What You Can Do on www.FidelityInvestments.com
The website www.FidelityInvestments.com serves as the primary digital portal for Fidelity Investments, one of the largest brokerage and financial services firms in the United States, offering a broad range of investment products and account management tools for individuals, retirement savers, and institutional clients. Users can open brokerage and retirement accounts, trade stocks, ETFs, mutual funds, options, and fixed-income securities, access research and market data, manage portfolios, and explore planning resources through a single login. The platform also supports retirement account rollovers, educational savings plans, and custodial accounts, with features tailored to different experience levels from beginner to active trader.
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The site is designed to support both self-directed investors and those working with Fidelity advisors, providing a consistent experience across desktop and mobile platforms. This overview covers the core services, account types, and tools available on www.FidelityInvestments.com and outlines the steps to get started, whether you are a first-time user or looking to add new capabilities to an existing account.
Account Types and Services Available
Fidelity offers a wide range of account options through the website, each tailored to different financial goals and investor profiles:
- Individual Brokerage Accounts: Standard taxable accounts for buying and selling securities, including stocks, ETFs, mutual funds, bonds, and options, with access to research and portfolio management tools.
- Retirement Accounts: Traditional and Roth IRAs, plus rollover accounts for individuals moving assets from employer plans or other IRAs into a Fidelity-managed retirement vehicle.
- 529 College Savings Plans: Tax-advantaged accounts for education savings, with investment options that can be managed online and monitored through the same dashboard as other Fidelity accounts.
- Custodial Accounts: Accounts for minors, opened and managed by a parent or guardian, with the ability to invest in a range of securities suitable for long-term goals.
- Institutional and Advisor Platforms: For professional users, including portfolio management tools, reporting, and access to research for advisor-managed and self-directed client accounts.
Trading and Investment Platforms
www.FidelityInvestments.com provides access to several trading platforms and tools that support different styles of investing:
- Fidelity Brokerage: The core platform for trading stocks, ETFs, mutual funds, and fixed-income products, with research, screeners, and portfolio analysis tools integrated into the dashboard.
- Fidelity Active Trader Pro: A downloadable platform for active and professional traders, offering advanced charting, real-time data, and order management tools for those who trade frequently.
- Fidelity Go: An automated investing service that builds and manages a diversified portfolio based on a user's goals and risk tolerance, with regular rebalancing and guidance.
- Fidelity Managed Accounts and Advisory: For users who prefer professional management, the platform allows access to advisor-directed portfolios with varying levels of input and oversight.
Research and Market Data Tools
The website includes a comprehensive set of research tools designed to help investors evaluate securities and make informed decisions:
- Interactive stock and fund screeners, including filters for market capitalization, sector, dividend yield, and financial ratios.
- Analyst ratings, price targets, and research reports from Fidelity's research team and third-party sources.
- Real-time quotes, charts, and news feeds, along with educational articles, webinars, and planning tools for various life stages and goals.
- Portfolio analysis and performance reporting, including tax-cost basis and holding period information.
How to Get Started
To begin using www.FidelityInvestments.com, follow these general steps:
New users may also be eligible for promotional offers or reduced trading commissions, though availability changes and should be checked directly on the site. Existing users can add accounts, link external institutions, and customize their dashboard to streamline their workflow.
Fees and Considerations
Fidelity provides commission-free trading on U.S. listed ETFs and stocks for online trades, though other products and services may be subject to fees, including options trades, mutual funds with sales charges, and account maintenance fees in some cases. Users should review the pricing details available on the site for current information and any changes that may affect their investment decisions.
Security and Support
The website uses industry-standard security measures, including encryption and two-factor authentication, to protect user accounts. Fidelity also offers customer support through phone, chat, and a knowledge base, with resources for troubleshooting, account management, and general questions about investing and trading.
Users can access the full range of features by logging in at www.FidelityInvestments.com after creating an account. The site regularly updates its tools, research, and educational content, making it a central hub for both learning and managing investments.