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Fidelity Investments is

Ranked

#13

Banking and Financial Services Brands

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Fidelity Investments

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Fidelity Investments

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Fidelity Investments is ranked #13 in Banking and Financial Services Brands

About Fidelity Investments' Brand

Fidelity Investments’s brand is ranked #162 in the list of Global Best Brands, a carefully curated list of recognized brands as rated by customers of Fidelity Investments. When compared to other organizations within the Banking and Financial Services industry, Fidelity Investments is ranked #13. Among its major competitors, Fidelity Investments is ranked in 3rd place for NPS while Northern Trust is 1st, and BlackRock is 2nd. Overall, Fidelity Investments has a neutral social sentiment, when analyzing social media channels and online mentions.Their current valuation is $11.88B

Brand at a Glance

83%

Customer Loyalty

3.4/5

Product Quality

3.4/5

Pricing

3.3/5

Customer Service

Fidelity Investments CMO

David Dintenfass

Fidelity Investments Ranking

^#13 in Banking and Financial Services
^#1 / 4 of its competitors

Fidelity Investments NPS

Fidelity Investments's Net Promoter Score (NPS) is a 8 with 47% Promoters, 14% Passives, and 39% Detractors. Net Promoter Score tracks whether Fidelity Investments's customers would recommend using the product based on a scale of -100 to 100.

Fidelity Investments Overall NPS

NPS

47%	Promoters
14%	Passives
39%	Detractors

Fidelity Investments NPS Trend

-100

-50

100

Summary	Date	Score
Feb 2025 11	Feb 2025	11
Mar 2025 11	Mar 2025	11
Apr 2025 9	Apr 2025	9
May 2025 9	May 2025	9
Jun 2025 8	Jun 2025	8
Jul 2025 8	Jul 2025	8
Aug 2025 8	Aug 2025	8
Sep 2025 8	Sep 2025	8
Oct 2025 8	Oct 2025	8
Nov 2025 8	Nov 2025	8
Dec 2025 8	Dec 2025	8
Jan 2026 8	Jan 2026	8

How Other Brands Compare

Fidelity Investments is ranked first for NPS among its competitors. Charles Schwab and Edward Jones come in second and third, with UBS coming in at #4. Among those competitors, it is the most valued company behind UBS.

	Fidelity Investments	Edward Jones	Charles Schwab	UBS
Global Ranking	#162	#200	#239	#245
NPS	8	-2	8	-6
Social Sentiment Calculated by analyzing social media and other online mentions	Neutral	-	-	-
Valuation Updated every 24 hours for public companies	$11.88B	-	-	$59.89B

What is NPS

Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"

Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.

Fidelity Investments NPS by Gender

Male customers rated Fidelity Investments's NPS 11 points higher than Female customers.

Male

-7

Fidelity Investments's NPS was rated -7 by Male customers on Comparably.

39%

Promoters

15%

Passives

46%

Detractors

Female

-18

Fidelity Investments's NPS was rated -18 by Female customers on Comparably.

36%

Promoters

10%

Passives

54%

Detractors

Fidelity Investments NPS by Ethnicity

Fidelity Investments's NPS was rated the highest by Asian or Pacific Islander customers, and the lowest by Native American customers.

-100

-50

100

Summary	Ethnicity	Score
Caucasian -12	Caucasian	-12
Hispanic or Latino -16	Hispanic or Latino	-16
African American/Black 0	African American/Black	0
Asian or Pacific Islander 12	Asian or Pacific Islander	12
Native American -51	Native American	-51
Other -35	Other	-35

Fidelity Investments NPS by Age

Fidelity Investments's NPS was rated the highest by customers ages 18-25, and the lowest by customers ages 61-65.

100

Summary

Age

Promoters

Passives

Detractors

18-25

75%

11%

14%

26-30

62%

24%

14%

31-35

43%

19%

38%

36-40

62%

19%

41-45

50%

18%

32%

46-50

48%

19%

33%

51-55

45%

48%

56-60

25%

18%

57%

61-65

26%

66%

66+

27%

12%

61%

Fidelity Investments NPS by Usage

Fidelity Investments's NPS was rated the highest by customers who have used Fidelity Investments's products/services for 1 to 2 Years, and the lowest by customers with Over 10 Years of usage.

-100

-50

100

Summary	Usage	Score
Less than 1 Year 11	Less than 1 Year	11
1 to 2 Years 27	1 to 2 Years	27
2 to 5 Years 16	2 to 5 Years	16
5 to 10 Years -3	5 to 10 Years	-3
Over 10 Years -27	Over 10 Years	-27

Fidelity Investments NPS vs. Competitors

Compared to its competitors, Fidelity Investments's NPS is rated right above Charles Schwab, and is preceded by BlackRock.

