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Charles Schwab vs Fidelity Investments

Quick answer

Both are blue-chip brokerages with $0 commissions and massive fund libraries, but Fidelity edges ahead with better cash management, fractional shares on more assets, and a stronger research suite. Schwab wins for futures traders and thinkorswim power users.

Charles Schwab
The no-nonsense giant with a trader's secret weapon
4.4
VS
Our pick
Fidelity Investments
The overachiever that somehow keeps getting better
4.6
Stock & ETF Commissions
$0
$0
Options per Contract
$0.65
$0.65
Futures Trading
Yes — $2.25/contract
No
Fractional Shares
Stocks & ETFs (Schwab Stock Slices — S&P 500 only)
Stocks & ETFs (broad universe)
Money Market / Cash Sweep Rate
~0.45% default sweep (FDIC)
~4.9% SPAXX default (varies)
Account Minimum
$0
$0
Index Fund Expense Ratios
Schwab funds from 0.03%
Fidelity ZERO funds at 0.00%
Desktop Trading Platform
thinkorswim (best-in-class)
Active Trader Pro (solid, not flashy)
Research Providers
12+ providers incl. Morningstar, Credit Suisse
20+ providers incl. Morningstar, Argus, S&P
Crypto Trading
No direct crypto
No direct crypto
Branch Locations
~300 branches
~200 branches
24/7 Customer Support
Yes — phone & chat
Yes — phone & chat

Charles Schwab

Ease of Use★★★★
Trading Tools★★★★★
Pricing & Fees★★★★½
Account Variety★★★★½
Research & Data★★★★½
Customer Support★★★★½
Mobile Experience★★★★

Fidelity Investments

Ease of Use★★★★½
Trading Tools★★★★
Pricing & Fees★★★★★
Account Variety★★★★½
Research & Data★★★★★
Customer Support★★★★½
Mobile Experience★★★★½

Worth knowing

Schwab's thinkorswim was originally built by options traders for options traders — when TD Ameritrade bought it, the founders actually stuck around. It's basically the platform that refused to be acquired quietly.

If you want

You're an active options or futures trader who wants elite charting

thinkorswim is arguably the best retail trading platform ever built — complex strategies, paper trading, and real-time analytics all included.

→ Pick Charles Schwab
If you want

You want the best long-term investing setup with maximum cash yield

Fidelity's 0% expense ratio funds, broader fractional shares, and high-yield default sweep make it the passive investor's paradise.

→ Pick Fidelity Investments
If you want

You're a beginner just opening your first brokerage account

Fidelity's cleaner interface, better educational content, and genuinely higher idle cash returns give new investors a more rewarding start.

→ Pick Fidelity Investments
If you want

You need futures trading alongside your stock portfolio

Fidelity simply doesn't offer futures — Schwab does, at a competitive $2.25/contract.

→ Pick Charles Schwab
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