NEW RETAIL ACCOUNTS
⮝ 39% from Q2 2020
⮝ 11% from Q2 2020
NEW RETAIL ACCOUNTS OPENED BY INVESTORS
35 YEARS OLD OR YOUNGER
⮝ 65% from Q2 2020
TOTAL RETAIL AND WORKPLACE ADVISORY ASSETS
⮝ 42% from Q2 2020
TOTAL DAILY AVERAGE TRADES2
⮝ 14% from Q2 2020
TOTAL DISCRETIONARY ASSETS3
⮝ 26% from Q2 2020
ASSETS UNDER ADMINISTRATION
⮝ 33% from Q2 2020
Building on Fidelity’s commitment to educate and support the next generation of investors, we launched the Fidelity Youth Account, the industry’s first no-fee saving, spending, and investing account designed exclusively for teens aged 13-17 years old.
Expanded our active fixed income exchange-traded fund (ETF) offering to include the Fidelity Preferred Securities & Income ETF, now available on Fidelity’s retail brokerage platform.
Launched five sustainable mutual funds and exchange-traded funds (ETFs) focused on companies that are addressing climate change, prioritizing and advancing women’s leadership and development, providing environmental solutions or supporting efforts to reduce their own environmental footprints, or have proven or improving sustainability practices.
Introduced Fidelity Agency LendingSM, a digital platform that manages all aspects of securities lending for asset managers and other financial institutions. Fidelity Agency Lending (FAL) also formally announced the commercial expansion of the business to non-Fidelity asset managers and other institutions.
Launched the Wealth Advisory Institute, a comprehensive wealth management educational and training program designed to help wealth management firms and their advisors grow their businesses.
The third-party trademarks and service marks appearing herein are the property of their respective owners.
Investing involves risk, including risk of loss.