Fidelity Investments vs. TD Ameritrade

Misc - Portfolio Builder Yes A tool that asks hypothetical risk tolerance questions then assists clients with building a diversified portfolio of ETFs based on their answers. Stock Research - Earnings Yes View analysis of past earnings. Examples: Consensus vs actual data, EPS growth, sales growth. Stock Research - Insiders Yes View a list of recent insider transactions. Stock Research - Social Yes View social sentiment analysis, eg twitter analysis NOT just a stream of recent tweets , for individual equities. Examples: Morningstar, Lippers. Mutual Funds - Fees Breakdown Yes A clear breakdown of the fund's fees beyond just the expense ratio.

Screener - Stocks Yes Offers a equities screener. Screener - Mutual Funds Yes Offers a mutual fund screener. Screener - Options Yes Offers a options screener. Commonly referred to as a spread creation tool or similar. Screener - Bonds Yes Offers a bond screener.

Education Feature Value Definition Education Stocks Yes Provides a minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being stocks. All content must be easily found within the website's Learning Center.

Fidelity Review | Bankrate

Education Options Yes Provides a minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being options. Education Mutual Funds Yes Provides a minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being mutual funds. Education Fixed Income Yes Provides a minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being fixed income.

Education Retirement Yes Provides a minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being retirement. Investor Dictionary Yes An online dictionary of at least 50 investing terms. Webinars Monthly Avg 15 Total educational client webinars hosted, on average, each month. Webinars Archived Yes Provides an archived area to search and watch previously recorded client webinars.

Live Seminars Yes Provides at least 10 live, face-to-face educational seminars for clients each year. Must be delivered by a broker staff member. Videos Yes Are educational videos available? At least A video is a short clip, typically several minutes in duration, that explains a trading concept, term, or strategy.

Archived webinars and platform demos do NOT count. Retirement Calculator Yes Offers a retirement calculator.

Fidelity Hidden Fees

Interactive Learning - Quizzes Yes Quizzes offered within the education center. Must include multiple questions and score results. Example service provider - Morningstar, InvestingTeacher. Account login most common integration. Quotes Real-time Yes Mobile app offers real-time quote data. Quotes Streaming Yes Mobile app offers streaming or auto refreshing real-time stock quote results. More specifically, the quote screen must auto-refresh at least once every three seconds. Watch List Real-time Yes Watch list in mobile app uses real-time quotes.

Watch List Streaming Yes Watch list in mobile app uses streaming real-time quotes. More specifically, the watch-list must auto-refresh at least once every three seconds. Watch List Syncing Yes Watch list in mobile app syncs with client's online account. Updates made in the mobile app migrate to the online account and vice versa.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Must be customizable filters, not just predefined searches. Charting - Stock Comparisons Yes Display multiple stock charts at once for performance comparison in the mobile app. Charting - Drawing No Can markup stock charts using the mobile app. Examples include: trendlines, arrows, notes. Charting - After Hours Yes Stock charts in mobile app display after hours trade activity. Stock Alerts Yes Set basic stocks alerts in the mobile app. Examples: price alerts, volume alerts. Stock Alerts Delivery - Push Notifications Yes Optional smartphone push notifications for stock alerts in the mobile app.

Trading - Stocks Yes Stocks trades supported in the mobile app. Trading - After-Hours Yes After-hours trading supported in the mobile app. Trading - Mutual Funds Yes Mutual fund trades supported in the mobile app. Trading - Simple Options Yes Single-leg option trades supported in the mobile app.

Trading - Complex Options Yes Multi-legged option trades supported in the mobile app. Trading - Option Rolling No Ability to pre-populate a trade ticket and seamlessly roll an option position to the next relative expiration in the mobile app. Checking Accounts Yes Offers formal checking accounts and checking services. To qualify, checking services must be marketed on the website as a client service. Basic checking through the clearing firm does not count. Savings Accounts Yes Offers savings accounts.

Debit Cards Yes Offers debit cards as part of a formal banking service.

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Credit Cards Yes Offers credit cards. Mortgage Loans No Offers mortgage loans. Mobile Check Deposit Yes Check deposits can be made through the mobile app. Online Bill Pay Yes Ability for clients to add and pay bills using the website. Mobile Bill Pay Yes Ability for clients to add and pay bills using the mobile app. No Fee Banking Yes Offers no fee banking.

The website features numerous news sources, which can be sorted by holdings and watchlists and updates in real-time. The news sources include global markets as well as the U. Quantitative and qualitative measures on each stock research page include MSCI data and standing against peers. Technical analysis events as measured by Recognia are displayed on charts. Fidelity's web-based charting has integrated technical patterns and events provided by Recognia, and social sentiment score provided by Social Market Analytics.

The advanced chart offers the ability to see up to 40 years of historical price data, 30 days intraday data, extended hours data, and more than 60 fully customizable technical indicators. Charting is more flexible and customizable on Active Trader Pro. You can pull your non-Fidelity accounts into FullView for analysis of all of your assets, which also lets you give limited access to your investments to an advisor. The reports give you a good picture of your asset allocation and where the changes in asset value come from.

The portfolio performance reports built into the website can be customized and compared to a variety of benchmarks. Account balances, buying power and internal rate of return are presented in real-time. Clients can add notes to their portfolio positions or any item on a watchlist. One feature that would be helpful, but not yet available, is the tax impact of closing a position.

Fidelity plans to enhance the portfolio experience by adding ways to keep track of upcoming events impacting your portfolio, including open orders, expected dividends, and earnings announcements. This enhancement will also allow you to track the estimated income your portfolio is generating on a position-by-position basis to better manage and predict cash flows. Fidelity's Online Learning Center contains more than pieces of content in areas including options, fixed income, fundamental and technical analysis, and retirement.

The educational content is made up of articles, videos, webinars, infographics, and recorded webinars. The content is a mixture of Fidelity and third-party created content, which includes courses intended to guide the learner forward. Fidelity also offers weekly online coaching sessions, where clients can attend a small group eight—10 attendees online educational session to have in-depth discussions around the topics of options and technical analysis. The mobile apps feature what Fidelity calls Learning Programs that help beginning investors better understand market and investing concepts.

In July, , Fidelity launched a mobile app called Fidelity Spire, intended to help young adults on their journey towards achieving their financial goals. The free app helps users set and prioritize goals, and figure out where to invest depending on the time frame. Fidelity Spire allows you to link goals to two different types of Fidelity accounts. For a short-term goal established in Fidelity Spire, the Fidelity Cash Management account is recommended, with no fees or minimum balances, and ATM fee reimbursement. For long-term goals, with the opportunity for investment growth over time, users can decide whether to invest on their own or enroll in a robo-advisory service such as Fidelity Go.

Users might also accept the recommendations from Spire and manage their investments independently in a regular Fidelity brokerage account.