Fidelity Investments

Fidelity Investments: Retail Brokerage Services

Financial services company offering retail brokerage services, retirement products, wealth management services and more, founded in 1946 as one of the largest mutual fund and financial services groups in the world.

What is Fidelity Investments?

Fidelity Investments is a leading financial services company offering a wide range of investment and retirement products, wealth management services, trading platforms, and more. Founded in 1946 in Boston, Massachusetts, Fidelity has grown into one of the largest mutual fund and financial services groups in the world.

For individual investors, Fidelity is best known for its retail brokerage services and range of investment products. Fidelity offers online trading for stocks, ETFs, options, bonds, mutual funds, and more. Accounts have no minimum balance and come with extensive research, education resources, and investment tools. Fidelity is also a top provider of IRA accounts, 529 college savings plans, cash management, and automated investing through its robo-advisor Fidelity Go.

In addition to investment accounts and products for individuals, Fidelity also provides financial solutions for businesses and institutions. These include 401(k) plans, 403(b) plans, pensions, employee stock plans, and more. For wealthier clients, Fidelity offers personalized investment management and trust services through Fidelity Wealth Services and Fidelity Family Office Services.

Headquartered in Boston, Fidelity operates over 200 retail investor centers across the country. The privately held firm is still run by the Johnson family who founded the company. Fidelity is considered one of the most reputable and stable firms in the financial services industry with over $11 trillion in total customer assets under administration.

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