3/21/22, 9:58 PM About Fidelity - Our Company

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We Are Fid
"The reason why we exist hasn't
our founding… to strengthen a
clients’ financial well-b
ABBY JOHNSON, CHAIRMAN A

WHO WE SERVE
We help over ~40 million people feel more
confident in their most important financial
goals, manage employee benefit programs
for nearly 23,000 businesses, and support
more than 3,600 advisory firms* with
innovative investment and technology
solutions to grow their businesses.

Our diverse businesses and independence

give us insight into the entire market and the
stability needed to think and act for the long
term as we deliver value to you.

*Specifically serviced by our Clearing & Custody team within FI

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ADVISORS
 INDIVIDUAL  CHARITABLE
 EMPLOYERS AND  INN
INVESTORS DONORS
INSTITUTIONS

Individual
Investors
We provide the financial planning,
advice, and educational resources
that investors and emerging
investors need, including
retirement planning, wealth
management, brokerage services,
college savings and more. Our
straightforward pricing delivers
value with no account fees, no
minimums to open a retail
brokerage account, commission-
free trades and more.

PERSONAL INVESTING

ASSET MANAGEMENT

NEW INVESTORS

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OUR PRESENCE
With 52,000-plus associates, our global
presence spans nine other countries across
North America, Europe, Asia, and Australia
who are working tirelessly to meet the needs
of our customers.

Headquartered in Boston, Fidelity serves its customers through 12

regional sites across the globe and more than 200 Investor Centers.

FIND AN INVESTOR CENTER

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OUR HISTORY
"Take intelligent risks rather than follow the
crowd." This was the inspiration with which
Edward C. Johnson 2d founded the
company and it continues to guide us
forward as a pioneer in the world of
investing. As the financial industry evolves
and customer needs become more complex,
Fidelity has and continues to reinvent,
innovate, and transform itself to be ready for
the financial landscape of tomorrow.

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3/21/22, 9:59 PM About Fidelity - Our Company

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 

Company
Policy 

2021
Fidelity celebrates 75 years since
its founding, and an unwavering
focus on strengthening and
securing our clients’ financial
well-being.
2018
Fidelity establishes a new
company, Fidelity Digital Ass
providing products and servic
to institutions investing in bitc
and other digital assets.

BY THE NUMBERS
When you do well, we do well. As a privately
held company, we use our investor mindset
to make sound judgements for the long term
for our customers and our business.

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~40 MILLION
individual investors

$11.8 TRILLION
assets under administration**

$4.5 TRILLION
total discretionary assets***

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2.8 MILLION
daily average trades****

As of December 31, 2021

VIEW THE 2021 HIGHLIGHTS

See how Fidelity continues to invest in the people and technology to

deliver the best customer experience in the industry.

ASSET MANAGEMENT

Find financial information about Asset Management, including its

equity, fixed income, high income and alternatives, and global asset
allocation divisions.

FIDELITY INSTITUTIONAL

Find financial information about our institutional services, including

assets under administration.

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3/21/22, 9:59 PM About Fidelity - Our Company

*Fidelity now offers the Fidelity ZERO Total Market Index Fund (FZROX),
Fidelity ZERO International Index Fund (FZILX), Fidelity ZERO Large Cap Index
O u Fund
r Citizenship Newsroom Public Careers
ny

 
(FNILX), and Fidelity ZERO Extended Market Index Fund (FZIPX)
C o m p aavailable P o lthrough
to individual retail investors who purchase their shares icy a
Fidelity brokerage account.

**Fidelity Internal Information as of December 31, 2021.

***Includes all Fidelity investment products, such as mutual funds and

managed accounts.

****Daily Average Trades include Total Fidelity (retail brokerage and

institutional brokerage).

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Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Fidelity for
a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

For more information on Fidelity’s pricing and fees see Commissions and Margin rates

Content for this page is now being selected and published by Fidelity Brokerage Services LLC ("FBS"), an SEC
registered broker-dealer and member NYSE, SIPC . FBS makes available a full range of stocks, bonds, and
mutual funds to individual and other investors through retirement and non-retirement accounts. FBS services its
customers through local investor centers, regional telephone service centers and the internet. FBS is an affiliate of
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The statements and opinions expressed within the articles found in 'Fidelity in the News' are those of the author.
Fidelity Investments cannot guarantee the accuracy or completeness of any statements or data.

Past performance is no guarantee of future results.

Diversification/asset allocation does not ensure a profit or guarantee against loss.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or
lose money.

Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market,
or economic developments.
®

Portfolio Advisory Services accounts are discretionary investment management accounts offered through Fidelity
Wealth Services for a fee.

In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise,
bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed
income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and
counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused
by price volatility by holding them until maturity is not possible.
®

Fidelity Go provides discretionary investment management for a fee. Fidelity® Personalized Planning &
Advice provides non-discretionary financial planning and discretionary investment management for a fee.
Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment
adviser. Discretionary portfolio management services provided by Strategic Advisers LLC (Strategic Advisers), a
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registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial
and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA,
O u rAdvisers, FBS andC iNFS
t i zare
e nFidelity
s h i pInvestments
N ecompanies.
wsroom Public Careers
Strategic
C oETFs
m parea n y

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subject to market fluctuation and the risks of their underlying investments. ETFs are subject to
management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which
may be higher or lower than their NAV, and are not individually redeemed from the fund.

Because of their narrow focus, sector funds tend to be more volatile than funds that diversify across many sectors
and companies.

The trademarks and service marks appearing herein are the property of their respective owners.

Fidelity Charitable is the brand name for the Fidelity Investments Charitable Gift Fund, an independent public
charity with a donor-advised fund program. Various Fidelity companies provide investment management and
administrative services to Fidelity Charitable. The Fidelity Charitable logo is a registered service mark of FMR LLC,
used by Fidelity Charitable under license.

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