Fidelity Investments Launches Fidelity Trader+ Platform for Active Retail Investors
Fidelity Investments has unveiled Fidelity Trader+, a significant upgrade to its trading platform, designed to meet the growing demands of self-directed individual investors. The platform offers real-time analytics and customizable charts, catering to active traders who are increasingly shaping market activity.
Meeting the Needs of Active Traders
According to Josh Krugman, senior vice president of brokerage at Fidelity, active traders represent a valuable customer segment with unique needs. These investors are more likely to trade individual stocks and ETFs and utilize customizable analytical tools to monitor their portfolios in real-time. Fidelity Trader+ aims to provide them with a seamless, integrated experience across web, desktop, and mobile platforms.
- Real-time analytics: Access to up-to-the-minute data for informed decision-making.
- Customizable charts: Tailored visualizations to track individual portfolios effectively.
- Cross-platform accessibility: Seamless trading experience across web, desktop, and mobile devices.
The Growing Influence of Retail Investors
Fidelity's initiative aligns with a broader trend among brokerage firms to capture a larger share of the retail investor base. This group has played a crucial role in supporting markets since the COVID-19 pandemic. Competitors like Robinhood (HOOD) have introduced features like Robinhood Social, while Moomoo Financial is seeking greater access to hot IPOs. Other firms are expanding into overnight and 24-hour trading.
Retail Investor Market Impact
Measuring the exact contribution of retail investors to daily trading volume is challenging. However, Marco Iachini of Vanda Group estimates that retail investors account for approximately 8% of the dollar value of all stock trading, and double that for popular stocks like Nvidia and Tesla. This represents a fourfold increase compared to pre-pandemic levels.
Citadel Securities' data suggests an even higher figure, close to 20%, particularly for recent IPOs. This indicates that retail investors play a significant role in supporting markets, especially during selloffs.
Fidelity Trader+ Key Features
The enhanced experience of Fidelity Trader+, offered free of charge, includes:
- Preferred tools, custom charts, and streaming data available across desktop, web, and mobile devices
- Dynamic web, desktop and mobile platforms that let investors start a trade on one device and complete it on another, including an enhanced options experience
- A downloadable desktop platform fully rebuilt from the ground up with advanced charting and research tools, a customizable interface, and integrated screen sharing with Fidelity trading specialists
- Access to Fidelity Crypto® on mobile and web, with desktop integration planned for 2026
- Free single score third party analyst ratings, custom alerts, and $0 commissions help trade with confidence
About Fidelity Investments
Fidelity Investments aims to strengthen the financial well-being of its customers. As of June 30, 2025, Fidelity has $16.4 trillion in assets under administration, including $6.4 trillion in discretionary assets.
| Feature | Detail |
|---|---|
| Platform | Fidelity Trader+ |
| Target Audience | Active Retail Investors |
| Key Benefits | Real-time analytics, customizable charts, cross-platform access |
