Here you can review a collection of Fidelity reviews from fellow Dogs of the Dow investors regarding Fidelity. For our list of the best low commission online brokers, take a look at our exclusive list of Top Dog Brokers. And, as always, if you have experience with a deep discount broker, simply fill out our Top Dog Brokers Comment Form and let us all know what you think.
Lou says
Pros: conservative, does not try to outguess the market, believes in a “mixed” portfolio.
Cons: will not make individual stock recommendations.
Gian says
Pros: inexpensive, comprehensive product offering, easy to work with, locations everywhere.
Randy says
Pros: brick & mortar where I can go and talk with a real person one on one.
John says
Good tools and usually good execution. Tools to close multi-leg options trades are limited to simple commands. Generally nearly free trades except $0.50 per contract on option trades.
Dan says
Pros: low fees, good comprehensive website, good account statistics, timely forms are positives.
Cons: no negatives yet.
Ken says
Clunky platform for options trading; Tastyworks and TD Ameritrade miles ahead. Even Schwab slightly better. Great execution and support for stock trades, however.
Gary says
Pros: low fees and good online services.
Cons: limited advice.
Barry says
Pros: great website, knowledgeable reps.
Cons: none.
Craig says
Pros: easy and clear communications on orders, immediate trade confirmation.
Jeff says
Pros: offers everything I need for investing.
Cons: do not offer trading in Forex or Futures.
Stanton says
Pros: flexibility to self invest.
Cons: lack of insights to cutting edge info.
John says
Pros: free trades, good online offerings, good product offerings, conservative and structured.
Eydie says
Pros: easy to navigate site, many avenues to research investments, extraordinarily informed representatives.
Ed says
Pros: commissions just dropped to zero, Fidelity has a easy to use web site, personal financial advisor service is very reasonable.
Bob says
Pros: large number of low fee index funds – most with no purchase/sales fees, ETFs, recent change to zero fee stock/ETF trades.
Juan says
Pro: new $0 commission.
Cons: a lot for a new investor, although they have a nice training platform that can rival that of an introductory college course.
Judith says
Pros: easy to see how my portfolio is doing, getting $$ to/from account.
Cons: difficult finding other than simple info on website.
Eric says
Pros: great service, low fees, good research tools.
Cons: I have no cons that I can think of.
John says
Pros: help available 24/7. News and research easily available.
William says
Pros: no fee cash reward cc, bill pay, free checking and checks, excellent research, now fee-free stock purchases.
Melanie says
Pros: easy UI.
Cons: mobile app ok not great.
Sam says
Cons: have to wait for transferred funds from bank account to investment account to clear for 3 days. I have missed opportunities because of this.
Beavis says
Pros: great customer service, wide range of data, fairly easy to navigate, very pleased in general.
Cons: none.
Todd says
Pros: easy. Good mobile app.
Vincent says
Pros: cheap, great investment tools, easy to navigate.
Tim says
Pros: best research, ease of use, ability to view all accounts together or separately.
Cons: a little difficult to do portfolio analysis.
Joe says
Pros: Active Trader Pro is a major plus.
Cons: their advice is bias in favor of anything with the word Fidelity in it.
Ray says
Pros: keeps costs down, plenty of research tools. 24/7 access.
Warren says
Pros: straight forward, easy transactions, good information.
Larry says
Pros: great execution and prices.
Cons: lack of futures trading.
Stephen says
Pros: very helpful, very good pricing, they don’t make mistakes.
Jorge says
Pros: Great service, great statements, good pricing. Best in class!
Gordon says
Good at most things. But still go to other sites for seasonal charts and historical information.
Valerie says
Fidelity has excellent customer service. The website is trickier to navigate.
Zacharias says
Pros: easy to use trading platform, training webinars
Cons: high margin interest rates, too much trading restrictions
Richard says
Pros: cost, simplicity, available professional advice.
