Fidelity vs Betterment
Fidelity is a comprehensive online broker with in-depth research. How does it compare to Betterment? Read our comparison chart below.
Fidelity offers stock trades at $0 per trade and more than 180 branch locations. There is no minimum deposit.
While Betterment offers automatic investing starting at an annual fee of 0.25% of your account balance. There is no fee to open an account and no minimum deposit required. All balances get automatic rebalancing, tax loss harvesting, and access to financial experts.
Compare Fidelity with Betterment, side-by-side. Read on for an in-depth look, including ratings, reviews, pros and cons.
 | ||
 |  | |
Fidelity | Betterment | |
|---|---|---|
Commission-Free Trading - Online Stock, ETF and Option Trades - | Get up to 1 Year Managed Free - | |
Benefits and Features | ||
| Savings |  | |
| Stock Trading | ||
| Options Trading | $0 per online trade, plus $0.65 per contract | |
| Annual Fee |
| |
| Cryptocurrency Trading | ||
| Minimum Deposit | ||
| Checking | ||
| Mutual Fund Trading |
| |
| Commission Free ETFs | 357 including 28 Fidelity factor, sector, stock, and bond ETFs and 329 iShares® ETFs | |
| Phone Support | ||
| Live Chat Support | ||
| Email Support | ||
| Human Advisors | Optional coaching or investment management with human advisors (for added fees) | |
| Robo Advisor | Optional Fidelity Go robo-advisory service | |
| Assets Under Management | ||
| Tax Loss Harvesting | ||
| Goal Tracker | ||
| Automatic Deposits | ||
| Broker Assisted Trades | $32.95 per trade for representative-assisted trades. | |
| Good For | More experienced DIY investors; Mutual fund investors | |
| Inactivity Fee | ||
| Maintenance Fee | ||
| Online Platform | Yes (access to Active Trader Pro is available to those who trade 36 times or more in a rolling 12 month period) | |
| iPhone App | ||
| Android App | ||
| Banking | Fidelity Cash Management Account includes reimbursed ATM fees, no monthly fee, no minimum balance requirement, FDIC insurance, mobile check deposit, free billpay and free checkwriting. | |
| Mobile App | | |
| Two-Factor Authentication | ||
| Locations | ||
| Online Community | ||
| Seminars | Yes, frequent webinars and courses for beginners | |
| Virtual Trading | ||
| Single Stock Diversification | ||
| Fractional Shares | ||
| Taxable Accounts | ||
| 401k Plans | ||
| IRA Accounts | ||
| Roth IRA Accounts | ||
| SEP IRA Accounts | ||
| Trust Accounts | ||
| 529 Plans | ||
CreditDonkey® Reviews | ||
| ||
| Stock Trading |   | |
| Options Trading | | |
| Mutual Fund Trading |  | |
| Banking | | |
| Mobile App | | |
| Commissions and Fees | | |
| Research | | |
| Annual Fee | | |
| Minimum Deposit | | |
| Human Advisors | | |
| Customer Service | | |
| Pros & Cons | Pros:
| Pros:
|
| Bottom Line | Comprehensive online broker with in-depth research... | Great robo-advisor for beginners with low fees, good tools, and tax strategies... |
| | |
Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details. Fidelity: Pricing information from published website as of 12/05/2020. Betterment: Pricing information from published website as of 04/04/2018 | ||
Get up to 1 Year Managed Free
New Betterment customers only. Accounts must be funded within 45 days of signup. Terms apply.
Get 1 Month Managed Free
Deposit $15,000 - $99,999 within 45 days and get 1 month managed free
Get 6 Months Managed Free
Deposit $100,000 - $249,999 within 45 days and get 6 months managed free
Which is Better: Fidelity or Betterment?
Still need help deciding which investing is better? Read the in-depth reviews below. You may also be interested in comparing Fidelity or Ally Invest.
Articles on Fidelity
Fidelity Investments
Thinking of opening a brokerage account with Fidelity? There are many reasons to love Fidelity and a few reasons to think about going elsewhere.
Articles on Betterment
Betterment Investing
Betterment offers low fees and good returns. But there are risks you should NOT ignore. Read this review to see if Betterment is better.
Betterment Returns
Betterment has low fees and is good for beginners. But what about their returns? Let's take a look at this robo-advisor's performance.
Betterment Fees
Betterment offers no minimum deposit and good returns. But are the fees worth it? Read on to learn about this robo-advisor's costs.
Is Betterment Safe
Betterment offers low fees, no minimum balance and good returns. But is it a good idea? Find out if it's safe to invest your money with this robo-advisor.
Betterment Roth IRA
Is Betterment a good way to invest for retirement? What about the fees and withdrawals? Read on to learn how Betterment's Roth IRA account works.
Betterment vs Wealthfront
Betterment and Wealthfront are two of the oldest and most popular robo-advisors. Is there a difference? Which is better for you? Read on to find out.
Which Do You Think is Best?
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