CUSTOMER INNOVATION HIGHLIGHTS
Reached 75% in Fidelity’s Customer Experience Index, a measurement of satisfaction among Workplace Investing plan participants. It is the highest index score in the past seven quarters.
Assisted more than 24 million customers online, in person, or on the phone, in the leadup to the April tax filing deadline.10
Launched three actively managed liquid alternatives (alts) exchange-traded funds (ETFs): Fidelity® Dynamic Buffered Equity ETF, Fidelity® Hedged Equity ETF and Fidelity® Yield Enhanced Equity ETF; bringing Fidelity’s total ETF offering to 70 funds as of June 30, 2024.
Expanded #1 proprietary Separately Managed Account (SMA) market share with the launch of six professionally managed equity and fixed income SMAs to help retail investors personalize their assets around targeted objectives. Fidelity's retail SMA assets now total more than $187 billion.
Expanded 20+ year relationship with Envestnet to deliver a next-generation unified wealth and advisory platform that builds on the success of Fidelity Managed Account Xchange® (FMAX).
Launched The Growth HubSM, drawing from our deep business development experience as well as practice management, technology and investment consulting to develop a suite of resources to guide financial advisors through their organic growth journeys.
AWARDS AND RECOGNITION*
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Ranked in the top 20 of LinkedIn Top Companies in 2024. |
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ETF.com Fidelity® Disruptive Technology exchange-traded fund recognized as the Best New U.S. Equity ETF for outstanding performance, innovation, and impact in the U.S. equity market. |
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AmbitionBox FMR India ranked #5 Top Financial Services Companies to Work For in the 2024 Employee Choice Awards. |
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Sunday Independent and Statista Named one of Ireland’s Best Employers in 2024. |
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Disability Equality Index® Awarded top score (100) on the 2024 Disability Equality Index® for best place to work for people with disabilities. |
1 Unless otherwise indicated, all data is as of June 30, 2024.
2 Includes all Fidelity investment products such as mutual funds and managed accounts.
3 Includes individual customers of Fidelity’s retail and workplace benefits businesses, as well as end-customers of Fidelity Institutional Wealth Management Services and Fidelity Charitable.
4 Represents net new growth, which includes the total change between June 30, 2023 and June 30, 2024.
5 Customer account data as of June 30, 2024. The methodology for calculating accounts was changed on January 1, 2024. Prior data has been restated with the new methodology.
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 that track recordkeeping service across customer contacts and interactions, problem resolution, and overall service quality.
10 Customers that interacted with Fidelity between January 1, 2024 and the April tax filing deadline in their state.
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Fidelity Distributors Company LLC, 500 Salem Street, Smithfield, RI 02917
National Financial Services LLC, Member NYSE, SIPC, 245 Summer Street, Boston, MA 02110
