About Fidelity - Our Company (2024)

Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

For more information on Fidelity’s pricing and fees see Commissions and Margin rates

The statements and opinions expressed within the articles found in 'Fidelity in the News' are those of the author. Fidelity Investments cannot guarantee the accuracy or completeness of any statements or data.

Past performance is no guarantee of future results.

Diversification/asset allocation does not ensure a profit or guarantee against loss.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.

Portfolio Advisory Services accounts are discretionary investment management accounts offered through Fidelity® Wealth Services for a fee.

In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused by price volatility by holding them until maturity is not possible.

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.

Because of their narrow focus, sector funds tend to be more volatile than funds that diversify across many sectors and companies.

The trademarks and service marks appearing herein are the property of their respective owners.

Fidelity Digital Assets is a service mark of FMR LLC.

Fidelity Charitable is the brand name for the Fidelity Investments Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide investment management and administrative services to Fidelity Charitable. The Fidelity Charitable logo is a registered service mark of FMR LLC, used by Fidelity Charitable under license.

Custody and trading of digital assets are provided by Fidelity Digital Asset Services, LLC, a New York State-chartered limited liability trust company (NMLS ID 1773897).

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About Fidelity - Our Company (2024)

FAQs

What does the Fidelity company do? ›

Fidelity Investments - Retirement Plans, Investing, Brokerage, Wealth Management, Financial Planning and Advice, Online Trading.

What is Fidelity most known for? ›

We provide financial planning, advice, and educational resources to help investors—including young and first-time investors—make their goals a reality. Our straightforward pricing delivers value—with no account fees, no minimums to open a retail brokerage account, commission-free trades and more.

What is the company profile of Fidelity? ›

Fidelity Business Services India (FBSI) Private Limited, a company incorporated under the Companies Act, 1956, with its registered office at Pinehurst, Embassy Golf Links Business Park, Off Intermediate Ring Road, Bangalore 560 071, India (“Company”) is part of the group of companies commonly known as 'Fidelity ...

What are Fidelity's core values? ›

We put people and relationships first. Fidelity was founded on the idea that one should “take intelligent risks rather than follow the crowd.” Our commitment to helping people lead better lives means we work differently, innovate purposefully, and hire individuals who bring diverse experiences.

What bank owns Fidelity? ›

The Boston-based Johnson family owns 49% of mutual fund company Fidelity. The other 51% is owned by employees.

Is Fidelity a good company? ›

Fidelity has excellent investment platforms for active traders and investors of all types, including mobile, desktop, and the downloadable Active Trader Pro. In contrast with competitors, fees are negligible and many services and products are fee-free.

What questions are asked in a Fidelity interview? ›

Prepare for common interview questions
  • Tell us about yourself.
  • What is your greatest accomplishment?
  • Why do you want to work for us in this position?
  • What is a challenge you've overcome?
  • Why did you leave your last job?
  • How would you describe yourself?
  • Why should we hire you?

Why do people choose Fidelity? ›

2 Both brokers have solid industry reputations and offer a large selection of low-cost mutual funds, ETFs, advice, and related services. Founded in 1946, Fidelity offers a robust trading platform, excellent research and asset screeners, and terrific trade executions.

What makes Fidelity unique? ›

Fidelity was voted the most trusted wealth management company for 2023 by the readers of Investor's Business Daily,9 earning top rankings for "financial soundness, quality of products and services, protecting privacy and security, and sensitivity to customer needs."

Who is Fidelity's biggest competitor? ›

List of fidelity.com competitors in May 2024:
  • schwab.com , with 68.85M visits, 73 authority score, 31.34% bounce rate.
  • vanguard.com , with 21.09M visits, 71 authority score, 28.16% bounce rate.
  • morningstar.com , with 12.01M visits, 68 authority score, 67.55% bounce rate.

Is Fidelity owned by Amazon? ›

Amazon and Fidelity Investments are not affiliated. Amazon and the Amazon logo are trademarks of Amazon.com, Inc or its affiliates.

What is the main business of Fidelity? ›

Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance. Boston, Massachusetts, U.S.

What is Fidelity best known for? ›

From account offerings to customer service, we consistently rank among the best in the industry. Fidelity was voted the most trusted wealth management company for 2023, earning top rankings for "financial soundness, quality of products and services, protecting privacy and security, and sensitivity to customer needs."

Why would I want to work for Fidelity? ›

Fidelity is a fantastic place to learn and grow

We'll support you as you progress - with training courses, mentorship and qualifications. A career with Fidelity could span different roles, teams and even countries.

What is Fidelity vision? ›

Vision. To be number one in every market we serve and for every branded product we offer.

How do Fidelity agents get paid? ›

Representatives are paid a base salary and can earn additional compensation based on how they assist you. Most Fidelity representatives are eligible to receive some amount of variable compensation in addition to their base pay.

What are the functions of Fidelity? ›

Central functions
  • Technology. The Technology and Digital team provide services which underpin every area of the global Fidelity business. ...
  • Human Resources. ...
  • Legal, Risk and Compliance. ...
  • Investment Services and Fund Accounting. ...
  • Finance. ...
  • Internal Audit. ...
  • Administration and Support. ...
  • Corporate Affairs.

How much money do you need to open a Fidelity account? ›

You can open an account with no fees or minimums. And we make it easy to invest starting with just $1.

Is Fidelity a good retirement company? ›

2 Both brokers have solid industry reputations and offer a large selection of low-cost mutual funds, ETFs, advice, and related services. Founded in 1946, Fidelity offers a robust trading platform, excellent research and asset screeners, and terrific trade executions.

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