About Fidelity


"Fidelity delivered another quarter of strong operating results, spurred by our continued investments in the people and technology needed to deliver outstanding customer experiences. The combination of easy-to-use digital tools and live channel support is a powerful hybrid model that sets Fidelity apart. We let our customers choose how to engage with us, and we meet them where they are – whether that's in person, on social media, over the phone, or in a digital chat."

— ABIGAIL P. JOHNSON, CHAIRMAN AND CEO

Download PDF

HIRING TO MEET OUR CUSTOMERS' NEEDS

Fidelity filled more than 2,400 jobs, including over 600 in technology-specific roles to support our digital initiatives. We also welcomed over 1,140 interns in June as we work to develop the next generation of Fidelity associates.

CUSTOMER INNOVATION HIGHLIGHTS

We launched six new thematic ETFs. These are among the most competitively priced active thematic ETFs in the industry, each with a total expense ratio of 0.50%.

Launched Fidelity Multi-Strategy Credit Fund, expanding our alternative investment product lineup, which now includes 39 products and $11.3B in assets.

Released two new digital experiences to help educate the next generation on finance and healthier money habits: Pancake Empire Tower Tycoon, an educational Roblox game, and Bloom-o-rama, a new metaverse experience in Decentraland.

Produced “Tech on Deck,” a new podcast where leaders across the firm discuss the technologies transforming the financial services industry and what it’s like to be a technologist at Fidelity.



AWARDS AND RECOGNITION*

Icon of a map with a dotted line leading to an x

J.D. Power — Ranked as the best for clients seeking guidance from investment professionals in the 2023 U.S. self-directed investor satisfaction study.


Icon of computer screen with four stars floating out of it

Money.com — Ranked as the best overall online broker platform in their review of the seven Best Online Trading platforms.


Icon of a hand with a star surrounded by a circle of arrows above it

Kiplinger — Ranked as the best overall for full-service brokers in their first ever Readers’ Choice Awards.


Icon of a circle with the #1 in the center and two branches on both sides

Barron’s — Ranked as number one in their 2023 Best Online Broker ratings.


Icon of a person wearing a graduation cap holding a degree

Forbes — Ranked as one of the Best Employers for New College Grads.


Icon of an award going up to the cloud

We became one of the first companies to be FinOps certified, leading the financial services industry in adopting cloud technology at scale on behalf of our customers.8


1Unless otherwise indicated all data is as of June 30, 2023.
2Includes all Fidelity investment products such as mutual funds and managed accounts.
3“NEW” is equal to the gross number of new accounts onboarded during the period.
4Historical retail accounts increased slightly due to a methodology change. Q2 2022 restated to 35.5 million.
5Customer appointments include all roles taking client appointments in Investor and Regional Centers.
6Includes all Personal Investing, Workplace Investing, Fidelity Institutional and Fidelity Institutional Wealth Management Services customers who engage on our web and mobile platforms.
7Daily Average Trades methodology was adjusted during the quarter, which removed some trades from the calculation that had been previously included.
8The FinOps Foundation is a project dedicated to the discipline of cloud financial management through best practices, education, and standards.

*You are leaving Fidelity.com for another website. The site owner is not affiliated with Fidelity and is solely responsible for the information and services it provides. Fidelity disclaims any liability arising from your use of such information or services. Review the new site’s terms, conditions, and privacy policy, as they will be different from those of Fidelity’s sites.