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Fidelity Review

Sam Levine, CFA, CMT

Written by Sam Levine, CFA, CMT
Edited by Carolyn Kimball
Fact-checked by Steven Hatzakis
Reviewed by Blain Reinkensmeyer

May 22, 2024

Fidelity is strong across all the categories we cover, but where it really shines brightest is in its astounding array of research and market commentary. Call it Stockpicker Paradise.

Fidelity
5/5 Stars Overall
  • Minimum Deposit: $0.00
  • Stock Trades: $0.00
  • Options (Per Contract): $0.65
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Trade at Fidelity. 1

Pros & Cons

thumb_up_off_alt Pros

  • Fidelity took top honors in 2024 for Best Overall, Commissions and Fees, Education, Penny Stock Trading, and Customer Service. It also won an Industry Award for its innovative Fidelity Youth mobile trading app.
  • It placed third in investment choices, with key strengths in fixed income, international market access, fractional shares, and advisor services.
  • It also ranked third in platforms and tools. I found its Chart+ charting package to be convenient for building detailed charts, thanks to its superior organization of studies and indicators.
  • Fixed-income investors will appreciate research on individual bond issuers and a stream of market commentary and analysis.
  • Privately owned Fidelity leans toward conservatism in its products and services. That has helped it avoid many of Wall Street’s scandals and excesses.
  • Fidelity has a good ground game, too, with a branch network of 200 Investor Centers in the United States.

thumb_down_off_alt Cons

  • Though Fidelity largely avoids nuisance fees such as charges for transferring an account out, its margin rates and options fees are higher than brokers that cater to active traders.
  • Its desktop trading platform, Fidelity Active Trader Pro, could use an overhaul. My testing found it responds slowly to inputs, and it has a dated feel.
  • Unlike Schwab’s thinkorswim mobile and E*TRADE’s Power E*TRADE, Fidelity doesn’t offer an alternative mobile app designed for active trading.
  • Fidelity doesn’t offer futures trading or options on futures.
  • There’s no paper trading, which would be a welcome feature for beginners and would be especially valuable in its Youth app.

Overall summary

Feature Fidelity logoFidelity
Overall 5/5 Stars
Investment Options 5/5 Stars
Commissions & Fees 5/5 Stars
Mobile Trading Apps 5/5 Stars
Platforms & Tools 4.5/5 Stars
Research 5/5 Stars
Customer Service 4.5/5 Stars
Education 5/5 Stars
Ease Of Use 5/5 Stars

--> View Fidelity Features List

feed Recent news

January 2024: Crypto ETFs. Fidelity now allows trading of spot bitcoin ETFs in brokerage accounts.

Investment options

From stock trading to retirement guidance, Fidelity easily accommodates most investors’ needs, unless you like trading exotic investments such as futures or maybe Pokemon Charizard cards. Fidelity’s crypto offering is a bit thin on coin choices and a bit pricey in markups and markdowns.

Cryptocurrency: Clients in 38 states can trade bitcoin and ethereum through a Fidelity Crypto account. Though crypto trading is promoted as commission-free, it’s not free. There’s an up to 1% markup or markdown embedded in the execution. A few other brokers offer more coins and charge less.

Fractional shares: Fractional shares trading enables investors to buy a fraction of a share instead of a whole share. For example, for a stock trading at $500 per share, investors can buy 1/10th a share for $50. In 2024, Fidelity remains one of our favorite brokers for fractional shares trading thanks to its meticulously designed order ticket and dedication to giving customers the lowest-cost executions.

Other investments: While futures and forex trading aren’t offered, international trading is, which lets customers trade in 25 countries and exchange between 20 currencies. In the international trading department, only Interactive Brokers, which is a favorite for many pros, offers more global access.

Retirement services: Fidelity offers traditional, Roth and rollover IRAs alongside excellent education and tools for retirement planning, and the broker charges no miscellaneous fees for IRA accounts.

query_stats Retirement planning at Fidelity

If retirement planning is top of mind for you, zero in on Fidelity’s individual retirement accounts and tools at investor.com: Fidelity IRA Review.