COMPANY		NPS Score
	Northern Trust	14
	BlackRock	10
	Fidelity Investments	8
	Charles Schwab	8
	The Vanguard Group	5
	Edward Jones	-2
	UBS	-6
	Fisher Investments	-14
	TIAA	-20
	TD Ameritrade	-25

Fidelity Investments NPS vs Companies in Banking and Financial Services

In the Banking and Financial Services industry, Fidelity Investments's NPS is rated right above USAA, and is preceded by PayPal.

COMPANY		NPS Score
	Visa	32
	JPMorgan Chase & Co	31
	Mastercard	27
	Stripe	26
	Block	25
	American Express	18
	PayPal	9
	Fidelity Investments	8
	USAA	7

Fidelity Investments Customer Reviews

Out of the 106 Fidelity Investments customer reviews 60 were positive and 46 were constructive. Fidelity Investments customer reviews reflect that more than half of the customers have a favorable experience using the products/services of the company.

All Reviews

Positive Reviews

Constructive Reviews

Fidelity Investments Customer Loyalty

83%

Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.

83% of Fidelity Investments users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"

Sign Up to see the full customer demographics data and the people that answered "Yes" when asked "Would you consider yourself a loyal user/customer?"

83%

17%

Fidelity Investments Customer Loyalty Score by Gender

Male customers rated Fidelity Investments's Customer Loyalty score 10% higher than Female customers.

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Male

87%

Yes

Female

77%

Yes

Fidelity Investments Customer Loyalty Score by Ethnicity

Fidelity Investments's Customer Loyalty score was rated the highest by Caucasian customers, and the lowest by Native American customers.

% who answered "Yes"

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out of 100

Caucasian

out of 100

Hispanic or Latino

out of 100

African American/Black

out of 100

Asian or Pacific Islander

out of 100

Native American

out of 100

Other

Fidelity Investments Customer Loyalty Score by Age

Fidelity Investments's Customer Loyalty score was rated the highest by customers ages 41-45, and the lowest by customers ages 61-65.

Sign Up for Brand Profile PRO to get the full Customer Loyalty by Age data of Fidelity Investments.

20%

40%

60%

80%

100%

Summary	Age	Score
18-25 87%	18-25	87%
26-30 81%	26-30	81%
31-35 78%	31-35	78%
36-40 78%	36-40	78%
41-45 94%	41-45	94%
46-50 84%	46-50	84%
51-55 87%	51-55	87%
56-60 76%	56-60	76%
61-65 75%	61-65	75%
66+ 87%	66+	87%

Fidelity Investments Customer Loyalty Score by Usage

Fidelity Investments's Customer Loyalty score was rated the highest by customers who have used Fidelity Investments's products/services for Over 10 Years, and the lowest by customers with Less than 1 Year of usage.

Sign Up for Brand Profile PRO to get the full Customer Loyalty by Usage data and uncover the answer to "Would you consider yourself a loyal user/customer?" by usage.

Less than 1 Year	71%
1 to 2 Years	80%
2 to 5 Years	80%
5 to 10 Years	79%
Over 10 Years	89%

Fidelity Investments Customer Loyalty Score by Industry

Fidelity Investments's Customer Loyalty score was rated the highest by Computer Hardware industry customers, and the lowest by Arts and Entertainment industry customers.

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Tech	82%
Accounting	78%
Aerospace and Aviation	89%
Architecture and Planning	50%
Arts and Entertainment	28%
Banking and Financial Services	86%
Biotech and Pharmaceuticals	85%
Business and Consumer Services	89%
Computer Hardware	100%
Construction	100%
Consulting	86%
Consumer Goods	82%
Consumer Services	100%
Education	93%
Government and Public Policy	78%
Healthcare, Hospitals and Medicine	87%
Hospitality	82%
Insurance	92%
Legal	64%
Manufacturing and Machinery	100%
Marketing, Advertising and Research	90%
Energy and Manufacturing	87%
Professional Services	64%
Real Estate	100%
Retail	100%
Telecommunications	100%
Transportation	100%

Fidelity Investments Customer Loyalty vs. Competitors

Compared to its competitors, Fidelity Investments's Customer Loyalty score is rated right above Edward Jones.

COMPANY		Customer Loyalty Score
	Fidelity Investments	83%
	Edward Jones	83%
	Northern Trust	81%
	The Vanguard Group	81%
	Charles Schwab	79%
	BlackRock	75%
	TD Ameritrade	73%
	UBS	70%
	TIAA	69%
	Fisher Investments	65%

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Customer Loyalty for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Fidelity Investments's Customer Loyalty score is rated right above JPMorgan Chase & Co, and is preceded by Visa.

