Fidelity Affiliate Program
Financial stability is a universal goal, and by partnering with the Fidelity Affiliate Program, you can provide your audience with trusted investment tools while building a reliable revenue stream for yourself.
Commission
$10 - $50 per lead/account
Cookie
30
Regions
United States
Niche
Financial, Investing
Affiliate platform
Impact
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.
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:
- Robinhood: Better for younger audiences and mobile-first users.
- Charles Schwab: The most direct competitor to Fidelity, focusing on high-net-worth individuals.
- 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 |
