About Fidelity Investments
Fidelity Investments is a privately held financial services company that helps customers and clients achieve their financial goals. Since its founding in 1946, its mission has been to strengthen the financial well-being of its customers through exceptional customer service, investment choice and innovative solutions delivered in a personalized experience. Fidelity is headquartered in Boston, Massachusetts, and employs over 80,000 associates across 11 countries, 14 global regional sites and 215 Investor Centers.
Services
Fidelity serves individual investors, employers, wealth management firms and institutions, innovators and charitable donors. For individuals it offers brokerage accounts with $0 account fees and $0 commissions on online US stock and ETF trades, fractional shares from $1, Roth IRAs, health savings accounts, 529 education savings accounts, retirement planning and wealth management with a dedicated advisor. Its product range includes mutual funds, ETFs, fixed income, bonds, CDs, digital assets and alternative investments.
Business Solutions and History
For employers, Fidelity describes itself as the leading provider of workplace plans, including retirement savings, health and welfare benefits and stock plan services. For advisors, broker-dealers, banks and institutions, it provides investment solutions, technology, and clearing and custody services. Its history includes the 1974 launch of toll-free retail fund sales, the Magellan fund in the 1980s, FundsNetwork in 1989, Fidelity Personalized Portfolios in 2011 and the Fidelity Go robo-advisor.