Charles Schwab vs Fidelity Investments

Compare and evaluate Charles Schwab vs Fidelity Investments based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Charles Schwab offers to companies with 0 employees. Fidelity Investments offers Health Savings Account (HSA), Health Care Flexible Spending Account (FSA), Health Reimbursement Arrangement (HRA) to companies with 150,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Charles Schwab

Reviews pending

Product Description

Charles Schwab

-

Fidelity Investments

-

Min. Group Size

Charles Schwab

-

Fidelity Investments

30 eligible

Lives Serviced

Charles Schwab

-

Fidelity Investments

160,000

Product Specific Features

Charles Schwab

Fidelity Investments

Not offered

Traditional pre-tax 401(k) 

Not offered

Roth 401(k)

Not offered

401(k) online portal

Not offered

Contribution management

Not offered

Payroll Integration

Not offered

Flexible 401(k) Plans

Not offered

401(k) plan administration

Not offered

Expert portfolio support

Not offered

Investment management option

Not offered

Fiduciary and trustee services

Not offered

Compliance tracking and filing

Not offered

Investment library

Features

Charles Schwab

Fidelity Investments

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

Not offered

GDPR Compliant

✓

3rd Party Integrations

Official Resources

Charles Schwab

Fidelity Investments

Media

Charles Schwab

Fidelity Investments

About

Charles Schwab

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its... Show More

Fidelity Investments

Fidelity Investments® has been in business 73 years. It was founded in 1946 by Edward C. Johnson 2d, as an... Show More

Founded

Charles Schwab

1973

Fidelity Investments

1946

Location

Charles Schwab

211 Main St, San Francisco, CA 94105, US

Fidelity Investments

Boston, MA

Employees

Charles Schwab

26,524

Fidelity Investments

69,817

Funding Summary

Charles Schwab

10K Grant

Fidelity Investments

40M Series A

Website

Reviews

Charles Schwab

0.0 (0)

Fidelity Investments

3.4 (2)

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