COMPANY		Customer Loyalty Score
	USAA	87%
	American Express	85%
	Visa	84%
	Fidelity Investments	83%
	JPMorgan Chase & Co	83%
	PayPal	79%
	Mastercard	78%
	Stripe	77%
	Block	76%

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Fidelity Investments Product Quality

3.4/5

Fidelity Investments has an overall Product Quality score of 3.4 out of 5 stars rated by its users and customers.

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Fidelity Investments Product Information

Fidelity Investments’s product quality score is a 3.4 out of 5 as rated by its users and customers. Reviewers from the Retail industry rated Fidelity Investments's product the highest. Reviewers from the Consulting industry rated Fidelity Investments the lowest at 3.5.

Website: https://www.fidelity.com/

Company Size: 10,000+ Employees

Industry

FinTech

Quick Insights into Fidelity Investments Product Quality

Fidelity Investments's Product Quality score was rated highest by customers from the Retail industry, and rated lowest by customers from the Computer Hardware industry.

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Ranked Fidelity Investments Product Quality the Highest

Retail	4.6
26-30	4.2
2 to 5 Years	3.7

Ranked Fidelity Investments Product Quality the Lowest

Native American	2.6
61-65	2.5
Computer Hardware	1.6

Fidelity Investments Product Quality Score by Gender

Male customers rated Fidelity Investments's Product Quality score 0.4 stars higher than Female customers.

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Male

3.3/5

Female

2.9/5

Fidelity Investments Product Quality Score by Ethnicity

Fidelity Investments's Product Quality score was rated the highest by Asian or Pacific Islander customers, and the lowest by Native American customers.

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Summary	Ethnicity	Score
Caucasian 3.1	Caucasian	3.1
Hispanic or Latino 3.1	Hispanic or Latino	3.1
African American/Black 3.2	African American/Black	3.2
Asian or Pacific Islander 3.6	Asian or Pacific Islander	3.6
Native American 2.6	Native American	2.6
Other 2.8	Other	2.8

Fidelity Investments Product Quality Score by Age

Fidelity Investments's Product Quality score was rated the highest by customers ages 26-30, and the lowest by customers ages 61-65.

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Summary	Age	Score
18-25 4.1	18-25	4.1
26-30 4.2	26-30	4.2
31-35 3.8	31-35	3.8
36-40 4.2	36-40	4.2
41-45 3.9	41-45	3.9
46-50 3.5	46-50	3.5
51-55 3	51-55	3
56-60 2.8	56-60	2.8
61-65 2.5	61-65	2.5
66+ 2.8	66+	2.8

Fidelity Investments Product Quality Score by Usage

Fidelity Investments's Product Quality score was rated the highest by customers who have used Fidelity Investments's products/services for 2 to 5 Years, and the lowest by customers with Over 10 Years of usage.

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Less than 1 Year	3.4
1 to 2 Years	3.6
2 to 5 Years	3.7
5 to 10 Years	3.2
Over 10 Years	2.9

Fidelity Investments Product Quality Score by Industry

Fidelity Investments's Product Quality score was rated the highest by Retail industry customers, and the lowest by Computer Hardware industry customers.

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Tech	3.3
Accounting	2.8
Aerospace and Aviation	3.2
Architecture and Planning	3
Arts and Entertainment	1.8
Banking and Financial Services	3.7
Biotech and Pharmaceuticals	2.9
Business and Consumer Services	3.2
Computer Hardware	1.6
Construction	3.1
Consulting	3.5
Consumer Goods	4.1
Consumer Services	2.5
Education	3.1
Government and Public Policy	3.2
Healthcare, Hospitals and Medicine	3
Hospitality	3.8
Insurance	3.8
Legal	2.1
Manufacturing and Machinery	3.6
Marketing, Advertising and Research	4.1
Energy and Manufacturing	3.5
Professional Services	3.2
Real Estate	2.3
Retail	4.6
Telecommunications	3.1
Transportation	3.2

Fidelity Investments Product Quality vs. Competitors

Compared to its competitors, Fidelity Investments's Product Quality score is rated right above The Vanguard Group, and is preceded by Charles Schwab.

COMPANY		Product Quality Score
	BlackRock	3.8/5
	Northern Trust	3.5/5
	UBS	3.5/5
	Charles Schwab	3.4/5
	Fidelity Investments	3.4/5
	The Vanguard Group	3.4/5
	Edward Jones	3.2/5
	Fisher Investments	3.2/5
	TIAA	2.8/5
	TD Ameritrade	2.7/5

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Product Quality for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Fidelity Investments's Product Quality score is rated right above USAA, and is preceded by PayPal.

