Fidelity (Fidelity Brokerage Services LLC) vs Quicken (Simplifi & Classic) comparison

Fidelity (Fidelity Brokerage Services LLC) focuses on Brokerage, Portfolio, and Watchlist while Quicken (Simplifi & Classic) specializes in Portfolio, Watchlist, and Tax Lots / Lot Optimization. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Choose Fidelity (Fidelity Brokerage Services LLC) if you need 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)., and 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.. Go with Quicken (Simplifi & Classic) if Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings. better fits how you invest.

Both cover Stocks, ETFs, Bonds, Mutual Funds, and Cryptos. Fidelity (Fidelity Brokerage Services LLC) also includes Options. Quicken (Simplifi & Classic) adds coverage for Funds.

Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.

Both platforms let you export data to spreadsheets (CSV, and Excel). This is useful for custom analysis or record-keeping.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.