Fidelity Investments is a financial services company that provides investment management, retirement planning, portfolio guidance, brokerage, and other financial products and services to individuals, institutions, and financial intermediaries.
The company is based in Boston, Massachusetts, and is one of the largest asset managers in the world, with over $8 trillion in assets under management as of 2021. Fidelity is a privately held company, and is not publicly traded on any stock exchange.
How To Invest In Fidelity Investments
There are several ways to invest in Fidelity Investments, including the following:
Open a brokerage account:
You can open a brokerage account with Fidelity and use it to buy and sell stocks, bonds, mutual funds, and other securities.
Invest in a Fidelity mutual fund:
Fidelity offers a wide range of mutual funds, including index funds, actively managed funds, and target-date retirement funds. You can invest in these funds directly through Fidelity or through a financial advisor.
Enroll in a 401(k) or other employer-sponsored retirement plan:
If your employer offers a 401(k) plan that includes Fidelity funds, you can choose to invest your contributions in those funds.
Open an individual retirement account (IRA): You can open a traditional or Roth IRA with Fidelity and use it to invest in the company's mutual funds, stocks, bonds and other securities.
Work with a financial advisor:
If you want professional guidance on how to invest your money, you can work with a financial advisor at Fidelity. They can help you create an investment strategy and recommend specific products and services that may be suitable for your goals.
It is important to note that investing in any securities or financial products carries risk and you should consider your financial situation, investment objectives and risk tolerance before investing.