Fidelity Investments

Avg. Rating: 4.8 (2 reviews)

Fidelity Investments brings investment management solutions to the masses through their multi-channel investment products, including personal brokerage accounts, advisor services, and managed portfolio solutions. Fidelity Investments provides access to investment opportunities across the globe, including national, South American, and other regions.

TIME IN BUSINESS: Since 1946
# OF CUSTOMERS: Over 32M

1-866-558-1715

FICCustService@fidelity.ca 200 Seaport Blvd, Boston, MA 02210, United States

Call Center: Monday to Thursday: 8:00 a.m. to 8:00 p.m. ET

Support Offered:

Phone
Email
Blog
Social Media
Online Contact Form

Availability: All of Canada

Products Offered

Below are all the products offered by this company.

Investment Products:

Mutual Funds
ETFs
Fidelity ClearPath® Retirement Portfolios: A program for investors saving for long-term financial goals with a primary focus on retirement.
Fidelity Preferred Program: Better investment pricing for individuals investing more than predefined limits for qualification.
Fidelity Private Investment Program: Ideal for affluent investors seeking personalized investment solutions.
Fidelity Managed Portfolios: Investment solutions for investors with different risk profiles.
Fidelity Currency Solutions: Ideal for investors seeking exposure to foreign currencies in their investment portfolio.
Fidelity Fixed Income Solutions: Suitable for investors seeking consistent investment returns.
Fidelity Tax-Efficient Solutions: Ideal for investors interested in tax-efficient investment solutions.

Financial Services:

Fidelity Investments offers a range of services including

Fund distribution and investment advice
Wealth management
Life insurance
Retirement services
Securities execution and clearance.
Equity, fixed income and balanced mutual funds

Apart from their mutual fund division, Fidelity Investments operates a brokerage firm.

Pricing:

All products and services and priced separately.

Frequently Asked Questions About Fidelity Investments

What is Fidelity Investments?

What does Fidelity Investments offer?

Fidelity Investments offers a range of services including fund distribution and investment advice, wealth management, life insurance, retirement services and securities execution and clearance. Not only that, they manage equity, fixed income, and balanced mutual funds. Apart from their mutual fund division, Fidelity Investments operates a brokerage firm.

Who is Fidelity Investments for?

Fidelity Investments is for individual investors, businesses, financial advisors, and institutional investors.

What is Fidelity Investments known for?

Fidelity Investments is known for its mutual funds. The company is a diversified investment brokerage, offering a full range of investment products and remains a major player in mutual funds.

Is Fidelity Investments one of the largest management firms?

Yes, Fidelity Investments is one of the largest investment management firms in the United States, with over 32 million customers. Fidelity Investments Canada is one of Canada’s top investment management firms managing a total of $135 billion in mutual fund, ETF and institutional assets.

Is Fidelity Investments a family owned business?

Yes, Fidelity Investments is a family owned business, the company’s been led by members of the Johnson family since its inception.

Does Fidelity Investments offer benefits to high wealth clients?

Yes, Fidelity Investments offers exclusive benefits for Wealth Management clients. Those who invest at least $250,000 in professionally managed assets will receive a wide range of benefits. Some include exclusive access to many of their highest-yielding money market funds, 3 layers of advanced identity protection from IDnotify, a part of Experian and more!

How much does Fidelity Investments cost?

Fidelity Investments claims to have straightforward pricing and say they do not charge commissions on stock, ETF and option trades. Additionally, there’s zero expense ratio index mutual funds and you may save up to $15 per bond on fixed income solutions.

What are some of Fidelity Investment’s programs?

Fidelity ClearPath® Retirement Portfolios: A program for investors saving for long-term financial goals with a primary focus on retirement. Fidelity Preferred Program: Better investment pricing for individuals investing more than predefined limits for qualification. Fidelity Private Investment Program: Ideal for affluent investors seeking personalized investment solutions. Fidelity Managed Portfolios: Investment solutions for investors with different risk profiles. Fidelity Currency Solutions: Ideal for investors seeking exposure to foreign currencies in their investment portfolio. Fidelity Fixed Income Solutions: Suitable for investors seeking consistent investment returns. Fidelity Tax-Efficient Solutions: Ideal for investors interested in tax-efficient investment solutions.