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  1. Business Software
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  4. Fidelity

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Fidelity

Brand: Fidelity Investments

4.3

45 Ratings & 30 Reviews

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A financial platform that helps people invest, trade, and plan for retirement with easy tools and low fees....Read more

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Features

  • check_icon Core Features
  • check_icon Order Execution
  • check_icon Research and Analysis
  • check_icon Trading Options
  • check_icon Reporting & Analytics

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Fidelity Software Pricing, Features & Reviews

What is Fidelity?

Fidelity is a trusted trading platform that helps people invest and manage their money easily. It offers services like trading stocks, ETFs, mutual funds, and retirement planning with low or no fees.

The platform has user-friendly tools, including a mobile app and website, for beginners and experienced investors.

Fidelity provides free research, educational resources, and 24/7 customer support to guide your financial decisions.

It's known for strong security and personalized advice. Whether saving for retirement or building wealth, Fidelity is a reliable choice.

Why Choose Fidelity Software?

  • Investment Options: Access to stocks, bonds, ETFs, mutual funds, and more.
  • Commission-Free Trading: Zero commissions on online U.S. stock, ETF, and options trades.
  • Advanced Trading Platform: Includes Active Trader Pro for professional-grade trading.
  • Low-Cost Mutual Funds: Fidelity ZERO funds with no expense ratio.
  • Retirement Planning Tools: Calculators, IRAs, and rollover support available.

Benefits of Fidelity Software

  • Tax Optimization Features: Tax-loss harvesting and personalized planning tools.
  • Cash Management Solutions: Checking, bill pay, and debit card integration.
  • Wealth Management Services: Personalized planning with financial advisors.
  • Fractional Share Investing: Buy stock fractions starting at $1.
  • Automated Investing: Robo-advisory services for passive investing.

Fidelity Pricing

Fidelity price details are available on request at Techjockey.com. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Fidelity Pricing & Plans

Fidelity price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

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Fidelity Gallery

play Getting Started with Stock Screener | Fidelity Investments
Fidelity dashboard
Fidelity account overview
Fidelity trade

Fidelity Features

Core Features

  • icon_check Portfolio Management Track and manage all investments in one place
  • icon_check Market Data Access to real-time and historical market data
  • icon_check Watchlist Monitor selected stocks or assets.
  • icon_check Charting Tools Visual tools to analyze price movements.
  • icon_check Order Control Flexible order placement with custom rules.
  • icon_check Order Execution Fast and reliable trade execution

Order Execution

  • icon_check Limit Order Buy/sell at a specific price or better
  • icon_check Market Order Executes immediately at the best market price
  • icon_check Stop (Loss) Order Automatically sells to limit losses
  • icon_check Stop Limit Orders Combines stop and limit price for more control.
  • icon_check Trailing Stop Order Adjusts stop price with market movement.

Research and Analysis

  • icon_check Technical Analysis Study charts, patterns, and indicators.
  • icon_check Fundamental Analysis Evaluate company financials and valuation.
  • icon_check Scanning Tools Find assets based on custom criteria
  • icon_check Backtesting and Optimization Test trading strategies with past data.
  • icon_check Pattern Recognition Identify significant historical price patterns for future forecasting.
  • icon_check Smart drawing tools Annotate charts with trend lines and levels for better analysis.

Trading Options

  • icon_check Mutual Funds Access to a wide range of mutual fund investments
  • icon_check Paper Trading Practice trades without using real money.
  • icon_check Intraday Trading Buy and sell within the same trading day.
  • icon_check Options Trading Trade calls, puts, and other options strategies
  • icon_check Forex Trading Trade in the foreign exchange market.
  • icon_check Crypto Trading Buy and sell cryptocurrencies.
  • icon_check Automatic Trading Set rules for trades to execute automatically.
  • icon_check Margin Trading (MTF) Trade with borrowed funds
  • icon_check Algorithm Trading Automate trading strategies for faster execution without emotional bias.
  • icon_check Futures Trading Trade contracts obligating purchase/sale of an asset at a future date.

Reporting & Analytics

  • icon_check Dashboards Visual overview of your portfolio and trades.
  • icon_check P&L Report Profit and Loss report for performance tracking.
  • icon_check Contract Note Official record of executed trades.
  • icon_check Financial Transaction Report (CashLedger) Track all financial movements
  • icon_check Automated Reports Generate regular reports on trading activity and performance automatically.
  • icon_check Report Customization Tailor reports to meet specific user requirements for relevance.

