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Stash vs Fidelity: 2023 Comparison

Franklin Carneiro da Silva| Updated: September 2, 2023

Are you confused about whether to choose Stash vs Fidelity as a broker for your investing needs?

In this side-by-side comparison, we analyse Stash vs Fidelity to help you understand how these apps compare on some of the most common features and make a better-informed decision about the best broker for you.

Below, you’ll find the pros and cons of each broker, as well as a comparison table that features the different fees charged, the financial instruments supported, the regulation, and more. Keep reading!

Ideal for
Bank and broker services (US investors only)

Stash is a financial company offering banking and brokerage services, offering a user-friendly platform and educational resources to support informed decision-making.

Stash Broker primarily focuses on investment services, providing individuals with the means to buy and sell stocks and also automated investing.

On the other hand, the banking part offers a broader range of financial services, including deposit accounts, a debit card (Stock-back card) and also allows you to earn up to 1% in stock as you spend.

Ideal for
Zero expense ratio index funds

Fidelity Investments is a prominent investment broker known for its comprehensive range of financial services.

The company offers multiple trading platforms, including Fidelity.com and Active Trader Pro, providing clients with a diverse set of tools and resources to manage their investments.

The company provides commission-free trades for stocks, ETFs, and options, making it an attractive option for cost-conscious investors.

Pros and Cons

Pros

  • Low cost investment plans ($3 or $9 per month)
  • No commission on stocks and ETFs
  • Automated investing solution (robo-advisor)
  • Earn 1% in stock on debit card purchases
  • Fractional shares

Cons

  • Smart Portfolios don't offer tax-loss harvesting
  • Bank account doesn't offer interest
  • Limited selection of individual stocks

Pros

  • 0% commission for online US stocks, ETFs and options
  • Customersupport available 24/7
  • Participate in new stocks at the IPO price
  • Fractional shares
  • Reliable investing tools

Cons

  • No futures or commodities
  • Designed mostly for US residents
  • overall fees above industry average
stash logo
Stash vs Fidelity: 2023 Comparison 2
  •  
  • General Information
  • Founded in
  • Demo Account
  • Account Minimum
  • Interest on unninvested cash (annually)
  • Products
  • Stocks
  • ETFs
  • Bonds
  • Funds
  • Options
  • Futures
  • CFDs
  • Leverage Products
  • Forex
  • Cryptocurrencies
  • Commodities
  • Fees
  • US stocks
  • EU stocks
  • ETFs
  • Cryptocurrencies
  • Custody Fee
  • Inactivity Fee
  • Withdrawal Fee
  • Connectivity Fee
  • Currency Conversion Fee
  • Security
  • Regulators
  • Investor Compensation Scheme(per person, per institution)
  • StashAsset 3
  • General Information
  • Founded in2015
  • Demo Account
  • Account Minimum$1
  • Interest on unninvested cash (annually)0%
  • Products
  • Stocks
  • ETFs
  • Bonds
  • Funds
  • Options
  • Futures
  • CFDs
  • Leverage Products
  • Forex
  • Cryptocurrencies
  • Commodities
  • Fees
  • US stocks$0
  • EU stocksNot Applicable
  • ETFs$0
  • CryptocurrenciesUp to 1%
  • Custody Fee$0
  • Inactivity Fee$0
  • Withdrawal Fee$0
  • Connectivity Fee$0
  • Currency Conversion Fee$0
  • Security
  • RegulatorsSEC and FINRA
  • Investor Compensation Scheme(per person, per institution)

    Up to $500,000 for assets (of which up to $250,000 is for cash).

  • Fidelity investmentsAsset 3
  • General Information
  • Founded in1946
  • Demo Account
  • Account Minimum$0
  • Interest on unninvested cash (annually)USD: Up to 4.75%
  • Products
  • Stocks
  • ETFs
  • Bonds
  • Funds
  • Options
  • Futures
  • CFDs
  • Leverage Products
  • Forex
  • Cryptocurrencies
  • Commodities
  • Fees
  • US stocks0%
  • EU stocksFrom $9 per trade
  • ETFs0%
  • Cryptocurrencies1%
  • Custody Fee-
  • Inactivity Fee-
  • Withdrawal Fee-
  • Connectivity Fee-
  • Currency Conversion Fee0%
  • Security
  • RegulatorsSEC and FINRA
  • Investor Compensation Scheme(per person, per institution)

    Up to $500,000 for assets (of which up to $250,000 is for cash).

Franklin Carneiro da Silva
Co-Founder & Fintech Analyst

Franklin is a CFA Level III Candidate with 3 years of experience in Wealth Management as a Fund Research Analyst and the Host of the "Edge Over Hedge" YouTube Channel.

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