Fidelity #1 in Online Brokers & Investing
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Score over time
Shaded band = 95% bootstrap confidence interval. Orange markers = methodology events (model releases, panel versions). How this works
By model
Perplexity
ChatGPT + web search
Gemini + web search
Claude (Anthropic)
Gemini (Google)
ChatGPT (OpenAI)
By question type
Where Fidelity shows up, by the intent behind the question. Every online brokers & investing panel asks the same balanced mix — 10 prompts per type — so these rates are directly comparable. A gap here (strong on recommendations, invisible on comparisons) is where AI visibility is being won or lost.
| Question type | Mentioned | Recommended |
|---|---|---|
| Recommendations “What's the best option for me?” | 66% | |
| Comparisons “How do the top options stack up?” | 47% | |
| Ready to buy “Which one should I actually get?” | 7% | |
| Problem-solving “I have this problem — what fixes it?” | 30% | |
| Informational “How does this kind of product work?” | 8% |
What the AIs say
Real answers from the latest measurement in which Fidelity appeared — the receipts behind the score.
Claude (Anthropic) · recommended · listed #1
"For a Roth IRA specifically, would you say Fidelity or Charles Schwab comes out on top?"
# Fidelity vs. Schwab for Roth IRAs Honestly, they're extremely close, and for most people the choice comes down to minor preferences rather than one being objectively better. Here's the re…
Gemini (Google) · recommended · listed #1
"When it comes to costs, is Fidelity or Charles Schwab cheaper to use?"
For the vast majority of everyday investors, **Fidelity and Charles Schwab cost virtually the same.** Both offer $0 commission trades for US stocks and ETFs, $0 account minimums, and no annual maintenance fees. However, if you look a…
Gemini + web search · listed #1
"I'm opening an investment account for my child soon—what information do I need to have ready?"
…ber and your account number (checking or savings) to set up electronic transfers. * **Initial Contribution**: Many major brokerages (like Fidelity or Charles Schwab) have $0 minimums to open custodial accounts, but some state-run 529 plans require a small initial deposit (typically $25 to $250). --- ### 2. Optional (but Hi…
ChatGPT (OpenAI) · listed #1
"What exactly does a robo-advisor do with the money I invest?"
…n ongoing fee. More detail, step by step: - Account & custody - When you fund the account the cash is held at a custodian/broker (e.g., Fidelity, Schwab, or the robo’s own custodian). The robo-advisor is the investment manager, not the legal custodian of your securities. - Cash may sit briefly in a sweep vehicle (bank sw…
ChatGPT + web search · listed #1
"My kid just got some birthday money and I want to start investing it for them—what account should I open?"
…g later? Use a custodial brokerage (UGMA/UTMA). The money becomes the child’s legal property when they reach the state’s age of majority. ([fidelity.com](https://www.fidelity.com/open-account/custodial-account/?utm_source=openai)) - Child already earns pay from a job? Consider a custodial Roth IRA — kids can contribute up to…
Perplexity · recommended · listed #1
"Which trading platform should a beginner start with if they want to try options trading?"
For most **beginners trying options trading for the first time, Fidelity** is the safest starting point because it is rated **best for beginning options traders** and has a **$0 account minimum** with **$0.65 per contract** pricing.[1] If the beginner…
Where the AIs get it from
Domains cited by search-backed answers that mentioned Fidelity (194 answers, 2026-08-01). Your own domain is highlighted — presence in the others is the GEO opportunity.
| Cited domain | Answers citing it |
|---|---|
| nerdwallet.com | 98 |
| reddit.com | 98 |
| youtube.com | 87 |
| fool.com | 77 |
| investopedia.com | 77 |
| fidelity.com own domain | 70 |
| facebook.com | 60 |
| vertexaisearch.cloud.google.com | 55 |
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Head-to-head: Fidelity vs Charles Schwab · Fidelity vs Vanguard · Fidelity vs Interactive Brokers — or the full Online Brokers & Investing leaderboard.
Data from run #77. Methodology