Fidelity Review

Sam
November 29, 2007 - 14:43
— Top Notch Brokerage

We have been using Fidelity for years and have been completely satisfied with them. We have grown with them and been satisfied with everything over the years from IRA's to Roth IRA's to regular brokerage accounts and even 401K's.

Their calculators and research tools for both stocks and mutual funds are top notch. Their retirement calculator is particularly good in that it includes a monte carlo simulator which determines the odds of your funds lasting as long as you expect considering all reasonably possible annual returns. I've also used the mutual fund search and the third party stock analysis.

Note that purchasing select funds (including most Fidelity funds) is free through a Fidelity brokerage account, the posted fees do not apply. You can also combine accounts for everyone in your household for the purposes of commission level and to combine statements

One drawback - Fidelity does not provide Coverdell Savings Accounts. We use Vanguard for these accounts.

« Back to Fidelity Reviews and Ratings.