Fidelity Reviews 2025: Details, Pricing, & Features

Soheila H.

Enterprise(> 1000 emp.)

Validated Reviewer

Verified Current User

Review source: G2 invite

Incentivized Review

Mar 14, 2023(Original Mar 09, 2023)

"Easy to use"

What do you like best about Fidelity?

All of the companies I've worked at have had fidelity 401k, so its easy to roll each into the other, which is always nice. Review collected by and hosted on G2.com.

What do you dislike about Fidelity?

It can be hard to find the 401k section instead of my personal investments Review collected by and hosted on G2.com.

What problems is Fidelity solving and how is that benefiting you?

Helps with 401k and is the platform for it Review collected by and hosted on G2.com.

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Linda S.

Director of Operations

Small-Business(50 or fewer emp.)

Validated Reviewer

Verified Current User

Review source: G2 invite

Incentivized Review

Jul 15, 2021

"Fidelity Investments"

What do you like best about Fidelity?

We are a Registered Investment Advisory firm and have a dedicated Fidelity service team. When we call, we usually will speak to a team member who knows us, and knows are firm. If we have an issue, it can most time be resolved very quickly. If the rep cannot help us, they reach out to the team that can. Review collected by and hosted on G2.com.

What do you dislike about Fidelity?

I have not had any negative issues with Fidelity. Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity:

Fidelity is very diligent in protecting clients accounts. For example, we received an email from a client that his bank account was hacked. At almost the same moment, Fidelity called me saying someone tried to access the client's account, so they locked all of his accounts. Fidelity then opened new accounts, tranferred all funds from the old account to the new account, and put restrictions on the new account. Fidelity dedicated service team is second to none. They are just a phone call or email away, and are very responsive. I always say that our team rocks! Review collected by and hosted on G2.com.

What problems is Fidelity solving and how is that benefiting you?

All of our clients have Fidelity accounts. We are able to handle investments and money movement all in one place. Review collected by and hosted on G2.com.

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