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Fidelity

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Achieve your financial objectives with investment products and services

FinancePersonal FinanceInvestment Apps
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Reviews onG2CapterraTrustpilot
1150 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Well-established, diversified financial services company with a global presence.

Biggest con

Services are primarily limited to U.S. residents for direct offerings.

TL;DR - Fidelity

  • Diversified financial services company focused on helping clients achieve financial goals.
  • Offers investment products and services primarily to individuals in the United States.
  • International investors can access tailored products through Fidelity International, subject to local regulations.
Pricing: Paid only
Best for: Enterprises & pros
2.5/5 across review platforms

What is Fidelity?

Editorial review
Fidelity Investments is a diversified financial services company based in the United States, dedicated to helping customers and clients achieve their financial objectives. The company offers a range of investment products and services, including securities, and operates with a fundamental mission focused on client financial success. Fidelity also provides resources for international investors through its independent affiliate, Fidelity International, which offers products and services tailored to specific countries and regions outside the U.S. Access to these international offerings is subject to local regulatory requirements and is not available to U.S. investors for purchase.
how we evaluateSourcefidelity.com ↗

Pros & Cons

Pros

  • Well-established, diversified financial services company with a global presence.
  • Clear separation of U.S. and international offerings to ensure regulatory compliance.
  • Fundamental mission centered on helping clients achieve financial objectives.

Cons

  • Services are primarily limited to U.S. residents for direct offerings.
  • International investors must navigate separate affiliate websites with different products.

Ratings Across the Web

2.5(1,150 reviews)

Fidelity holds an aggregate rating of 2.5 out of 5 from 1,150 reviews across G2, Capterra and Trustpilot, last checked August 18, 2026.

G27 reviews
3.9/5
Capterra8 reviews
4.5/5
Trustpilot1,135 reviews
1.4/5

Ratings aggregated from independent review platforms. Learn more

Key Features

Investment products including securitiesResources for international investors via Fidelity InternationalSecure online account access with cookie-based personalizationSite personalization and analytics for user experienceCompliance with U.S. and international regulatory requirements

Pricing

Paid

Fidelity offers paid plans. Visit their website for current pricing details.

View pricing

Reviews

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2.5/5

Across 1,150 verified user reviews on Trustpilot, Capterra, G2

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Fidelity FAQ

How does Fidelity help a user manage long-term retirement savings?

Fidelity provides investment products and services designed to help customers achieve financial objectives, including retirement savings. The company offers securities and resources to support long-term financial planning, with a fundamental mission focused on client financial success.

How does Fidelity compare to Bynder for managing financial assets?

Fidelity is a diversified financial services company offering investment products and securities, while Bynder is a digital asset management platform. Fidelity focuses on helping clients achieve financial objectives through investments, not on organizing brand assets or marketing files.

What kind of user benefits most from using Fidelity's investment services?

U.S. residents seeking a well-established, diversified financial services company to help achieve financial objectives through investment products and securities benefit most from Fidelity. The company's fundamental mission is centered on client financial success, making it suitable for individuals focused on long-term financial planning.

How is Fidelity priced for individual investors?

Fidelity is a paid product with no permanently free tier, meaning users pay for the investment products and services they use. Pricing details vary by the specific securities or services selected.

Can Fidelity be used to trade securities for a personal investment portfolio?

Yes, Fidelity offers a range of investment products and services, including securities, for customers to build and manage personal portfolios. The company is dedicated to helping clients achieve their financial objectives through these offerings.

Does Fidelity provide separate services for investors in different countries?

Yes, Fidelity operates an independent affiliate, Fidelity International, which offers products and services tailored to specific countries and regions outside the U.S. However, these international offerings are subject to local regulatory requirements and are not available to U.S. investors for purchase.

Why would a U.S. investor choose Fidelity over a smaller investment app?

A U.S. investor might choose Fidelity because it is a well-established, diversified financial services company with a global presence and a fundamental mission focused on client financial success. Its range of investment products and securities provides comprehensive options for achieving financial objectives.

Source: fidelity.com

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