About Fidelity

In Q2, Fidelity had solid customer growth across all our businesses and continued to improve the customer experience past enhancing our technology capabilities, products, services, and educational tools. Our overall goal with these efforts remains the aforementioned: to help strengthen and secure our clients' financial well-being.

NEW RETAIL ACCOUNTS

⮝ 39% from Q2 2020

Full ACCOUNTS1

⮝ xi% from Q2 2020

NEW RETAIL ACCOUNTS OPENED BY INVESTORS
35 YEARS OLD OR YOUNGER

⮝ 65% from Q2 2020

Full RETAIL AND WORKPLACE ADVISORY Avails

⮝ 42% from Q2 2020

Full DAILY Average TRADES2

⮝ 14% from Q2 2020

TOTAL DISCRETIONARY ASSETS3

⮝ 26% from Q2 2020

ASSETS UNDER ADMINISTRATION

⮝ 33% from Q2 2020

oneTotal Accounts include Personal Investing (PI) customer accounts, Workplace Investing (WI) participant accounts, and Fidelity Institutional (FI) accounts.
twoIncludes Full Fidelity (retail brokerage and institutional brokerage).

three Includes all Fidelity investment products, such as mutual funds and managed accounts.

To support increases in telephone call volumes and digital engagement, Fidelity announced that we are hiring thousands of new roles across our customer support and technology functions.

Fidelity announced the opening of new retail regional call centers in Smithfield, Rhode Island and Durham, N Carolina. In improver to the six other U.S. regional centers, these will be the domicile bases for hundreds of new customer-facing telephone assembly.

We expanded and enhanced our production line-up to help investors align their portfolios to their values, innovate financial wellness resource to young investors, and provide institutional clients with tools to assist grow their businesses.

Building on Fidelity's delivery to educate and support the next generation of investors, we launched the Fidelity Youth Account, the manufacture'south first no-fee saving, spending, and investing account designed exclusively for teens aged thirteen-17 years old.

Expanded our active fixed income exchange-traded fund (ETF) offer to include the Fidelity Preferred Securities & Income ETF, now available on Allegiance's retail brokerage platform.

Launched five sustainable mutual funds and exchange-traded funds (ETFs) focused on companies that are addressing climate change, prioritizing and advancing women'southward leadership and evolution, providing ecology solutions or supporting efforts to reduce their own environmental footprints, or have proven or improving sustainability practices.

Introduced Allegiance Agency LendingSM , a digital platform that manages all aspects of securities lending for asset managers and other financial institutions. Fidelity Agency Lending (FAL) also formally appear the commercial expansion of the business organization to non-Fidelity asset managers and other institutions.

Launched the Wealth Advisory Institute, a comprehensive wealth management educational and grooming program designed to help wealth management firms and their advisors grow their businesses.

We continued to modernize and enhance our digital platforms to provide a seamless client experience.

Launched SherlockSM, a digital assets analytics solution that helps institutional investors research digital assets more efficiently past bringing together comprehensive data coverage and easy-to-use, intuitive analytics tools in 1 central location.


Released an improved user interface on the Fidelity mobile app with streamlined navigation and a more intuitive trading experience, including a new quote and trade ticket experience.


Launched the Allegiance Health™ App, an easy-to-navigate mobile feel that helps individuals manage their wellness needs on-the-go.


Released new updates to Integration Xchange, an open architecture digital store that helps wealth management firms build and manage custom technology solutions and integrations with over 200+ fintech companies.

Launched "Trends in Portfolio Construction," a digital experience showcasing trends Allegiance has seen through our analysis of over 4,000 portfolios, helping advisors evaluate next steps for their clients' portfolios.

Connected to grow Fidelity'south Reddit community to serve customers, provide educational content, and highlight new services and product features; besides expanded client support across other social platforms including Twitter and Facebook.


award

Fidelity was named a LinkedIn Peak Company for 2021.

leader

Abby Johnson was recognized as one of Glassdoor's top 50 CEOs.

Joel Tillinghast won Morningstar'due south 2021 Outstanding Portfolio Manager award.

Fidelity was named a finalist in 6 categories for the 2021 WealthManagement.com Industry Awards.

Allegiance continues to support electric current and future employees through manufacture-leading benefits and resource.

In commemoration of Fidelity's 75th ceremony, introduced 75 means to make a difference in support of our communities, with a focus on organizations advocating for racial equity.

Onboarded more than 4,200 Allegiance associates* in the quarter and welcomed i,000 summer interns.

Introduced benefits to support Fidelity India associates and their families during the second wave of COVID, including improved access to COVID vaccines.

Launched new learning programs to minimize biases and create a more inclusive workplace.

*U.S. hires equally of 6/30/2021.