# Fidelity Investments: how AI models rank it, October 2026

HR AI Recommendation Index, October 2026 Edition. Named in 23 judge labels across 1 categories by 9 of 14 models. Page: https://hr-ai-index.com/vendors/fidelity-investments/

## Standing by category

| Category | Share | Rank | Negative rate | Labels |
|---|---|---|---|---|
| 401(k) providers | 13% | 4 | 4% | 23 |

## What the models said for it

- "Fidelity is widely considered the leader in the 401(k) space due to its aggressive price cuts and massive selection of funds." (Qwen 3.7 Flash, 401(k) providers)
- "Principal or Fidelity if you want comprehensive features, broad investment options, and strong institutional support" (Claude Haiku 4.5, 401(k) providers)
- "Vanguard, Fidelity Investments, and Charles Schwab are renowned for offering excellent low-cost institutional index funds." (Gemini 3.5 Flash, 401(k) providers)
- "Fidelity Investments leads current rankings with zero-expense-ratio index funds and the industry's best mobile app." (Muse Glimmer 30B, 401(k) providers)

## And against it

- "Fidelity Investments agreed to a multi-million dollar settlement after allegations that it charged excessive fees" (Claude Haiku 4.5, 401(k) providers)

## In its own words

What Fidelity Investments's own pages state, read 2026-10-05. Stated by the vendor, not checked by the index.

- Positioning: one of the largest financial services companies in the United States, offering retirement accounts, brokerage, mutual funds, ETFs, wealth management, and financial planning (https://fidelity.com/)
- For: US only (https://fidelity.com/)
- Price stated: $0 account fees2; $0 commissions; $1 (https://fidelity.com/)
- Starting price: 1 (https://fidelity.com/)
- Free plan or trial: Open an account (https://fidelity.com/)
- Certifications: SEC Registered Investment Advisor, FINRA Member, SIPC Member

## What it publishes

Every page fidelity.com exposes, read 2026-09-29: 4271 addresses. By kind, pages and the last 90 days:

- blog: 32 pages, 0 in the last 90 days, latest undated
- case study: 1 pages, 0 in the last 90 days, latest undated
- webinar or virtual event: 5 pages, 0 in the last 90 days, latest 2026-05-14
- conference or event: 10 pages, 0 in the last 90 days, latest undated
- report or ebook: 68 pages, 0 in the last 90 days, latest undated
- comparison: 75 pages, 0 in the last 90 days, latest 2024-08-27
- template or tool: 26 pages, 0 in the last 90 days, latest undated
- glossary or explainer: 123 pages, 0 in the last 90 days, latest undated
- podcast or video: 7 pages, 0 in the last 90 days, latest 2024-01-23
- news or press: 53 pages, 0 in the last 90 days, latest undated
- Recent: 2026-05-14 webinar or virtual event: Insights live on demand https://www.fidelity.com/learning-center/wealth-management-insights/insights-live-on-demand
- Recent: 2024-08-27 comparison: Term life vs whole life insurance https://www.fidelity.com/learning-center/personal-finance/term-life-vs-whole-life-insurance
- Recent: 2024-01-23 podcast or video: Podcast preview https://www.fidelity.com/learning-center/money-unscripted/podcast-preview
- Recent: 2022-09-26 podcast or video: Fresh invest podcast actively seeking passive income https://www.fidelity.com/learning-center/trading-investing/fresh-invest-podcast-actively-seeking-passive-income
- Recent: 2020-09-02 webinar or virtual event: Options 101 webinar series recording https://www.fidelity.com/learning-center/investment-products/options/options-101-webinar-series-recording

## Record

- Method: https://hr-ai-index.com/methodology/
- Raw judge labels and full responses: https://hr-ai-index.com/data/
- License: CC BY 4.0. Cite as HR AI Recommendation Index, October 2026 Edition, hr-ai-index.com.