"The economics of the financial industry continue to reward efficiency and demand faster speed to market. We view these challenges as energizing opportunities to harness the scale of Fidelity’s business to offer a broad range of digital tools, education, product choices and personalized experiences."
— ABIGAIL P. JOHNSON, CHAIRMAN AND CEO
CUSTOMER INNOVATION HIGHLIGHTS
Launched the Fidelity® Ethereum Fund (FETH), expanding our digital assets lineup for financial advisors and individual investors.
FETH is for investors with a high-risk tolerance and invests in a single cryptocurrency, which is highly volatile and could become illiquid. Investors could lose their entire investment. To learn more, please review the prospectus.
Small business owners and their employees can now leverage Fidelity Go®7, our robo advisor, to manage their tax-deductible Simplified Employee Pension Plans (SEP IRAs).
Added fractional shares trading within Personalized Portfolios8, providing retail clients with greater access to separately managed accounts (SMAs) with lower investment minimums for clients within our Unified Managed Household offering.
Continued growth of Fidelity Advantage 401(k)℠, our small business 401(k), and introduction of new features, including payroll integration for some clients.
Introduced new technology offerings for smaller and mid-sized registered investment advisors to help them establish and grow their businesses, reinforcing our commitment to serve wealth management firms of all sizes.
Fidelity released its 15th annual Plan Sponsor Attitudes Study, aimed at helping plan advisors better understand their clients, which reported how advisors are driving positive plan design changes to better position employees for retirement.
Expanded Fidelity Medicare Services availability to residents of all 50 states.
AWARDS AND RECOGNITION*
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Kiplinger Fidelity was named best overall online broker. |
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Barron's Fidelity Go® ranked best Robo-Advisor for 2024. |
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Investors Business Daily Fidelity ranked #1 Most Trusted Financial Company in all three investing categories: ETF/Fund companies, Online Brokers, and Wealth Management. |
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Morningstar Fidelity Health Savings Account (HSA) ranked #1 for the sixth year in a row. |
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Investopedia Fidelity named best provider of HSAs. |
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WealthManagement.com Fidelity received awards for its eMoney, Catchlight, and Advisor Transition Support offerings. |
1 Unless otherwise indicated, all data is as of September 30, 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 conducted 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 individuals with a member identifier (MID) (prospects with a MID, customers, and former customers) who engage on Fidelity.com and the Fidelity mobile app.
6 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.
7 Fidelity Go® provides discretionary investment management, and in certain circumstances, non-discretionary financial planning, for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies.
8 Fractional share quantities can be entered out to 3 decimal places (.001) as long as the value of the order is at least $1.00. Dollar-based trades can be entered out to 2 decimal places (e.g. $250.00).
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