Feature Fidelity logoFidelity
Stock Trading info Yes
Margin Trading Yes
Fractional Shares info Yes
OTC Stocks info Yes
Options Trading info Yes
Complex Options Max Legs info 4
Bonds (US Treasury) info Yes
Futures Trading info No
Forex Trading info No
Mutual Funds (Total) info 10000
Crypto Trading info Yes
Crypto Trading - Total Coins info 2
Traditional IRAs info Yes
Roth IRAs info Yes
Advisor Services info Yes
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account_balance One of the best for high net worth

We analyzed online brokers' offerings for clients with over $1 million of liquid, investable assets. See our guide to the Best Brokerage Firms for High Net Worth Individuals.

Commissions and fees

After factoring in order execution, where Fidelity is one of the best, Fidelity’s $0 stock and ETF trades consistently yield additional value for customers, and it skips some charges many other brokers routinely drop on their customers. It's among the best brokers for commission free stock trading.

Penny stocks: Unlike many brokers, Fidelity charges no additional fees for trading penny stocks.

No payment for order flow: Rare in the industry, Fidelity does not accept payment for order flow, or PFOF, and indicates the amount of price improvement received on eligible orders.

Zero expense ratio mutual funds: Fidelity distinguishes its offering with several zero expense ratio mutual funds, helping investors save on costs, even compared to funds available from traditionally lowest cost provider Vanguard. For example, FNILX, FZIPX, FZROX, and FZILX come with no minimum deposit and a zero expense ratio. Transaction fee mutual funds cost $49.95 to purchase, nothing on redemption.

Incidental fees: All brokers have incidental fees. Unlike many other firms, Fidelity doesn’t charge for transfers out. Most of the other unusual fees are either lower than average or in line with the industry. If you expect to rack up incidental fees, use our broker comparison tool to find the best broker for you.

Feature Fidelity logoFidelity
Minimum Deposit $0.00
Stock Trades $0.00
Penny Stock Fees (OTC) info $0.00
ETF Trade Fee $0.00
Options (Base Fee) $0.00
Options (Per Contract) $0.65
Options Exercise Fee $0.00
Options Assignment Fee $0.00
Futures (Per Contract) (Not offered)
Mutual Fund Trade Fee Varies info
Broker Assisted Trade Fee $32.95
View More

Mobile trading apps

Fidelity offers two mobile applications for traditional customers. Both accept the same Fidelity username and password, so you can choose and use them as you see fit. One is the “flagship” Fidelity experience; the other, Bloom, caters to personal finance novices.

One promising addition this year is the Fidelity Youth App, which offers a curated and parent-friendly savings, spending and investing experience. Parents should be very excited about this financial education opportunity, but should also remember that teens will always be teens. A member of our editorial team invited her teen to trial the app, and her teen’s question was, “Can I withdraw it to my Venmo?” which, of course, would defeat the purpose of the app.

Fidelity Investments app: Fidelity’s flagship mobile experience is cleanly designed, bug-free, and efficient to use. Buying and selling shares is a cinch, and if you want to read up before you pull the trigger, there’s plenty of worthwhile content to dive into whenever you have a spare moment. While Fidelity gets a big thumbs-up for its user-friendly flagship mobile app, it omits some features that casual and active traders will miss, such as ladder trading. Those looking for a dedicated trading app might want to check out Charles Schwab’s thinkorswim, tastytrade, and E*TRADE’s Power E*TRADE.

Ease of use: Navigation is simple, and finding what you’re looking for is easy, thanks to excellent design and readily understood icons.

Customizable dashboard: Upon logging in, a customizable dashboard experience greets you. The customization is nice, but chances are you won’t need to tweak too much. I use Fidelity on a regular basis for my personal investing and I’m happy enough with the layout that I don’t feel any need to change anything.

Charting: Having visited Fidelity’s historic and extensive Chart Room in Boston, color me unsurprised that the mobile app has some powerful charting. There are over a hundred technical indicators and 12 different chart types, which is more than enough for most. Dividends, earnings, and splits may also be plotted, which is incredibly valuable for those like me who use both charts and fundamentals in making investment decisions.

