Pros / This well-structured online platform makes ordering trades and conducting research easy.

Cons / Fidelity requires $2,500 to open an account.

 Verdict / This stock trading software combines an online platform with local branches, which host live educational events, making it one of the best stock charting software providers on the market.

Fidelity is a household name in the stock trading software business. This service has a solid online platform and local branches with offices in most states across the United States. If you need in-person advice, you can visit a branch near you to receive investment counseling. Trade fees are competitive and there is an online knowledge center. Because of its easy-to-use platform, in-person services and comprehensive knowledge center, Fidelity earns our Top Ten Reviews Silver Award.

Fidelity Visit Site
  • Stock Trades
  • 10 Option Contracts
  • Broker-Assisted Stock Trades
  1. The lowest cost for a stock trade.
    Lower is Better.
  2. 2  Fidelity
  3. $4.95
  4. $6.95
  5. Category Average

Platform & Tools

Fidelity’s stock trading software is laid out like a standard website. This familiar layout makes it easy to navigate and find the tools that you need. When you place a trade, you can preview the trade before you finalize your order. When you order options, you can select different strategies that you want to use, including common strategies like multi-leg, butterfly and condor.

When you use Fidelity’s investing platform, you can choose from a range of investments. These choices include stocks, mutual funds, fixed-income vehicles (like bonds and CDs) and options. You can also set up investment accounts like IRAs. If you choose to set up an investment account be sure to visit the online learning center to learn about retirement investing strategies.

While the layout of the website makes it easy to use, you cannot customize the trading platform. This means you cannot add or remove windows, though you do have the option to create and add watch lists.

When working in the platform, you can access multiple analytic charts. These let you track trend lines and add technical indicators. You can even adjust date ranges, so you can narrow in one dates that you want to view more closely. Once you have a view that you are happy with, you can export the chart as an editable spreadsheet or image.

Fidelity provides important tools to help you research companies. In addition to notifying you about a stock’s performance, you will also have access to direct links to important updates about the company.

For making trades on the go, you can use the mobile app. The app is available for download on iPhone, iPad, Android and Windows Phone. Using the app, you can make trades, perform research and add funds to your investment account.

Fees & Commissions

Fees for making trades using this stock charting software are low. Stock trades cost $4.95 per trade. Options also start at $4.95 with an extra $0.75 per contract, which is about standard for the industry. Though the trade rates are low, Fidelity’s requirement of $2,500 to open an account lowers it in our rankings.

If you need a broker’s assistance when making a trade, it will cost $32.95. This is one of the highest rates of all the services that we reviewed. The margin interest rate is standard, ranging from 4% up to 8.825%.

Education & Resources

Fidelity is a top-notch service for online education resources. It provides comprehensive investing information and retirement investing information. The planning advice that Fidelity offers is good for life events and large expenses. This company provides counseling for new investors and experienced traders.

If you need help getting a feel for the platform, you can visit the online knowledgebase. It is searchable, so you can find content by topic and skill level. This is an easy feature that helps you find the best tools for your learning and trading experience.

For in-depth information, you can visit one of the in-person workshops hosted by Fidelity or schedule an appointment with an advisor, for some one-on-one counseling. For all other concerns, you can contact customer support by email or telephone.


This automated stock trading software helps you find good trades through its online platform and multiple analytic charts. Though the layout of the platform is not customizable, you can customize your charts and watch lists. Furthermore, this platform truly stands out for its educational resources, which are available both online and in person at local branches.

Fidelity Visit Site