VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

NO ADVICE

Tuesday, January 6, 2026

Tool Comparison

Fidelity (Fidelity Brokerage Services LLC) vs Morningstar Investor comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Fidelity (Fidelity Brokerage Services LLC) logo

Fidelity (Fidelity Brokerage Services LLC)

fidelity.com

PricingOther
PlatformsWeb, Mobile, Desktop
Morningstar Investor logo

Morningstar Investor

morningstar.com

PricingFree, Subscription
PlatformsWeb, Mobile
Hands-on review

Comparison highlights

  • Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
  • Overlap: both cover Portfolio, Watchlist, and News and 1 other categories.
  • Coverage tilt: Fidelity (Fidelity Brokerage Services LLC) has 5 categories you won't get in Morningstar Investor; Morningstar Investor has 10 unique categories.
  • Pricing: Fidelity (Fidelity Brokerage Services LLC) is Other; Morningstar Investor is Free, Subscription.

Category leaders

  • Screeners: Morningstar Investor is tagged for this workflow; Fidelity (Fidelity Brokerage Services LLC) has no category votes yet.
  • Portfolio: not enough category votes yet to call a leader.
  • Watchlist: not enough category votes yet to call a leader.
  • News: not enough category votes yet to call a leader.

Vote sentiment comparison

Cumulative positive vote share. Loading fresh totals...

Fidelity (Fidelity Brokerage Services LLC)Morningstar Investor

Side-by-side metrics

AttributeFidelity (Fidelity Brokerage Services LLC)Morningstar Investor
Asset types

Supported asset classes and universes

Stocks, ETFs, Options, Bonds, Mutual Funds, Cryptos

Stocks, ETFs, Mutual Funds, Closed-End Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, Desktop

Web, Mobile

Pricing

High-level pricing models

Other

Free, Subscription

Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Coverage overlap

Shared categories

Categories where both tools offer overlapping coverage.

Fidelity (Fidelity Brokerage Services LLC) strengths

Categories covered by Fidelity (Fidelity Brokerage Services LLC) but not Morningstar Investor.

Morningstar Investor strengths

Categories covered by Morningstar Investor but not Fidelity (Fidelity Brokerage Services LLC).

Frequently Asked Questions

Which workflows do Fidelity (Fidelity Brokerage Services LLC) and Morningstar Investor both support?

Both platforms cover Portfolio, Watchlist, News, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Morningstar Investor offers a free entry point, while Fidelity (Fidelity Brokerage Services LLC) requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Fidelity (Fidelity Brokerage Services LLC) and Morningstar Investor?

Both Fidelity (Fidelity Brokerage Services LLC) and Morningstar Investor support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Fidelity (Fidelity Brokerage Services LLC) differentiates itself with Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., and Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals., whereas Morningstar Investor stands out for Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.