Other unique features: Research is robust and exactly what one would expect to find after using the website. Among many other highlights of the mobile app is the note-taking functionality, which allows you to log personal thoughts on individual stocks and the broader markets. There’s also live streaming TV from Bloomberg within the mobile app.

Fidelity Bloom: Bloom won our Best New Tool award last year. It’s a saving and spending app that uses behavioral finance principles, brief challenges, and positive reinforcement to tackle emotional issues and mental roadblocks that prevent people from achieving financial goals. Fidelity borrows from the field of heuristics, which are mental “shortcuts” people take in making complex decisions. It’s a unique approach that I think can help many people, especially those just starting to save for the future. I’d like it even more if it incorporated investing into its saving feature.

Fidelity Mobile app gallery

Feature Fidelity logoFidelity
iPhone App info Yes
Android App info Yes
Apple Watch App info Yes
Stock Alerts info Yes
Charting - After-Hours info Yes
Charting - Technical Studies info 129
Charting - Study Customizations info Yes
Watch List (Streaming) info Yes
Watch Lists - Create & Manage info Yes
Watch Lists - Column Customization info Yes

Other trading platforms and tools

Traders will inevitably be curious about Active Trader Pro, Fidelity’s desktop trading platform, which has a decent array of trading tools. Keeping it real, the platform could use an extensive refresh. Most investors can skip ATP and will be very pleased with the browser experience.

Active Trader Pro: If you want to fire off trades quickly at Fidelity, Active Trader Pro has a more trader-friendly workflow than the website, but it also leaves a lot to be desired.

My primary gripes with ATP are its choppy feel and stale design. Some elements are slow to load, and a few widgets are simply windows pointing to web pages. Often the platform didn’t keep up with my mouse movements. That might be due to its Java base; other platforms that use HTML5 are quicker.

On the positive side, Active Trader Pro includes several unique, home-brewed tools, including Real-Time Analytics (streaming trade signals) and Trade Armor (real-time position analysis). Options traders have a variety of analyses open to them.

Website watch lists: Fidelity’s website watch list is one of my favorites among all the brokers I test. Streaming quotes are included, and there are 62 columns of data to choose from. Furthermore, the workflow is seamless, making it a breeze to transition to researching the stock further or placing a trade in the docked order ticket.

Web charting: The browser Chart+ view is one of the most functional browser-based charting experiences among all the brokers I tested this year. Much of that’s due to the exceptionally well-implemented automated technical pattern recognition and chart analyses from Trading Central. Charts are crisp and cleanly laid out and include over 30 different drawing tools, more than 100 studies, custom user profiles, alerts, notes, and more.

Feature Fidelity logoFidelity
Active Trading Platform info Active Trader Pro
Desktop Trading Platform info Yes
Desktop Platform (Mac) info Yes
Web Trading Platform info Yes
Paper Trading info No
Trade Journal info Yes
Watch Lists - Total Fields info 92
Charting - Indicators / Studies info 129
Charting - Drawing Tools info 38
Charting - Study Customizations info 5
Charting - Save Profiles info Yes
Trade Ideas - Technical Analysis info Yes
Streaming Time & Sales info Yes
Trade Ideas - Backtesting info Yes
View More

Research

Fidelity’s actively managed mutual funds have their roots in deep research (read “One Up on Wall Street” by Fidelity superstar manager Peter Lynch if there’s any doubt). That legacy continues in the suite of available research. Fidelity’s is a veritable Garden of Readin’ for thoughtful investors.

Stock research: When I pulled up research on Apple shares, Fidelity offered 12 reports to choose from. That might sound like overkill, but it also allows you to find a research source that best fits your investing style. My favorite, for what it’s worth, is Zacks. Though Fidelity provides more than enough third-party research for most investors, I also like the deeper dives available from the proprietary research teams at Merrill, E*TRADE, and J.P. Morgan.

Fund research: If you’re more of a fund buyer than a stock picker, you’ll be pleased with fund research coverage. I found PDF reports from Morningstar and FactSet for the SPDR S&P 500 (SPY) ETF. Open end mutual fund data is sourced from Morningstar.

