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What is Fidelity? Overview, Details & Insights

Fidelity is a retirement planning service that offers a range of account types, including 401(k), IRA, Roth IRA, and annuities. The service provides access to various investment options, such as stocks, bonds, mutual funds, and ETFs, allowing individuals to diversify their portfolios. The service also offers a range of tools and resources to help individuals manage their accounts, including an online platform, mobile app, and access to financial advisors. Fidelity's fees and commissions vary depending on the account type and investment options, but generally range from 0.02% to 0.05% in management fees, with some accounts incurring a $0 to $50 account maintenance fee. Customer support is available through multiple channels, including phone, email, live chat, and in-person meetings. In terms of mobile app availability, Fidelity's app is available for both iOS and Android devices, allowing individuals to manage their accounts on-the-go. The minimum investment requirement for Fidelity's retirement planning services varies depending on the account type, but can be as low as $0 to $100. Overall, Fidelity's retirement planning services aim to provide individuals with a comprehensive and flexible platform to manage their retirement savings, with a range of investment options, account management tools, and customer support channels available.

Quick Facts

Investment OptionsStocks, Bonds, Mutual Funds, ETFs
Fees And Commissions0.02% - 0.05% management fee, $0 - $50 account maintenance fee
Mobile App AvailabilityiOS, Android
Account Management ToolsOnline platform, Mobile app, Financial advisors
Retirement Account Types401(k), IRA, Roth IRA, Annuities
Customer Support ChannelsPhone, Email, Live Chat, In-person
Minimum Investment Requirement$0 - $100

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Fidelity Reviews 2026 | Ratings & User Opinions