What Services Does Fidelity Investments Offer?


Quick Answer

Fidelity Investments offers a variety of services from personal investments in mutual funds, stocks and exchange-traded funds to investment products for large institutions, states the company. Fidelity, one the largest mutual fund companies in the United States, is owned by the founding family and its employees, according to Forbes.

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Full Answer

Fidelity Investments offers a variety of personal investment accounts, from standard brokerage accounts to specialized Roth IRAs and 529 Plan education savings accounts, the company website states. Brokerage accounts are the basic type of account required to trade stocks, mutual funds, bonds and exchange-traded funds. IRAs provide investment opportunities with tax advantages. For instance, Roth IRA withdrawals are tax-free as long as certain conditions are met, while traditional IRA contributions are tax-deductible. Fidelity also offers a wide variety of commission-free exchange-traded funds for their customers.

For businesses, Fidelity Investments offers a variety of services, including providing 401(k) retirement plan services for employees, Fidelity states. Fidelity also offers payroll services, health benefits and direct investment products.

Fidelity Institutional provides a variety of services to large institutions and personalized services to families with large assets to maintain. Fidelity offers significant global trading power to those institutions making large investments and trades, the company states.

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