Explore Fidelity investing, brokerage accounts, retirement planning, IRAs, mutual funds, ETFs, financial planning, managed investing and research tools in one modern, easy-to-scan overview.
Informational content only. Investing involves risk, and past performance does not guarantee future results.
One ecosystem for investing research, retirement accounts, financial planning and money-management resources.
Fidelity is a broad financial-services platform with tools and account types spanning everyday investing, retirement savings, research and financial planning.
Explore a Fidelity brokerage account for general investing and trading, with access to stocks, ETFs, mutual funds and other investment products. Fidelity also provides research and screening tools to help investors investigate opportunities.
Fidelity provides retirement-focused account options including Roth IRAs, Traditional IRAs and Rollover IRAs, alongside resources for planning, saving and managing retirement income.
Planning tools can help users organize assets and debts, track spending, establish goals and explore what-if scenarios. Fidelity also provides access to financial professionals and advice services.
Fidelity offers mutual funds and research tools for comparing funds and evaluating characteristics. Mutual funds can provide diversified exposure to stocks, bonds or short-term investments, depending on the fund.
Fidelity's investment platform includes stocks and exchange-traded funds. Investors can use market information, screeners and educational resources as part of their own research process.
For people who want a managed approach, Fidelity offers services such as Fidelity Go and other planning and wealth-management options. Fees, minimums, eligibility and service features vary.
Fidelity combines a brokerage experience with educational content, market research and investment screeners. That makes the platform relevant to investors who prefer to select and manage investments themselves as well as those seeking a managed relationship.
Stocks represent ownership in publicly traded companies. Fidelity provides stock research, quotes and tools for investors researching individual securities.
ETFs can be bought and sold during the trading day and may follow active or passive strategies. Fidelity provides ETF research and screening resources.
Mutual funds pool investor money into portfolios of securities. Fidelity's fund resources include tools designed to compare available funds and characteristics.
Fidelity retirement planning covers the accumulation stage as well as preparation for retirement and managing income later in life. Fidelity provides retirement calculators, planning experiences and educational resources designed to help people understand their current position and model potential scenarios.
A Roth IRA is a tax-advantaged retirement account in which qualified distributions can be tax-free under applicable rules. A Traditional IRA can provide tax-deferred growth, with contribution deductibility depending on eligibility and circumstances. A Rollover IRA can be used to consolidate eligible workplace retirement assets. Fidelity also offers retirement accounts for small businesses and self-employed individuals.
Retirement planning is not simply about choosing an account. Asset allocation, time horizon, savings rate, taxes, spending needs, income sources and market conditions can all matter. Fidelity's educational resources emphasize that investment values fluctuate and that planning projections are hypothetical rather than guarantees.
Fidelity's planning experience is designed to help users see financial information together, track progress and explore possible next steps.
Planning tools can bring assets and debts together and provide an at-a-glance view of financial goals.
Fidelity describes tools that categorize transactions and highlight spending trends, helping users understand where money is going.
Retirement planning tools can model changes to savings, investment strategy and retirement timing. Results are hypothetical and can change over time.
A simplified guide to common Fidelity pathways. Exact fees, eligibility, investment expenses and features should always be checked on Fidelity's current official pages.
| Path | Typical purpose | Approach |
|---|---|---|
| Fidelity Brokerage | General investing and trading | Self-directed |
| Roth IRA | Tax-advantaged retirement saving | Self-directed or managed options |
| Traditional IRA | Retirement saving with tax-deferred growth | Self-directed or managed options |
| Rollover IRA | Consolidating eligible workplace retirement assets | Self-directed or managed options |
| Fidelity Go | Managed investing for eligible goals | Professionally managed |
Fidelity Investments is a major financial-services provider offering brokerage and investment services, retirement accounts, financial planning, managed investing, research tools and educational resources. This page is an independent informational overview and is not the official Fidelity website.
Depending on the account and service, you can invest in stocks, ETFs and mutual funds, save for retirement through IRA accounts, research investments, use financial-planning tools and explore managed investing services.
Yes. Fidelity provides retirement planning resources, calculators and planning experiences, along with retirement accounts such as Roth, Traditional and Rollover IRAs. Fidelity also offers tools and services for people already living in retirement.
Fidelity provides educational material, research tools and planning resources that can be useful to people at different experience levels. Whether a particular account or service fits an individual depends on that person's goals, financial situation, risk tolerance and preferences.
Yes. Fidelity Go is one managed-account service, and Fidelity also offers broader planning and wealth-management services. Pricing, account minimums and eligibility can vary by service and balance.
Use Fidelity's official website for current pricing, disclosures, eligibility requirements, account agreements and product-specific details. Terms can change, so this page should not be treated as a substitute for official documentation.
Financial products and services change over time. Before opening an account, transferring assets or placing a trade, review Fidelity's current disclosures, commissions, fees, fund expenses, tax information, eligibility requirements and account terms. Investing involves risk, and the value of investments can rise or fall.
This page uses publicly available Fidelity information as a reference point for an SEO-friendly educational overview. It does not constitute investment, legal or tax advice, and it does not make a recommendation about any security, account or strategy.