Educational content only — not investment adviceAdvertiser disclosure
Rockwell Forbes logo
Brokerage

Fidelity Review

4.8/5Editorial rating

We may earn a commission if you open an account through links on this page. Our ratings and analysis are independent and are never influenced by partnerships. Full disclosure.

Overview

Fidelity pairs zero-expense-ratio index funds with full-service research, cash management and nearly every registration type.

Who it's best for

Long-term investors who want one provider for every account type.

Pros

  • Zero-fee index funds
  • Excellent research
  • Full account lineup

Cons

  • Interface can feel dense
  • Some advice tiers cost extra
  • Crypto access is limited

Fees, minimums and key facts

Minimum investment$0
Fees$0 commissions; zero-fee index funds
Asset typeStocks, ETFs, mutual funds, bonds
Accredited investors onlyNo
LiquidityHigh
Expected hold time—
Account typesTaxable, IRA, Roth, 529, HSA, Solo 401(k)

Ready to look at Fidelity yourself?

Review the current fee schedule and offering documents directly before committing capital.

Explore Fidelity accounts

Non-affiliate link. Educational content only — not investment advice.