Minafi Rating
8 /10
Usability Rating
7 /10
Cost Rating
8 /10
Trust Rating
9 /10
Company Age Score
5 /5
JD Power Rating
0 /1000
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All comparisons:
Minafi's Take
Fidelity is an industry leader in the investing space every since the 1960s when they were the first company to offer mutual funds to the public. Although their website lacks the cool polish of some of the newer players, their portfolio of low-cost mutual funds and ETFs is nearly unparalleled. Fidelity recently launched a number of mutual funds with zero expense ratio – an industry first and a major win for investors.
Minafi recommends Fidelity for long-term, low-fee retirement investing.
Here’s everything you want to know about Fidelity.
Who Manages Your Money?
Fidelity is categorized as a Self-Guided Account.
What Features Does Fidelity Offer?
Fidelity allows you to invest using at least 10 different account types, over at least 3 platforms.
Accounts Offered
How to Accesses
How Much Does Fidelity Cost?
Current Promotions
Fees & Expenses View all fees
How Do I Sign Up?
Open an AccountHere's a look at how Fidelity compares with it's closest competitors.
| Rating Type | Rating |
|---|---|
| Minafi Rating | 8 /10 |
| Usability Score | 7 /10 |
| Cost Rating | 8 /10 |
| Trust Rating | 9 /10 |
| Company Age Score | 5 /5 |
| JD Power Score | 0 /10 |
| Overview Feature | Included |
|---|---|
| Founded | 1946 |
| Min Investment | |
| Classification | |
| Accounts Offered | |
| How to Access | |
| Allows Investors from |
| Feature | Included |
|---|---|
| Automatic Investing | |
| Automatic Rebalancing | |
| Automatic Tax-Loss Harvesting | |
| Checking Account | |
| Fractional ETF Shares | |
| Free Trades | |
| Good for Beginners | |
| Good for Day Trading | |
| Good for Retirement | |
| Sign Up Bonus |
| Fee Type | Included |
|---|---|
| Management Fee | - |
| Monthly Fee | - |
| Options Fee | - |
| Trade Fee | - |
| Rating Type | Rating |
|---|---|
| Minafi Rating | 10 /10 |
| Usability Score | 5 /10 |
| Cost Rating | 9 /10 |
| Trust Rating | 10 /10 |
| Company Age Score | 5 /5 |
| JD Power Score | 10 /10 |
| Overview Feature | Included |
|---|---|
| Founded | 1975 |
| Min Investment | $1,000.00 |
| Classification | |
| Accounts Offered | |
| How to Access | |
| Allows Investors from |
| Feature | Included |
|---|---|
| Automatic Investing | |
| Automatic Rebalancing | |
| Automatic Tax-Loss Harvesting | |
| Checking Account | |
| Fractional ETF Shares | |
| Free Trades | |
| Good for Beginners | |
| Good for Day Trading | |
| Good for Retirement | |
| Sign Up Bonus |
| Fee Type | Included |
|---|---|
| Management Fee | - |
| Monthly Fee | - |
| Options Fee | - |
| Trade Fee | - |
| Rating Type | Rating |
|---|---|
| Minafi Rating | 10 /10 |
| Usability Score | 8 /10 |
| Cost Rating | 10 /10 |
| Trust Rating | 8 /10 |
| Company Age Score | 5 /5 |
| JD Power Score | - |
| Overview Feature | Included |
|---|---|
| Founded | 2015 |
| Min Investment | $100.00 |
| Classification | |
| Accounts Offered | |
| How to Access | |
| Allows Investors from |
| Feature | Included |
|---|---|
| Automatic Investing | |
| Automatic Rebalancing | |
| Automatic Tax-Loss Harvesting | |
| Checking Account | |
| Fractional ETF Shares | |
| Free Trades | |
| Good for Beginners | |
| Good for Day Trading | |
| Good for Retirement | |
| Sign Up Bonus |
| Fee Type | Included |
|---|---|
| Management Fee | - |
| Monthly Fee | - |
| Options Fee | - |
| Trade Fee | - |
| Feature by | Fidelity | Vanguard | M1 Finance |
|---|---|---|---|
| Rating | Open An Account | Open An Account | Open An Account |
| Minafi Rating (out of 10) | 8 /10 | 10 /10 | 10 /10 |
| Usability Score (out of 10) | 7 /10 | 5 /10 | 8 /10 |
| Cost Rating (out of 10) | 8 /10 | 9 /10 | 10 /10 |
| Trust Rating (out of 10) | 9 /10 | 10 /10 | 8 /10 |
| Company Age Score (out of 5) | 5 /5 | 5 /5 | 5 /5 |
| JD Power Score (out of 1,000) | 0 /10 | 10 /10 | - |
| Overview | |||
| Year Founded | 1946 | 1975 | 2015 |
| Min Investment | $1,000.00 | $100.00 | |
| Classification | |||
| Accounts Offered | |||
| How to Access | |||
| Allows Investors from | |||
| Features | |||
| Automatic Investing | |||
| Automatic Rebalancing | |||
| Automatic Tax-Loss Harvesting | |||
| Checking Account | |||
| Fractional ETF Shares | |||
| Free Trades | |||
| Good for Beginners | |||
| Good for Day Trading | |||
| Good for Retirement | |||
| Sign Up Bonus | |||
| Fees & Expenses | |||
| Management Fee | - | - | - |
| Monthly Fee | - | - | - |
| Options Fee | - | - | - |
| Trade Fee | - | - | - |
| Fee Table (100% = lowest fees) |
|
|
|
| View Full Comparison | Full Comparison | Full Comparison | |
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