Fidelity is a popular financial services firm that provides investment accounts and pensions with access to thousands of stocks, ETFs and mutual funds to clients based in the US, Europe and Asia. Fees vary by asset and account country, but are generally competitive, with zero-commission trading available on US stocks.
Stash is a SEC-registered trading platform with FIDIC insurance. The firm has a large client base of 6+ million with $3+ billion in assets under management (AUM). The choice of automated trading and self-directed investing makes the brand stand out from rivals with a low minimum investment.
Bonus Offer
None
Comment by Reviewer
"Fidelity is a great match for long-term investors who want an affordable platform to build their pension or investment portfolios. The SEC and FCA oversight are also good signs that the brokerage is regulated and trustworthy."
"Stash is a great investment platform for beginners looking for automated investing solutions and a slick mobile app."
Pros
Excellent list of stocks and funds to choose from
Very competitive pricing compared to largest rivals
Good list of account types to suit various types of investor
Uninvested cash is automatically put into a money market fund
Trusted global brand with strong regulation from SEC & FCA
Tax-efficient vehicles are available including ISAs
Recurring and automated investments with generated portfolios based on risk profile and goals
Simple fee structure with tier-based subscription from $3 per month and the first month free
Very low minimum investment from 1¢ or $0.05 for fractional shares
Excellent education and financial advice for beginners
SIPC and FINRA membership for capital protection
Trustworthy brokerage regulated by the SEC
Stock-back rewards programme
Strong account security
Cons
No forex or CFD trading
There is no demo account
Less suitable for short-term day trading
Presentation of data is overly complicated
No trading platform for non-US clients
The $1000 minimum deposit for international clients is high
Available to customers in the US only
Human financial advisors are not available
No automated IRA management
No tax-loss harvesting
No demo account
Awards
Boring Money Best Buy 2021 – Pension
Boring Money Best for Beginners Pension 2021
Boring Money Best for Beginners ISA 2021
Boring Money Best for Low - Cost Pension 2021
Online Personal Wealth Awards - Best Retirement Adviser 2021
Shares Awards 2020 - Best Execution-Only Stockbroker of the Year
Instruments
ETFs, Mutual Funds, ISAs, Pensions, Stocks, Indices