Ken Lee says
Pros: 24/7 support, lots of research info, free trade offers, range of offerings, mobile. Cons: too much research info, funky charting.
Ellen Mondale says
Fidelity is wonderful. Yes, I know the fees which are fine, the website is marvelous as is customer service.
Vincent Dorio says
Great service oriented team of professionals, ready to help at any time.
Ben says
Pros: They cut their fees to $4.95. They appear to have go & fast execution of trades. Very good on-line tools. Cons: Their DRIP execution appears to have generally high prices than other brokers.
David says
Trading commission price, commission free trades with adequately funded account, great offerings, top-notch website and research tools, great customer service. No negatives.
Parker says
Only a $4.95 commission per trade, market insights, easy to navigate mobile trading platform.
Bill says
Insight into investments, fees, range of offerings, research, website usability, mobile, customer service, etc.
Tom says
Easy to use. Low transaction fees. Good view of news and pre-market trading.
Steve says
Pros: trading platform. Cons: Fidelity recommendation to use their Manage Account partner (North Coast) was a disaster, it caused a loss of 15% while the SPY is up 11%.
Shaun says
Pros: Low fees, research, website user friendly and customer service excellent.
Sam Porter says
OK commissions, poor accuracy on tax statements last couple of years.
John says
Pros: Good relationship iwht one person at the broker. 1000 free trades. Cons: Options platform is clumsy. Lack of orders or alerts for buying or selling spreads at a probability or delta level.
Andy Bradfield says
Fair price of trades, always answer the phone for great service.
Ron says
Accessible, great tutorials and research tools, great and thorough reports and monthly progress reports on performance.
Robert R Roto says
Good prices great service. Also, they have a lot of Brick-n-mortar stores by our home and everywhere we travel.
Lara says
Pros: Easy to navigate. Good trading fees. Cons: Investment Performance updates are not on time (usually 15+ days after month-end closing). Schwab has real-live performance update.
Michael Cuggino says
Pro: easy to navigate good customer service. Con: they keep changing viewing formats.
Kevin Campbell says
Commissions are fair. Website and tools are good.
Mike Horton says
7.95 a trade is a bit steep,but hey, it’s capitalism. Everything else is great. Oh, customer service and security is stellar, none better i’m sure. For example, I used my debit to pay for an online game (retired, doing some gaming…) and the next morning, at eight, their security department called to verify the transaction. Is that awesome or what? I was duly impressed and feel that things on their end are well in hand.
Tabatha says
Great tools and information. Good mobile app. Timely and friendly/professional support when needed. No cons.
Mark Siebert says
Wide raage of calculation and research tools, low brokerage commissions.
Bob says
Low cost and not a lot of trying to sell me something I don’t know about.
Margaret says
I began with Fidelity over 30 years ago with an IRA investment. I began my individual brokage account 3 years ago and use their web site for research etc. I find their webpage easy to use and helpful.
Lee Ong says
Pros: fast trade execution and reasonable commission. Cons: stock analysts ratings are
not reliable.
Harry Randall says
Excellent customer service, fees, website broad and user friendly.
Bob Graves says
Always accurate. I have been a customer of Fidelity for more than 20 years. I have never had an issue with a statement. More importantly — Fidelity is doing an excellent job with technology. Great iPad/iPhone app!
Bob Quance says
Mobile web page is clunky and very limited Cash levels not always real time. Research is very limited. Links form screen to screen are also clunky. Log in log out.
Bernhard Jokiel says
Great statements&research. They do not pressure me to buy or sell anything.
Fred Folsom says
Knowledgeable staff. Too many changes to website.
Fred Folsom says
Low fees, competant staff. site not user friendly.
Wally Falch says
Think they are solid, excellent selection. Don’t much care for there web site, since they made changes.
Bob Luczko says
I am ok with Fidelity for past 20 years.
Phil Lenkevich says
Low commission costs, $7.95 per order. Easy methods for following stocks during the trading day.
D. Serafin says
Pros: Very efficient and easy to read informative monthly statements.