Market news and research: Fidelity provides rich market commentary, like other top-tier brokers, but it’s exceptionally good at curating third-party news and thought pieces. Where some brokers provide simple news feeds, Fidelity scours and presents the best of the web and it consistently chooses well, shortening the time needed to stay current on market events.

Screening for trade ideas: Fidelity’s stock, ETF, and mutual fund screeners are easy to use, rich in data, and set the benchmark for the industry. Thematic investing, ESG (environmental, social and governance) data, Morningstar ratings — the list of features is extensive.

Feature Fidelity logoFidelity
Research - Stocks info Yes
Stock Research - ESG info Yes
Stock Research - PDF Reports info 11
Screener - Stocks info Yes
Research - ETFs info Yes
Screener - ETFs info Yes
Research - Mutual Funds info Yes
Screener - Mutual Funds info Yes
Research - Pink Sheets / OTCBB info Yes
Research - Bonds info Yes

Education

There’s something for everyone in Fidelity’s educational offerings. Fidelity does a great job of organizing content into roadmaps with progress tracking, as well as sorting by experience level, category and content type. Articles, videos, webinars, infographics, courses, and even podcasts are made available to customers.

Learning center: Fidelity’s Learning Center collects educational content in one spot, including archived webinars, classes for beginners, and a large variety of well-stocked categories. There’s even an AI-driven recommendation engine to suggest educational content. Fidelity’s YouTube channel provides a library of archived videos organized by playlist with related educational content published throughout the week. The Youth App has its own learning center that offers investing tips, articles, videos, and a couple of calculators for parents as well as teens.

Retirement education: Fidelity stands out with its retirement education. There’s a comprehensive financial planning tool that can pull information from outside accounts, allowing you to track your progress toward retirement and other spending goals. It won’t take the place of a certified financial planner, but it could be helpful for tracking your financial progress and identifying habits that might be holding you back. Before committing to use it, take a moment to decide whether you’re comfortable providing that much access to your personal financial data.

If you want to skip doing any deep-dive financial planning, there are plenty of in-house calculators to provide you with a proper diagnosis of your financial position. To show the depth of their tools, aside from the usual “How much money will you have to retire?” worksheets, Fidelity has a “Substantially Equal Periodic Payments/72(t) Calculator” that can help you find out the most tax-efficient IRA withdrawal amounts if you are below 59½ years old.

Feature Fidelity logoFidelity
Education (Stocks) info Yes
Education (ETFs) info Yes
Education (Options) info Yes
Education (Mutual Funds) info Yes
Education (Bonds) info Yes
Education (Retirement) info Yes
Paper Trading info No
Videos info Yes
Webinars info Yes
Webinars (Archived) info Yes
Progress Tracking info Yes
Interactive Learning - Quizzes info Yes
View More

Customer service

To score Customer Service, StockBrokers.com partners with customer experience research firm Confero to conduct phone tests from locations throughout the United States. For this year's testing, 135 customer service tests were conducted over six weeks, with wait times logged for each call.

Customer service representatives were asked for assistance or details in several areas of broker services for prospective customers, including account opening, trading tools, apps, rollovers, active trading, and more. Here are the results for Fidelity.

  • Average Connection Time: <1 minute
  • Average Net Promoter Score: 9.4 / 10
  • Average Professionalism Score: 9.2 / 10
  • Overall Score: 9.31 / 10
  • Ranking: 1st of 13 brokers

Banking services

While Fidelity is not itself a chartered bank, it does offer banking-related services and delivers a reliable experience that includes access to more than 200 retail service centers. A cash management account is available and includes bill pay and a debit card. The Fidelity Rewards Visa Signature credit card offers 2% cashback on all purchases. Fidelity Bloom, a program tailored to personal finance novices, also provides rewards. Fidelity offers no loyalty rewards for using multiple products, an area in which Bank of America - Merrill Edge is unsurpassed. Given Fidelity’s thrifty approach, this isn’t surprising.

» Are you looking for the best credit card? Our sister site, Investor.com, has credit card reviews that are both thorough and hilarious.

