Fidelity^® Launches Ratings and Reviews Capability on Fidelity.Com

Investors Can Now Post Feedback; New Capability Will Help Fidelity Further Refine Offerings, Hone Future Innovation

BOSTON, April 2, 2012 – Fidelity Investments® today announced it has expanded the way customers can engage with the firm by introducing a new ratings and reviews capability on Fidelity.com. The new feature enables customers to post feedback on brokerage products and services they use, helping Fidelity continuously refine its offerings and hone its future innovation.

Visitors to Fidelity.com can now see others’ perspectives about Fidelity offerings, based on a one to five star scale across categories such as convenience, value and features, as well as an overall rating. They can also read detailed review commentary, similar to what they can do on the sites of online retailers, and sort those reviews by reviewer profile, including age, gender, investing style and how long the reviewer has used the product.

Initially, the ability to post ratings and reviews will be available for certain brokerage, cash management and retirement productsⁱ, and over time Fidelity plans to expand the program to additional products.

“Introducing the ability to post evaluations will help customers share their perspectives and experiences with Fidelity products and services and help investors make even more informed decisions as they pursue their financial goals,” said Richard Blunck, executive vice president, digital distribution at Fidelity. “Gathering investor reviews also adds another communication channel to our customer feedback programⁱⁱ, which we use to listen to our customers, refine our offerings and make a relationship with Fidelity the best customer experience in the industry.”

The new ratings and reviews capability joins Fidelity’s existing customer feedback channels, which include phone, online chat, e-mail, branch, mobile app ratings, Facebook and Twitter.

A sample input page from the new ratings and reviews capability on Fidelity.com:


 
About Fidelity Investments
Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $3.6 trillion, including managed assets of $1.6 trillion, as of February 29, 2012. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Ratings and reviews are initially available for Fidelity Cash Management Account®, Traditional and Roth IRAs, Fidelity Rewards American Express® Cards, Fidelity Investment Rewards® Visa Signature® Card and Full View®.
Fidelity was a winner of a 2011 Forrester Research Voice of the Customer Award, which recognizes organizations that excel in collecting, analyzing, and acting on feedback from their customers.

i Ratings and reviews are initially available for Fidelity Cash Management Account®, Traditional and Roth IRAs, Fidelity Rewards American Express® Cards, Fidelity Investment Rewards® Visa Signature® Card and Full View®.

ii Fidelity was a winner of a 2011 Forrester Research Voice of the Customer Award, which recognizes organizations that excel in collecting, analyzing, and acting on feedback from their customers.