Fidelity

Fidelity provides an intuitive client website and sleek mobile platform suitable for novice and casual investors, and moderately active traders, who want to research, place and manage their own trades. The client website supports conditional orders, and both the website and mobile app offer an extremely well-designed, comprehensive symbol profile page that includes customizable charts, news, Equity Summary scores, social sentiment, company profiles, financials and more.

Advanced and active traders can use Fidelity’s customizable desktop platform – Active Trader Pro – available for both PC and Mac. The platform features streaming market data, advanced trading capabilities (including conditional orders and the ability to place up to 20 orders at once with the multi-trade ticket), portfolio management tools and integrated access to positions, charts, news, alerts and orders to help identify entry and exit strategies.

Summary

Fidelity log-in page

Log-in - Founded in 1946, Fidelity Investments is a multinational financial services corporation headquartered in Boston. The company offers a fully customizable trading platform – Active Trader Pro – designed for active traders who require advanced charting and technical analysis tools. Novice and casual investors, however, can research, buy and sell stocks, ETFs, bonds, options, mutual funds and other securities directly from the client website at fidelity.com and Fidelity mobile Apps. In this review, we’ll focus on Fidelity’s client website and mobile applications, and introduce some of the key features that client can access through both, including portfolio and account management, news and market insights, and bond, CD, stock, ETF, mutual fund and options investing.

view of positions summary on a Fidelity brokerage account

Positions Summary - From the Portfolio Summary page, click the Positions tab to view open and closed positions plus details for each, including symbol, last price, today’s gain/loss, total gain/loss, current value, quantity, cost basis and 52-week high/low. Click the “Download” link to save an Excel spreadsheet of your positions, or click the Print icon to send the page to your printer. 

view of Fidelity's stock research center and resources

Stock Research Center - To launch the Stock Research Center, click the News & Research tab at the top of any webpage and select Stocks. You’ll see quotes for the DJIA, NASDAQ and S&P 500 at the top of the page, along with a market status update (e.g., “Markets close in 5 hrs 5 mins”). Today’s trending stocks – broken down by Market Movers, Top Rated by Sector and Orders by Fidelity Customers – appear in the center of the page. Hover your mouse over any symbol for a snapshot, including market data and an intraday chart. Click on any symbol to view a company profile page that includes customizable charts, news, Equity Summary scores, social sentiment, a company profile and financials.

view of Fidelity's ETF research center and resources

ETF Research Center - To launch the ETF Research Center, click the News & Research tab at the top of any webpage and select ETFs. Use the search box at the top of the page to find ETFs by symbol or name. Scroll down to learn about ETFs, use the ETF Screener, view ETF Market Movers (filter by asset class and performance), and to access Search Tools, including Search by Stock, Compare and Find Similar tools.

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Portfolio & Account Management

Fidelity's account and balance overview with snapshot details

Manage Money & Payments - After logging into your Fidelity account, you’ll be directed to the Portfolio Summary page (to access this page at any time, click the Accounts & Trade tab at the top of any page and select Portfolio). Click the Manage Cash tab to check account balances and transaction details, pay bills and apply for a Fidelity credit card. Click the “Manage Your Account” link next to your account number to order checks, view & update bank information, review direct deposit instructions and take other account actions.

view of account summary on Fidelity brokerage account

Account Summary - Stay on the Portfolio Summary page to view individual account balances as well the total balance of all your accounts. Use the tabs on the left side of the page to open your watch lists and recently viewed symbols. Scroll down to view your balance history, pending activity & orders, market movers and a snapshot of today’s markets.

view of positions summary on a Fidelity brokerage account

Positions Summary - From the Portfolio Summary page, click the Positions tab to view open and closed positions plus details for each, including symbol, last price, today’s gain/loss, total gain/loss, current value, quantity, cost basis and 52-week high/low. Click the “Download” link to save an Excel spreadsheet of your positions, or click the Print icon to send the page to your printer. 