COMPANY		Product Quality Score
	Visa	4.1/5
	JPMorgan Chase & Co	4/5
	Mastercard	4/5
	Stripe	3.8/5
	Block	3.6/5
	American Express	3.5/5
	PayPal	3.5/5
	Fidelity Investments	3.4/5
	USAA	3.3/5

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Fidelity Investments Pricing

Fidelity Investments ROI & Value For Money

3.4/5

Fidelity Investments has a value for money and ROI score of 3.4 out of 5 stars rated by its users and customers.

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Fidelity Investments Pricing Plans

Not every product or service fits the needs of a certain user or industry. The users that rank the value for money and ROI highest are mainly from Retail industry. The users from the Computer Hardware industry think that they had the lowest ROI from Fidelity Investments.

Quick Insights into Fidelity Investments ROI

Fidelity Investments's ROI score was rated highest by customers ages 18-25, and rated lowest by customers from the Computer Hardware industry.

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Ranked Fidelity Investments ROI the Highest

18-25	4.2
Retail	4.2
1 to 2 Years	3.7

Ranked Fidelity Investments ROI the Lowest

Other	2.8
61-65	2.3
Computer Hardware	1.6

Fidelity Investments ROI Score by Gender

Male customers rated Fidelity Investments's ROI score 0.4 stars higher than Female customers.

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Male

3.2/5

Female

2.8/5

Fidelity Investments ROI Score by Ethnicity

Fidelity Investments's ROI score was rated the highest by Asian or Pacific Islander customers, and the lowest by Other customers.

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Summary	Ethnicity	Score
Caucasian 3	Caucasian	3
Hispanic or Latino 2.9	Hispanic or Latino	2.9
African American/Black 3.2	African American/Black	3.2
Asian or Pacific Islander 3.6	Asian or Pacific Islander	3.6
Native American 3.1	Native American	3.1
Other 2.8	Other	2.8

Fidelity Investments ROI Score by Age

Fidelity Investments's ROI score was rated the highest by customers ages 18-25, and the lowest by customers ages 61-65.

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Summary	Age	Score
18-25 4.2	18-25	4.2
26-30 4.2	26-30	4.2
31-35 3.5	31-35	3.5
36-40 4.2	36-40	4.2
41-45 3.7	41-45	3.7
46-50 3.3	46-50	3.3
51-55 3	51-55	3
56-60 2.8	56-60	2.8
61-65 2.3	61-65	2.3
66+ 2.9	66+	2.9

Fidelity Investments ROI Score by Usage

Fidelity Investments's ROI score was rated the highest by customers who have used Fidelity Investments's products/services for 1 to 2 Years, and the lowest by customers with Over 10 Years of usage.

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Less than 1 Year	3.4
1 to 2 Years	3.7
2 to 5 Years	3.5
5 to 10 Years	3.2
Over 10 Years	2.9

Fidelity Investments ROI Score by Industry

Fidelity Investments's ROI score was rated the highest by Retail industry customers, and the lowest by Computer Hardware industry customers.

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Tech	3.2
Accounting	3
Aerospace and Aviation	3.4
Architecture and Planning	3.3
Arts and Entertainment	1.7
Banking and Financial Services	3.7
Biotech and Pharmaceuticals	2.7
Business and Consumer Services	3.1
Computer Hardware	1.6
Construction	3.3
Consulting	3.5
Consumer Goods	4.1
Consumer Services	2.7
Education	3.1
Government and Public Policy	2.8
Healthcare, Hospitals and Medicine	2.9
Hospitality	3.2
Insurance	3.2
Legal	2.3
Manufacturing and Machinery	3.3
Marketing, Advertising and Research	3.7
Energy and Manufacturing	3.3
Professional Services	3.8
Real Estate	2.6
Retail	4.2
Telecommunications	2.3
Transportation	3.5

Fidelity Investments Pricing vs. Competitors

Compared to its competitors, Fidelity Investments's ROI score is rated right above UBS, and is preceded by Northern Trust.

COMPANY		Pricing Score
	BlackRock	3.7/5
	The Vanguard Group	3.5/5
	Charles Schwab	3.4/5
	Northern Trust	3.4/5
	Fidelity Investments	3.4/5
	UBS	3.4/5
	Edward Jones	3.2/5
	Fisher Investments	3/5
	TIAA	2.9/5
	TD Ameritrade	2.6/5

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ROI for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Fidelity Investments's ROI score is rated right above PayPal, and is preceded by Block.

