Fidelity Investments General stock and ETF brokers

Broker Review

Fidelity Investments

Established in 1946, Fidelity Investments anchors a broad retirement, workplace-benefits and retail-investing ecosystem. Ownership or founding is associated with Edward C. Johnson II; privately held FMR LLC, which also shapes the product’s technology and distribution. It should be evaluated on the precise legal entity serving the customer, not only the consumer brand. The company is privately held or not separately listed, so no public market capitalization is available.

Strengths

  • Anchors a broad retirement, workplace-benefits and retail-investing ecosystem

Drawbacks

  • At Fidelity Investments, the feature set that distinguishes Fidelity Investments can add complexity, service charges or eligibility rules that a buy-and-hold customer may never use

Profile

What you can trade

Stocks, ETFs, mutual funds, options, fixed income, CDs, fractional shares, IPOs, precious metals, annuities and eligible crypto accounts.

Account types

Individual and joint brokerage, cash management, IRAs, youth and custodial accounts, trusts, estates, businesses, HSAs, education accounts and managed relationships. The registration structure reflects the fact that the service anchors a broad retirement, workplace-benefits and retail-investing ecosystem.

Platform

Fidelity.com, Fidelity Investments mobile app, Trading Dashboard and Active Trader Pro. The resulting workflow is tailored to a business that anchors a broad retirement, workplace-benefits and retail-investing ecosystem.

Who it suits

Best suited to Fidelity Investments customers whose principal requirement is the capability described in this profile, rather than investors choosing a broker only because of a zero-commission headline.

Where it is offered

Fidelity Investments is principally offered to eligible U.S. residents who can supply a Social Security number, domestic address and tax certification. Policies for territories, citizens living abroad and international applicants are specific to this firm.

Regulation and sources

Official website: https://fidelity.com/ Regulatory status should be verified through FINRA BrokerCheck, SEC/IAPD, NFA BASIC, state regulators or applicable alternative-asset disclosures. Last verified: 2026-08-11.

Stay Ahead of the Market

Get daily AI insights, market updates, and trade opportunities delivered to your inbox.