overview of Fidelity education tools and resources

Fidelity Learning Center - From the top of any webpage, click the News & Research tab and select Learning Center to launch the Fidelity Learning Center. Featured webinars, courses, videos and articles (such as “What You Need to Know About Cash-Covered Puts”) appear at the top of the page. Scroll down to choose the category you want to learn about, including Investment Products, Personal Finance, Trading & Investing and Tools & Demos. Filter by topic/product, content type (e.g., article, infographic and skill level to see a list of matching items. Click the View Now button to see a record of all the lessons and courses you’ve started or completed. Click the In the Money button at the bottom of the page to launch Fidelity’s publication for investing ideas and strategies.

view of guidance and retirement resources on a Fidelity brokerage account

Investment Guidance - Click the Guidance & Retirement tab at the top of any webpage and select Investment Guidance to learn about the tools, insight and other resources Fidelity offers to help you make smart investment decisions. Scroll down to learn about investing basics, investing for growth, investing for income and to view life events checklists. View additional resources – including investing calculators and tools – on the right side of the page.

view of Portfolio Analysis tool on a Fidelity brokerage account

Portfolio Analysis - From the Portfolio Summary page, click the Analysis tab to view details about your holdings, including Asset Allocation, Top Positions & Ratings, Stock Analysis and Fixed Income Analysis. Click the Goal View button to create a retirement goal in the Planning & Guidance Center. Click the Portfolio Insights tab to analyze your accounts.

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News & Market Insights

overview of top news offered on a Fidelity brokerage account

Top News - Click the News & Research tab at the top of any webpage and select News to see today’s Top News stories from leading sources including Barron’s, The Wall Street Journal and Reuters. Use the tabs at the top of the page to narrow your results (e.g., Top News, Insights, U.S. Markets, International, etc.). Scroll down for Editors’ Picks and Top Headlines, plus basic intraday line charts of the DJIA, NASDAQ and S&P 500. Use the Search News box to find specific news by symbol, company name, key people or country.

view of international news offered on a Fidelity brokerage account

International - From the Top News page, click the International tab to read top financial news headlines from around the world. Search by topic (e.g., economy, healthcare, investing, etc.) and source (MarketWatch and Reuters), or use the Search News box to find specific stories.

example of latest business news video on a Fidelity brokerage account

Video - From the Top News page, scroll down and click the “See all Videos” link to view the latest business news video from Reuters. Click on any thumbnail to launch the video, and use the scrollbar to see additional topics. Note that each video’s time in minutes and seconds is shown in parentheses next to the video’s title.

view of stock market and sector performance tool

Stock Market & Sector Performance - Click the News & Research tab at the top of any webpage and select Markets & Sectors for an overview of global markets performance, U.S. markets performance, and U.S. sectors & industries performance. Use the links on the left side of the page to take a closer look at global markets, the Americas, EMEA (Europe/Middle East/Africa) and the Asia-Pacific region. Scroll down for equity market commentary, the latest equity research reports and the latest equity news.

view of past and upcoming economics events on a Fidelity brokerage account

Economic Calendar - From the Markets & Sectors page, click U.S. Economic Calendar on the left side of the page to launch a calendar powered by ECONODAY. By default, the calendar opens to today’s events. Use the Monthly, Weekly, Daily, Today and Change Timezone tabs at the top of the window for a different view. Click on any highlighted event to view a definition and charts, plus prior, consensus and actual figures.

