Fidelity Investments vs Vanguard

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

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

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

Vanguard

Reviews pending

Product Description

Fidelity Investments

Fidelity provides Health and Benefit Account services directly in house.

We work with a Flexible Spending and... Show More

Vanguard

-

Min. Group Size

Fidelity Investments

-

Vanguard

-

Lives Serviced

Fidelity Investments

3,404,018

Vanguard

-

Product Specific Features

Fidelity Investments

✓

HSA Platform 

✓

Data document management

✓

Billing services

✓

HSA file transfers

✓

401K and HSA plan consolidation

✓

HSA Plan customization

✓

HSA Online administration process 

✓

HSA-Compatible FSA

✓

HSA carryover plan

✓

Insurance eligibility verification

Vanguard

Features

Fidelity Investments

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

Not offered

GDPR Compliant

✓

3rd Party Integrations

Vanguard

Official Resources

Fidelity Investments

Vanguard

Media

Fidelity Investments

Vanguard

About

Fidelity Investments

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

Vanguard

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the... Show More

Founded

Fidelity Investments

1946

Vanguard

1975

Location

Fidelity Investments

Boston, MA

Vanguard

100 Vanguard Blvd, Valley Forge, PA 19482, US

Employees

Fidelity Investments

69,817

Vanguard

22,589

Funding Summary

Fidelity Investments

40M Series A

Vanguard

50M Series B

Website

Reviews

Fidelity Investments

3.4 (2)

Vanguard

0.0 (0)

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