Fidelity Tops Corporate Insight’s 2026 Brokerage Website Benchmark, Ties with Charles Schwab for Mobile Lead
Article excerpt
New York, NY, Aug. 19, 2026 (GLOBE NEWSWIRE) -- Corporate Insight (CI), the leading provider of competitive intelligence and customer experience research to the financial services, insurance and healthcare industries, today announced the leaders in its 2026 Brokerage Website Experience Benchmark and 2026 Brokerage Mobile Experience Benchmark, evaluating the websites and mobile apps of 21 leading brokerage firms on functionality, design, navigation and usability. The two benchmarks assess firms across eight categories: Account Information, Design & Navigation, Profile & Settings, Trading, Account Servicing, Research & Tools, Support, and Prospect Experience (web only), evaluating more than 430 attributes and drawing on a survey of more than 1,800 investors. “U.S. Bancorp SDI’s 24-point jump, after folding self-directed investing into its main app, shows how quickly a mobile app can close a competitive gap. Vanguard and Robinhood made steady gains in mobile capabilities as well,” said Ian Bonhotal, research manager at Corporate Insight. “For a brokerage evaluating its digital experience, this research shows where the digital bar sits today and how quickly it can move, which matters before anyone invests in a redesign or a new feature.” Key Findings Fidelity holds its website lead for a third straight year, but the field is closing in Fidelity scores 88 out of 100 for its...
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Schwab and Fidelity share the mobile lead for the second consecutive year Both firms score 71 on mobile, each up one point from last year.