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Stock Trading & Investing

view of Fidelity's stock research center and resources

Stock Research Center - To launch the Stock Research Center, click the News & Research tab at the top of any webpage and select Stocks. You’ll see quotes for the DJIA, NASDAQ and S&P 500 at the top of the page, along with a market status update (e.g., “Markets close in 5 hrs 5 mins”). Today’s trending stocks – broken down by Market Movers, Top Rated by Sector and Orders by Fidelity Customers – appear in the center of the page. Hover your mouse over any symbol for a snapshot, including market data and an intraday chart. Click on any symbol to view a company profile page that includes customizable charts, news, Equity Summary scores, social sentiment, a company profile and financials.

view of market movers and trending stocks on Fidelity

Market Movers - From the Stock Research Center, click the Market Movers tab for a list of today’s top trending stocks. Filter by various metrics – such as Most Actives, 52-Week Highs, 52-Week Lows and Top $ Gainers – and by market, including all markets, Amex and NASDAQ. Scroll down for Investing Insights, which shows the bulls and bears of the day, fundamental analysis from Zack’s Investment Research and technical analysis provided by Recognia. View Today’s Events and upcoming webinars on the right side of the page.

view of Fidelity's stock screener with results

Stock Screener - From the Stock Research Center, click Stock Screeners on the left side of the page to search for stocks based on criteria you define. Click the Start a Screen button to create a new screen and select your search criteria by applying filters on the left side of the screen. To launch a predefined screen developed by experts, click one of the icons (e.g., Growth, Value, Technical, etc.) at the top of the page. Hover your mouse over any symbol for a snapshot, including market data and an intraday chart. On the Screener Results page, click on any column header to sort by that metric. Click on any symbol to view more information about that company.

view of Fidelity's explore research firms tool

Explore Research Firms - From the Stock Research Center, click Research Firms on the left side of the page to learn about the various research that Fidelity offers. The firms are listed in table format, along with each firm’s methodology, approach, equity style and the type of reports it provides. Click on any firm name to learn more or to search for reports from that firm.

view of stock profile and summary on a Fidelity account

Quote Profile - Enter a symbol at the top of any webpage to view that company’s profile page, which includes customizable charts, news, Equity Summary scores, social sentiment, a company profile and financials. You can also access a profile page by clicking on any symbol, such as those listed in the results of a stock screener. Use the Buy and Sell buttons at the top of the page to place a trade, or click the +Note, +Set Alert, +Watch List and Options links to perform these actions.

example of buy and sell stock and etf order on a Fidelity account

Enter Order - To place a trade, click the Accounts & Trade tab at the top of any webpage. By default, the Stocks/ETFs order entry ticket is displayed (click on the Mutual Funds, Fixed Income, Conditional or Baskets tab to place a different type of trade). Enter the trade details, including symbol (use the Find Symbol feature to look up a symbol), action (buy or sell), quantity, order type (e.g., market, limit, etc.) and time in force. Click the Preview Order button to review your order before sending it to the market.

view educational resources on investing and trading stocks on a Fidelity account

Learn About Stocks - Click the News & Research tab at the top of any webpage, select Learning Center and then click Stocks (under the Investment Products heading) to find educational content about stocks. Click to watch the educational video at the top of the page, or filter all stock lessons by topic, type of content (e.g., article, course, infographic, etc.) and skill level. Click on any title to launch that content.

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Watchlist

view of add watch list feature on a fidelity account

Add Watch List - Click the News & Research tab at the top of any webpage, select Watch List and click New Watch List to create a new list of stocks. Enter a name for the new Watch List, choose where you want alerts to be sent and then populate the list by adding symbols and quantity, purchase price and alert criteria, if any. Be sure to click the Save button before navigating to another page.

example of a stock watch list on a Fidelity account

Watch List - Click the News & Research tab at the top of any webpage and select Watch List to view or edit an existing watch list. Market data – including last trade, change since close (by $ and %), daily high, daily low, volume and 52-week highs and lows – is shown for each symbol on a watch list. Click any symbol to view a pop-up window that displays a price chart and additional market data.

