CUSTOMER, ACCOUNT, AND BUSINESS GROWTH
TOTAL DISCRETIONARY ASSETS1
⮟ 15% from Q3 2021
ASSETS UNDER ADMINISTRATION2
⮟ 14% from Q3 2021
TOTAL RETAIL ACCOUNTS
⮝ 11% from Q3 2021
NEW RETAIL ACCOUNTS
⮟ 9% from Q3 2021
45% of new retail accounts were opened by investors between 18 and 35 years old.
TOTAL DAILY AVERAGE TRADES3
⮝ 26% from Q3 2021
WORKPLACE PLAN PARTICIPANT ACCOUNTS
⮝ 9% from Q3 2021
CLEARING AND CUSTODY ACCOUNTS
⮝ 8% from Q3 2021
over the previous year for Investor Centers and Regional Centers5.
Expanding Dynamic Working and growing our diverse associate base
Launched the next phase of Dynamic Working,expanding collaborative onsite experiences to most U.S. associates. To support associates as they return to the office, we improved the Onsite Hub Mobile App and bolstered onsite support from Real Estate and Hospitality, Security, Associate Experience and Technology teams.
Hired and onboardedmore than 5,400 new hires, * and more than 8,000 associates experienced internal job mobility in Q3.**
Supported Fidelity associates who were impacted by Hurricane Ian with additional resources including emergency funds, disaster relief loans, emergency shelter and additional paid time off.