Feature Fidelity logoFidelity
Bank (Member FDIC) info No
Checking Accounts info No
Savings Accounts info No
Credit Cards info Yes
Debit Cards info Yes
Mortgage Loans info No

Final thoughts

The Green Machine continues to dominate our broker rankings on the strength of its breadth of services, ease of use, low costs and compelling educational content. While some other brokers might do a better job for short-term traders and professional investors, everyday investors will find Fidelity to be an excellent choice.

Here are our top takeaways for Fidelity:

  1. Fidelity delivers value across its entire client experience. The Fidelity website and mobile app both breezed through our rigorous usability assessments. Furthermore, thanks to a plethora of educational resources, Fidelity is a winner for beginners.
  2. Fidelity shines for research, whether you're viewing stock, ETF, and mutual fund quotes or running through a screener to find investment ideas.
  3. Though the Active Trader Pro desktop platform is usable for day trading and options trading, it’s in serious need of a refresh.

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Is Fidelity a safe company to invest with?

Yes, Fidelity is one of the safest brokerages to invest with. It’s an industry leader with a stellar reputation and fully regulated in the U.S. with the SEC and FINRA, is trusted by over 43 million people and holds over $11.5 trillion in assets under administration.

Money held in an investment account with Fidelity is protected by SIPC insurance, which covers up to $500,000 in securities ($250,000 cash maximum) per customer. Funds held in Fidelity’s cash management account are swept to partner banks and protected by FDIC insurance.

Finally, Fidelity provides additional coverage in excess of SIPC limits through Lloyd’s of London for up to $1 billion across all customer accounts, and with up to $1.9 million per customer for cash.

Is Fidelity FDIC insured?

U.S. brokers, including Fidelity, are not covered by the FDIC. Instead, accounts are protected by the Securities Investors Protection Corporation (SIPC) and additional coverage through Lloyd’s of London. Fidelity does offer a cash sweep program that will park your available cash in up to 20 FDIC-insured banks, allowing you to obtain FDIC coverage far in excess of the typical $250,000 limit.

Is Fidelity good for beginners?

Yes, Fidelity is an excellent platform for beginners, thanks to a solid combination of educational content and easily navigated mobile apps and web pages. Fidelity also offers fractional share stock and trading, but it doesn’t let you practice trading with a virtual portfolio.

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

There is no minimum to open a Fidelity brokerage account or monthly service charges for an open account, but, as at most brokers, some investments do have minimum initial purchases.

Does Fidelity have hidden fees?

Like all brokers, Fidelity has incidental fees. You can find them listed here. Though Fidelity is usually very clear in its pricing, there is one exception: It markets its bitcoin and ethereum trading as “commission free,” but footnotes disclose an up to 1% markup or markdown.

What is the downside to Fidelity?

Fidelity’s fees and platform offerings do not cater to active traders as well as some of its competitors. Margin rates are a bit higher on average, options are $0.65 per contract, and Fidelity does not offer futures trading at all. I also found the desktop trading platform, Fidelity Active Trader Pro, somewhat dated and slow, and even the mobile app omits some useful trading features. That said, if you can overlook these downsides, Fidelity remains a perennial outperformer in our brokerage testing, particularly in stock and market research.

What does Active Trader Pro do?

Fidelity Active Trader Pro is a downloadable trading platform from Fidelity designed for active traders. Like any decent trading platform, it’s filled with customizable widgets and charts. Most investors don’t require the complex tools in Active Trader Pro and the platform feels a bit dated compared to some of its competitors.

Does Fidelity Active Trader Pro cost anything?

Use of Active Trader Pro, Fidelity’s downloadable trading platform, doesn’t cost anything. The tool-laden platform is free to Fidelity brokerage customers, and Fidelity doesn’t have account minimums or inactivity fees.

About Fidelity

Headquartered in Boston, Massachusetts, Fidelity was founded in 1946 and is one of the largest asset managers in the world (1). As of October 2023, Fidelity serves over 43 million individual customers and holds over $11.5 trillion in total customer assets under administration (2).

