Who we are
Fidelity Financial Forward®
We believe everyone should know how finances fit into their life. And we’re passionate about making a difference in everything we do.
About us
Did you know that the majority of young adults don’t understand basic financial concepts? We’re invested in the future of our communities through sponsorships and research funding, leveraging associates’ skills in financial services, and with technology to support programs and nonprofit organizations.
Collaborative efforts
Our internal and external partners include thought leaders, academics, and nonprofit organizations. These collaborations allow us to leverage the knowledge and expertise of our full community.
Powered by our people
Our talented and passionate workforce of over 78,000 helps deliver financial education to our communities.
In-school impact
Our associates regularly volunteer in schools, both virtually and in-person. Educators and school administrators can request more information at FinFidForward@fmr.com.
Better financial futures
Fidelity is committed to helping advance the financial mobility of young people through financial education, digital tools, market insights, and products and services to help them plan and achieve their financial goals.
Programs and partnerships
We’re invested in the future of our communities through programs and partnerships with nonprofit organizations that help build more financially literate communities.
Student debt
With education costs and student debt increasing, employers aim to offer benefits that ease this burden. Congress can help by making a permanent provision in the CARES Act (S.3548) allowing employers to contribute up to $5,250 to an employee’s student loans each year tax-free.
CEE and Jump$tart
Our talented and passionate workforce helps deliver financial education to our communities.
Junior Achievement
Fidelity associates teach and share personal finance lessons and career insights through in-classroom and virtual programs.
SIFMA Foundation
Connecting financial industry volunteers with classrooms participating in The Stock Market Game with in-person and virtual learning experiences.
Copyright 1998-2025 FMR LLC. All Rights Reserved.
¹ National Financial Capability Study, 2022
² Information sourced from the September 21-24, 2022 Study for the National Endowment for Financial Education (NEFE)
³ Fidelity Internal Research, 2022
The third-party trademarks and service marks appearing herein are the property of their respective owners.
Fidelity Financial Forward and Fidelity Learning Lab are registered service marks of FMR LLC.
The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
National Financial Services LLC, Member NYSE, SIPC, 245 Summer Street, Boston, MA 02110
Fidelity Distributors Company LLC, 500 Salem Street, Smithfield, RI 02917
© 2025 FMR LLC. All rights reserved.
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