Fidelity® Sweeps Brokerage Industry Award Season with Winning Marks in Overall Value, Transparency, Innovation, and Customer Experience

Fidelity Brokerage Services Honored as Best by Barron's, Corporate Insight, Dynatrace, Investor's Business Daily and StockBrokers.com

  • Brokerage

BOSTON — Fidelity Investments® announced today that in the first four months of 2016 it has been recognized for excellence in retail brokerage services from the following five separate independent third parties: (in alphabetical order) Barron's, Corporate Insight, Dynatrace, Investor's Business Daily and StockBrokers.com. Fidelity was recognized for its leadership in a number of categories including best online brokerage, price improvement, mobile apps, research, education, customer satisfaction and trading experience. "We're pleased that Fidelity's unwavering commitment to providing the best brokerage experience and value for our customers is recognized by so many independent experts," said Ram Subramaniam, president of Fidelity's retail brokerage and cash management business.

The five specific industry awards include:

Fidelity’s Brokerage Platform Comes Highly Recommended

For the first time, Fidelity won Barron's 2016 Online Broker Ranking, receiving high marks in all categories. Out of the 16 online brokerage firms Barron's reviewed, Fidelity was ranked best-in-class for Trading Experience & Technology, Customer Service, Education and Security, and tied for Best Range of Offerings. Theresa W. Carey, author of the report, noted, "Fidelity Investments made it to the top this year due to the variety of trading and investing tools, and the quality of its trade execution." In addition to noting Fidelity's commitment to price improvement, Carey lauded the company for investing in its technology and infrastructure to improve the customer experience.

Corporate Insight's 2015 Monitor Awards, which recognizes financial services firms for excellence in the online and offline experience they offer to customers, awarded Fidelity the highest overall number of Gold Monitor Awards including seven e-Monitor Golds for brokerage, two Mutual Fund Monitor Golds, two Advisor Monitor Golds and two Retirement Plan Golds. Repeating its No. 1 brokerage positioning year over year, Fidelity has received 54 Gold, 15 Silver and 5 Bronze for a total of 74 e-Monitor Awards since 2007, more than any other brokerage firm in the industry.

Likewise, Dynatrace recognized Fidelity for providing outstanding Web and mobile experiences, an award it has won every year since the award’s inception in 2009. This year's Best of the Web 2016 Digital Performance Awards recognized Fidelity for providing outstanding performance and top digital experiences to online users. In his awards presentation, Seth Voorhies, Dynatrace's director of Digital Performance Insights, stated that the brokerage industry performed well as a whole, but "Fidelity clearly emerged as the leader."

For the second year in a row, Investor's Business Daily named Fidelity the top overall broker in its Best Online Stock Brokers 2016 Special Report. The online survey gathers opinions from more than 10,000 investors, and IBD editor Paul Katzeff noted, "This is Fidelity’s second straight year grabbing first place overall. Fidelity earned the highest ratings from survey respondents in their assessments of online stock brokerages’ research tools, portfolio analysis & reports, investment research, educational resources and trade reliability. It repeated as top dog in the first four…it's the newly crowned champ in the fifth."

StockBrokers.com named Fidelity No. 1 Overall Online Broker, including Best for Order Execution, Best for International Trading and Best for Email Support in its 2016 Online Broker Review of 13 brokerage firms. "From customer service to research to banking to retirement, Fidelity provides clients with everything they need and more to succeed. All variables considered, Fidelity is the No. 1 broker in 2016," summarized Blain Reinkensmeyer, Head of Research of StockBrokers.com.

Winning Brokerage Platform Drives Strong Business Growth

Fidelity's retail brokerage business experienced strong growth in the first quarter of 2016. On average, investors opened more than 6,000 new retail brokerage accounts each trading day in the quarter, bringing the total to more than 17 million customer accounts with total assets of nearly $1.6 trillion.

For more information on Fidelity's brokerage services, please visit www.fidelity.com/trading, call 1-800-FIDELITY, or visit one of Fidelity’s 192 Investor Centers nationwide.

About Fidelity Investments

Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. With assets under administration of $5.3 trillion, including managed assets of $2.0 trillion as of April 30, 2016, we focus on meeting the unique needs of a diverse set of customers: helping more than 25 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with investment and technology solutions to invest their own clients' money. Privately held for nearly 70 years, Fidelity employs 45,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about.

Our Company

Personal Investing

We provide financial planning and retirement options such as IRAs, annuities, and managed accounts; brokerage and cash management products; college savings accounts; and other financial services for millions of individual investors.

Workplace Investing

We work with employers to build benefit programs for their employees, and provide recordkeeping, investments, and servicing in defined contribution, defined benefit, health & welfare, and stock plan services.

Fidelity Institutional

We bring sophisticated technology and highly personalized service together to offer clearing, custody, investment products, brokerage, and trading services to a wide range of financial firms.

Fidelity Institutional Asset Management

Fidelity Institutional Asset Management is a distribution organization dedicated to the institutional marketplace. It serves consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors.

Fidelity Charitable

Fidelity Charitable is an independent public charity that allows donors to establish a dedicated donor-advised fund to support their favorite charities in the short term and create a systematic plan for longer term philanthropic goals.

Fidelity Labs

Fidelity Labs explores emerging technology and harnesses innovation to benefit Fidelity's businesses and customers.

Careers at Fidelity

Fidelity Careers Sales, relationship management, product, marketing, technology, operations, and corporate functions


Asset Management Careers Investment management and support