Fidelity 2024 Results

For the StockBrokers.com 2024 Annual Awards, announced on Jan. 23, 2024, all U.S. equity brokers we reviewed were assessed on over 200 different variables across eight areas: Commissions & Fees, Investment Options, Platforms & Tools, Research, Mobile Trading, Education, Ease of Use, and Overall.

StockBrokers.com also presented “Best in Class” awards to brokers for additional categories Beginners, Options Trading, Futures Trading, Day Trading, IRA Accounts, Investor Community, Penny Stock Trading, Bank Brokerage, High Net Worth Investors, and Customer Service. A “Best in Class” designation means finishing in the top five brokers for that category.

For more information, see how we test.

Category awards

Fidelity logoFidelity Overall Commissions & Fees Research Platforms & Tools Mobile Trading Apps Investment Options Education Ease of Use Day Trading Beginners Customer Service IRA Accounts Penny Stock Trading High Net Worth Investors
Rank #1 check check check check check check check
Streak #1 3 4 3 1 1 2 2
Best in Class check check check check check check check check check check check check check check
Best in Class Streak 12 6 1 11 12 1 11 8 9 10 3 5 2 1

Industry awards

Fidelity logoFidelity #1 Innovation #1 Phone Support
Rank #1 check check
Streak 3 1

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StockBrokers.com Review Methodology

Our mission at StockBrokers.com is simple: provide thorough and unbiased reviews of online brokers, based on an extraordinary level of hands-on testing and data collection. Our ratings and awards are based on this data and our in-house experts’ deep authority in the field; brokers cannot pay for preferential treatment. Here’s more about trustworthiness at StockBrokers.com.

Our research team conducts thorough testing on a wide range of features, products, services, and tools for U.S. investors, collecting and validating thousands of data points in the process; this makes StockBrokers.com home to the largest independent database on the web covering the online broker industry. We test all available trading platforms for each broker and evaluate them based on a host of data-driven variables. All research, writing and data collection at StockBrokers.com is done by humans, for humans. Read our generative AI policy here.

As part of our process, all brokers had the annual opportunity to provide updates and key milestones and complete an in-depth data profile, which we hand-checked for accuracy. Brokers also were offered the opportunity to provide executive time for an annual update meeting.

Our rigorous data validation process yields an error rate of less than .001% each year, providing site visitors quality data they can trust. Learn more about how we test.

Fidelity fees and features data

The data collection efforts at StockBrokers.com are unmatched in the industry. The following tables show a deeper dive into the offerings available at this broker. You can also compare its offerings side-by-side with those of other brokers using our Comparison Tool.

In addition to meticulous annual data collection by our in-house analyst, every broker that participates in our review is afforded the opportunity to complete an in-depth data profile. We then audit each data point to ensure its accuracy.

Trading fees

Feature Fidelity logoFidelity
Minimum Deposit $0.00
Stock Trades $0.00
Mutual Fund Trade Fee Varies info
Options (Base Fee) $0.00
Options (Per Contract) $0.65
Futures (Per Contract) (Not offered)
Broker Assisted Trade Fee $32.95

Account fees

Feature Fidelity logoFidelity
IRA Annual Fee $0.00
IRA Closure Fee $0.00
Account Transfer Out (Partial) info $0.00
Account Transfer Out (Full) info $0.00
Options Exercise Fee $0.00
Options Assignment Fee $0.00

Margin rates

Feature Fidelity logoFidelity
Margin Rate Under $25,000 13.575%
Margin Rate $25,000 to $49,999.99 13.075%
Margin Rate $50,000 to $99,999.99 12.125%
Margin Rate $100,000 to $249,999.99 12.075%
Margin Rate $250,000 to $499,999.99 11.825%
Margin Rate $500,000 to $999,999.99 9.5%
Margin Rate Above $1,000,000 9.25%

Investment options

Feature Fidelity logoFidelity
Stock Trading info Yes
Margin Trading Yes
Fractional Shares info Yes
OTC Stocks info Yes
Options Trading info Yes
Complex Options Max Legs info 4
Futures Trading info No
Forex Trading info No
Crypto Trading info Yes
Crypto Trading - Total Coins info 2
Mutual Funds (No Load) info 5843
Mutual Funds (Total) info 10000
Bonds (US Treasury) info Yes
Bonds (Corporate) info Yes
Bonds (Municipal) info Yes
Advisor Services info Yes
International Countries (Stocks) info 25
View More

