TOTAL DISCRETIONARY ASSETS1
⮝ 22.1% from Q3 2020
ASSETS UNDER ADMINISTRATION2
⮝ 26.1% from Q3 2020
DAILY AVERAGE TRADES3
⮝ 12.1% from Q3 2020
Customer, Account, and Business Growth
TOTAL RETAIL ACCOUNTS
⮝ 22.9% from Q3 2020
WORKPLACE PLAN PARTICIPANT ACCOUNTS
⮝ 5.9% from Q3 2020
CLEARING AND CUSTODY ACCOUNTS
⮝ 12.7% from Q3 2020
NEW RETAIL ACCOUNTS
⮝ 16% from Q3 2020
44% of new retail accounts opened in Q3 were by a customer between the ages of 18-35.
NEW RETAIL ACCOUNTS OPENED
BY INVESTORS 18-35 YEARS OLD
⮝ 28% from Q3 2020
HSA GROWTH TO 12% MARKET SHARE
#3 in the U.S.
Based on assets, according to Devenir Research
IMPROVING ACCESS TO FINANCIAL SUPPORT
Meeting New Investors Where They Are:
Launched the official Fidelity TikTok channel to help make saving and investing feel accessible and relevant by presenting financial services in a more approachable way.
Continue to engage with customers on Reddit to answer questions and use direct feedback to influence Fidelity’s products and services.5
Enhanced the Apple Watch® experience, which includes new features such as the ability to see top account movers, detailed positions within each account, market indices, charts, customer watchlists, and relevant market news directly from the Apple Watch®.
Launched Modern Life, a new podcast and newsletter where we share real stories about life, money, and redefining what matters. Subscribers gain personal and practical insights to help live their best financial life.
Advancing Financial Literacy in Our Communities:
Reached 1,100 educators through virtual financial literacy Learning Lab events, in partnership with the Council for Economic Education so far in 2021.
Served 102,000 students through Fidelity Cares programming in 2021.