Fidelity Investments
A long-established full-service brokerage with no account minimums and strong retirement tools.
Fidelity Investments Referral Code & Link
No referral code or link is currently available for Fidelity Investments.
Quick Summary
Fidelity Investments offers commission-free stock and ETF trading alongside comprehensive retirement planning, mutual funds, and managed account options, backed by decades of operating history as one of the largest asset managers in the US. It occasionally runs cash bonus promotions for new accounts, searched as "Fidelity referral bonus."
Fidelity Investments at a Glance
| Category | Investing Platforms |
|---|---|
| Pricing model | Free |
| Starting price | $0 (free plan available) |
| Platforms | Web, macOS, Windows, iOS, Android |
| Launched | 1946 |
| Headquarters | Boston, Massachusetts, USA |
| Best for | A long-established full-service brokerage with no account minimums and strong retirement tools. |
| Community votes | 312 |
Pros
- Decades-long track record as one of the largest, most trusted US asset managers
- Zero expense ratio index funds (Fidelity ZERO series) unique among major brokerages
- Strong retirement planning tools and 401(k) administration alongside brokerage accounts
- No account minimums for opening a brokerage account
Cons
- Interface and tools are less specialized for active trading than dedicated trading platforms
- Sign-up cash bonuses are less frequent and substantial than newer fintech competitors
- Some account types and services require higher balances to access full benefits
- Mobile app experience trails some newer, more streamlined competitors
Fidelity Investments Pricing Plans
Official pricing as published by Fidelity Investments. Verify current rates before purchasing.
Fidelity Brokerage
$0
- Commission-free stocks and ETFs
- No account minimums
- Zero expense ratio index funds
Fidelity’s eight-decade operating history and position as one of the largest asset managers globally give it a stability and product breadth — particularly in retirement accounts and zero-fee index funds — that newer, bonus-focused fintech competitors generally don’t match.
Referral & Sign-Up Bonus
Fidelity occasionally runs cash bonus promotions for new accounts meeting deposit requirements, though less frequently and typically more modestly than newer competitors. Check the referral box on this page for any current offer.
Who Should Use Fidelity
Long-term investors and anyone consolidating retirement accounts get one of the most established, comprehensive platforms available, including genuinely fee-free index funds.
Expert Verdict
Fidelity’s stability, zero-fee index funds, and retirement planning depth make it a strong long-term choice, even though its sign-up bonuses and active-trading tools trail newer, more bonus-aggressive fintech competitors.
International Pricing Notes
Fidelity primarily serves US residents, with a separate, more limited international arm in select countries.
Free & open-source alternative
Looking for a free alternative to Fidelity Investments? Charles Schwab is available at no licensing cost .
Best Alternatives to Fidelity Investments
2 alternatives listed. Looking for a Fidelity Investments alternative? Here are the top options our community recommends, ranked by popularity and editorial score.
Quick comparison: Fidelity Investments vs Charles Schwab
| Feature | Fidelity Investments | Charles Schwab |
|---|---|---|
| Pricing | Free | Free |
| Platforms | Web, macOS, Windows, iOS, Android | Web, macOS, Windows, iOS, Android |
| Community votes | 312 | 298 |
A major full-service brokerage with commission-free trading and strong customer service.
A professional-grade brokerage with the broadest global market access and lowest margin rates.
Frequently Asked Questions
Common questions about Fidelity Investments, answered by our editorial team.
- Does Fidelity offer a sign-up bonus?
- Fidelity occasionally runs cash bonus promotions for opening a new account and meeting deposit requirements, though these are less frequent and typically smaller than promotions from newer fintech-focused competitors — check the referral box on this page for any current offer.
- What are Fidelity ZERO funds?
- Fidelity ZERO index funds carry a 0% expense ratio, meaning no annual management fee, a distinctive offering not matched by most competitors' index fund lineups, making Fidelity a strong choice for long-term, low-cost index investing.
- Is Fidelity good for retirement accounts?
- Yes, Fidelity is one of the largest 401(k) plan administrators in the US and offers comprehensive IRA and retirement planning tools alongside its brokerage accounts, making it a common choice for consolidating retirement savings.
- Is there a free or open-source alternative to Fidelity Investments?
- Yes. Charles Schwab is a free alternative to Fidelity Investments that covers most of the same core use cases at no licensing cost. See our full comparison below for feature-by-feature differences before switching.
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