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ETF Investing

view of Fidelity's ETF research center and resources

ETF Research Center - To launch the ETF Research Center, click the News & Research tab at the top of any webpage and select ETFs. Use the search box at the top of the page to find ETFs by symbol or name. Scroll down to learn about ETFs, use the ETF Screener, view ETF Market Movers (filter by asset class and performance), and to access Search Tools, including Search by Stock, Compare and Find Similar tools.

view of ETP and ETP screener on a Fidelity account

ETF/ETP Screener - From the ETF Research Center, click on one of the ETF screeners (Commission-Free Fidelity, Commission-Free iShares, Sector, Fixed Income or Socially Responsible) and follow the prompts to launch a screener. Filter the screener by adding criteria from the left column. Use the tabs at the top screener to view more information about the ETFs on the results page – including Basic Facts, Income Characteristics and Performance & Risk. Click on any symbol to view that fund's profile page.

view of ETF profile and summary on a Fidelity account

ETF Profile - From the screener results page, click on any symbol to view that fund’s profile page, which provides an all-in-one dashboard view of the fund. View quote information – such as previous close, volume and net assets – at the top of the page, and click the Buy and Sell buttons to place a trade. Scroll down to view analyst ratings, news & commentary, customizable charts, a table of similar ETFs, portfolio composition, technical analysis and quarterly returns.

example of buy and sell etf order on a Fidelity account

Enter ETF Order - Click the Buy and Sell buttons on the fund’s profile page – or click the Accounts & Trade tab at the top of any webpage and select Trade – to place an order. By default, the Stocks/ETFs order ticket is displayed, but you can click on the Mutual Funds, Fixed Income, Conditional or Baskets tab to place a different type of trade. Enter the trade details, including symbol, action (buy or sell), quantity, order type (e.g., market, limit, etc.) and time in force. Click the Preview Order button to review your order before sending it to the market.

view educational resources on investing and trading ETFs on a Fidelity account

Learn About ETFs - Click the News & Research tab at the top of any webpage, select Learning Center and choose ETFs/ETPs (under the Investment Products heading) to learn about stocks. Click to watch the educational video at the top of the page, or filter all exchange-traded product lessons by topic, type of content (e.g., article, course, infographic, etc.) and skill level. Click on any title to launch that content.

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Trading Options

view of Options Chain quotes and tools on a Fidelity account

Quotes & Tools (Option Chain) - To view options quotes and tools, click the News & Research tab at the top of any webpage and select Options (the Quotes & Tools page launches by default). Enter a symbol to view an options chain; use the scroll bar above the chain to view different expiration dates. Filter by choosing a strategy and parameters for strikes, volume and open interest. Click on any bid or ask price to sell or buy that option, or select a different action by using the dropdown menu in the Action columns. Note that you will receive an error message if you attempt to buy or sell an option and your account is not authorized to do so; if desired, follow the prompts to apply for authorization.

view of options market overview on a Fidelity brokerage account

Market Overview - Click the Market Overview tab from the default Options page to view the top 10 covered calls and calendar spreads (from S&P Capital IQ), plus S&P Market Commentary, a Strategy Evaluator from Convergex and a Market Scanner provided by Livevol, Inc. Use the tabs on the Market Scanner to choose High Option Volume, Exploding IVs (implied volatility) and Imploding IVs. There's also an Index Monitor table provided by IVolitility.com; hover your mouse over any symbol to view an intraday chart.

view of options trading ideas and market scanner on a Fidelity account

Trading Ideas - Click the Trading Ideas tab from the default Options page to access three scans and screens: Use the Market Scanner to search for underlying securities meeting your criteria, the Strategy Screener to find new trading strategies and the Strategy Evaluator to assess a particular strategy. Click the "How to use the Market Screener" link to launch a PDF explanation, or click the "View Demo" link to watch a video.  Other tools include a Report Finder, Intra-Day Trade Ideas and Expert Options Analysis.

example of options order on a Fidelity account

Enter Options Order - Click on the desired option within an options chain to launch the options order entry window. Fill in the order ticket, including Strategy, Action, Quantity, Expiration, Strike, Call/Put, Order Type, Time in Force and other conditions. Note that some of these parameters will be populated automatically when you make a selection from the options chain. Click the Preview Order button to review the details before sending your order to the market.