Bob says
Good research site, ok fees, easy to use web site, mobile service great.
H. Randall says
Outstanding customer support, reasonable costs, quality research.
David Dale says
Low price, fast execution, comprehensive web site, excellent free telephone support when needed.
Jim Brown says
Pro: easy to use and versatile. Con: on-line positions pages are not arranged to my satisfaction; would be best if I could arrange my pages to my personal satisfaction.
R. Beauch says
Pros: Pricing, ease of use, local office, and wide range of offerings.
R.G. Davis says
Pros: overall service, fees and research better than most.
Patricia Ames says
Research is excellent. fees clearly stated. Execution of trades is secure and prompt
Marny Stevens says
Availability, low fees, computer platform is great.
Eric says
I have used Fidelity for years. I’ve been very happy with their service, investment tools and pricing.
Patricia Ames says
Pros: fees, research, range of offerings, ease of use. particularly like their web site.
Bill says
Great commission schedules; well-suited to retirement account (IRA); excellent access to analyst reports.
Marion Donaldson says
Customer Reps are courteous and well trained.
Velon Gray says
Good website, informative, competitive prices.
Joe says
Pros: lower commissions, fast execution, includes fixed income trading, fast response time.
Melkon Yessaillian says
Clear, simple to follow monthly investment reports.
Dave Smith says
Trading platform is not up to snuff relative to some other brokers. Commissions are a bit on the high side. Customer service is good.
Richard Thompson says
Easy website navigation, good research, and low prices.
Patricia Ames says
Good research site, easy to make transactions.
Bill Zell says
Great to work with, well known, has been the business for a long time.
TF Guidry says
Great on fees, information on website, professional advice as required — not forced.
Steve says
As much or as little help as I want. Decent commission: $7.95. Lots of info and data on the web site. Good charting tools. Premium customer service is most excellent.
John J Ziomek Jr. says
Excellent firm to work with, no issues highly recommend to anyone. Has all the bells and whistles needed to make informed decesions.
Jerome Komendera says
Fidelity has excellent information buried in volumes of research. Brevity is the spice of life. $7.95 per transaction is good, as well fast transaction of trades.
Alan Pinkler says
Lot’s of information for research, easy to navigate. Helpful representatives. fees could be cheaper based on usage.
J. Cars says
Low trading commissions, very helpful, and always available.
Jerome Komendera says
Excellent research,stocks, etf’s, mutual funds, and online executions. Lo cost online charges.
Thomas Slyman says
They have very clear info, very quick, and they are extremely up to date and organized.
Richard Russell says
Pros: low costs, good website, good service and convenient center locations.
Cliff Sheaffer says
Good research available. If you trade enough, you qualify for the active trader pro, and the representatives are very professional and highly knowledgeable and qualified.
Carolyn Peadon says
Low acquisition costs, excellent customer service, industry knowledge.
Jim Skelton says
Excellent in response to inquires, account changes, explanations of odd things that happen (like the way they report violation of Very informative and useful research ad tracking tools. Very good commission levels ad speed of execution. Always available with professional, well informed people to answer questions and help with system navigation and understanding. Overall, I give them a 9.5 out of 10 ranking for the service they have provided me.
David Johnson says
Pro low fees. Con no advice.
Peter Perez says
Great to deal with. Good platform.
Lee Matile says
24 hour trading. Apple iPad friendly. Excellent website design and ease of
use.
Ed Modzinski says
Pro: Easy access to customer service. Cons: Lots of fees. Restriction on portfolio adjustments. They call you a frequent trader. There funds have about twice the management fee of Vanguard funds. They have fees everywhere.
Art Swenson says
I left Fidelity when they acknowledged that their mistake had cost my wife’s IRA $3,000, and then they refused to fix it!
John McAvenue says
Overall very good service.
Mark says
No hard core sales tactics.
David Pickel says
Not as flexible as I would like to do the kind of investing I want to do, also 7.95 a trade is a little high.
