Fidelity Reviews 2025: Details, Pricing, & Features

BG

Bharat G.

GROUP MANAGER - FINANCE

Enterprise (> 1000 emp.)

10/29/2025

"Senior Finance Manager"

5/5

What do you like best about Fidelity?

It is very user friendly and prompt actions are being taken Review collected by and hosted on G2.com.

What do you dislike about Fidelity?

There is no downside of the Portal as it is user friendly. Review collected by and hosted on G2.com.

AA

Verified User in Apparel & Fashion

Small-Business (50 or fewer emp.)

3/14/2025

"Fine core product but not user friendly"

1.5/5

What do you like best about Fidelity?

The general offering was fine - our employees were happy with the contribution set up. The app was a nice feature - better than the website. Review collected by and hosted on G2.com.

What do you dislike about Fidelity?

It was incredibly manual - we had to do the contributions every pay cycle and it was not easy to upload so there were often mistakes. Also the implementation was really clunky. It was also really hard to ever get in touch with a customer agent Review collected by and hosted on G2.com.

SH

Soheila H.

Enterprise (> 1000 emp.)

3/9/2023

"Easy to use"

5/5

What do you like best about Fidelity?

All of the companies I've worked at have had fidelity 401k, so its easy to roll each into the other, which is always nice. Review collected by and hosted on G2.com.

What do you dislike about Fidelity?

It can be hard to find the 401k section instead of my personal investments Review collected by and hosted on G2.com.

MD

Mike D.

Senior HR Manager

Small-Business (50 or fewer emp.)

12/15/2022

"Fidelity"

3.5/5

What do you like best about Fidelity?

401k tools to help employees; day-to-day customer service; learning library Review collected by and hosted on G2.com.

What do you dislike about Fidelity?

Not as easy to use the system; not as modern; more complicated, less concise; price Review collected by and hosted on G2.com.

LS

Linda S.

Director of Operations

Small-Business (50 or fewer emp.)

7/15/2021

"Fidelity Investments"

4.5/5

What do you like best about Fidelity?

We are a Registered Investment Advisory firm and have a dedicated Fidelity service team. When we call, we usually will speak to a team member who knows us, and knows are firm. If we have an issue, it can most time be resolved very quickly. If the rep cannot help us, they reach out to the team that can. Review collected by and hosted on G2.com.

What do you dislike about Fidelity?

I have not had any negative issues with Fidelity. Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity:

Fidelity is very diligent in protecting clients accounts. For example, we received an email from a client that his bank account was hacked. At almost the same moment, Fidelity called me saying someone tried to access the client's account, so they locked all of his accounts. Fidelity then opened new accounts, tranferred all funds from the old account to the new account, and put restrictions on the new account. Fidelity dedicated service team is second to none. They are just a phone call or email away, and are very responsive. I always say that our team rocks! Review collected by and hosted on G2.com.

What problems is Fidelity solving and how is that benefiting you?

All of our clients have Fidelity accounts. We are able to handle investments and money movement all in one place. Review collected by and hosted on G2.com.

AT

alina T.

Managing Partner

Small-Business (50 or fewer emp.)

4/11/2019

"Fidelity review"

4/5

What do you like best about Fidelity?

The default portfolio screen is easy to use. Research links are helpful to determine your next steps. Overall great experience. Review collected by and hosted on G2.com.

What do you dislike about Fidelity?

It doesn’t allow to save the stock/mutual fund history beyond the time I opened an account with fidelity even if i were to transfer the stock from previous company. Review collected by and hosted on G2.com.

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