Fidelity

Fidelity

Fidelity Investments
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About

From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance.

About

smallcases are modern investing products based on simple ideas you can understand. smallcases are created by India’s leading finance experts & backed by solid research. smallcases are fully customizable. Edit your smallcase constituents any time or create your own smallcase. Find your smallcases based on different types, volatility levels & strategies and invest using the core-satellite approach. smallcases are created & managed by leading professionals who are SEBI-licensed research analysts and investment advisors. Track & manage seamlessly with a real time index value, inclusive of corp. actions & dividends. Invest in a disciplined manner by starting a SIP on your smallcase for every week, month or quarter. Be your own fund manager & invest in your ideas by creating a smallcase of up to 50 stocks.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Businesses searching for an Online Broker and Trading platform

Audience

Anyone in need of a stock investing platform

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.0 / 5
design 4.3 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • It is nice to quickly log into my Fidelity app and see how my money is either growing or decreasing. I also feel like the platform is very secure and my information won't get leaked out.
  • I chose Fidelity to be where I have retirement account and it has truly been such a great decision! Their support team is incredible, they really care about their customers.
  • I have a 401k account for my wife with Fidelity and it is amazing! The research data provided is amazing and the app is really easy to use. The no fee stock transaction is a plus!

Cons

  • A lot of the features look and feel old fashioned. There really isn't an easy way to find your information, you just have to be willing to take time to click on lots of different links.
  • Sometimes they can spam your email with to many updates or options, but i keep the notifications on incase something goes on with my account.
  • The only thing I don’t like about Fidelity is that they do not let you purchase any stock with share price lower than $1. It is s little bit annoying, but Fidelity is for not for amateurs, so I get it.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Fidelity Investments
Founded: 1946
United States
www.fidelity.com

Company Information

smallcase
Founded: 2015
India
www.smallcase.com

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Categories

Categories

Integrations

Caddi Supported
Claritus Supported
Coin Metrics Supported
Diversiview Supported
Dividend.watch Supported
Financial Tech Wiz Trading Journal Supported
Fintech Sandbox Supported
Kinfo Supported
Medved Trader Supported
Nitrogen Supported
Obol Supported
ProTracker Advantage Supported
ProTracker RMD Supported
Provisian Supported
RightCapital Supported
TradeZella Supported
TradersPost Supported
TradingDiary Pro Supported
VISE Supported
isolved Supported

Integrations

Caddi Not Supported
Claritus Not Supported
Coin Metrics Not Supported
Diversiview Not Supported
Dividend.watch Not Supported
Financial Tech Wiz Trading Journal Not Supported
Fintech Sandbox Not Supported
Kinfo Not Supported
Medved Trader Not Supported
Nitrogen Not Supported
Obol Not Supported
ProTracker Advantage Not Supported
ProTracker RMD Not Supported
Provisian Not Supported
RightCapital Not Supported
TradeZella Not Supported
TradersPost Not Supported
TradingDiary Pro Not Supported
VISE Not Supported
isolved Not Supported
Claim Fidelity and update features and information
Claim Fidelity and update features and information
Claim smallcase and update features and information
Claim smallcase and update features and information