Fidelity Tops Corporate Insight’s 2026 Brokerage Website Benchmark, Ties with Charles Schwab for Mobile Lead

Charles Schwab and E*TRADE tie for second on the Website Benchmark; E*TRADE lands third in mobile, while U.S. Bancorp SDI posts the largest single-year score gain

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 website, unchanged from last year, while Charles Schwab and E*TRADE each gained two points to reach 87 and tie for second. The one-point gap between first and second narrows from three points last year. Fidelity ranks first in Account Information, Research & Tools, and Support; Schwab leads Design & Navigation for a third consecutive year, and E*TRADE leads Trading for a third consecutive year.

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. E*TRADE takes third at 70, no longer sharing that spot with J.P. Morgan SDI after a two-point gain. Schwab leads Trading and Support on mobile, while Fidelity leads Design & Navigation.

Category leaders include several firms outside the top three overall ranks

On the website, Ameriprise and U.S. Bancorp SDI lead in the Profile & Settings category, which covers such features as account alerts and security preferences. Merrill Edge is the only firm outside the top three to rank best in class or runner up in three categories: Prospect Experience, Account Servicing, and Research & Tools.

On mobile, J.P. Morgan SDI takes or shares first in the Account Servicing and Profile & Settings categories, but falls short of the top three overall. Morgan Stanley and Ameriprise tie for first in mobile Account Information, while Morgan Stanley also ties J.P. Morgan SDI for first in Account Servicing, reflecting Morgan Stanley’s strong mobile money movement capabilities for a full-service firm.

Mobile experiences still lag website, as U.S. Bancorp closes ground fast

Websites continue to outscore mobile apps industrywide, averaging 77 on usability and 67 on functionality, compared with 73 and 52 on mobile.

“Investors expect their brokerage’s mobile app to match the website experience, but our review shows that gap is still wide across most of the field,” Bonhotal added. “That experience gap marks where the next round of investment is likely to land, as firms compete to turn young mobile-first users into lifelong customers.”

U.S. Bancorp’s mobile score jumps 24 points from last year, from 38 to 62, after the firm folded its self-directed investing offering into its consumer banking app. The gain moves U.S. Bancorp up 13 slots, from last place to eighth overall, pushing several other firms down in the rankings.

Access the Reports

Organizations can purchase the full Brokerage Website Experience Benchmark and Brokerage Mobile Experience Benchmark, sold separately, from Corporate Insight. Journalists can request the full 21-firm rankings, category-level scores and an interview with Ian Bonhotal by contacting CI’s press team.

Firms included in these studies

Ally Invest, Ameriprise, Charles Schwab, Citi Self Invest, E*TRADE, Edward Jones, Fidelity, J.P. Morgan Self-Directed Investing, Merrill Edge, Merrill Lynch, Morgan Stanley, Raymond James, RBC, Robinhood, SoFi, T. Rowe Price, TIAA, U.S. Bancorp Self-Directed Investing, UBS, Vanguard, Wells Fargo Advisors

About Corporate Insight

Corporate Insight (CI) delivers competitive intelligence, user experience research and consulting services to the nation’s leading financial services, insurance and healthcare organizations. As the recognized industry leader in customer experience research for over 30 years, CI offers a research platform and unique approach of analyzing the actual customer experience to help organizations advance their competitive position in the marketplace.

Patrick Flood
Corporate Insight
pflood@corporateinsight.com