COMPANY		Pricing Score
	Visa	3.9/5
	JPMorgan Chase & Co	3.9/5
	Mastercard	3.9/5
	Stripe	3.7/5
	Block	3.6/5
	Fidelity Investments	3.4/5
	PayPal	3.4/5
	American Express	3.3/5
	USAA	3.2/5

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Fidelity Investments Customer Satisfaction (CSAT)

Fidelity Investments Customer Satisfaction (CSAT) Score

58 / 100

Fidelity Investments has an overall Customer Satisfaction score of 58 rated by its users and customers.

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Very Satisfied	35%
Satisfied	23%
Neither Satisfied nor Dissatisfied	8%
Dissatisfied	9%
Very Dissatisfied	25%

Very Satisfied

35%

Satisfied

23%

Neither Satisfied nor Dissatisfied

Dissatisfied

Very Dissatisfied

25%

What is Customer Satisfaction (CSAT) Score

Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.

Quick Insights into Fidelity Investments Customer Satisfaction

Fidelity Investments's Customer Satisfaction score was rated highest by customers from the Energy and Manufacturing industry, and rated lowest by customers from the Biotech and Pharmaceuticals industry.

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Ranked Fidelity Investments Customer Satisfaction the Highest

Energy and Manufacturing	100%
36-40	86%
Asian or Pacific Islander	69%

Ranked Fidelity Investments Customer Satisfaction the Lowest

66+	36%
Native American	34%
Biotech and Pharmaceuticals	20%

Fidelity Investments Customer Satisfaction Score by Gender

Male customers rated Fidelity Investments's Customer Satisfaction score 2 points higher than Female customers.

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52 / 100

Male

	Very Satisfied	32%
	Satisfied	20%
	Neither Satisfied nor Dissatisfied	7%
	Dissatisfied	13%
	Very Dissatisfied	28%

50 / 100

Female

	Very Satisfied	30%
	Satisfied	20%
	Neither Satisfied nor Dissatisfied	4%
	Dissatisfied	11%
	Very Dissatisfied	35%

Fidelity Investments Customer Satisfaction Score by Ethnicity

CSAT according to Caucasian

Fidelity Investments' Customer Satisfaction (CSAT) score was rated 50% according to Caucasian users and customers.

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50 / 100

Very Satisfied	31%
Satisfied	19%
Neither Satisfied nor Dissatisfied	5%
Dissatisfied	12%
Very Dissatisfied	33%

Very Satisfied

31%

Satisfied

19%

Neither Satisfied nor Dissatisfied

Dissatisfied

12%

Very Dissatisfied

33%

CSAT according to Hispanic or Latino

Fidelity Investments' Customer Satisfaction (CSAT) score was rated 52% according to Hispanic or Latino users and customers.

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52 / 100

Very Satisfied	32%
Satisfied	20%
Neither Satisfied nor Dissatisfied	12%
Dissatisfied	16%
Very Dissatisfied	20%

Very Satisfied

32%

Satisfied

20%

Neither Satisfied nor Dissatisfied

12%

Dissatisfied

16%

Very Dissatisfied

20%

CSAT according to African American/Black

Fidelity Investments' Customer Satisfaction (CSAT) score was rated 56% according to African American/Black users and customers.

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56 / 100

Very Satisfied	31%
Satisfied	25%
Neither Satisfied nor Dissatisfied	10%
Dissatisfied	3%
Very Dissatisfied	31%

Very Satisfied

31%

Satisfied

25%

Neither Satisfied nor Dissatisfied

10%

Dissatisfied

Very Dissatisfied

31%

CSAT according to Asian or Pacific Islander

Fidelity Investments' Customer Satisfaction (CSAT) score was rated 69% according to Asian or Pacific Islander users and customers.

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69 / 100

Very Satisfied	38%
Satisfied	31%
Neither Satisfied nor Dissatisfied	7%
Dissatisfied	7%
Very Dissatisfied	17%

Very Satisfied

38%

Satisfied

31%

Neither Satisfied nor Dissatisfied

Dissatisfied

Very Dissatisfied

17%

CSAT according to Native American

Fidelity Investments' Customer Satisfaction (CSAT) score was rated 34% according to Native American users and customers.

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34 / 100

Very Satisfied	17%
Satisfied	17%
Neither Satisfied nor Dissatisfied	16%
Dissatisfied	17%
Very Dissatisfied	33%

Very Satisfied

17%

Satisfied

17%

Neither Satisfied nor Dissatisfied

16%

Dissatisfied

17%

Very Dissatisfied

33%

CSAT according to Other

Fidelity Investments' Customer Satisfaction (CSAT) score was rated 43% according to Other users and customers.

