Fidelity Investments Review


Fidelity offers superior research, investment and trading tools. Furthermore, their fees for accounts and transfers are competitive while even IRA close-out fees are waived! Their research offerings include screeners (with over 140 criteria available for stock and ETF screeners), upgrades/downgrades from over 20 independent research firms as well as Thomson Reuters StarMine tool upgrades/downgrades.


Fidelity Investments is one of the premier stock brokers in the US, offering a selection of accounts and investment products. Their website makes opening an account simple by simply providing their mailing address, Social Security number and employment details; there are multiple account types such as IRAs, 401(k)s and brokerage accounts to choose from.

The website also provides educational content and tools for investors, including a searchable glossary of investing terms as well as articles, webinars and videos on various topics. Customers can get assistance from live customer service agents via telephone callback or online chat chat – plus there are physical Investor Centers located throughout the nation!

Brokerage firm also offers “stocks by the slice”, which allows investors to buy partial shares without incurring an additional charge. Furthermore, Zacks, Morningstar, and Argus third-party research offerings can be found within this platform.


Fidelity Investments is one of the United States’s premier brokers, offering investors and traders with a comprehensive array of amenities such as flexible screeners, trade idea generators, charting tools and access to research and fundamental data. Investors also have access to Wealth-Lab Pro for backtesting trading strategies; additionally they offer fractional share trading as well as full suite online options trading solutions.

Fidelity’s mobile app boasts real-time quotes and multi-leg options trading, earning strong ratings on Google Play and Apple’s App Store. Customers can also track portfolios and pay bills. Their website is simple to navigate with streaming quotes, news analysis of individual stocks as well as tools and calculators designed specifically for stock and options trading.

Fidelity’s investment platform offers various account types for individuals and joint accounts alike – individual, joint, retirement plans (SEP IRA and solo 401(k), health savings accounts and 529 education savings plans are just a few examples – in addition to offering mutual funds and ETFs from an extensive selection.


Fidelity provides research and tools to assist investors looking for specific stock or portfolio changes. You’ll find research tailored specifically to your investing style from independent third-party experts who bring different viewpoints.

Researching individual stocks includes financial data, competitor analysis and news from various sources. You can also get market commentary and reports for ETFs. The website features an easy layout that provides convenient access to the necessary information.

Fidelity’s research page features over 140 criteria for screening stocks, and you can filter by various themes. Furthermore, you can create watchlists to keep an eye on certain companies or watchlists to track individual stocks. Furthermore, Fidelity’s investment team shares valuable insight on this page.

Customer Service

Fidelity provides an outstanding mobile app, with high ratings on both Google Play and Apple App Store. They also have physical Investor Centers across the country and a comprehensive website providing information from life stage financial needs such as marriage or divorce to investing basics and market navigation.

Customers can reach Fidelity via email, phone and live chat for customer service issues and solutions quickly using online resources such as FAQs and glossaries on its site.

Fidelity does not charge incidental fees associated with bank wires or outgoing transfers, like the type charged by other brokers. Furthermore, its extensive research offering includes access to reports from over 20 independent research firms as well as Thomson Reuters StarMine which allows traders to compare buy and sell ratings of tickers. Finally, Fidelity boasts a great screener which lets users filter based on over 140 criteria – you can even create your own list of stocks to follow!

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