in standard navigation.
Research & Insights - Discover investment ideas, professional insights, and market data.
Crypto Trading - Trade eligible cryptocurrencies in supported states via Fidelity Crypto account.
Account Customization - Hide details, rename accounts, group them, and reorder home screen sections.
Full View - Track non-Fidelity accounts in a simplified interface after relinking.

Pricing

Plan	Price	Includes
Standard Access	Free	Portfolio management, trading, research tools, planning features.

Platforms & Requirements

Available as a web platform at fidelity.com requiring login, and native apps on iOS and Android. Mobile apps support full feature access including trading and customization with no specified minimum requirements beyond standard device capabilities. Web version offers profile management and account overview.¹²³⁸⁹

Integrations & Ecosystem

Linked bank accounts for transfers
Non-Fidelity accounts via Full View
Fidelity Crypto accounts
NetBenefits for profile updates
Watch lists for market symbols

Alternatives

App	Difference
Charles Schwab	Offers similar brokerage services with emphasis on zero-commission trades and broader international account options.
Vanguard	Focuses on low-cost index funds and ETFs with fewer active trading tools compared to Fidelity's mobile features.
TD Ameritrade (Schwab)	Provides advanced thinkorswim platform for technical analysis, integrated post-acquisition.
Robinhood	Commission-free trading with simplified interface but limited research and planning tools.

Reputation

Fidelity Investments is recognized for its comprehensive mobile app offering robust tools for investing and portfolio management, frequently described as award-winning in app store listings. Users appreciate customization options and access to diverse investments including crypto in eligible areas. Criticisms may include the need for account linking for full features and state-specific limitations on certain services like crypto trading.

Sources (9)