Fidelity Investments Review – Investments Services

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Today we present a review of Fidelity Investments, an investment website that might interest you if you are looking for what to do to expand your economy and give mobility to the money you have in your hands.

There are currently several financial companies whose main objective or function is to provide third parties’ investment services.

In turn, these companies charge a percentage of commission to their clients in exchange for the services they provide.

In that regard, here you will find all the answers you need to know to decide whether Fidelity Investments is a good option for you or not.

What is Fidelity Investments?

Founded in 1946 and headquartered in Boston, Fidelity Investments is one of the first multinational investment companies currently operating in the market.

It has more than 30 million individual clients, and besides, Fidelity Investments has around 10 regional offices within the United States of America and more than 190 investment centers.

Besides, it has more than 40 thousand associates worldwide, which allows them to have a wide global presence since their services reach places such as North America, Europe, Asia, and Australia.

This investment firm provides financial advisory services and fund distribution services and services for retirement, securities execution, and clarification, life insurance, among other variety of services.

What investment categories does Fidelity Investments have?

The services offered by this company are varied, among the most prominent are:

Stocks and Trade: When we talk about stocks, we refer to a type of security when owning a corporation, either in domestic or international markets.

Funds and ETF:

In terms of funds and ETFs, this category is quite broad and includes a range of offerings ranging from Closed Funds (CEFs), commodity mutual funds, bonds, corporate bond funds, also Exchange Traded Funds (ETFs), as well as money markets and mutual funds.


Bonds are a kind of loan that the investor provides to the issuer of the bonds. The issuer usually receives interest payments on the loan is made until the bond reaches maturity, and the issuer repays the principal.

Life Insurance: Life insurance policies guarantee a lump sum payment to beneficiaries when the insured person dies.


These are a way to provide tax-deferred savings either for retirement or asset protection or to generate income.


The vast majority of what is considered “income” is taxable, and there are certain strategies that can help you reduce and manage it properly.

What are the benefits and drawbacks of Fidelity Investments?

Fidelity Investments has been characterized for being a company among which benefits such as:

To be a company that has excellent commercial executions.

It manages to detail the investigation of the so-called Quoted Funds or ETF and allows access to all its clients to its category of Active Trader Pro.

Of course, despite being a leading site in its sector and has great support and many users, certain things can be improved as currently can be taken as disadvantages.

One of them is that clients may be subject to using different platforms to use their preferred tools. One of the biggest obstacles currently presented is that those citizens or residents outside the United States do not have the possibility of opening an account at Fidelity Investments.

Fidelity Investments customer service

In addition to all the online help tools that Fidelity Investments has, it also has more than 200 investment centers that are more than willing to help customers on various platforms such as iMessage, Google Assistant, Amazon’s Alexa, Facebook Messenger.

And they are currently constructing a cognitive computing platform to provide conversational experiences with users, thus having an approach with customers to offer the best services and solve the most common doubts easily and quickly.

To Sum Up

After presenting for you the most relevant information about Fidelity Investments and the services it offers, we can assure you that it is one of the best investment companies (the second most important in the world), counting on the support it has gained over the years and attracted millions of clients who put their money in their capable hands.

Give them a try, and let us know how it goes for your business!

Visit Fidelity Investments

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