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Fidelity logo
Fidelity
Official
Mission Statement

To strengthen the financial well-being of our customers.

Financial Security
Financial Security
Customer Focus
Customer Focus

Fidelity Investments provides investment management brokerage retirement planning and wealth management services.

  • Finance

  • Headquartered in:

    United States

  • Year founded:

    1946

  • Private

  • Enterprise

  • 10,001+

    employees

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Mission Themes

Financial Security

Financial Security

Stability, protection from financial risk, long-term security.

Customer Focus

Customer Focus

Putting customers’ needs, outcomes, or satisfaction first.

Themes are a set of 33 tags that describe what a mission statement represents, enabling rapid understanding, discovery, and comparison.
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The
Fidelity
mission statement was last checked on
February 18, 2026