"We strive to treat every customer moment as an opportunity to help each person, family, and business realize their unique financial goals and aspirations."
— ABIGAIL P. JOHNSON, CHAIRMAN AND CEO
CUSTOMER INNOVATION HIGHLIGHTS
Introduced new proprietary alternative investments research via WealthscapeSM, expanding capabilities to support financial advisors’ adoption of alternative investments.
Launched the Fidelity® Wise Origin® Bitcoin Fund10, one of the industry’s first spot bitcoin exchange-traded products. The fund held $10.17 billion assets under management as of March 31, 2024.
Expanded Guaranteed Income Direct across the nation, allowing workplace plan participants to create lifetime income by enrolling all or a portion of their retirement savings into an immediate annuity.
Increased our exchanged-traded fund (ETF) lineup, with the launch of the Fundamental Active ETF suite and Fidelity Low Duration Bond ETF, expanding our product offering to 66.
Introduced Fidelity’s Student Debt Retirement employer benefit, an innovative workplace solution to help employees boost retirement savings while paying down student loan debt.
Promoted financial education through Women Talk Money, a series of roundtable discussions and workshops that equip over 570,000 community members with resources that help unlock their money's full potential.
AWARDS AND RECOGNITION*
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Glassdoor Ranked #10 among the Best Places to Work in the U.S. |
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Lipper Fund Awards Won 32 U.S. LSEG Lipper Fund Awards for 25 actively managed mutual funds. |
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Barron's Ranked #2 in Best Fund Families of 2023, across the one-, five-, and 10-year categories. |
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NerdWallet Named the Best App for Investing for the third year in a row. |
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Stockbrokers.com Ranked #1 in the U.S. across several categories, including innovation, IRAs, and beginners. |
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Investor's Business Daily Ranked #1 in customer service. |
1 Unless otherwise indicated, all data is as of March 31, 2024.
2 Includes all Fidelity investment products such as mutual funds and managed accounts.
3 Individual investors total includes customers who have direct and indirect relationships with Fidelity.
4 Represents net new growth which includes the total change between March 31, 2023 and March 31, 2024.
5 Customer account data as of March 31, 2024 is calculated based on a different methodology than previous quarters.
6 Number of Fidelity Wealth, Fidelity Brokerage, or Workplace Investing customers who conducted a live or digital plan throughout the year. Each individual is captured only once in the metric.
7 Customer appointments include all roles taking client appointments in Investor and Regional Centers.
8 Includes all Fidelity Wealth, Fidelity Brokerage, Workplace Investing, Fidelity Institutional, and Fidelity Institutional Wealth Management Services customers who engage on our web and mobile platforms.
9 Green Client Score is an overall assessment of Workplace Investing client servicing health, incorporating both quantitative and qualitative inputs tracking recordkeeping service across contacts and interactions, problem resolution, and overall quality.
10 FBTC invests in a single asset bitcoin, which is highly volatile and can become illiquid at any time. View prospectus.
Exchange-traded products (ETPs) are subject to market volatility and the risks of their underlying securities, which may include the risks associated with investing in smaller companies, foreign securities, commodities, and fixed income investments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which are magnified in emerging markets.
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