Paul Ryder says
Pro is amount of information available. Con is few deals for traders who make few trades.
Justin Legate says
Good info on website for researching funds. Cons: every position change in my IRA seems to take 4+ business days to execute. Slow as molasses to get things done. Infuriating.
Sam Rychener says
Wide range of services for low $. Best website anywhere. Unbelievable research capabilities.
Kenneth Grafton says
Pro: good commissions, good website. Cons: get shut out on very high volume days, like market corrections.
Art says
Pros: Customer service. Cons: Fees.
Russ Auberg says
Website usability is poor. My research tools are too limited, ie., cant search for the highest dividend stocks in the market, or search by ex-div date, etc.
P. Campbell says
7.95 trades and 1 second executions.
Craig Lee says
Transparent and simple. Not sure that I get the best pricing.
Thomas Bertelsen says
Very good across the board.
Dolores Serafin says
Easy to do business with and very helpful.
Gary Radka says
Advice is sometimes self serving.
Arthur Tucker says
Very good customer service. Fees could be less.
Brendan Floyd says
Best customer service in the industry – always give you a ‘warm’ transfer if they can’t answer the question.
Lancy Lobo says
Prompt execution, excellent reaearch.
Sandra Rice says
The website offers a large variety of services, but is overly complex to use, in my experience.
Paul Tibble says
Pros: Cheap trades, excellent research data, checking accounts, etc.
Lancy Lobo says
Prompt in execution and customer service and research.
John Landi says
Pros – Cheap. Fast executions. Massive research resources. Cons – Can’t buy stock in Fidelity; privately held company.
Charles Montgomery says
Pros: Lots of info. Well laid out website. Reasonable commissions, fast trade execution. Cons: Would like a better search facility.
John Waller says
Fidelity is honest and straight-forward in all transactions. The fees are low and the service is excellent.
Robert Chilcutt says
Pros: commissions, execution rate, customer service. Cons: not many.
John Stolebarger says
Easy to buy and sell. Agents do not necessarily give good advice on what to buy. Likes bonds and annuities too much.
Mark Kaszowski says
Needs a better end of year tax reporting structure. Also, no office location in Fort Wayne IN.
Frederick Allard says
Pros: Advice, web information, research is excellent, retirement programs, web ease of use and fee structure.
Don Mackay says
Great service. Comparable fee structure. Broad range of investment products. Local offices. Good research and user friendly website.
Donald says
Excellent service. No complaints in 28 years.
Ricky Guidry says
Great website, easy to use, low fees, awesome customer service.
Stanley Yamane says
Great connectivity. Outstanding account executive. Reasonalbe commission on trades. Great research on website. Easy website usabulity.
Pomeroy Linda says
Fees are reasonable, research is easy to do, very good customer service and the range of offerings is wide.
Schaarie Diantoni says
Pro’s — web usability – fees – cust. Service – superior current info. Con’s — Too few to mention.
Bill Weishar says
Pros: Lots of research available no charge; easy to use website; reasonable trade costs, fees.
Stan Yamada says
Trading fees should be less than $7.95 per trade.
Dennis Zander says
Low / no trade commissions on some ETF’s. Easy website navigation.
James Bell says
Excellent research material, fast accurate trades.
Patricia Ames says
Excellent web site; efficient processing of funds/transactions. Clearly states fees. Excellent research and allows comparisons w/ other company mutual funds.
Linda Pomeroy says
The web site is easy to navigate and use. I do most of my own investment decisions and I do research on their site. I have no negative comments.
Timothy Cross says
Pro: Great on-line timely broker. No cons.
Rick Kolodzie says
They charge me $50 to $100 if its not a Fidelity product.
Roy Amazalorso says
Low fees and ease of trading on line.
J.L. Berghout says
Low trading rate, well organised website, and a very good mobile app (Apple).
Kanishk Srivastava says
User Friendly Interface for easy trading.