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43 / 100

Very Satisfied	27%
Satisfied	16%
Neither Satisfied nor Dissatisfied	7%
Dissatisfied	16%
Very Dissatisfied	34%

Very Satisfied

27%

Satisfied

16%

Neither Satisfied nor Dissatisfied

Dissatisfied

16%

Very Dissatisfied

34%

Fidelity Investments Customer Satisfaction Score by Age

Fidelity Investments's Customer Satisfaction score was rated the highest by customers ages 36-40, and the lowest by customers ages 66+.

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100

Breakdown

Age

Score

18-25

84%

26-30

84%

31-35

71%

36-40

86%

41-45

70%

46-50

60%

51-55

59%

56-60

42%

61-65

38%

66+

36%

Fidelity Investments Customer Satisfaction Score by Usage

Fidelity Investments's Customer Satisfaction score was rated the highest by customers who have used Fidelity Investments's products/services for 2 to 5 Years, and the lowest by customers with Over 10 Years of usage.

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Less than 1 Year	64
1 to 2 Years	64
2 to 5 Years	68
5 to 10 Years	53
Over 10 Years	42

Fidelity Investments Customer Satisfaction Score by Industry

Fidelity Investments's Customer Satisfaction score was rated the highest by Energy and Manufacturing industry customers, and the lowest by Biotech and Pharmaceuticals industry customers.

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{
	"title": "Fidelity Investments Customer Satisfaction Score by Industry",
	"text": "Fidelity Investments's Customer Satisfaction score was rated the highest by Energy and Manufacturing industry customers, and the lowest by Biotech and Pharmaceuticals industry customers.",
	"bars": [
		{
			"label": "Tech",
			"groupId": 104,
			"score": 56,
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			"csatScore": 56,
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			"label": "Accounting",
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			"scoreClassName": "",
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		},
		{
			"label": "Aerospace and Aviation",
			"groupId": 496,
			"score": 39,
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			"scoreLabel": 39
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			"label": "Architecture and Planning",
			"groupId": 498,
			"score": 43,
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			"scoreClassName": "",
			"scoreLabel": 43
		},
		{
			"label": "Arts and Entertainment",
			"groupId": 499,
			"score": 20,
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		{
			"label": "Banking and Financial Services",
			"groupId": 501,
			"score": 61,
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			"groupId": 503,
			"score": 20,
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			"scoreClassName": "",
			"scoreLabel": 20
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		{
			"label": "Business and Consumer Services",
			"groupId": 504,
			"score": 63,
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			"csatScore": 63,
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			"scoreClassName": "",
			"scoreLabel": 63
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		{
			"label": "Construction",
			"groupId": 510,
			"score": 50,
			"stars": 0,
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			"scoreClassName": "",
			"scoreLabel": 50
		},
		{
			"label": "Consulting",
			"groupId": 511,
			"score": 60,
			"stars": 0,
			"csatScore": 60,
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			"scoreClassName": "",
			"scoreLabel": 60
		},
		{
			"label": "Consumer Goods",
			"groupId": 513,
			"score": 80,
			"stars": 0,
			"csatScore": 80,
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			"scoreClassName": "",
			"scoreLabel": 80
		},
		{
			"label": "Consumer Services",
			"groupId": 514,
			"score": 60,
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			"scoreClassName": "",
			"scoreLabel": 60
		},
		{
			"label": "Education",
			"groupId": 515,
			"score": 56,
			"stars": 0,
			"csatScore": 56,
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			"scoreClassName": "",
			"scoreLabel": 56
		},
		{
			"label": "Government and Public Policy",
			"groupId": 521,
			"score": 33,
			"stars": 0,
			"csatScore": 33,
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			"scoreClassName": "",
			"scoreLabel": 33
		},
		{
			"label": "Healthcare, Hospitals and Medicine",
			"groupId": 522,
			"score": 48,
			"stars": 0,
			"csatScore": 48,
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			"scoreClassName": "",
			"scoreLabel": 48
		},
		{
			"label": "Hospitality",
			"groupId": 523,
			"score": 50,
			"stars": 0,
			"csatScore": 50,
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			"scoreClassName": "",
			"scoreLabel": 50
		},
		{
			"label": "Insurance",
			"groupId": 526,
			"score": 50,
			"stars": 0,
			"csatScore": 50,
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			"scoreClassName": "",
			"scoreLabel": 50
		},
		{
			"label": "Legal",
			"groupId": 529,
			"score": 38,
			"stars": 0,
			"csatScore": 38,
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			"scoreClassName": "",
			"scoreLabel": 38
		},
		{
			"label": "Manufacturing and Machinery",
			"groupId": 533,
			"score": 83,
			"stars": 0,
			"csatScore": 83,
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			"scoreClassName": "",
			"scoreLabel": 83
		},
		{
			"label": "Marketing, Advertising and Research",
			"groupId": 535,
			"score": 50,
			"stars": 0,
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			"scoreClassName": "",
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			"label": "Energy and Manufacturing",
			"groupId": 541,
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		{
			"label": "Professional Services",
			"groupId": 549,
			"score": 50,
			"stars": 0,
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			"scoreClassName": "",
			"scoreLabel": 50
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		{
			"label": "Real Estate",
			"groupId": 554,
			"score": 25,
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			"scoreClassName": "",
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		{
			"label": "Retail",
			"groupId": 559,
			"score": 100,
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		{
			"label": "Telecommunications",
			"groupId": 564,
			"score": 33,
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			"csatScore": 33,
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			"scoreClassName": "",
			"scoreLabel": 33
		},
		{
			"label": "Transportation",
			"groupId": 567,
			"score": 67,
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			"csatScore": 67,
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			"scoreClassName": "",
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Tech	56
Accounting	46
Aerospace and Aviation	39
Architecture and Planning	43
Arts and Entertainment	20
Banking and Financial Services	61
Biotech and Pharmaceuticals	20
Business and Consumer Services	63
Construction	50
Consulting	60
Consumer Goods	80
Consumer Services	60
Education	56
Government and Public Policy	33
Healthcare, Hospitals and Medicine	48
Hospitality	50
Insurance	50
Legal	38
Manufacturing and Machinery	83
Marketing, Advertising and Research	50
Energy and Manufacturing	100
Professional Services	50
Real Estate	25
Retail	100
Telecommunications	33
Transportation	67