Order types

Feature Fidelity logoFidelity
Order Type - Market info Yes
Order Type - Limit info Yes
Order Type - After Hours info Yes
Order Type - Stop info Yes
Order Type - Trailing Stop info Yes
Order Type - OCO info Yes
Order Type - OTO info Yes
Order Type - Broker Assisted info Yes

Beginners

Feature Fidelity logoFidelity
Education (Stocks) info Yes
Education (ETFs) info Yes
Education (Options) info Yes
Education (Mutual Funds) info Yes
Education (Bonds) info Yes
Education (Retirement) info Yes
Retirement Calculator info Yes
Investor Dictionary info Yes
Paper Trading info No
Videos info Yes
Webinars info Yes
Webinars (Archived) info Yes
Progress Tracking info Yes
Interactive Learning - Quizzes info Yes
View More

Stock trading apps

Feature Fidelity logoFidelity
iPhone App info Yes
Android App info Yes
Apple Watch App info Yes
Trading - Stocks info Yes
Trading - After-Hours info Yes
Trading - Simple Options info Yes
Trading - Complex Options info Yes
Order Ticket RT Quotes info Yes
Order Ticket SRT Quotes info Yes

Stock app features

Feature Fidelity logoFidelity
Market Movers (Top Gainers) info Yes
Stream Live TV info Yes
Videos on Demand info Yes
Stock Alerts info Yes
Option Chains Viewable info Yes
Watch List (Real-time) info Yes
Watch List (Streaming) info Yes
Watch Lists - Create & Manage info Yes
Watch Lists - Column Customization info Yes
Watch Lists - Total Fields info 92

Stock app charting

Feature Fidelity logoFidelity
Charting - After-Hours info Yes
Charting - Can Turn Horizontally info Yes
Charting - Multiple Time Frames info Yes
Charting - Technical Studies info 129
Charting - Study Customizations info Yes
Charting - Stock Comparisons info Yes

Trading platforms overview

Feature Fidelity logoFidelity
Active Trading Platform info Active Trader Pro
Desktop Trading Platform info Yes
Desktop Platform (Mac) info Yes
Web Trading Platform info Yes
Paper Trading info No
Trade Journal info Yes
Watch Lists - Total Fields info 92

Trading platform stock chart features

Feature Fidelity logoFidelity
Charting - Adjust Trades on Chart info Yes
Charting - Indicators / Studies info 129
Charting - Drawing Tools info 38
Charting - Notes info Yes
Charting - Index Overlays info Yes
Charting - Historical Trades info Yes
Charting - Corporate Events info Yes
Charting - Custom Date Range info Yes
Charting - Custom Time Bars info Yes
Charting - Automated Analysis info Yes
Charting - Save Profiles info Yes
Trade Ideas - Technical Analysis info Yes
Charting - Study Customizations info 5
Charting - Custom Studies info No
View More

Day trading features

Feature Fidelity logoFidelity
Streaming Time & Sales info Yes
Streaming TV info Yes
Direct Market Routing - Stocks info Yes
Ladder Trading info No
Trade Hot Keys info Yes
Level 2 Quotes - Stocks info Yes
Trade Ideas - Backtesting info Yes
Trade Ideas - Backtesting Adv info No
Short Locator info Yes
Order Liquidity Rebates info No

Investment research overview

Feature Fidelity logoFidelity
Research - Stocks info Yes
Research - ETFs info Yes
Research - Mutual Funds info Yes
Research - Pink Sheets / OTCBB info Yes
Research - Bonds info Yes
Screener - Stocks info Yes
Screener - ETFs info Yes
Screener - Mutual Funds info Yes
Screener - Bonds info Yes
Misc - Portfolio Allocation info Yes

Stock research features

Feature Fidelity logoFidelity
Stock Research - PDF Reports info 11
Stock Research - Earnings info Yes
Stock Research - Insiders info Yes
Stock Research - Social info Yes
Stock Research - News info Yes
Stock Research - ESG info Yes
Stock Research - SEC Filings info Yes