Account Management

  • icon_check Multi-Factor Authentication (MFA) Enhanced login security.
  • icon_check Platform Migration Easy transfer of data between platforms.
  • icon_check Customizable User Interface Personalize dashboard and layouts.
  • icon_check Demat Account Creation Facilitate the opening of electronic securities accounts.

Integrations

  • icon_check API Integration Connect external apps or systems
  • icon_check Financial Tools Integration Incorporate various financial analysis tools for improved insights.

Alerts & Notification

  • icon_check Price Alert Get notified on specific price movements.
  • icon_check Real Time Market Updates Stay updated with live market activity.
  • icon_check News Alerts Receive breaking news related to your assets.
  • icon_check Volume Alerts Alerts for unusual trading volumes in securities.

Fidelity Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Email, Communities
  • Videos
  • English

Fidelity Reviews

88%

Have recommended this product

Overall Score

4.3/5
Based on 30 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “Fidelity offers a wide range of investment products, including mutual funds and ETFs.?” Mohammad Hisabuddin - Aug 4, 2025

pros_icon “Fidelity offers a variety of retirement account options and tools.?” Shivam Shabu - Jun 24, 2025

pros_icon “Fidelity offers a wide range of investment options and reliable performance.?” Jones - Mar 27, 2025

Cons

cons_icon “The sheer number of options can be overwhelming for beginners.?” Mohammad Hisabuddin - Aug 4, 2025

cons_icon “When I first used it, I found the platform to be a bit overwhelming. There are a lot of features, and it took me some time to learn them.” Prafull Gawali - Jan 25, 2025

SA

Sreejith AK

Verified reviewer:linkedin_verify

Systems Engineer, AI Tools

101-500 Employees

Software user since: 6-12 months

Reviewed on: Apr 16, 2025

4.2/5

“Needs Better Customer Support”

While I appreciate the tools and resources Fidelity provides, I've had several frustrating experiences with their customer support. Responses are slow, and issues aren't always resolved effectively.?

Pros :

Cons :

Switched from : Charles Schwab

Reason to switch : I needed more reliable and responsive customer service.

Features

4.5/5

Value for Money

4/5

Customer Support

4.5/5

Ease of Use

4/5

Likely to Recommend

9/10
PG

punith gowda

Verified reviewer:linkedin_verify

Manager, AI Video Generator

501-1000 Employees

Software user since: 6-12 months

Reviewed on: Mar 11, 2025

4.2/5

“Secure and Trustworthy”

I feel confident knowing my investments are secure with Fidelity. The company has a long-standing reputation for reliability. Setting up my account took longer than expected, but the peace of mind is worth it.?

Pros :

Cons :

Switched from : SniperPro

Reason to switch : I wanted a platform with a stronger emphasis on security and reliability.?

Features

4.5/5

Value for Money

4/5

Customer Support

4/5

Ease of Use

4.5/5

Likely to Recommend

9/10
MH

Mohammad Hisabuddin

Verified reviewer:linkedin_verify

Cybersecurity Analyst, Cyber Security

501-1000 Employees

Software user since: 1-2 years

Reviewed on: Aug 4, 2025

4.5/5

“Comprehensive Investment Options”

Fidelity provides an extensive selection of investment options, which is great for diversifying my portfolio. However, as a beginner, I found it a bit overwhelming to choose the right investments without guidance.?

Pros :

Cons :

Switched from : Busy Bhai

Reason to switch : I was looking for a platform with more personalized investment guidance.?

Features

4/5

Value for Money

4.5/5

Customer Support

4.5/5

Ease of Use

5/5

Likely to Recommend

9/10
See all Fidelity reviews

Fidelity Investments Company Details

Brand Name Fidelity Investments
Information Fidelity is a privately-owned investment manager focusing on a diverse set of customers.
Founded Year 1946
Director/Founders Edward C. Johnson II
Company Size 1000+ Employees

Fidelity FAQ

A Fidelity pricing information is available upon request at Techjockey.com.
A Yes, Fidelity offers a full-featured mobile app for both Android and iOS devices.
A Fidelity works on Ubuntu, Linux, Windows, MacOS, Android, and iOS platforms.
A No, Fidelity does not offer a free trial, but you can open a brokerage account with no minimum deposit.
A Fidelity's software, like Active Trader Pro and mobile apps, enables trading, portfolio management, research, and financial planning with real-time data and customizable tools.
A Individual investors, active traders, retirees, and financial advisors use Fidelity's software for investing and wealth management.
A Yes, Active Trader Pro offers a free demo via its paper trading feature, allowing practice with virtual funds.
A Fidelity's software is free to use with a Fidelity account, though some transactions or services may incur fees.

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