Data and insights | Q2 2026
Business Update
“In Q2, we continued to enhance Fidelity’s tools and services for both self-directed investors and advisory customers. We evolved our ETF offerings, enhanced our trading tools, and continued to grow our unified managed household offering.”
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 9% YEAR OVER YEAR
7.0 million
Customer planning interactions⁵
UP 7% YEAR OVER YEAR
9.8 million
Calls⁶
up 5% YEAR OVER YEAR
2.4 million
Total social media engagements⁷
UP 49% YEAR OVER YEAR
32.6 million
Unique visitors engaging with Fidelity.com, NetBenefits.com, Wealthscape.com, or Mobile Apps⁸
UP 14% YEAR OVER YEAR
32.6 million
Unique visitors engaging with Fidelity.com, NetBenefits.com, or Mobile App⁸
UP 14% 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.
Business highlights
Continued to evolve exchange-traded fund (ETF) offerings for customers by introducing our first ETF share classes and expanding our ETF lineup with 4 active enhanced ETFs. Fidelity’s exchange-traded lineup now consists of 84 ETFs and ETPs with $172 billion in assets under administration.
Assisted nearly 29 million customers in the lead-up to the April tax filing deadline—an increase of 11% year over year.
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Fidelity’s retail unified managed household offering, which helps families build comprehensive investment strategies around their full financial picture, crossed $1.0 trillion in assets under management.
Launched a new mobile multi-leg options trading experience, enabling investors to build and execute complex strategies directly from their mobile devices with access to live options chain data.
Surpassed 25,000 Fidelity Medicare Services customers, delivering exceptional service with a Customer Satisfaction score of 96%.
Launched the Fully Paid Lending Dashboard in Wealthscape, reaching more than 100 firms from May to June. The dashboard provides real-time securities lending insights, market intelligence, and marketing resources to drive outreach and program adoption.
Fidelity Advantage 401(k)℠, our pooled employer plan for small businesses, achieved a significant milestone, surpassing 25,000 participants and expanding access to workplace retirement savings.
Drove impact in our communities through National Financial Literacy Month when more than 400 volunteers reached more than 2,100 students, and through Fidelity Cares Month in May, which hosted over 200 events with more than 8,500 associate volunteers.
Awards and recognition*
Investopedia's 2026 Best Online Brokerage Awards
Invest in Ireland
Fidelity Ireland won the Grand Prix (overall winner across many categories) and Foreign Direct Investment categories at the Invest in Ireland awards.
Morningstar: Parent Rating
Morningstar upgraded their Parent Firm Rating for Fidelity from Above Average to High, the highest rating given to an asset manager.
Kiplinger Reader's Choice Awards 2026
Fidelity was awarded the overall winner for Best Broker and recognized as Outstanding for Customer Service, as the Most Recommended, and Overall Satisfaction in Brokerage.
Wealth Management offerings were recognized as Outstanding for Retirement Planning Services and as the Most Recommended.
As an IRA provider, Fidelity was recognized as Outstanding for Investment Choices, as the Most Recommended, and Overall Satisfaction. The Fidelity Rewards Visa also won the Best Overall Cash-Back Credit Card. Learn more about the 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 June 30, 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.
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.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.
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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