TOTAL DISCRETIONARY ASSETS
⮝ 35.4% from Q1 2020
ASSETS UNDER ADMINISTRATION
⮝ 42.6% from Q1 2020
⮝ 156.3% compared to Q1 2020
⮝ 12.1% compared to Q1 2020
NEW RETAIL ACCOUNTS OPENED BY INVESTORS
35 YEARS OLD OR YOUNGER
⮝ 222.8% compared to Q1 2020
TOTAL DAILY AVERAGE TRADES**
⮝ 59.1% compared to Q1 2020
To engage with customers directly on social media, Fidelity hosted an “Ask Me Anything” (AMA) session on Reddit. Fidelity was the first financial services company to establish a customer service capability on Reddit to listen, learn, and evolve how we support our customers.
Our newly formed Customer Inclusion team aims to help all customers with their unique and specific needs by focusing on the intersectionality of people's identities, values, and cultures.
At our Women Talk Money virtual pop-up experience in celebration of Women's History Month, we partnered with 15,000+ employers across the country to make financial guidance more accessible to 10M+ women. Fidelity serves 14.5M female investors, more women than any other firm in the industry.
Introduced Fidelity Advantage 401(k),
an offering for small businesses that do not offer a retirement plan today. This is an opportunity to close the retirement coverage gap, while allowing business owners to outsource retirement plan management to Fidelity and instead focus on what they do best—running their businesses.
Launched four new active equity ETFs and two new active bond ETFs,
expanding our suite of innovative investment products, and offering more choices to deliver outstanding value to clients. As a leading provider, Fidelity manages 39 ETFs and our platform offers individual investors and advisors access to more than 2,000 third-party ETFs, commission-free, with more than $741 billion in ETF client assets as of March 31, 2021.*
Expanded line up of Separately Managed Accounts (SMAs)
to help advisors meet growing client demand for tailored investment management solutions. SMAs can enable advisors to personalize clients’ portfolios and manage taxes efficiently, and offer increased transparency through direct ownership of securities.
Fidelity signed the State of Connecticut as a 529 educational savings plan client,
with the goal of helping Connecticut families save for growing higher education expenses.
Fidelity is celebrating our 75th anniversary this year by recognizing and reflecting on our history of customer obsession, innovation and disruption, and attracting and developing talented associates.
Fidelity introduced new Inclusive Hiring Practices to identify and attract top talent, and enable more inclusive hiring practices for all managers and candidates.
With record contributions by Fidelity associates, Fidelity matched $34.9M through the Fidelity Charitable Employee Match Program.
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Investing involves risk, including risk of loss.