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Total Company Assets:   $1.4 Trillion

About the Company...

Fidelity Investments is one of the world’s largest providers of financial services, with custodied assets of more than $2.9 trillion, including managed assets of nearly $1.4 trillion as of December 31, 2006. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to more than 23 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm.
For more information about Fidelity Investments, visit www.fidelity.com.

Shareholder Services
  • Interactive Bill Payment
  • Forms Download Library
  • Online Account Application Assistants
    Helps you fill out applications online
  • 24-Hour Account Access
  • Automated Telephone Services
  • PC, Web and other Online Services
  • Investment Planning Tools
  • Automatic Investment Programs
  • Checking Privileges on Money Market Accounts



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