Fidelity

🇺🇸

Fidelity Investments, commonly referred to as Fidelity, earlier as Fidelity Management & Research (FMR), is a giant Boston-based mutual fund company and financial supermarket, and Vanguard's biggest competitor in recent years. Fidelity is sometimes credited with transforming the mutual fund business from a stodgy conservative world of funds managed by committee into the model of active funds managed by stock-picking superstar managers.

The building blocks of Boglehead-style investing are low-expense-ratio index mutual funds and/or ETFs, which are available at Fidelity. Investors have access to index funds with zero minimum requirements and very low ERs. Below are some notes on Boglehead-style investing at Fidelity.

Fidelity tips, links, and general orientation
The default account at Fidelity is a full-featured brokerage account. You can buy mutual funds (Fidelity and non-Fidelity funds), ETFs, individual stocks, bonds, brokered CDs, along with options and precious metals, all within the same Fidelity account. As of April 2015:


 * The Fidelity Account® is a top-level overview of the brokerage account services.


 * Trading Commissions and Margin Rates describes fees and commissions.


 * Investment Choices details the investments available through Fidelity.


 * Browse Fidelity Funds is a structured overview of 283 Fidelity funds (as of April 28, 2015).


 * Fund Picks From Fidelity® screens selections for funds Fidelity wants you to know about. The funds meet certain selection criteria, such as no transaction fees (see website for details) or having a high historical risk-adjusted return.


 * Fidelity: one stop shop summarizes a Bogleheads forum discussion on using Fidelity for banking and investing needs.