Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
Rezolve Ai
MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

Fidelity Investments

fidelity.com

Online brokerages and trading appsInvesting and wealth

Money20/20 attendee

Also in the US AI Visibility Study

Statement period
September 23 to 26, 2026
when the AI assistants were asked
Account no.
608 of 2,219
its rank by overall score
Place in its category
11th of 20 online brokerages
Closing balance

Named in

13of 60 answers

by 4 of 4 assistants

Statement note

What this means for Fidelity Investments

AI assistants name Fidelity Investments in 21.7% of answers, which is much more often than the typical company in its sector at 0.8%. Its overall score is 35 out of 100, ranking 608th of 2,219 in the study. The website passes 3 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Fidelity Investments by name. AI assistants named it in 13 of the 60 answers. Counting only how often it is named, it ranks 13th of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Overall score
35Overall score
  • Visibility24
  • Citations3
  • Sentiment50
  • Site quality87
  • AI readiness21
Summary of account
Named by AI in
21.7%
13 of 60 answers
Share of mentions
30.2%
of the mentions of it and its 5 peers
AI readiness
3/14
technical checks passed. Typical for its sector: 4
Rank in its sector
62 of 238
by overall score, where the typical investing and wealth company scores 28

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Line itemsSection 01

Every question, and where the company came up

Fidelity Investments came up on 6 of 15 questions. Open any window to read that answer.

  1. 01Which financial advisory services offer both retirement planning and portfolio management for institutions?3/4
  2. 02What services should high-net-worth individuals look for in a financial advisory relationship?0/4
  3. 03What is the difference between working with a traditional brokerage and a comprehensive wealth management firm?0/4
  4. 04What are the best self-directed investing alternatives for those who want to avoid full-service financial institutions?3/4
  5. 05How can I address issues with online account access at a full-service investment firm?0/4
  6. 06What should I do if my financial advisor is not providing clear retirement planning guidance?0/4
  7. 07How do account minimums and fee structures vary between different types of financial advisors?1/4
  8. 08Should I choose a firm that offers both investment management and financial planning, or is it better to use separate services?0/4
  9. 09Is using a full-service financial advisory firm worth it for retirement planning compared to managing investments independently?0/4
  10. 10Are there suitable low-cost options for comprehensive financial planning besides traditional firms?1/4
  11. 11How do full-service investment advisory firms compare to online robo-advisors in terms of service and support?0/4
  12. 12What are some alternatives to using a comprehensive investment advisory firm for managing retirement assets?0/4
  13. 13What fees should I expect from a full-service investment and financial advisory firm in the United States?1/4
  14. 14What are typical use cases for combining brokerage, retirement, and advisory services under one provider?0/4
  15. 15What are the best full-service investment firms for individuals seeking comprehensive financial planning in the US?4/4
Total namedOpenAI: 2/15Claude: 4/15Perplexity: 3/15Gemini: 4/15All assistants: 13/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What Perplexity actually said

An answer that names the company

Perplexitynamed the company

“What are the best full-service investment firms for individuals seeking comprehensive financial planning in the US?”

For comprehensive financial planning in the US, the strongest full-service firms in the results are Fidelity Investments, Charles Schwab, Morgan Stanley, Edward Jones, Ameriprise Financial, Mariner Wealth Advisors, and Mercer Advisors.

A practical short list by use case:

Best overall full-service option: Fidelity Investments — Kiplinger’s 2024 and 2025 full-service broker awards both named Fidelity the overall winner, and 2026 coverage again highlights Fidelity for all-in-one and retirement-oriented investing.

Best for bro …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Also named

CompanyTimes named
  1. 01
    Vanguard
    12
  2. 02
    Charles Schwab
    12
  3. 03
    TD Ameritrade
    1

Share of mentions

CompanyShare
  1. Fidelity Investments
    30.2%
  2. Vanguard
    27.9%
  3. Charles Schwab
    25.6%
  4. Merrill (via Bank of America)
    9.3%
  5. E*TRADE (Morgan Stanley)
    4.7%
  6. TD Ameritrade
    2.3%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    smartasset.com
    25
  2. 02
    nerdwallet.com
    21
  3. 03
    fidelity.com (its own website)
    19
  4. 04
    wsj.com
    15
  5. 05
    kiplinger.com
    13
  6. 06
    investopedia.com
    12
  7. 07
    forbes.com
    11
  8. 08
    morganstanley.com
    10
  9. 09
    schwab.com
    10
  10. 10
    unbiased.com
    10

Fidelity Investments is in the study as an online brokerage.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
4/15
Claude
4/15
Perplexity
3/15
OpenAI
2/15
Market comparisonSection 06

How Fidelity Investments compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
24

How often AI assistants name the company, and how that compares with its peers

Citations
3

How often AI uses the company's own website as a source

Sentiment
50

How positively AI describes the company

Site quality
87

How well built the website's own pages are

AI readiness
21

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with investing and wealth companies

238 companies in this sector. The gold tick on each bar is the typical company.

Overall score
35
Ranks 62 of 238. Typical company: 28
Named in answers
21.7%
Ranks 13 of 238. Typical company: 0.8%
AI readiness
21
Ranks 140 of 238. Typical company: 29
Against its categorySection 08

Compared with online brokerages

20 companies in this category. The gold tick on each bar is the typical company.

Overall score
35
Ranks 11 of 20. Typical company: 36
Named in answers
21.7%
Ranks 7 of 20. Typical company: 10.0%
AI readiness
21
Ranks 12 of 20. Typical company: 29
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 0: Not yet agent-ready. Agents struggle to find basic information about the site.

To reach level 1:
  • 2 of robots.txt, Sitemap, Link headers
Can an AI agent check out here?

We could not tell. The website turned away our requests for the files an agent would read. An agent arriving by itself is turned away the same way.

Agent payment protocols
  • x402Not present
  • MPPCould not check
  • AP2Not present
  • ACPCould not check
  • UCPCould not check
Interfaces for AI agents
  • MCP Server CardCould not check
  • A2A Agent CardCould not check
  • Agent SkillsCould not check
  • API CatalogCould not check
  • llms.txtCould not check
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
41 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapNot met

    Serve an XML sitemap and reference it from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
0 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtCould not check

    Publish an llms.txt with a short summary and the key links.

    study: 31.0%
Bot access control
32 of 100
  • AI bot rulesPartly met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthCould not check

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
  • API CatalogCould not check

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryCould not check

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceCould not check

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdCould not check

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardCould not check

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardCould not check

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsCould not check

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestCould not check

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 29 of 100 · 53% of checks could run · checked on October 5, 2026 · www.fidelity.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

3 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • Not metHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Not metllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 86% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI

  • GPTBotpartly
  • ClaudeBotpartly
  • Anthropic-AIpartly
  • Google-Extendedpartly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBotpartly
  • MistralAI-Userpartly

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

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ShareSection 12

Share this result

Overall score 35 of 100 badge for Fidelity Investments

A badge of this result that you can show on your own website. Copy the code below.

<a href="https://aeo-audit.rezolve.com/us/finance/fidelity.com"><img src="https://aeo-audit.rezolve.com/finance/badges/fidelity.com.svg" alt="Overall score 35 of 100, Finance AI Visibility Study 2026" width="280" height="64"></a>
End of statement
All 2,219 companiesHow we measured this
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