fidelity investments

The image of Fidelity primarily being a mutual fund company is somewhat outdated, as Fidelity has adapted and evolved over the years to meet the changing needs of its customers.

Today, in addition to the over 300 Fidelity mutual funds, they also offer

• discount brokerage services,
• retirement services,
• estate planning,
• wealth management,
• securities execution and clearance,
• life insurance
• and much, much more.

Fidelity is well-known for their commitment to state-of-the-art technology and great customer service.

Fidelity Investments - Services

To start your investment life with Fidelity, a good idea is to contact the company and get to know how they can help you out.

There are contact persons for personal services, for example. These are primarily for persons interested in mutual fund investing, brokerage services, and saving for retirement.

In addition, there are contact persons for individuals saving through their employer-sponsored retirement plans, such as 401(k), 403(b), and 457 plans.

However, if you're a marketplace professional, you can contact persons that handle contacts with professionals who manage investments and trading for individuals or institutions.

Finally, internationally, there are international offices that service individuals and investment professionals who are not U.S. citizens and for U.S. citizens investing from abroad.


Risk Disclosure and Terms of Use


From fidelity investments page to Investments Guide index