By the numbers¹
By the numbers
Learn more about our research, engagement activity, and proxy voting for the period ended June 30, 2023.
Assets under administration
$16.4 trillion
Up 16% year-over-year from Q2 2024
Daily average trades
4.3 million
Up 34% year-over-year from Q2 2024
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.
6.7 million
Customer planning interactions³
UP 18% YEAR-OVER-YEAR
1.5 million
Customer appointments⁴
UP 11% YEAR-OVER-YEAR
9.4 million
Calls⁵
up 5% YEAR-OVER-YEAR
1.3 million
Social media service interactions⁶
UP 12% YEAR-OVER-YEAR
28.1 million
Unique visitors engaging with Fidelity.com, NetBenefits.com, or Mobile Apps⁷
UP 10% YEAR-OVER-YEAR
Beginning in Q1, the Social Media Service Interactions methodology has changed to a trailing six-month view.
4.2 million
Customer planning interactions³
UP 17% YEAR-OVER-YEAR
1.5 million
Customer appointments⁴
up 12% year-over-year
10.7 million
Calls⁵
+7% YEAR-OVER-YEAR
1.3 million
Social media service interactions⁶
up 1% year-over-year
30.7 million
Green client Unique visitors engaging with Fidelity.com, NetBenefits.com, or Mobile App⁷
UP 11% 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.
Beginning this quarter, the Social Media Service Interactions methodology has changed to a trailing six-month view.
Customer innovation highlights
Assisted more than 26 million customers in the leadup to the April tax filing deadline — an increase of 8% year-over-year. 85% of tax forms produced were eDelivered, a 10% year-over-year increase.
Enhanced experiences for customers with brokerage accounts including an onboarding checklist for new accounts and an updated enrollment experience for those who want to participate in our Fully Paid Lending program.
Expanded our digital assets offering with the launch of Fidelity Crypto® for IRAs, a tax-advantaged way for customers to invest directly in cryptocurrency.
Launched Fidelity Municipal Bond Opportunities ETF, Fidelity Systematic Municipal Bond Index ETF, and Fidelity Managed Futures ETF, expanding our exchange-traded lineup to 79 funds and growing our exchange-traded assets under management to $125.9 billion.
Introduced custom model portfolios with alternatives for wealth management firms, giving eligible client firms access to models that offer exposure to private markets through our open-architecture approach.
Expanded integration between Microsoft and Saifr, an AI company incubated within Fidelity Labs. This expansion allows Microsoft customers to benefit from Saifr’s advanced compliance solutions.
Our associates and communities
Workforce inclusion
We’re committed to creating a workforce where all associates feel a sense of belonging and have opportunities to thrive in their careers. We believe our approach helps attract the best talent to succeed in a competitive industry.
Giving back to our communities
Each spring, Fidelity celebrates its year-round commitment to communities through National Financial Literacy Month in April and Fidelity Cares Month—a companywide month of service—in May.
Investing in education, empowering futures
Invest in My Education (ME)℠ is a $250 million commitment to expanding access to educational and economic mobility for under-resourced students, addressing the full journey from college access to graduation and career readiness.
Sustainability
We pursue sustainability programs that improve our operating model and have the potential to bring long-term benefits for our business, customers and clients, and the environment.
Awards and recognition*
Ranked in the top 25 of U.S. LinkedIn Top Companies in 2025 and ranked number four in India and Ireland.
The American Business Awards
Client Experience team for our clearing and custody business and Operations and Services Group won multiple Stevie Awards across several categories.
Kiplinger
Ranked Best Full-Service Broker, Wealth Manager, and Cash Back Credit Card in Kiplinger's Readers' Choice Awards.
The Everest Group
Recognized as a top global business services company and technology employer in India.
Sunday Independent and Statista
Named one of Ireland’s Best Employers in 2025.
Activate Good
Received Good Neighbor Award in recognition of leading with purpose and making meaningful impact through volunteerism.
Copyright 1998-2025 FMR LLC. All Rights Reserved.
¹ Unless otherwise indicated, all data is as of June 30, 2025. Figures may not sum precisely or match percentage changes exactly due to rounding.
² Includes all Fidelity investment products such as mutual funds 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 the metric.
⁴ Retail customer appointments include all Fidelity associate roles taking client appointments in Investor Centers and Regional Centers.
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. Data reflects January 1, 2025-June 30, 2025. Year-over-year comparisons are made against the same period in 2024 (January 1, 2024-June 30, 2024).
⁷ Includes unique visitors who engage on Fidelity.com, NetBenefits.com, the Fidelity Investments Mobile App, or the NetBenefits Mobile App.
* 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.
Before investing in any exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, or, if available, a summary prospectus containing this information. Read it carefully.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.
Past performance is no guarantee of future results.
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.
Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Personalized Portfolios accounts for a fee. Advisory services offered by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member of the NYSE and SIPC. Strategic Advisers, FBS, and NFS are Fidelity Investments companies.
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.
Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program. Risks associated with alternative investments include: alternatives may be relatively illiquid; it may be difficult to determine the current market value of the asset; and there may be limited historical risk and return data. Costs of purchase and sale may be relatively high. A high degree of investment analysis may be required before investing. Keep in mind investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Fidelity Crypto® for IRAs is offered by Fidelity Digital Assets®.
Investing involves risk, including risk of total loss.
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.
Fidelity Crypto® accounts and custody and trading of crypto in such accounts are provided by Fidelity Digital Asset Services, LLC, which is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business (NMLS ID 1773897).
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.
Fidelity Crypto and Fidelity Digital Assets are registered service marks of FMR LLC.
Fidelity.com
Corporate Headquarters
245 Summer Street, Boston, Massachusetts 02210
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National Financial Services LLC, Member NYSE, SIPC, 245 Summer Street, Boston, MA 02110
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.
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