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
$17.5 trillion
Up 17% year-over-year from Q3 2024
Daily average trades
4.4 million
Up 30% year-over-year from Q3 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.
8.6 million
Customer planning interactions³
UP 25% YEAR-OVER-YEAR
1.5 million
Customer appointments⁴
UP 12% YEAR-OVER-YEAR
9.5 million
Calls⁵
up 5% YEAR-OVER-YEAR
1.8 million
Social media service interactions⁶
UP 27% YEAR-OVER-YEAR
28.5 million
Unique visitors engaging with Fidelity.com, NetBenefits.com, Wealthscape.com, or Mobile Apps⁷
UP 8% YEAR-OVER-YEAR
Beginning in Q1, the Social Media Service Interactions methodology has changed to a trailing six-month view.
8.6 million
Customer planning interactions³
UP 25% YEAR-OVER-YEAR
1.5 million
Customer appointments⁴
up 12% year-over-year
9.5 million
Calls⁵
UP 5% YEAR-OVER-YEAR
1.8 million
Social media service interactions⁶
up 27% year-over-year
28.5 million
Green client Unique visitors engaging with Fidelity.com, NetBenefits.com, or Mobile App⁷
UP 8% 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 in Q1, the Social Media Service Interactions methodology has changed to a trailing six-month view.
Customer innovation highlights
Launched Fidelity Trader+™, an integrated ecosystem for advanced traders that delivers real-time insights, dynamic visual analytics, and powerful tools across web, desktop, and mobile.
Achieved the #1 position in Defined Benefit (DB) market share, as ranked by PLANSPONSOR's 2025 Defined Benefit Administration Survey.
Introduced the Roth Self-Employed 401(k), our first Roth offering designed to support the retirement needs of over 65 million independent workers across the country.
Expanded our Student Debt Retirement benefit to support a broader range of clients in the Tax-Exempt market, benefitting public sector employees who are managing student debt while saving for retirement.
Fidelity’s retail advisory solutions business, which provides a range of managed account offerings based on customers’ needs, crossed $1.0 trillion in assets under management.
Listed OnChain share class for Fidelity® Treasury Digital Fund (FYOXX),⁸ the firm's first tokenized investment product available for select institutions.
Launched Wealthscape℠ Intelligence and new, fully digital onboarding enhancements, elevating the digital experience for wealth management firms and advisors.
Fidelity Stock Transfer hit a major milestone with its first IPO client and over $1.0 billion in total Depository Trust & Clearing Corporation (DTCC) transactions.
Fidelity released its 16th annual Plan Sponsor Attitudes Study, aimed at helping plan advisors adapt their business strategies to meet current and future client demands.
Fidelity, with the help of 1,600 of our associate volunteers, donated more than 1 million meals to local food banks as part of Fidelity’s participation in Feeding America’s Hunger Action Month.
Awards and recognition*
Kiplinger
Barron's
Fidelity Go® ranked #2 on annual Best Robo-Advisors list.
WealthManagement.com
Won a Wealth Management Industry award for the Fidelity® Wise Origin® Bitcoin Fund.
This product is for investors with a high risk tolerance and invests solely in bitcoin, which is highly volatile and could become illiquid. Investors could lose their entire investment. To learn more, please review the fund's prospectus.
Copyright 1998-2025 FMR LLC. All Rights Reserved.
* 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 September 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 April 1, 2025 to September 30, 2025. Year-over-year comparisons are made against the same period in 2024 (April 1, 2024 to September 30, 2024).
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 You could lose money by investing in the fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Fidelity Investments and its affiliates, the fund's sponsor, are not required to reimburse money market funds for losses, and you should not expect that the sponsor will provide financial support to the fund at any time, including during periods of market stress. Interest rate increases can cause the price of a money market security to decrease. A decline in the credit quality of an issuer or a provider of credit support or a maturity-shortening structure for a security can cause the price of a money market security to decrease.
Before investing consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement 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.
Digital assets are highly volatile, and their market movements are very difficult to predict. Various market forces may impact their value including, but not limited to, supply and demand, investors’ faith and their willingness to purchase it using traditional currencies, investors’ expectations with respect to the rate of inflation, interest rates, currency exchange rates, an evolving legislative and regulatory environment in the U.S. and abroad, and other economic trends. Investors also face other risks, including significant and negative price swings, flash crashes, and fraud and cybersecurity risks. Digital assets may also be more susceptible to market manipulation than securities.
The performance of the Fund will not reflect the specific return an investor would realize if the investor actually purchased bitcoin. Investors in the Fund will not have any rights that bitcoin holders have and will not have the right to receive any redemption proceeds in bitcoin.
Spot crypto ETPs, such as FBTC are not investment companies registered under the Investment Company Act of 1940 (the “1940 Act”) nor are they commodity pools under the Commodity Exchange Act of 1936 (the “CEA”). As a result, shareholders of spot crypto ETPs do not have the protections associated with ownership of shares in a registered investment company nor are shareholders afforded the protections of investing in an CEA-regulated instrument or commodity pool.
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.
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. Fidelity.com
Corporate Headquarters
245 Summer Street, Boston, Massachusetts 02210
245 Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
Fidelity Distributors Company LLC, 500 Salem Street, Smithfield, RI 02917
National Financial Services LLC, Member NYSE, SIPC, 245 Summer Street, Boston, MA 02110
© 2025 FMR LLC. All rights reserved. FMR LLC is a privately owned company.
1228761.1.0