Fidelity Investments · Last verified September 8, 2026
Fidelity
The most complete brokerage for long-term investors.
TRI Score
92.0
Exceptional
#1 Best Brokerages
Overview
Our assessment
Fidelity ranks first on the combination of zero-expense index funds, strong cash handling and genuinely useful research. There is no meaningful weakness for a long-term holder.
Best for
- Long-term index investors
- Retirement accounts
- Cash management alongside investing
Not ideal for
- Active derivatives traders wanting the deepest tooling
Score breakdown
Why it scored 92.0
- Capability30%
- 93
- Value20%
- 96
- Ease of Use15%
- 88
- Reliability15%
- 94
- Professional Utility10%
- 90
- Momentum10%
- 84
How much the product can actually do, and how well it does the core job.
What you get for the price, including what the free plan really covers.
Time from signup to useful result, without training or a consultant.
Consistency, uptime, support responsiveness and predictable behaviour.
How well it fits real professional workflows, not demos.
Rate of meaningful improvement over the last two evaluation cycles.
Trade-offs
Strengths and weaknesses
- Zero-fee index funds
- Excellent cash and sweep options
- Interface feels dated in places
- Fewer advanced trading tools
Score history
How the score moved
- Jan 202689.6
- Apr 202690.4
- Jun 202691.2
- Sep 202692.0Latest evaluation cycle.
Head-to-head
Compared with
Alternatives
Others in this category
- Charles Schwab90.6
- Robinhood84.4
Evidence
Sources
- Public dataPublic pricing and documentation
Where a claim could not be verified, we label it rather than estimate it. Read the methodology.