Fidelity® Earns Multiple Industry Awards for its Retail Brokerage Offering

Fidelity Recognized by Compuware, Corporate Insight,, and Investor’s Business Daily

BOSTON – Fidelity Investments® announced today that it has been named an award winner by four separate independent sources conducting industry-wide brokerage firm rankings. Fidelity’s awards were in recognition of its strong Web performance, quality service, and extensive research and product offerings.

Fidelity’s dedication to providing the best customer experience has resulted in continued brokerage growth for the firm’s retail brokerage business. Investors opened on average more than 7,000 new retail brokerage accounts each day in 2012, bringing the total to more than 13.9 million. And, as of Dec. 31, 2012, Fidelity’s retail brokerage accounts held more than $1.16 trillion in assets, of which $31 billion were net new in 2012.

“We believe Fidelity has the best value proposition for investors, combining innovative products, research, technology and support to create and manage their personal finances,” said Ram Subramaniam, executive vice president of Fidelity’s brokerage and cash management business. “We remain committed to continuous improvement to deliver the best brokerage products and solutions, with a relentless focus on our customers’ needs.”

Compuware “Best of the Web” Award
Fidelity has been named the 2013 Compuware Best of the Web Gold Award winner for superior brokerage Web site performance achieved throughout 2012. Fidelity is the only company in the history of the awards to be a consecutive four-time Gold Award winner.

The Best of the Web Compuware Application Performance Awards showcase leaders in web and mobile site performance across several major industries nationwide.

The fourth-consecutive Gold Award is based on Fidelity’s average rankings in the “Generate Order Transaction” benchmark throughout 2012. The benchmark measures three key Web performance metrics during a sample online stock trade – response time, availability and consistency. The full Best of the Web: Compuware Application Performance Awards 2013 report can viewed online.

Corporate Insight e-Monitor Awards
Fidelity recently won five 2012 Gold Monitor Awards from Corporate Insight for “excellence in the online and offline experience Fidelity offers prospects, clients and advisors.” Building on its continued strength, Fidelity bested a field of 19 brokerage firms, and has claimed 33 Gold Monitor Awards since 2007.

In 2012, Fidelity earned five Gold Awards out of a possible eight categories: Product & Service Range, Trading Tickets, Online Help, News & Research and Online Documentation. The firm also earned two Silver Awards for Account Information and Education Centers. The full list of 2012 e-Monitor Gold Monitor Award winners can be viewed online. Online Broker Review awarded Fidelity two Industry Awards, for delivering the “Best iPad App” and the “Best Retirement Services,” in its third annual Online Broker Review of 17 brokerage firms published Feb. 19, 2013. Overall, Fidelity placed fifth, up two spots from 2012 and up three spots from 2011 across eight categories. The review was conducted by Blain Reinkensmeyer, head of equity broker research and reviews for, who praised Fidelity for its:
• In-depth Research: “Fidelity’s shining star is its research, and this should come as no surprise.”
• iPhone/iPad Applications: “Fidelity was our favorite iPad app this year….We found the iPhone app to be easy-to-use and bug-free.”
• Low Margin Rates: “Among the big online brokers, Fidelity has the lowest margin rates.”

Investor’s Business Daily
Investor’s Business Daily recently released its Best Online Brokers study , which asked more than ten thousand investors to rank their online broker based on 12 critical factors, ranging from “ETF Choices” to “Customer Service.” Fidelity is featured in the “Top Overall Customer Experience” section, which includes the top-ranked five brokers based on the entire survey results.

To earn this top overall ranking, respondents rated Fidelity among the top five firms for its Research Tools, ETF Choices, Portfolio Analysis & Reports, Investment Research, Educational Resources, Tax Preparation Tools and Customer Service.

“Since receiving IBD’s ETF Choice recognition, Fidelity has expanded its commission-free iShares ETF offer even further to include 65 ETFs through its alliance with BlackRock,” said Subramaniam. “The high marks for tax preparation tools and customer service also show Fidelity is well-positioned to help its clients throughout the 2013 tax season.”

About Fidelity Investments
Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $4.0 trillion, including managed assets of $1.7 trillion, as of Feb. 28, 2013. 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

Investing involves risk, including risk of loss.
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive, long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Additional information about the sources, amounts, and terms of compensation is described in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock, Inc. and its affiliates.

Effective July 31, 2013 any eligible iShares ETFs purchased commission-free must be held for a minimum of 30 calendar days or a short-term trading fee will apply.

ETFs may trade at a premium or discount to their NAV and are subject to the market fluctuations of their underlying investments. ETFs are subject to management fees and other expenses.

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Fidelity Brokerage Services LLC, Member NYSE, SIPC
900 Salem Street, Smithfield, RI 02917
© 2013 FMR LLC. All rights reserved.
iClicking this link will bring you to the Compuware Web site, which is unaffiliated with Fidelity.
iiClicking this link will bring you to the Corporate Insight Web site, which is unaffiliated with Fidelity.
iiiClicking this link will bring you to the Web site, which is unaffiliated with Fidelity.
ivInvestor’s Business Daily, Best Online Brokers Special Report, Jan. 25, 2013