About Fidelity

Fidelity Investments is one of the world’s largest and most sophisticated financial services providers. Founded in 1946, the Boston-based company has grown into a powerhouse in asset management, retirement planning, portfolio guidance, and brokerage services.

Fidelity is renowned for its low-cost trading, robust research tools, and the popular “Fidelity Spire” app, making it a top choice for both novice investors and seasoned institutional clients.

Disclaimer
Affiliate program terms can change frequently. The figures below are based on general information and may vary based on specific campaigns or affiliate tiers.

Fidelity Affiliate Program Overview

The Fidelity affiliate program is designed for partners who can drive high-quality leads for their brokerage and investment accounts. It operates on a professional scale, requiring affiliates to have a clean, finance-oriented platform.

Information Details
Industry Finance / Fintech / Wealth Management
Product Type Financial Services (Brokerage, IRAs, Managed Accounts)
Affiliate Program Type Lead Generation / CPA (Cost Per Action)

Fidelity Affiliate Program Offers

Fidelity maintains strict brand guidelines to ensure regulatory compliance (FINRA/SEC). Partners are expected to provide educational value rather than “get rich quick” schemes.

Factor Details
Promotional Materials Banners, deep links, text links, and approved brand assets
Affiliate Cookie Duration 30 Days
Accepted Traffic Source SEO Blogs, Financial News sites, Email (with approval), Social Media
Accepted Countries Primarily United States (Fidelity is US-focused)
Explicit Content Strictly Prohibited
Religious or Political Content Strictly Prohibited (Neutral brand stance required)

Fidelity Affiliate Commissions & Payments

Fidelity typically pays a flat fee for every new account opened and funded. Because it is a financial product, they do not offer recurring revenue or MLM structures.

Factor Details
MLM (Multi-Level Marketing) No
Commission Rate Varies by account type ($10 – $100+ per funded account)
Commission Structure Flat Fee (CPA) per successful account opening/funding
Payout Frequency Monthly (Net-20 or Net-30)
Payout Methods Direct Deposit, Check, Wire Transfer (via CJ Affiliate)
Minimum Payout $50 (standard for CJ Affiliate)

Suitable Affiliates for Fidelity Affiliate

Fidelity is selective about who they partner with. They prefer creators who focus on financial literacy and long-term wealth building.

  • Bloggers: Excellent for those in the personal finance, “FIRE” movement, or retirement planning niches.
  • TikTokers: Suitable for “FinTok” creators who focus on investing basics for Gen Z/Millennials.
  • KOC / KOL / Influencers: High-authority voices in the professional finance space.
  • YouTubers: Ideal for channels providing platform tutorials or stock market analysis.
  • Video Editors / Livestreamers: Suitable if the content revolves around live market trading or financial education.

Fidelity Affiliate Software

Fidelity does not use a proprietary in-house software for its public affiliate program. Instead, they utilize CJ Affiliate (formerly Commission Junction). This provides affiliates with third-party tracking, professional reporting, and reliable payment processing.

3 Alternatives for Fidelity Affiliate Program

Fidelity is a traditional powerhouse. Here is how it compares to three other major players in the investing space:

  1. Robinhood: Better for younger audiences and mobile-first users.
  2. Charles Schwab: The most direct competitor to Fidelity, focusing on high-net-worth individuals.
  3. eToro: A global alternative focusing on social trading and crypto.

Comparison Table

Comparison Factor Fidelity Robinhood Charles Schwab eToro
Average Bill High (Managed Assets) Low (Retail Trades) High (Managed Assets) Moderate
Entry Fees $0 for accounts $0 for accounts $0 for accounts $10 – $50 min deposit
Withdrawal Threshold $50 (via CJ) $50 (via Impact) $50 (via CJ) $30 – $100
Payment Frequency Monthly Monthly Monthly Monthly
Commission $25 – $100 (CPA) $5 – $20 (per lead/app) $15 – $75 (CPA) $100 – $250 (CPA)
Conversion Moderate (High Trust) High (Low Friction) Moderate (High Trust) High (Global Reach)
Marketing Materials Professional/Static Modern/Dynamic Professional/Strict Highly Visual/Social