FINANCIAL INVESTMENT

Fidelity Investments

The reason why we exist hasn't changed since our founding… to strengthen and secure our clients’ financial well-being.

—ABBY JOHNSON, CHAIRMAN AND CEO

FIDELITY INVESTMENTS

1946

Year Founded

100

Youth Served

2

Human Excellence Awards

5

Hope Programs

FIDELITY INVESTMENTS GLOBAL YOUTH LEADERS

FIDELITY INVESTMENTS HALL OF FAME HONOREE

In 2022, StockBrokers rated Fidelity #1 Overall Broker. Kiplingers rated Fidelity Best Online Broker in 2021. For 2022, NerdWallet rated Fidelity the Best App for Investing and the Best Online Broker for Beginning Investors. Investopedia also rated Fidelity Best Online Broker and Best Broker for Low Costs in 2022.

Fidelity was voted the most trusted wealth management company for 2020 by the readers of Investor’s Business Daily, earning top rankings for “protecting privacy and security, quality of products and services, customer service, and customer treatment.”

BIOGRAPHY

We provide the financial planning, advice, and educational resources that investors and emerging investors need, including retirement planning, wealth management, brokerage services, college savings and more. Our straightforward pricing delivers value with no account fees, no minimums to open a retail brokerage account, commission-free trades and more.

We work closely with employers to create dynamic benefit programs for their employees, including employee retirement savings, health and welfare, stock plan services and more.

We help wealth management firms and institutions grow their businesses and navigate the changing industry landscape. In addition to our insights, expertise and exceptional client experience, we provide investment and technology products and solutions, clearing and custody services, and institutional trading products, services and execution to thousands of firms.

Charitable giving made accessible, simple and effective. Fidelity Charitable, an independent public charity with a donor-advised fund program, can help you support the charitable causes you care about and fulfill your philanthropic goals.

We believe the possibilities for our customers are endless. Always challenging the status quo means exploring new technologies to harness innovation, fostering a culture that encourages new ideas and embracing agile approaches to move faster for our customers