About Fidelity

Engaging the Next Generation of Investors​



EDUCATION & SUPPORT

It can be intimidating not knowing how to get started, which is why Fidelity provides a variety of free resources, digital tools, and educational content to break down the basics.

 

Teens and Money Conversation Guide

Get started talking to your teen about investing.

Fidelity Money Personality℠

Discover your unique money personality to help make the most of your financial decisions.

Spotlight: Financial Education in the Community

Fidelity partners with educators, schools, and nonprofits to provide them with the necessary tools to teach children about healthy money habits from an early age.

Five Money Musts

A fun, free digital tool to experience the basics of budgeting, credit cards, debt, investing, and retirement.

Modern Life

A podcast and weekly newsletter with a fresh take on life, money, and redefining what matters.

Building a Budget

Helps investors to see how their actual savings and spending compare with our guidelines.

Navigating Student Debt

Provides a clear picture of how much is owed and how long it will take to pay off.

Evaluating a Job Offer

Takes the guesswork out of evaluating the true value of an offer.

Renting vs. Buying

Navigate the short- and long-term costs and feel prepared for this major financial decision.

Partnering and Getting Married

Comprehensive resources to help couples navigate important conversations about everything from moving in together, planning a wedding, and planning for a financial future. 

Growing A Family

Reminders and resources for bringing a child into your family.

More Life Events

When life happens, Fidelity can help.



PRODUCTS & SERVICES

We offer industry-leading value as well as digital experiences curated specifically for new investors to make it simple to check account balances, make transactions, and track toward specific goals.

 

Fidelity BloomSM

A free* financial app that helps you save more, spend less, and feel better about your finances.

The Value You Expect

Straightforward pricing + low-cost services = simple to get started.

Fidelity Spire®

A goal-based financial app focused on helping users save, plan, and invest for both short-term and long-term goals by linking Fidelity and non-Fidelity accounts.

Fidelity Go®

A simple and convenient robo-advisor platform that gives investors low-cost, low-stress access to Fidelity’s professional money management, with no account minimum.

Fidelity Youth Account

With no minimums, teens age 13-17 can get started on a path to understanding saving, spending and investing – while parents can stay engaged, track activity, and learn along with their child.

Socially Responsible Investing

Fidelity offers solutions that align investors’ financial goals with personal values.

We get it, finances are personal.

When it’s easier to talk to someone live, we’re always just one call or chat away.

* The Fidelity Bloom app is free to download. Fees associated with your account positions or transacting in your account apply. Accounts made available via the app may be subject to fees.



CITIZENSHIP & IMPACT

We support investors who want to engage in their communities and influence environmental, social, and governance (ESG) outcomes.

 

Expanding Access

Fidelity is committed to expanding access to financial literacy to individuals and communities who have historically lacked access.

Investing in the Next Generation: Fidelity Financial Forward℠

We created a resource that equips educators, parents, and volunteers with the tools and curriculum to encourage positive financial behavior formation in the youngest investors.

Beyond Financial Literacy

Fidelity also invests in the community through our environmental sustainability efforts, diversity and inclusion work, and more.

How to Invest with Impact

Fidelity also invests in the community through our environmental sustainability efforts, diversity and inclusion work, and more.



JOIN THE CONVERSATION

We’re meeting our customers where they are, in order to listen, educate, empower, and inspire.

 

TikTok

Short-form, relevant, and fun content meeting young, novice investors where they are.

Instagram

Inspiration and education for investors at all levels.

Reddit

An official Fidelity customer care channel where users can get answers about investing with Fidelity directly from associates.

YouTube

Educational videos for investors at every level re: planning, products, market trends, and more.

Twitter

The latest news on Fidelity’s products, services, corporate citizenship initiatives, and advocacy efforts.

Newsletters

Fidelity offers a wide range of weekly and monthly newsletters to help you stay up-to-date with the latest insights on managing your life and money.

LinkedIn

Timely financial insights, Fidelity job postings, and career advancement tips.