Fidelity Investments

Best-in-class research and customer service

What sets Fidelity apart for me is the combination of deep research, low costs and support that consistently goes above and beyond. Rolling over an old workplace retirement account was handled smoothly start to finish. The website and app are both capable, and dividend reinvestment runs without a hitch. A truly dependable place for my money.

Everything I need in one trusted place

Fidelity manages my brokerage, retirement and cash management together and it all just works. The fractional shares let me invest small amounts, the cash management account pays a reasonable yield, and the planning calculators have genuinely helped me map out retirement. After years here I've never had a reason to look elsewhere.

Low costs and service that actually helps

Fidelity nails the things that matter most to me as an investor: rock-bottom fund costs, commission-free trading and a support team that answers the phone and knows their stuff. I moved my IRA here and the transfer was painless. Their educational content has made me a more confident investor over time. Genuinely impressed at every turn.

Account restriction left me unable to trade for days

Fidelity froze trading on my account over a verification issue and resolving it meant repeated calls and re-submitting documents while the market moved without me. For a firm I trusted with my retirement savings, being shut out and getting only generic updates was deeply frustrating. The funds were fine in the end, but the process was painful and far too slow.