Fidelity Reviews
Fidelity
by : Fidelity Investments
All Ratings
Pros & Cons
User Reviews
Fidelity
By : Fidelity Investments
All Ratings
Pros & Cons
User Reviews
Alternatives
Check out Fidelity reviews by verified users. Discover what businesses are saying about Fidelity on Techjockey.
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Overall Score
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Pros
“Fidelity offers a wide range of investment products, including mutual funds and ETFs.?”
Mohammad Hisabuddin -
Aug 4, 2025
“Fidelity offers a variety of retirement account options and tools.?”
Shivam Shabu -
Jun 24, 2025
“Fidelity offers a wide range of investment options and reliable performance.?”
Jones -
Mar 27, 2025
Cons
“The sheer number of options can be overwhelming for beginners.?”
Mohammad Hisabuddin -
Aug 4, 2025
“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
Mohammad Hisabuddin
Verified reviewer:
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 : Fidelity offers a wide range of investment products, including mutual funds and ETFs.?
Cons : The sheer number of options can be overwhelming for beginners.?
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
Jones
Verified reviewer:
Software Engineer, IT
501-1000 Employees
Software user since: 6-12 months
Reviewed on: Mar 27, 2025
4.5/5
“Reliable but Customer Service Needs Improvement”
I've been using Fidelity for a few years now. The platform is reliable, and I appreciate the variety of investment options. However, when I needed assistance, the customer service response was slower than expected, which was a bit frustrating.
Pros : Fidelity offers a wide range of investment options and reliable performance.?
Cons : Customer service response times can be slow.
Switched from : Revolut
Reason to switch : I was looking for a platform with more responsive customer support.?
Features
4.5/5
Value for Money
4/5
Customer Support
4.5/5
Ease of Use
5/5
Likely to Recommend
Nyki
Verified reviewer:
Manager, E-commerce
1000+ Employees
Software user since: 1-2 years
Reviewed on: Jul 29, 2025
4.5/5
“User-Friendly Interface”
I appreciate how easy it is to use Fidelity's platform. Everything is laid out clearly, making it simple to manage my investments. Occasionally, I encounter minor technical issues, but they are usually resolved quickly.?
Pros : The platform is intuitive and easy to navigate.?
Cons : Occasional technical glitches can occur.
Switched from : Ally Invest
Reason to switch : I wanted a more intuitive and user-friendly platform.?
Features
4.5/5
Value for Money
4/5
Customer Support
4.5/5
Ease of Use
5/5
Likely to Recommend
Prafull gawali
Verified reviewer:
Analyst, SAAS
501-1000 Employees
Software user since: 6-12 months
Reviewed on: Jan 25, 2025
4.3/5
“Easy to Use and Affordable but Overwhelming at First”
My company has benefited greatly from using Fidelity. It's incredibly simple to use. Nevertheless, it took me some time to become used to all the capabilities because the sheer volume of options initially felt overwhelming.?
Pros : Fidelity is easy to use and navigate through the features. The dashboard is simple, and I got a grasp of what is happening quickly.?
Cons : 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.
Switched from : Charles Schwab
Reason to switch : Fidelity offered a more affordable solution without compromising on the features when compared to Charles Schwab.
Features
4.5/5
Value for Money
4.5/5
Customer Support
4.5/5
Ease of Use
4/5
Likely to Recommend
Shivam Shabu
Verified reviewer:
Product Manager, SAAS
501-1000 Employees
Software user since: 1-2 years
Reviewed on: Jun 24, 2025
4.3/5
“Great for Long-Term Investing”
I'm focused on long-term investing, and Fidelity provides the tools and account types I need. While some fees are a bit higher, the quality of service and resources make it worthwhile.?
Pros : Fidelity offers a variety of retirement account options and tools.?
Cons : Some fees can be higher compared to other platforms.?
Switched from : Speedbot
Reason to switch : I was looking for more diverse investment options and better online tools.?
Features
4/5
Value for Money
5/5
Customer Support
4.5/5
Ease of Use
4/5
Likely to Recommend
Hitesh Kukreja
Verified reviewer:
Project Manager, Writing and Editing
101-500 Employees
Software user since: 6-12 months
Reviewed on: Feb 27, 2025
4.2/5
“Great for Beginners”
As someone new to investing, I found Fidelity's platform very welcoming. The tutorials and educational materials helped me understand the basics. While some advanced tools were a bit complex, I appreciated having them available as I grew more confident.?
Pros : Fidelity's platform is user-friendly and provides excellent educational resources.?
Cons : Some advanced features can be a bit complex for new users.?
Switched from : Robinhood
Reason to switch : I wanted a platform with more comprehensive educational resources and support.?
Features
4.5/5
Value for Money
4/5
Customer Support
4.5/5
Ease of Use
4/5
Likely to Recommend
Ramya
Verified reviewer:
Lead, Software Development
101-500 Employees
Software user since: 1-2 years
Reviewed on: Apr 6, 2025
4.2/5
“Excellent Research Tools”
I love the depth of research tools Fidelity offers. It helps me make informed investment decisions. Sometimes, the amount of information can be overwhelming, but it's better to have more than less.?
Pros : Fidelity provides comprehensive research tools and data.?
Cons : The interface can be a bit cluttered with information.?
Switched from : TradeZero
Reason to switch : I wanted access to more detailed research and analysis tools.?
Features
4.5/5
Value for Money
4/5
Customer Support
4.5/5
Ease of Use
4/5
Likely to Recommend
Sreejith AK
Verified reviewer:
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 : Fidelity offers a comprehensive range of investment tools.?
Cons : Customer support can be unresponsive and unhelpful.?
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
Patel Tejendra Khimjibhai
Verified reviewer:
IT Solutions Consultant, Customer Support
Software user since: 6-12 months
Reviewed on: May 21, 2025
4.2/5
“Mobile App Needs Improvement”
Fidelity's desktop platform is excellent, but the mobile app doesn't match up. It's missing some features, and performance can be sluggish. I hope they improve the mobile experience soon.?
Pros : The desktop platform is robust and feature-rich.?
Cons : The mobile app lacks some functionalities and can be slow.?
Switched from : Moomoo
Reason to switch : I needed a more reliable mobile trading experience.?
Features
4.5/5
Value for Money
4/5
Customer Support
4.5/5
Ease of Use
4/5
Likely to Recommend
punith gowda
Verified reviewer:
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 : Fidelity has strong security measures and a solid reputation.?
Cons : Account setup process can be time-consuming.?
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
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