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View our focus areas
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Explore our efforts
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XX%
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Action
Action
Action
Action
Action
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Action
Action
Action
Action
Action
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Action
Action
Action
Action
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Action
Action
Action
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Accountability
Transparency
Opportunity
Inclusion
Diversity
Citizenship
We are committed to advancing financial mobility through our work in the community, by increasing access to education and enhancing financial literacy.
Community impact
Invest in My Education (ME) SM
Fidelity Financial Forward®
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Learn the facts
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Innovation
Fidelity has a long history of delivering innovative products and services. We continuously explore trends and technologies to deliver personalized digital experiences and improve our customers' financial lives.
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Start planning today
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Award name
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Committed to transparency
and data-driven progress
Explore the reports below to track our impact on our customers and clients, our associates, and the communities where we live and work.
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Month XX, 2024
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Read the report
Month XX, 2024
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Month XX, 2024
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Read the report
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Benefits
We expanded our coverage and offered family-forming benefits, bereavement coverage, and targeted benefits engagement designed to support our associates’ unique circumstances and lived experiences.
Affinity group
Affinity Groups provide a model of inclusion at Fidelity, and opportunities for career growth and development. While groups have specific focus areas or communities, membership is open to all associates.
Affinity groups
Affinity Groups provide a model of inclusion at Fidelity, and opportunities for career growth and development. While groups have specific focus areas or communities, membership is open to all associates.
Benefits
We expanded our coverage and offered family-forming benefits, bereavement coverage, and targeted benefits engagement designed to support our associates’ unique circumstances and lived experiences.
Associate Engagement
Our Impact Special Interest Group was established by Fidelity associates in 2020 to encourage more sustainable business practices across our operations and regional locations, and has since grown to 5,000+ members since its inception.
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Benefits
We expanded our coverage and offered family-forming benefits, bereavement coverage, and targeted benefits engagement designed to support our associates’ unique circumstances and lived experiences.
Affinity group
Affinity Groups provide a model of inclusion at Fidelity, and opportunities for career growth and development. While groups have specific focus areas or communities, membership is open to all associates.
Affinity groups
Affinity Groups provide a model of inclusion at Fidelity, and opportunities for career growth and development. While groups have specific focus areas or communities, membership is open to all associates.
Benefits
We expanded our coverage and offered family-forming benefits, bereavement coverage, and targeted benefits engagement designed to support our associates’ unique circumstances and lived experiences.
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By the numbers
Learn more about our research, engagement activity, and proxy voting for the period ended June 30, 2023.
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Start planning today
Our history
Innovating and taking intelligent risks are part of Fidelity’s DNA. This heritage helps us anticipate our clients’ needs. Explore important milestones below or view our fact sheet for a deeper dive.
Discover more milestones
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2022
Digital Assets Account is an industry-first retirement account allowing participants to invest in cryptocurrencies.
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2008
Fidelity WealthCentral® launches as the industry's first web-based wealth management platform.
1995
Fidelity becomes an internet pioneer as the first mutual fund company to create a homepage.
1974
Fidelity is the first to sell retail mutual funds directly through a toll-free telephone line.
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2022
Digital Assets Account is an industry-first retirement account allowing participants to invest in cryptocurrencies.
2008
Fidelity WealthCentral® launches as the industry's first web-based wealth management platform.
1995
Fidelity becomes an internet pioneer as the first mutual fund company to create a homepage.
1974
Fidelity is the first to sell retail mutual funds directly through a toll-free telephone line.
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Financial education
Fidelity provides numerous financial literacy resources and tools to inform young Americans and get them started on their financial journey.
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Learn the facts
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Learn the facts
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Student debt
With education costs and student debt increasing, employers aim to offer benefits that ease this burden. Congress can help by making a permanent provision in the CARES Act (S.3548) allowing employers to contribute up to $5,250 to an employee’s student loans each year tax-free.
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Learn the facts
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Use the tool
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Explore our findings
Fidelity in your feed
Follow the latest research, insights, and thought leadership from across Fidelity.
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Explore our resources
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Learn about the program
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Discover our focus areas
XX,XXX
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$XX.X trillion
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$XX.X million
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$XX.XX billion
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$XX.XX billion
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$XX.XX billion
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$XX.XX billion
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$XX.XX billion
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$XX.XX billion
As of as of Month XX, 2024
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