Fidelity Investments Customer Satisfaction vs. Competitors

Compared to its competitors, Fidelity Investments's Customer Satisfaction score is rated right above Charles Schwab, and is preceded by UBS.

COMPANY		Customer Satisfaction (CSAT) Score
	BlackRock	78%
	Northern Trust	65%
	UBS	65%
	Fidelity Investments	58%
	Charles Schwab	56%
	Edward Jones	55%
	The Vanguard Group	50%
	Fisher Investments	49%
	TIAA	41%
	TD Ameritrade	41%

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Customer Satisfaction for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Fidelity Investments's Customer Satisfaction score is rated right above USAA, and is preceded by American Express.

COMPANY		Customer Satisfaction (CSAT) Score
	Visa	82%
	Mastercard	79%
	JPMorgan Chase & Co	77%
	Stripe	68%
	PayPal	64%
	Block	63%
	American Express	62%
	Fidelity Investments	58%
	USAA	30%

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Fidelity Investments Customer Service

3.3/5

Fidelity Investments has an overall Customer Service score of 3.3 out of 5 stars rated by its users and customers.

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About Fidelity Investments's Customer Service

Address

483 Bay St 200, Boston, MA M5G 2N7

Website

https://www.fidelity.com/

Phone Number

1-800-263-4077

Quick Insights into Fidelity Investments Customer Service

Fidelity Investments's Customer Service score was rated highest by customers ages 18-25, and rated lowest by customers from the Computer Hardware industry.

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Ranked Fidelity Investments Customer Service the Highest

18-25	4.3
Retail	4.2
1 to 2 Years	3.5

Ranked Fidelity Investments Customer Service the Lowest

Other	2.4
61-65	2.1
Computer Hardware	1.6

Fidelity Investments Customer Service Score by Gender

Male customers rated Fidelity Investments's Customer Service score 0.3 stars higher than Female customers.

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Male

3/5

Female

2.7/5

Fidelity Investments Customer Service Score by Ethnicity

Fidelity Investments's Customer Service score was rated the highest by Asian or Pacific Islander customers, and the lowest by Other customers.

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100

Summary	Ethnicity	Customer Service Score
Caucasian 2.8	Caucasian	2.8
Hispanic or Latino 3.1	Hispanic or Latino	3.1
African American/Black 3.1	African American/Black	3.1
Asian or Pacific Islander 3.5	Asian or Pacific Islander	3.5
Native American 2.4	Native American	2.4
Other 2.4	Other	2.4

Fidelity Investments Customer Service Score by Age

Fidelity Investments's Customer Service score was rated the highest by customers ages 18-25, and the lowest by customers ages 61-65.

