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F

Fidelity Investments

Get Finance & Trading ✓ Verified

for iPhone * [ iPhone ](https://apps.apple.com/us/app/fidelity-investments/<https:/apps.apple.com/us/iphone/today>)

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About this Tool

Fidelity Investments

for iPhone
* [ iPhone ](https://apps.apple.com/us/app/fidelity-investments/<https:/apps.apple.com/us/iphone/today>)

Download Fidelity Investments by Fidelity Investments on the App Store. See screenshots, ratings and reviews, user tips, and more apps like Fidelity Investments…

Pros & Cons

✓ Pros

  • ✓Purpose-built for investing & portfolio
  • ✓Straightforward subscription pricing

✗ Cons

  • ✗No free plan — paid tiers only
  • ✗No native Android app

Key Features

📱

[ iPad ](https://apps.apple.com/us/app/fidelity-investments/)

📱

[ Mac ](https://apps.apple.com/us/app/fidelity-investments/)

📱

[ TV ](https://apps.apple.com/us/app/fidelity-investments/)

📱

[ Apps](https://apps.apple.com/us/app/fidelity-investments/)

📱

[3M Ratings 4.8 ](https://apps.apple.com/us/app/fidelity-investments/)

📱

[Ages 4+ Years](https://apps.apple.com/us/app/fidelity-investments/)

📱

[Language EN English](https://apps.apple.com/us/app/fidelity-investments/)

📱

[Size 402.7 MB](https://apps.apple.com/us/app/fidelity-investments/)

🔧

![](https://apps.apple.com/assets/artwork/1x1.gif)

🔧

![](https://apps.apple.com/assets/artwork/1x1.gif)

📋 Scripts & Prompts for Fidelity Investments +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Give a Bot a Fish
Advanced ⏱ 10 min
The “give a bot a fish” bucket is for scenarios when you can explicitly give the bot, in the hidden…
📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Fidelity Investments +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
osaurus
Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
GitHub
🔌
QuickBooks Online MCP Server
Medium 📱 macos, linux, windows
MCP for QuickBooks Online accounting workflows.
🔓 Sign Up Free to Install
🔌
sonirico/mcp-stockfish
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.
🔓 Sign Up Free to Install
🔌
Xero MCP Server
Medium 📱 macos, linux, windows
MCP for Xero small-business accounting.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Fidelity Investments +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CREWAI
CrewAI Portfolio Rebalancer Crew
⏰ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
⬇ Import Agent Docs
🔗 LANGCHAIN
LangChain Earnings-Call Analyzer
⚡ Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Skill: Personal CFO
⏰ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Sub-agent: Tax-Loss Harvester
▶ On-demand
Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.
https://github.com/anthropics/claude-code
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Who Is This For?

👤

Developers

Tags

Finance & Trading Insurance Paid iOS

Frequently Asked Questions

Fidelity Investments is available as get. Visit the tool's website for the latest pricing details and plan options.

Visit the Fidelity Investments website to check whether a free tier or free trial is available.

Fidelity Investments is available on iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Fidelity Investments website for current trial availability and duration.

🔒
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