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Mutual Fund Investing

view of mutual funds research tools and resources on a Fidelity account

Mutual Fund Research - Click the News & Research tab at the top of any webpage and select Mutual Funds to research and compare mutual funds. Use the search box at the top of the page to find a mutual fund by name, symbol, family or top 10 holding. Search and compare funds based on criteria you choose, such as fund type, asset class, Morningstar rating, returns, expenses and no-transaction-free funds only. Scroll down to view fund picks from Fidelity, as well as picks from independent experts. View the links on the right side of the page for educational content.

overview of mutual fund screener and results on a Fidelity brokerage account

Mutual Fund Results - Enter your search criteria on the Mutual Funds Research page and click the See Results button to view a list of matching funds. Use the tabs at the top of the page to view risk, management & fees, Morningstar rankings and income characteristics. Check the boxes next to multiple funds and click the Compare button for a side-by-side comparison of the funds. Click on any fund to view its profile page.

view of mutual fund profile and summary on a Fidelity account

Mutual Fund Profile - Click on any fund on the mutual fund search results page to view its profile page (or enter the fund's symbol in the search box at the top of any webpage). The profile page provides a detailed dashboard of the fund and includes a Morningstar Snapshot, fund details, a hypothetical growth chart, top 10 holdings, fund management details, a fund overview and quarter-end average annual total returns. Use the tabs near the top of the page for a Summary, or for Performance & Risk, Ratings, Composition and Fees & Distribution.

example of mutual fund order on a Fidelity account

Enter Mutual Fund Order - To place a mutual fund order, click the Buy button next to any fund, or click the Accounts & Trade tab at the top of any webpage and select trade. Fill in the order ticket, including transaction type, symbol and action. Click the Preview Order button to review the trade details before sending the order to the market.

view educational resources on investing and trading mutual funds on a Fidelity account

Learn About Mutual Funds - To view educational content, click the News & Research tab at the top of any webpage, select Learning Center and choose Mutual Funds from the list of investment products. Featured content appears at the top of the page; scroll down to search all mutual fund lessons by topic, type (e.g., article, course, infographic, etc.) and skill level. Browse the list of matching educational content and click any title to launch that content.

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Investing in Bonds

view of searching fixed income, bonds, and CDs tool and feature on Fidelity

Fixed Income, Bonds & CDs - Click the News & Research tab at the top of any webpage and select Fixed Income, Bonds & CDs to search for bonds or funds. Search by CUSIP or type, or use the Fidelity Bond Yield table to scan yields across the yield curves of various bond types at various maturities. Use the tabs above the table to search for Individual Bonds, CDs & Ladders, New Issues, Funds and ETFs.

example of corporate bond search results on a Fidelity account

Corporate Bond Results - After entering your search criteria on the Fixed Income, Bonds & CDs page, click the See Results button to view a list of matching products. Review the Attributes Legend at the top of the page; scroll down to view the list. Check boxes next to multiple bonds and select an action using the dropdown menu at the top of the table to compare bonds, view hypothetical trades or review fixed-income analysis. Click on any description to view detailed information, and use the Buy or Sell button to place a trade.

example overview view of bond profile and summary on a Fidelity account

Bond Profile - Click on any description in the search results to view that bond's profile page. By default, you'll be directed to the Overview page, which covers bond details, redemptive features, issuer information, coupon information and other facts. Click the Price & Performance tab for basic and complex analytics. Company and industry reports, if available, appear on the right side of the page.

example of bond order on a Fidelity account

Enter Bond Order - Use the Buy and Sell buttons in the search results to place a trade – or click the Accounts & Trade tab at the top of any webpage, select Trade and choose the Fixed Income tab. Fill out the order ticket, including CUSIP, action, quantity, order type and time in force. Click the Preview Order button to review the order before sending it to the market.

view educational resources on investing and trading fixed income and bonds on a Fidelity account

Learn About Fixed Income and Bonds - Click the News & Research tab at the top of any webpage, select Learning Center and choose Fixed Income & Bonds to access educational content. Featured content appears at the top of the page; scroll down to search all fixed income lessons by topic, type and skill level.  Browse the list of matching educational content and click any title to launch that content.