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100

Summary	Age	Customer Service Score
18-25 4.3	18-25	4.3
26-30 4.2	26-30	4.2
31-35 3.5	31-35	3.5
36-40 4.2	36-40	4.2
41-45 3.6	41-45	3.6
46-50 3.1	46-50	3.1
51-55 2.7	51-55	2.7
56-60 2.6	56-60	2.6
61-65 2.1	61-65	2.1
66+ 2.5	66+	2.5

Fidelity Investments Customer Service Score by Usage

Fidelity Investments's Customer Service score was rated the highest by customers who have used Fidelity Investments's products/services for 1 to 2 Years, and the lowest by customers with Over 10 Years of usage.

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Less than 1 Year	3.4
1 to 2 Years	3.5
2 to 5 Years	3.3
5 to 10 Years	3.1
Over 10 Years	2.6

Fidelity Investments Customer Service Score by Industry

Fidelity Investments's Customer Service score was rated the highest by Retail industry customers, and the lowest by Computer Hardware industry customers.

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Tech	3.2
Accounting	2.6
Aerospace and Aviation	3.1
Architecture and Planning	3
Arts and Entertainment	1.9
Banking and Financial Services	3.4
Biotech and Pharmaceuticals	1.8
Business and Consumer Services	3.5
Computer Hardware	1.6
Construction	2.8
Consulting	3.2
Consumer Goods	3.9
Consumer Services	2.3
Education	2.8
Government and Public Policy	2.3
Healthcare, Hospitals and Medicine	2.7
Hospitality	3.1
Insurance	2.9
Legal	1.9
Manufacturing and Machinery	3.4
Marketing, Advertising and Research	3.7
Energy and Manufacturing	3.5
Professional Services	3
Real Estate	2.1
Retail	4.2
Telecommunications	2
Transportation	3.7

Fidelity Investments Customer Service vs. Competitors

Compared to its competitors, Fidelity Investments's Customer Service score is rated right above The Vanguard Group, and is preceded by Fisher Investments.

COMPANY		Customer Service Score
	BlackRock	3.8/5
	Northern Trust	3.5/5
	UBS	3.5/5
	Charles Schwab	3.5/5
	Edward Jones	3.5/5
	Fisher Investments	3.4/5
	Fidelity Investments	3.3/5
	The Vanguard Group	3.2/5
	TIAA	2.7/5
	TD Ameritrade	2.6/5

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Customer Service for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Fidelity Investments's Customer Service score is rated right above PayPal, and is preceded by USAA.

COMPANY		Customer Service Score
	Visa	4/5
	JPMorgan Chase & Co	4/5
	Mastercard	3.9/5
	Stripe	3.6/5
	Block	3.4/5
	American Express	3.4/5
	USAA	3.3/5
	Fidelity Investments	3.3/5
	PayPal	3.3/5

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Fidelity Investments as an Employer

4.5/5

Fidelity Investments has a 4.5/5 stars for its overall company culture rated by their employees

top

CEO of Fidelity Investments

Abigail Johnson

In the Top 5% of Similar Sized Companies on Comparably.

Consumer vs. Employees

Fidelity Investments scored a 8 for Net Promoter Score and a 38 for Employee Net Promoter Score. NPS gauges how likely a customer of Fidelity Investments would recommend the brand to a friend. ENPS measures how likely Fidelity Investments employees would recommend working at Fidelity Investments to a friend.

Net Promoter Score

NPS Score

47%	Promoters
14%	Passive
39%	Detractors

Employee Net Promoter Score

eNPS Score

58%	Promoters
22%	Passive
20%	Detractors

Global Ranking Snapshot

Fidelity Investments is ranked #162 in the Global Top 100 Brands. It ranks just behind Sonos and just ahead of Patagonia.

RANK			INDUSTRY
160	Universal Studios	Ronald Meyer	Media and Entertainment
161	Sonos	Patrick Spence	Consumer Goods
162	Fidelity Investments	Abigail Johnson	Banking and Financial Services
163	Patagonia	Rose Marcario	Retail
164	Chevrolet	Mary Barra	Automotive and Transportation
165	WW (formally Weight Watchers)	Mindy Grossman	Health and Wellness
166	Canon	Fujio Mitarai	Consumer Goods

Banking and Financial Services Ranking Snapshot

Fidelity Investments is ranked #13 in the Banking and Financial Services Industry. It ranks just behind Bank of America and just ahead of Prudential.

RANK		Location
11	Western Union	Denver, CO
12	Bank of America	Charlotte, NC
13	Fidelity Investments	Boston, MA
14	Prudential	Newark, NJ
15	Morgan Stanley	New York City, NY
16	Edward Jones	Peoria, AZ
17	Nasdaq	New York City, NY