Data and insights | q3 2026
Business Update
“In Q3, we enhanced two key pillars of our commitment to a great customer experience—data protection and product choice—by strengthening money transfer protections and expanding our institutional managed account offerings.”
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.
1.8 million
Appointments and walk-ins at Investor Centers and Regional Centers⁴
UP 4% YEAR OVER YEAR
9.1 million
Customer planning interactions YTD⁵
UP 5% YEAR OVER YEAR
2.2 million
Total social media engagements⁶
UP 22% YEAR OVER YEAR
32.7 million
Unique visitors engaging with Fidelity.com, NetBenefits.com, Wealthscape.com, or Mobile Apps⁷
UP 15% YEAR OVER YEAR
Total social media engagements is a trailing 3-month view
32.7 million
Unique visitors engaging with Fidelity.com, NetBenefits.com, or Mobile App⁷
UP 15% 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.
Total social media engagements is a trailing 3-month view
Business highlights
Personalized Planning & Advice workplace accounts, Fidelity's workplace managed account product, became the second-largest workplace managed account provider with 29% market share (more than $200 billion in assets) and 26% year-over-year growth.
Fidelity Stock Transfer® became the #1 transfer agent by IPO market capitalization in 2026. Year to date, it has supported 4 of the top 10 IPOs, more than any other transfer agent.⁸
Enabled Money Transfer Lock for Fidelity Retail Managed Accounts, extending fraud protection that was previously available only to self-directed customers. The enhancement improves self-service and strengthens account security.
Expanded market share by surpassing the 1 million account threshold for both retail health savings accounts and custodial accounts, providing a range of products for customers and their families based on their needs.
Improved the customer experience by enhancing the Beneficiary Management experience, so that an update is transcribed across all of a customer's Workplace Investing and Brokerage accounts.
Expanded Fidelity’s institutional separately managed account (SMA) lineup with 6 new custom strategies and 2 new model SMAs for wealth management firm clients that leverage our active management and quantitative research capabilities.
Enhanced capabilities for investors and active traders, including multibuy functionality for customers to purchase multiple stocks, ETFs, and mutual funds in a single workflow to simplify order entry and management, and Trader+® enhancements, including hotkeys and cryptocurrency trading.
Introduced a new options strategy ideas experience on Fidelity.com that provides options recommendations to customers with strategy-specific trades, assignment risk insights, time-horizon analysis, and suggestions tailored to their investment profile, helping make options strategies easier to evaluate and act upon.
Marked a major milestone with the opening of Commonwealth Pier, Fidelity’s future global headquarters. The space brings together flexible workspaces, enhanced amenities, and areas designed to support collaboration, innovation, client engagement, and events.
Awards and recognition*
Investor's Business Daily
Recognized as the #2 Most Trusted Online Broker, #2 Most Trusted Wealth Manager, and #3 Most Trusted Mutual Fund/ETF Company on its annual Most Trusted Financial Companies list.
Wealth Management (Wealthies)
Received a Wealthies Award in the category of Asset Managers – ETFs for Fidelity’s active ETF expansion efforts.
Condor Capital
Fidelity Go® was recognized as Best Overall Robo Advisor in Condor Capital’s Digital Advice Report. Fidelity Go also won Condor Capital’s Best Robo for Performance at a Low Cost category, producing the strongest risk-adjusted returns in the industry.
New Mexico Top Workplaces 2026
Ranked #3 on the New Mexico Top Workplaces 2026 list. The award highlights the factors behind the recognition, including our culture of learning and development, community engagement, and unwavering focus on delivering for our customers.
Money.com
Selected as a Reader's Choice Award winner, scoring as #1 in the following categories: Best Investment Platform, Best Online Brokerage for Beginners, Best Investment Platform for Customer Service, Best Customer Service (across all finance brands), and Most Innovative Credit Card Feature.
2026 Novie Award for Business Impact
Invest in My Education (ME)℠, a Fidelity initiative providing scholarships, mentorship, and financial education to under-resourced students, won a 2026 Novie Award for Business Impact. This is NovoEd’s recognition for programs that demonstrate clear, measurable impact on business performance, capability building, or strategic priorities.
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¹ Unless otherwise indicated, all data is as of September 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.
⁶ 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.
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 Nasdaq and NYSE listings by market cap, January 2026 – August 2026.
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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.
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Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.
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