Data and insights | q1 2026
Business Update
“In Q1, we helped millions of customers on the phones, at our Investor Centers, online, and through social media. And with the launch of Fidelity Digital Dollar℠ stablecoin, we took another step in bringing the transformative potential of digital assets directly to our customers.”
Abigail P. Johnson, Chairman and Chief Executive Officer
By the numbers¹
By the numbers
Learn more about our research, engagement activity, and proxy voting for the period ended June 30, 2023.
Customer engagement
Our robust service offerings allow us to meet our customers where they are – whether that’s in person, on social media, over the phone, or in a digital chat.
1.9 million
Appointments and walk-ins at Investor Centers and Regional Centers⁴
UP 6% YEAR-OVER-YEAR
4.0 million
Customer planning interactions⁵
DOWN 2% YEAR-OVER-YEAR
10.7 million
Calls⁶
up 1% YEAR-OVER-YEAR
1.7 million
Total social media engagements⁷
UP 4% YEAR-OVER-YEAR
33.7 million
Unique visitors engaging with Fidelity.com, NetBenefits.com, Wealthscape.com, or Mobile Apps⁸
UP 7% YEAR-OVER-YEAR
33.7 million
Unique visitors engaging with Fidelity.com, NetBenefits.com, or Mobile App⁸
UP 6% YEAR-OVER-YEAR
Customer engagement
Our robust service offerings allow us to meet our customers where they are – whether that’s in person, on social media, over the phone, or in a digital chat.
Customer innovation highlights
Launched Fidelity Digital Dollar℠ (FIDD) stablecoin, providing investors with a stable digital dollar that combines the benefits of digital assets and blockchain technology with the stability and reliability of the US dollar. FIDD offers a full-service stablecoin model and is issued by Fidelity Digital Assets® with in-house reserve asset management.⁹
Expanded our exchange-traded lineup with the launch of 2 collateralized loan obligation (CLO) ETFs, Fidelity AAA CLO ETF (FAAA) and Fidelity CLO ETF (FCLO), offering investors more active ETF options and opportunities for diversification, and increasing our exchange-traded lineup to include 77 ETFs and ETPs.¹⁰
Introduced Probability of Success in Fidelity’s Planning & Guidance Center for all retail investors and workplace participants, replacing the Fidelity Retirement Score as a holistic measure of an individual’s financial plan strength and enabling multi‑goal planning beyond retirement.¹¹
Fidelity Stock Transfer hit a major first‑year milestone, reaching $100 billion in records kept since launching in 2025.
Launched expanded resources on income-driven repayment plans and Public Service Loan Forgiveness on the Student Debt Hub helping borrowers better understand their options and define the best path forward.
The Fidelity Center for Applied Technology (FCAT®) launched 2 new offerings that facilitate secure blockchain verification: an institutional-grade Decentralized Verifier Network and a US-based Solana validator. Blockchain ecosystems depend on trusted participants who keep the network moving securely and successfully and these 2 FCAT innovations help in this effort.
Awards and recognition*
Glassdoor
Named to Glassdoor’s Best Places to Work list.
American Opportunity Index
Named to the inaugural Where You Work Matters list, earning Platinum status.
Investopedia
Investor's Business Daily
Named #1 Best Online Stockbroker.
Stockbrokers
Named #2 Best Overall Stockbroker.
Investor's Business Daily
67 fund awards secured in 2026 Best Mutual Funds Awards.
Lipper Fund Awards
20 Fidelity mutual funds won a total of 25 Lipper Fund Awards.
Barron’s
Ranked #2 in Best Fund Families.
Envestnet
Condor Capital Wealth Management
FidelityGo® named Best Overall Robo Advisor.
etf.com
Fidelity Managed Futures ETF (FFUT) won the Best New Alternatives ETF award.
Corporate Insight
Won 4 gold medals in the 19th annual Annuity Monitor Awards.
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* By following these links, you are leaving Fidelity.com for another website. The site owner is not affiliated with Fidelity and is solely responsible for the information and services it provides. Fidelity disclaims any liability arising from your use of such information or services. Review the new site’s terms, conditions, and privacy policy, as they will be different from those of Fidelity’s sites.
¹ Unless otherwise indicated, all data is as of March 31, 2026. 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 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, non direct Fidelity Capital Markets trades, advisory trades, and long/short separately managed account activity. Both retail and institutional cryptocurrency trades are included.
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 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 the metric.
⁶ 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.
⁷ Total Social Engagements is a measure of total organic activity (likes, comments, shares, clicks, video views, and other platform-specific metrics) across marketing-owned social handles. This metric is a proxy for the health and quality of the content and communities of our individual platform handles.
⁸ 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.
⁹ The Fidelity Digital Dollar℠ (FIDD) is a stablecoin valued at the redemption price ($1/unit). FIDD℠ is issued by Fidelity Digital Assets, National Association ("FDA, NA"). Customers of FDA, NA can purchase and redeem FIDD℠ for $1/unit from FDA, NA. Access to FIDD is subject to availability based on account eligibility. [Learn more in FIDD's Terms]. Custody and trading of crypto is provided by Fidelity Digital Assets, National Association, which is a national trust bank. Brokerage services in support of securities trading are provided by Fidelity Brokerage Services LLC ("FBS"), and related custody services are provided by National Financial Services LLC ("NFS"), each a registered broker-dealer and member NYSE and SIPC. Neither FBS nor NFS offer crypto as a direct investment nor provide trading or custody services for such assets.
¹⁰ The funds invest significantly in collateralized loan obligations (CLOs) which are associated with a number of risks including liquidity, interest-rate, credit, event, and call risk as well as the risk of default of the underlying assets. The CLOs in which the funds invest are managed by investment advisers independent of the Adviser and may be subject to conflicts of interests, including managing the assets of other clients or other investment vehicles, or receiving fees that incentivize maximizing the yield, and indirectly the risk, of a CLO. Fixed income securities carry interest rate risk (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.). Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused by price volatility by holding them until maturity is not possible. Floating rate loans may not be fully collateralized and therefore may decline significantly in value. Foreign markets can be more volatile than the US market due to increased risks of adverse issuer, political, regulatory, market, or economic developments and can perform differently from the US market. Leverage can increase market exposure, magnify investment risks, and cause losses to be realized more quickly. Unlike certain ETFs, the funds may effect some or all creations and redemptions using cash, rather than in-kind securities. As a result, an investment in the funds may be less tax-efficient than an investment in an ETF that distributes portfolio securities entirely in-kind. The funds may have additional volatility because they can invest a significant portion of assets in securities of a small number of individual issuers. An ETF may trade at a premium or discount to its Net Asset Value (NAV). ETFs are subject to market fluctuation, the risks of their underlying investments, management fees, and other expenses. These alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program for any investor.
¹¹ IMPORTANT: The projections or other information generated by the Planning & Guidance Center's Retirement Analysis and College Analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time.
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.
Before investing in any exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.
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