NEXT-GENERATION EXPERIENCES
Fidelity launched new products and enhanced our digital experience to grow, develop, and strengthen relationships with customers and clients.
Digital customer experience
Fidelity launched a single experience for customers to view their beneficiaries across workplace, brokerage, and wealth accounts.
Technology
Fidelity Virtual Assistant improves search capabilities on Fidelity digital channels and delivers more results with quick and easy navigation.
New and enhanced investment options
Fidelity increased its Health Savings Account (HSA) market share to 20% in 2024, eliminating the gap with the leading provider.
Digital assets
Fidelity launched two of the industry’s first crypto exchange-traded products, Fidelity® Wise Origin® Bitcoin Fund (FBTC) and Fidelity® Ethereum Fund (FETH).*
OUR ASSOCIATES AND COMMUNITIES
We are focused on helping Fidelity associates grow their career and supporting communities where we live, work, and serve.
 |
Career at Fidelity Fidelity introduced a new skills and career development experience that provides learning recommendations and offers career pathing options. |
 |
Fidelity Cares 22,000+ associates volunteered with community organizations through more than 1,200 events organized by Fidelity Cares, our employee-volunteer program. |
 |
YOUR CHOICE Grants Program Fidelity associates supported 32 nonprofits as part of the YOUR CHOICE grants program in which associates choose organizations to receive funding from Fidelity. |
 |
Invest in My Education (ME)SM This initiative, which is a wraparound college success program, expanded to four new states, made a round of retention, persistence, and ecosystem grants, and has a total of nearly 600 Fidelity scholars. |
 |
LinkedIn* Fidelity ranked #19 among LinkedIn’s Top Companies in the United States. |
 |
Glassdoor* Fidelity named to Glassdoor's Best Places to Work. |
View Past Business Updates
1 Unless otherwise indicated, all data is as of December 31, 2024.
2 Includes all Fidelity investment products such as mutual funds and managed accounts.
3 Number of Fidelity Wealth, Fidelity Brokerage, or Workplace Investing customers who had a live or digital plan interaction throughout the year. Each individual is captured only once in the metric.
4 Customer appointments include all roles taking client appointments in Investor and Regional Centers.
5 Includes unique customers who engage on Fidelity.com, NetBenefits.com, the Fidelity Investments Mobile App, or the NetBenefits Mobile App.
6 Social Media Service Interactions are calculated based on a methodology that includes proactive and reactive service-related content across Fidelity's social platforms. Proactive content includes FAQs, market topics, and answers to trending customer questions. Reactive service-related content includes responses to customer comments, tweets, direct messages, and secure chats.
7 Count of incoming calls that Fidelity receives from individuals, where the individuals spoke to financial professionals.
8 Green Client Score is an overall assessment of Workplace Investing client servicing health, incorporating both quantitative and qualitative inputs tracking recordkeeping services across contacts and interactions, problem resolution, and overall quality.
