Customers, service, and growth
OPERATING EXPENSE
$24.9 billion
Up 11% year-over-year from 2024
OPERATING INCOME
$12.7 billion
Up 24% year-over-year from 2024
NET ASSET FLOWS
$657.3 billion
Down 6% year-over-year from 2024
ASSETS UNDER ADMINISTRATION
$18.0 trillion
Up 19% year-over-year from 2024
"A solid business foundation and consistent financial performance drive our digital transformation while prioritizing both customers and long-term success."
Kevin Barry, Chief Financial Officer
Engagement
We build customer confidence and create strong long-term relationships by delivering exceptional service in every interaction.
10.1 million
Customer planning interactions³
UP 19% FROM 2024
7.1 million
Appointments and walk-ins at Investor Centers and Regional Centers⁴
UP 11% FROM 2024
39.5 million
Calls⁵
UP 5% FROM 2024
3.6 million
Social media service interactions⁶
UP 30% FROM 2024
43.4 million
Unique visitors engaging with Fidelity.com, Netbenefits.com, Wealthscape.com, or mobile apps⁷
UP 7% FROM 2024
4.4 million
Daily average trades⁸
UP 31% FROM 2024
10.1 million
Customer planning interactions³
UP 19% FROM 2024
7.1 million
Appointments and walk-ins at Investor Centers and Regional Centers⁴
UP 11% FROM 2024
39.5 million
Calls⁵
UP 5% FROM 2024
3.6 million
Social media service interactions⁶
UP 30% FROM 2024
43.4 million
Unique visitors engaging with Fidelity.com, Netbenefits.com, Wealthscape.com, or mobile apps⁷
UP 7% FROM 2024
4.4 million
Daily average trades⁸
UP 31% FROM 2024
Investing today to power tomorrow
Fidelity strengthens our foundation for the future and prepares for the next wave of growth by investing in technology, products, and talent while maintaining our commitment to exceptional customer service.
Resiliency
Fidelity focuses on what we can control regardless of market conditions, scaling with purpose, protecting customers and the firm, and launching new businesses that anticipate and fulfill customer preferences.
Technology
Fidelity invests in technology to advance and scale capabilities that set us apart in a rapidly evolving marketplace while making smart tradeoffs and modernizing our platforms.
Associates
Fidelity empowers associates to grow, enabling career vitality through learning new skills, gaining new experiences, and mobility.
Communities
Fidelity remains committed to strengthening and securing our customers’ financial well-being and to bringing unparalleled value to the people and communities we have the privilege to serve.
¹ Unless otherwise indicated, all data as of December 31, 2025. Figures may not sum precisely or match percentage changes exactly due to rounding.
² Managed Assets, formerly called Discretionary Assets. Includes all Fidelity Investment products and managed accounts.
³ Number of Fidelity Brokerage, Fidelity Wealth, or Workplace Investing customers who had a live or digital plan interaction throughout the year. Each individual is captured only once in this metric.
⁴ Number of completed appointments handled by a Fidelity representative at a retail branch location. This includes virtual, in person, and walk-in interactions.
⁵ Count of incoming calls that Fidelity receives from individuals, where the individuals spoke to Fidelity Wealth, Fidelity Brokerage, Workplace Investing, or Institutional Wealth Management Services financial professionals.
⁶ Social Media Service Interactions are calculated based on a methodology that includes proactive and reactive service-related content across Fidelity's social platforms. Proactive content includes FAQs, market topics, and answers to trending customer questions. Reactive service-related content includes responses to customer comments, tweets, direct messages, and secure chats.
⁷ Includes unique visitors who engage on Fidelity.com, NetBenefits.com, Wealthscape.com, the Fidelity Investments Mobile App, the NetBenefits Mobile App, or the Wealthscape Mobile App.
⁸ Daily Average Trades represent total customer/client trades divided by the number of trading days in the applicable reporting period. Trading days are based on NYSE business days for all except cryptocurrency, which trades seven days a week. Total customer/client trades are total trades across Fidelity, excluding portfolio allocation transactions, nondirect Fidelity Capital Markets trades, advisory trades, and long/short separately managed account activity. Both retail and institutional cryptocurrency trades are included.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Past performance is no guarantee of future results.
Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.
As with all your investments through Fidelity, and in connection with your evaluation of the security, you must make your own determination whether an investment in any particular digital asset, security or securities is consistent with your investment objectives, risk tolerance, and financial situation. Fidelity is not recommending or endorsing this investment by making it available to its customers.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
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245 Summer Street, Boston, Massachusetts 02210
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National Financial Services LLC, Member NYSE, SIPC, 245 Summer Street, Boston, MA 02110
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