Fidelity Investments provides financial services and tools that connect people to markets and their money. It offers market data and trading tools delivered across devices, such as Market Monitor for Google Glass, Windows Phone, FiOS, and iPad, with customizable watch lists and chart visualizations. Fidelity differentiates itself by combining a long-running brokerage platform with Fidelity Labs’ experimentation and cross-device data delivery, plus visualization-focused features. Its goal is to make market information and trading tools easily accessible so customers can stay informed and act on their financial decisions.
Company Size
10,001+
Company Stage
Debt Financing
Total Funding
$246.8B
Headquarters
Boston, Massachusetts
Founded
1946
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Health Insurance
Mental Health Support
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Parental Leave
Student Loan Assistance
Tuition Reimbursement
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Jump, an AI solutions provider for financial advisors, has launched AI-assisted, real-time account opening with Schwab Advisor Services and Fidelity. The new capability enables advisors to complete the entire account opening process during client meetings, eliminating manual data entry across multiple systems. The platform consolidates client forms, CRM records, custodian portals and signature tools into one connected experience. It draws information from meetings, documents and CRM data simultaneously, capturing missing details during conversations and allowing digital signatures before meetings conclude. Jump's integration with Schwab Advisor Center's digital onboarding launched earlier this summer. The platform now supports asset transfers, ACH bank transfer setup and custom forms. A separate Docusign-based option extends support across additional account types for both Schwab and Fidelity workflows. The company previously announced AI-assisted account opening in June, which prefilled required fields using existing client data.