Fidelity Investments

Founded in 1946, Fidelity Investments specializes in money management, financial planning and investing for its customers. While the company does not offer many of the traditional personal banking and lending services of other big banks, Fidelity is the biggest mutual fund company in America and the biggest 401(k) retirement savings provider. Fidelity helps more than 20 million individual customers and companies develop plans for growing their money.

Fidelity offers a wide range of products and services that help customers plan their financial futures.

Money management and planning services with Fidelity include:

  • Mutual funds.
  • mySmart Cash Account.
  • Trading.
  • Brokerage.
  • IRAs.
  • 401(k) rollovers.
  • Life insurance.
  • Annuities.
  • Investing advice.
  • Retirement advice and strategies.
  • College payment planning.

Personal account transfers to Fidelity accounts

For customers who keep their money in a personal savings account with another bank, Fidelity accepts easy electronic transfers between your personal account and your Fidelity account for convenient investment account growth. Fidelity customers can arrange automatic weekly or monthly transfers, too.

mySmart Cash Account

While Fidelity does not offer an entirely traditional range of personal account options, the mySmart Cash Account functions similar to other checking accounts. Users can pay bills online and earn money on the account with a small interest rate on their balance. Fidelity does not own and operate any ATM locations, but mySmart Cash Account users will be reimbursed any ATM fees incurred at more than 1 million ATM centers throughout the world.

Fidelity rewards credit cards

Fidelity offers rewards credit cards with American Express and Visa that help members earn cash-back percentages toward their Fidelity accounts to invest more money for the future.

With 132 investor centers across the country and 11 regional offices, Fidelity Investments is headquartered in:

82 Devonshire St.
Boston, MA 02109

To reach Fidelity Investments, call the toll-free number (800)343-3548.


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