By the numbers¹
Assets under administration
$14.1 trillion
Up 20% year-over-year from Q2 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.
5.5 million
Customer planning interactions year-to-date⁶
UP 10% YEAR-OVER-YEAR
84.9 million
Customer appointments⁷
UP 11% YEAR-OVER-YEAR
26.4 million
Customers engaged digitally⁸
up 15% YEAR-OVER-YEAR
776,000
Social media service interactions
UP 68% YEAR-OVER-YEAR
3.3 million
Daily average trades
UP 34% YEAR-OVER-YEAR
98.8%
Green client score⁹
Down 0.4 points
5.5 million
Customer planning interactions YTD⁶
UP 10% YEAR-OVER-YEAR
1.3 million
Customer appointments⁷
up 11% year-over-year
26.4 million
Customers engaged digitally⁸
+15% YEAR-OVER-YEAR
776,000
Social media service interactions
up 68% year-over-year
3.3 million
Daily average trades
up 34% year-over-year
98.8%
Green client score⁹
down 0.4 points
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
Reached 75% in Fidelity’s Customer Experience Index, a measurement of satisfaction among Workplace Investing plan participants. It is the highest index score in the past seven quarters.
Assisted more than 24 million customers online, in person, or on the phone, in the leadup to the April tax filing deadline.¹⁰
Awards and recognition*
Ranked in the top 20 of LinkedIn Top Companies in 2024.
ETF.com
Fidelity® Disruptive Technology exchange-traded fund recognized as the Best New U.S. Equity ETF for outstanding performance, innovation, and impact in the U.S. equity market.
AmbitionBox
FMR India ranked #5 Top Financial Services Companies to Work For in the 2024 Employee Choice Awards.
Sunday Independent and Statista
Named one of Ireland’s Best Employers in 2024.
Disability Equality Index®
Awarded top score (100) on the 2024 Disability Equality Index® for best place to work for people with disabilities.
Copyright 1998-2025 FMR LLC. All Rights Reserved.
¹ Unless otherwise indicated, all data is as of June 30, 2024.
² Includes all Fidelity investment products such as mutual funds and managed accounts.
³ Includes individual customers of Fidelity’s retail and workplace benefits businesses, as well as end-customers of Fidelity Institutional Wealth Management Services and Fidelity Charitable.
⁴ Represents net new growth, which includes the total change between June 30, 2023 and June 30, 2024.
⁵ Customer account data as of June 30, 2024. The methodology for calculating accounts was changed on January 1, 2024. Prior data has been restated with the new methodology.
⁶ Number of Fidelity Wealth, Fidelity Brokerage, or Workplace Investing customers who conducted a live or digital plan throughout the year. Each individual is captured only once in the metric.
⁷ Customer appointments include all roles taking client appointments in Investor and Regional Centers.
⁸ Includes all Fidelity Wealth, Fidelity Brokerage, Workplace Investing, Fidelity Institutional, and Fidelity Institutional Wealth Management Services customers who engage on our web and mobile platforms.
⁹ Green Client Score is an overall assessment of Workplace Investing client servicing health, incorporating both quantitative and qualitative inputs that track recordkeeping service across customer contacts and interactions, problem resolution, and overall service quality.
¹⁰ Customers that interacted with Fidelity between January 1, 2024 and the April tax filing deadline in their state.
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Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, an offering circular, or, if available, a summary prospectus containing this information. Read it carefully.
Exchange-traded products (ETPs) are subject to market volatility and the risks of their underlying securities, which may include the risks associated with investing in smaller companies, foreign securities, commodities, and fixed income investments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which are magnified in emerging markets. ETPs that target a small universe of securities, such as a specific region or market sector, are generally subject to greater market volatility, as well as to the specific risks associated with that sector, region, or other focus. ETPs that use derivatives, leverage, or complex investment strategies are subject to additional risks. The return of an index ETP is usually different from that of the index it tracks because of fees, expenses, and tracking error. An ETP may trade at a premium or discount to its net asset value (NAV) (or indicative value in the case of exchange-traded notes). The degree of liquidity can vary significantly from one ETP to another and losses may be magnified if no liquid market exists for the ETP's shares when attempting to sell them. Each ETP has a unique risk profile, detailed in its prospectus, offering circular, or similar material, which should be considered carefully when making investment decisions.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.
Fidelity Investments® is an independent company, unaffiliated with Envestnet Inc.
Screenshot for illustrative purposes.
Crypto as an asset class is highly volatile, can become illiquid at any time, and is for investors with a high risk tolerance. Crypto may also be more susceptible to market manipulation than securities. Crypto is not insured by the Federal Deposit Insurance Corporation or the Securities Investor Protection Corporation. Investors in crypto do not benefit from the same regulatory protections applicable to registered securities.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
The organizations mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.
Past performance is no guarantee of future results.
The third-party trademarks and service marks appearing herein are the property of their respective owners. All other trademarks and service marks appearing herein are the property of FMR LLC or an affiliated company and may be registered.
Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.
Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. The securities of smaller, less well known companies can be more volatile than those of larger companies. There is no guarantee that a factor-based investing strategy will enhance performance or reduce risk. Before investing, make sure you understand how the fund’s factor investing strategy may differ from that of a more traditional index product. Depending on market conditions, funds may underperform compared with products that seek to track a more traditional index. The return of an index exchange-traded fund (ETF) is usually different from that of the index it tracks, because of fees, expenses, and tracking error. An ETF may trade at a premium or discount to its net asset value (NAV).
In general, the bond market is volatile, and 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. Lower-quality fixed income securities involve greater risk of default or price changes due to potential changes in the credit quality of the issuer. Foreign investments involve greater risks than U.S. investments, and can decline significantly in response to adverse issuer, political, regulatory, market, and economic risks. Any fixed-income security sold or redeemed prior to maturity may be subject to loss.
Fidelity Institutional Wealth Adviser LLC ("FIWA")® is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. Fidelity Managed Account Xchange® ("FMAX") is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC, Members NYSE, SIPC. FMAX provides investment advisory and platform services for a fee. FMAX is not a brokerage product.
Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client’s investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
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