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Who we serve

We help customers with their most important financial goals, provide employee benefit programs for businesses, and support financial institutions with innovative investment and technology solutions.

Who we serve

We help customers with their most important financial goals, provide employee benefit programs for businesses, and support financial institutions with innovative investment and technology solutions.

Helping deliver better outcomes

The people we serve are varied in their needs, experience, and goals. Our expertise and offerings help meet the needs of our unique customers and clients.

Individual investors

We provide financial planning and guidance to help with our clients' unique needs, whether with our Investor Center teams, phone-based associates or across our digital channels.

Investing

Whether they’re advanced traders or just beginning, we offer guidance to help our customers make educated investment decisions.

Investing expertise

Retirement

Through products and education, we help people save and plan for retirement, offering solutions and strategies for individuals and businesses.

Retirement solutions

Wealth Management

Fidelity’s Wealth Management services help our clients grow, manage, and protect their wealth through a variety of channels.

Planning and advice

Education and research

We provide educational opportunities for all, from deep research to financial education for those just beginning to invest.

Learning resources
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Employers

​As the leading provider of workplace plans, we work closely with employers to create dynamic benefit programs for their employees, including employee retirement savings, health and welfare benefits, and stock plan services.

Firms and institutions

We provide investment and trading solutions, technology, and clearing and custody services to wealth management firms, institutions, and consultants.

We offer investment solutions for registered investment advisors, broker-dealers, and banks.

Fidelity provides technology, custody and clearing services, world-class service, and insights that give registered investment advisors, banks, broker-dealers, and family offices an edge.

We provide investment solutions for pension and defined contribution plan sponsors, endowments, foundations, and the consultants that serve them.

​Fidelity offers flexible trading solutions executed across multiple asset classes. Clients can maximize their investment strategies with transparent pricing and industry-leading value.

We offer a prime brokerage platform for hedge fund and institutional clients that includes access to one of the largest and most diverse captive pools of securities available for lending.

Our open-architecture platforms offers investments products from leading asset managers to both our personal and institutional retirement brokerage clients.

​Innovators

 Fidelity has a long history of innovation across the financial services industry. Our ongoing commitment to innovation helps us anticipate evolving customer preferences and build products and services to improve their lives.

Fidelity Center for Applied Technology® (FCAT)

FCAT researches human behavior and emerging technologies, focusing on trends that could transform the future of finance.

Explore next-gen technology

Digital assets

​We began researching digital assets and blockchain technology in 2014. Our offerings continue to grow and evolve to support the changing needs and interests of our customers.

Learn more about digital assets

Fidelity Labs

​Fidelity Labs, our in-house incubator, develops new software, businesses, and leading capabilities to enter new markets and better serve customers.

Learn more about digital assets

Charitable donors

We help individuals and companies make a meaningful difference through philanthropy. Through our expertise and charitable solutions we help maximize their impact and leave a lasting legacy.

Fidelity Charitable is an independent public charity. We help donors maximize their charitable dollars in a tax-smart way through the Giving Account®.

How donors can give back

​Fidelity Philanthropic Consulting helps individuals, families, and institutions achieve greater philanthropic impact through customized guidance, led by practiced consultants.

Fidelity Workplace Giving, a charitable giving platform, makes it easy for employers to support employees giving back to the causes they care about — through charitable donations or volunteering.

Before investing, consider the investment objectives, risks, charges, and expenses of the mutual fund, exchange-traded fund, 529 plan, Attainable Savings Plan, or annuity and its investment options. Contact Fidelity for a prospectus, offering circular, Fact Kit, disclosure document, or, if available, a summary prospectus containing this information. Read it carefully.
Investing involves risk, including risk of loss. The value of your investment will fluctuate over time and you may gain or lose money.
For more information on Fidelity’s pricing and fees see Commissions and Margin rates.
Past performance is no guarantee of future results.
Diversification/asset allocation does not ensure a profit or guarantee against loss.
Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.
The trademarks and service marks appearing herein are the property of their respective owners.
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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