# Fidelity Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Fidelity the right Asset Tracking solution for you? Explore 8 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/160249/Fidelity/reviews --- Fidelity 4.5 (8) [View alternatives](https://www.capterra.com/p/160249/Fidelity/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 24th, 2025 # Reviews of Fidelity Ease of use 4.4 Customer Service 3.0 ## Showing most helpful reviews Showing 1-8 of 8 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Social Strategist Entertainment Used the software for: 6-12 months ### "Fidelity is a good place to start for spend management solutions" August 25, 2021 5.0 Pros What I like about Fidelity is that it tracks investments and stock options well. It's nice that they have live training and documentation. Cons I feel as if Fidelity is somewhat user friendly but could use some work with their asset tracking. Review Source RA Ruzanna A. Self employed Retail Used the software for: 2+ years ### "Investors everyday helper " March 27, 2022 5.0 Fidelity satisfies all my needs for investing in stock market Pros I like the most that I easily can place future trade orders at the desired price and not to worry about monitoring stock rates during the day. Cons Software totally satisfies my everyday needs Review Source VR Verified Reviewer Sr. Test Engineer I Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Easy to use tools, but can get expensive" November 3, 2020 4.0 So far so good. Time will tell. I just have to make sure to watch the usage so that billing doesn't get out of hand, otherwise the software has been great! Pros I love the features of the software. There are numerous high-quality research tools to use. They have trading ideas along with detailed fundamental data and even charts. You can do US and international trades and it is easy to use. Cons The costs can get expensive if you use this software a lot. Also, you can't simply open an account digitally which was a disappointment. Review Source WA Will A. Financial Advisor Financial Services Used the software for: 2+ years ### "Custody for everything" July 5, 2022 5.0 Pros I like that my clients and I have access to almost any investment they could want Cons I wish there were more statement customization options Review Source SK SHREYAS K. Software engineer Information Technology and Services Used the software for: 1-2 years ### "Fidelity review" July 22, 2021 4.0 Excellent tool for investment and portfolio management. Pros Effective investment management Portfolio distribution Cons UIUX can be more intuitive Encountered some issues with single sign on Review Source BB Brandon B. Territory Manager Financial Services Used the software for: Less than 6 months ### "Starts with Fidelity!!" November 12, 2021 5.0 Pros I’ve used the program for over 4 months. You can do an array of different things with it. From investments to retirement. Cons There are some things you can only do online versus on the app. It would be nice if you could gain more traction with the phone apps. Review Source JH Jack H. Senior Technician Higher Education Used the software for: Less than 6 months ### "Integration done well" July 8, 2021 4.0 Fidelity can save a great amount of time and expense in all areas of asset management, and allows management to be more focused into one area of responsibility. Pros Fidelity allows us to put multiple areas of asset management all in one simple web platform, which saves us time and expense. The best part of the functionality for me is the ability to receive automated SMS alerts. Cons There is a steep learning curve as the breadth of the software's focus is quite broad, however, user interface is nice. Review Source VR Verified Reviewer BDR Computer Software Used the software for: Less than 6 months ### "Fidelity is alright" November 20, 2020 4.0 Pros It does a good job of displaying how much money you have allocated to 401K, how much the company has matched, etc... Also keeps checking in via email. Cons Not that well designed can be a bit confusing to navigate at times. For example, it took me a while to determine how much I had put aside in one year for my 401K . Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.