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Investing in CDs

overview of CDs Ladders on a Fidelity account

CDs & Ladders - Click the News & Research tab at the top of any webpage, select Fixed Income, Bonds & CDs and choose the CDs & Ladders tab to build a 1-year, 2-year or 5-year CD ladder. Scroll down to view new issue CDs by top rates; click on any rate to see a list of CDs currently offered at that rate. Click on any CD in the list for an overview plus price and performance information.

view of CD Ladder search results with overview and summary calculations

Building a Ladder - To build a CD ladder, select one of the three models shown in the CDs & Ladders tab, or click the "Build a Custom CD Ladder" link to design your own. Answer a few questions to launch the CD Ladder Search Results page, which provides an overview of the ladder including summary calculations, estimated interest & principal, and time horizon. Click the blue "X" to remove any rung and click the Continue button to initiate an order.

view of available resources and tools to create a laddered portfolio for bonds and CDs

Learn About CDs and CD Ladders - Click the News & Research tab at the top of any webpage, select Learning Center and choose Fixed Income & Bonds to access educational content for CDs. Featured content appears at the top of the page; scroll down to search all fixed income lessons by topic (e.g., CDs), type and skill level.  Browse the list of matching educational content and click any title to launch that content.

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Investing in IPOs

view of initial public offering IPO trading investment offers and products

Initial Public Offerings (IPOs) - Fidelity offers eligible brokerage customers the chance to participate in Initial Public Offerings (IPOs). To view a current IPO offerings calendar and learn about eligibility requirements, click the News & Research tab at the top of any webpage and select IPOs. The Current Offerings Calendar includes the issuer name, offering type, expected pricing date, expected price range and other information, plus links to participate and to view the prospectus. Scroll down to view frequently asked questions about IPOs, an IPO glossary and to review previous IPO and secondary equity offerings made available to eligible brokerage customers through Fidelity.

view educational resources about IPOs on a Fidelity account

Understanding the IPO Share Process - From the Initial Public Offerings page, click the "Learn more about the allocation process" link in the Learn About IPOs box to learn more about the process of participating in an IPO, including some of the factors that may determine whether or not you receive shares. The right side of the page has links to additional IPO lessons.

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Money Management

view of how to transfer money to and from a Fidelity brokerage account

Transfer Funds - To transfer money between accounts, click the Accounts & Trade tab at the top of any webpage and select Transfer. You'll be directed to an Accounts Summary page and a Transfer pop-up window appears. Choose the accounts you want to transfer from and to and click the Continue button. Follow the prompts to complete the process. You can also use the window to add a bank account (select the ADD A BANK ACCOUNT option from the dropdown menu).

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Customer Support

conversation with a Fidelity customer representative via online chat

Live Chat - Click CUSTOMER SERVICE at the top of any webpage (next to the Fidelity logo) to ask a question using Fidelity's Virtual Assistant. If you want to speak to a representative or Chat, click the "Return to classic experience" link at the bottom of the page and scroll down to view various ways to connect. Select Contact Us and click on the "Chat with a representative" link to launch the Live Chat box. Choose a topic, enter your question and click the Start Chat button to be connected with a representative. Note that Live Chat is available between the hours of 8:00 a.m. and 10:00 p.m. ET weekdays, and 9:00 a.m. to 4:00 p.m. ET on weekends.

Contact information for Fidelity brokerage account customer support

Fidelity Contacts - For a list of Fidelity contacts, click CUSTOMER SERVICE at the top of any webpage (next to the Fidelity logo) and click the "Return to classic experience" link at the bottom of the page. Scroll down to view various ways to connect. Select Contact Us and click on the "All domestic phone numbers" link for a list of domestic phone numbers, as well as numbers to call if you're traveling abroad. Hours are listed; note that many phone extensions have limited hours of support.  

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