Serge Oliel says
Reasonable rates. Excellent service.
Jason Johnson says
Clean, clear look and feel. I don’t like the fact it doesn’t give me the option to just ‘sell all’ of a given position.
John Shahan says
Inexpensive trades. Charting is good.
Ronnie VanGilder says
Great execution of trades. Detailed research available.
Ryan Sands says
I can see my 401k stuff in the same account, overall affordable.
Randal Foster says
Pros: excellent knowledge of the laws. Cons: speed at settling account sales for withdrawal.
Ed says
Very useful site with lots of information backed up with the finest customer service team that I know of.
Francis Blase Abreo says
Easy to access the website and quick order confirmation.
J. Ashton says
No cons. Pros: personal help available, low commission, more info available than I can use, site very useable for amateur, screen displays excellent, information up-to-date.
Francis Blase Abreo says
Easy an quick to place a stock order.
Steve says
Interface and charting is not great. It needs a big update.
Oscar Kirsch says
Customer service and reliability. Online chat is usually available with no wait.
Patty Duffy says
Pros: fees, offerings, no cons.
Frederick Allard says
Pros are fees, range of offerings and customer service. Cons are lack of aggressiveness.
Vicente Sarangaya says
There are some free commission ETFs.
Bill Moriarty says
Been with Fidelity for 28 years – no problems and easy to contact.
Jan Silverio says
Pros: Range of offerings and accessibility.
Mani Muttreja says
Commissions, offerings, research, website, customer service — satisfied with all.
Michael W. says
Very well rounded.
Henry G. Mulle says
Pros: Efficiency and reliability.
Chris Martin says
Plenty of Information, great user experience, clear statements.
Rodger says
Good web site. Good customer service. Local offices. Good research available.
Steve Artz says
Inexpensive, accurate, helpful.
Chris says
Pro: discounted pricing on single stock trades.
Ernest Carrier says
Pros are research. Cons are Fees.
Sanjiv Jhaveri says
Generally happy with the services.
Thomas Leavey says
Pros: low commissions; good research; good web site. Cons: lack of daily tracking of fundamentals and technicals.
Matt H says
Inexpensive, great research, and great customer service.
TJ Latona says
Great client service.
Tom Boyhan says
I think the $7.95 stock or etf trade is a little high. I would like to get trades for $5.95. The in-house selection of successful mutual funds is really a bargain at no cost to invest. Also Fidelity provides alot of research and helpful data at no charge to their account holders. I would probably keep at least one account with Fidelity just to keep the research access.
HY says
Easy to use, fees are avg. and lots of free info.
Pete says
Fidelity has wide variety of financial offerings, a good website and a competitive commission rate. They’ve done fine by me.
Aaron Rosloff says
I have been with Fidelity for over 20 Years. Sometimes some human makes a mistake but they bend over backwards to make it right. The only beef that I have is that they refer me to an office they have in Princeton, NJ but I can’t find it because there is poor signage on the road.
Jack says
Based on my portfolio and their management of it i have to say Fidelity has the worst advisors and managers in the industry. The return, compared to other financial companies, has been 4% to 7% worst than others. Good bye Fidelity. PS. If you see Strategic run in the opposite direction.
Robin Burkin says
Terrible customer service! They tried to charge me $50 to transfer $3.59 left in a fund I had asked to be consolidated with a paid advisory IRA fund. They refused to waive the fee and kept me on hold for 70 minutes while they tried to find someone in their financial kingdom with the authority to resolve this problem. If they can’t take care of this little issue why would I be paying them to choose financial investments for me? Stay away from this company. If this is how they treat their paying customers especially in this economy then their ethics are totally screwed up.