ETF research features

Feature Fidelity logoFidelity
ETFs - Strategy Overview info Yes
ETF Fund Facts - Inception Date info Yes
ETF Fund Facts - Expense Ratio info Yes
ETF Fund Facts - Net Assets info Yes
ETF Fund Facts - Total Holdings info Yes
ETFs - Top 10 Holdings info Yes
ETFs - Sector Exposure info Yes
ETFs - Risk Analysis info Yes
ETFs - Ratings info Yes
ETFs - Morningstar StyleMap info Yes
ETFs - PDF Reports info Yes
View More

Mutual fund research features

Feature Fidelity logoFidelity
Mutual Funds - Strategy Overview info Yes
Mutual Funds - Performance Chart info Yes
Mutual Funds - Performance Analysis info Yes
Mutual Funds - Prospectus info Yes
Mutual Funds - 3rd Party Ratings info Yes
Mutual Funds - Fees Breakdown info Yes
Mutual Funds - Top 10 Holdings info Yes
Mutual Funds - Asset Allocation info Yes
Mutual Funds - Sector Allocation info Yes
Mutual Funds - Country Allocation info Yes
Mutual Funds - StyleMap info Yes
View More

Options trading overview

Feature Fidelity logoFidelity
Option Chains - Basic View info Yes
Option Chains - Strategy View info Yes
Option Chains - Streaming info Yes
Option Chains - Total Columns info 26
Option Chains - Greeks info 5
Option Chains - Quick Analysis info Yes
Option Analysis - P&L Charts info Yes
Option Probability Analysis info Yes
Option Probability Analysis Adv info Yes
Option Positions - Greeks info Yes
Option Positions - Greeks Streaming info Yes
Option Positions - Adv Analysis info Yes
Option Positions - Rolling info Yes
Option Positions - Grouping info Yes
View More

Banking features

Feature Fidelity logoFidelity
Bank (Member FDIC) info No
Checking Accounts info No
Savings Accounts info No
Credit Cards info Yes
Debit Cards info Yes
Mortgage Loans info No

Customer service options

Feature Fidelity logoFidelity
Phone Support (Prospect Customers) info Yes
Phone Support (Current Customers) info Yes
Email Support info Yes
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About the Editorial Team

Sam Levine, CFA, CMT
Sam Levine, CFA, CMT

Sam Levine has over 30 years of experience in the investing field as a portfolio manager, financial consultant, investment strategist and writer. He also taught investing as an adjunct professor of finance at Wayne State University. Sam holds the Chartered Financial Analyst and the Chartered Market Technician designations and is pursuing a master's in personal financial planning at the College for Financial Planning. Previously, he was a contributing editor at BetterInvesting Magazine and a contributor to The Penny Hoarder and other media outlets.

Carolyn Kimball
Carolyn Kimball

Carolyn Kimball is managing editor for Reink Media and the lead editor for the StockBrokers.com Annual Review. Carolyn has more than 20 years of writing and editing experience at major media outlets including NerdWallet, the Los Angeles Times and the San Jose Mercury News. She specializes in coverage of personal financial products and services, wielding her editing skills to clarify complex (some might say befuddling) topics to help consumers make informed decisions about their money.

Steven Hatzakis
Steven Hatzakis

Steven Hatzakis is the Global Director of Research for ForexBrokers.com. Steven previously served as an Editor for Finance Magnates, where he authored over 1,000 published articles about the online finance industry. Steven is an active fintech and crypto industry researcher and advises blockchain companies at the board level. Over the past 20 years, Steven has held numerous positions within the international forex markets, from writing to consulting to serving as a registered commodity futures representative.

Blain Reinkensmeyer
Blain Reinkensmeyer

Blain Reinkensmeyer has 20 years of trading experience with over 2,500 trades placed during that time. He heads research for all U.S.-based brokerages on StockBrokers.com and is respected by executives as the leading expert covering the online broker industry. Blain’s insights have been featured in the New York Times, Wall Street Journal, Forbes, and the Chicago Tribune, among other media outlets.

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