Fidelity Investments

Fidelity Investments

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Website: fidelity.com

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The Fidelity Investments app provides a comprehensive platform for managing financial assets and accessing a wide range of investment tools. It allows users to monitor and manage their retirement savings, stock options, health insurance, and other workplace benefits. Key features include viewing account balances, investments, and recent contributions, as well as managing Health Savings Account (HSA) expenses and investments. Users can also access information about their health insurance plans, review recent payroll statements, and personalize their financial planning with tools like the Fidelity Retirement Score.

The app offers advanced trading capabilities, including real-time quotes and multi-leg options trading. It also provides a consolidated version of Fidelity's extensive research offerings, which include stock research from multiple third-party providers. Users can access educational resources and tools to help make informed investment decisions. Additionally, the app supports customizable dashboards and note-taking features, allowing users to organize their thoughts and ideas about individual stocks and broader market trends.

Fidelity's app is designed to support both beginners and experienced investors, offering a user-friendly interface that simplifies portfolio monitoring, trading, and research. It also includes features like scheduling appointments with advisors and accessing a high-interest money market fund for uninvested cash. Overall, the app is a robust tool for anyone looking to manage their investments and financial wellness effectively.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $3.3 trillion in assets under management as of June 2020 and a combined total customer asset value number of $8.3 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, and life insurance.

Website: fidelity.com

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