Jospeh Klaczynski says
Overall service: Pretty good. Accuracy in filling orders:Very Good. Statements: Wish they were in alpha order with by Name or by Symbol
Wm Alias says
Ameritrade was my broker for 11 years until ethics became a loggerhead. Starting up with Fidelity was cumbersome do to inability of staff to handle complex matters correctly the first time. An ethical question arose that required Fidelity to not take action based on a sizeable of investment. They ruled against me which was the correct ethical decision. It took 3 months to iron out the details due to the continued diligence of a supervisor. Complex transactions are beyond the scope of the modular/access staff. I have had superior results when employing upper echelon staff! When I need help I try the regular modular staff with uneven results. The trading platform (active trader)trades well and has many features I like. It’s being modular also seems to only do trades in real time, whereas balance and position updating is very slow. Ethics and “Prompt Trades” give Fidelity a “Superior Rating” over the multiple brokers used in the past. The suggestion was made to raise rates a buck or two per trade and invest in more computing power to approach real-time updating in account data recording/presentation.
Ron Allard says
This place doesn’t care about their customers. I’m trying to roll my account out of there and their hanging on to it as long as they possibly can. Costing me hard earned money.
Steven J DeRemer says
Good research tools and providers, great customer service, reasonable fees, well maintained website.
James Clarke says
Pain to get them to do anything. More concerned about their margins than customer service. Cash funds actually cost you due to low interest and their mgt fees.
Anthony G. Shipp says
I like this brokers website although I feel that doing research on individual stocks is quite cumbersome when compared to Yahoo or MSN.
Estorge says
Moving to Fidelity was the smartest thing I have ever done. Previously, I was with UBS, what a horror story. While UBS is a fine firm, their commissions and fees are totally outrageous!
Chet says
I had a bad experience with Fidelity about four years ago, when they upped their trading fees. Called them to complain, said I was a loyal customer with significant income potential, and asked if they could waive fee increase for me. No can do. So I basically said ‘You’ve upped your fees? Well, truly, up yours’. Switched to TD Waterhouse, Fidelity lost a lot of income by upsetting me. TD Waterhouse now bought out and I see subtle signs of deteriorating value. Thinking of going back to Fidelity, but I hold grudges and have a long memory.
Frank says
You couldn’t be more wrong, Scottrade does not route 100% of it’s orders through nite but they do have an agreement with them as do most firms. It’s clear to me that you have never worked for a firm or you would have never posted something so stupid. Second, unless you dealing with a large firm that has inventory your stock may not be available to short.
Buff Smith says
Have been dealing with them for 35 years. A++ service in all aspects.
Alva Phillips says
I see a lot of people offering to buy or sell stocks at from $3 to $7 and somewhere in between. When you begin to inquire you discover they want a minimum amount to open an account. Fidelity is established….I don’t know these other turkeys. Even if my online trades are $19.95, am I not safer with an established firm…..isn’t it possible that a group wanting $5000 to start to sell for $3 could go bellyup? It is true…’Everybody has their hand out…palm up.’
McEnrod says
There is not much to comment except: superior service; superior accessibility; excellent pricing. I can truly say there is not one overall company I would ever chose to work with more than Fidelity.
Lois says
I have been with many – Edward Jones; Morgan Stanley; TD Waterhouse. I moved to Fidelity after some major bad experiences with the others. Fidelity is superior in price, customer service, internet capability, and ethical behavior.
Geoffrey Dean Bunting says
Scottrade’s web service is very bad but @ $7.00 per trade what do you expect. Fidelity is very good but if you trade a lot the fees can eat up your bankroll.
Martin Savage says
I have owned a couple of Fidelity funds for over 10 years. I started day trading with Fidelity about 7 months ago and am very pleased with their setup.
Tim Keinath says
Their site is the best that I have worked with so far. I’ve used Datek, Ameritrade, E-trade and a full service broker. So I’ll soon have all my accounts under watchful eye at Fidelity. Cost of trading at $8.
Gail says
I have used Fidelity for over a year with complete satisfaction. I recommended them to my brother and father. Fidelity allowed us to ‘bundle’ our accounts to pay the lowest possible fee schedule. They are great.