“Fidelity is continually innovating to provide industry-leading customer service and resilient and scalable operations."
— ABIGAIL P. JOHNSON, CHAIRMAN AND CEO
CUSTOMER INNOVATION HIGHLIGHTS
The Fidelity Health Savings Account (HSA) ended Q1 with $34 billion in assets under administration and is now the fastest growing HSA offering in the industry.
Since its launch in 2024, we have transitioned more than one million customer accounts to Fidelity’s Unified Managed Household platform, enabling clients to create and execute comprehensive, goal-based investment plans.
Surpassed 50 years of offering Individual Retirement Accounts (IRAs) to our retail customers. Fidelity leads this product category with 23% market share.8
Over the past year, the number of users in Fidelity’s Reddit community doubled to more than 200,000 individuals. Our community is the best way for Reddit users to get help with questions about investing at Fidelity.
Expanded our Student Debt Retirement benefit offering to employers with multiple retirement plans. With this enhancement, 1 in 5 of Fidelity's largest clients now offer a Student Debt benefit for their employees.
Launched Fidelity Stock Transfer, a digital-first stock transfer agent solution for publicly traded companies.
Streamlined the account opening process for Institutional Wealth Management Services clients, reducing friction and allowing bulk onboarding with pre-filled account details.
Expanded Fidelity's model portfolio lineup for wealth management firms with the launch of two new all-ETF model portfolio suites.
AWARDS AND RECOGNITION*
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Barron’s Top Five in Best Fund Families, across the one-, five-, and 10-year categories |
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Lipper Fund Awards 23 Fidelity mutual funds won a total of 32 Lipper Fund Awards |
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Investor’s Business Daily Fidelity named #1 Best Online Broker |
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Stockbrokers.com Fidelity recognized as Best for Customer Support & Financial Planning |
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Envestnet Fidelity’s target allocation model portfolios named a winner at the 2025 Multi-Asset Manager of the Year Awards |
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Glassdoor Fidelity named to Glassdoor’s Best Places to Work in the U.S. list |
View Past Business Updates
1 Unless otherwise indicated, all data is as of March 31, 2025.
2 Includes all Fidelity investment products such as mutual funds and managed accounts.
3 Number of Fidelity Wealth, Fidelity Brokerage, or Workplace Investing customers who had a live or digital plan interaction throughout the year. Each individual is captured only once in the metric.
4 Retail customer appointments include all Fidelity associate roles taking client appointments in Investor and Regional Centers.
5 Count of incoming calls that Fidelity receives from individuals, where the individuals spoke to Fidelity Wealth, Fidelity Brokerage, Workplace Investing, or Institutional Wealth Management Services financial professionals.
6 Social Media Service Interactions are calculated based on a methodology that includes proactive and reactive service-related content across Fidelity's social platforms. Proactive content includes FAQs, market topics, and answers to trending customer questions. Reactive service-related content includes responses to customer comments, tweets, direct messages, and secure chats. Data reflects 2025 Q1 and Q2 (October 1, 2024–March 31, 2025). Year-over-year comparisons are made against the same period in 2024 (October 1, 2023–March 31, 2024).
7 Includes unique visitors who engage on Fidelity.com, NetBenefits.com, the Fidelity Investments Mobile App, or the NetBenefits Mobile App.
8 The Cerulli Report - U.S. Retirement Markets 2024, based on an industry survey of firms reporting total IRA assets administered as of Q2 2024.
