Fidelity Investments

Fidelity and I have no relationship. But they have my business email address. Every single day I get a spam email from them. Every single day I go through the annoying process of unsubscribing. The next day - they send another spam email. This has been going on for over a year. I do not know if their marketing director is from the 80's or what- but spamming me does not make me want to give you my money or investments. It makes me actually loathe your company.

Called to get a withdraw. Over last 2 years refused. Said it had to be a natural disaster. We don't have natural disasters in Fulton NY. I just don't understand if this my money I earn why can't I withdraw? Why get a nasty attitude about withdrawing some of my money? This company sucks. I don't ever seeing getting any of money ever. I think we should be able to withdraw money or close our account.

I scheduled a 410k rollover to my account with Charles Schwab in mid June 2018. I was told I would receive the check by June 29. It never came. No problem, I thought things get lost so through their iChat Fidelity and they said they would reissue a new check and that I would receive it by 7/19. Still no check. When I called the third time they cancelled the check again and said they would send it "Express" mail but that there was a $25 charge. You can imagine my response. The representative could clearly appreciate my frustration and put me on hold. She then confirmed that the $25 fee would be waived.

I was online managing a retirement account that I had earned from a part time job. I had trouble navigating the site so I called for help. They wanted me to verify my identity. I gave them my email, social security number, account number, home address and phone number which all matched. However, they told me that wasn't enough to verify who I am and they would have to go to a public source to verify who I am. INCREDIBLE - a public source which has never been vetted, or tied to who I am. Just my name, not forgetting that many people share my name and not all information is correct on the internet.

I lost my job because I was late for work trying to get my mentally handicapped brother a liver and kidney transplant. That's fine. I traded my job for my brother's life. Now that Allegion let me go I am supposed to be able to get my 401k to live off of. They took money out of my account and were supposed to deliver my check overnight. It's not here. Nobody really knows where it's at and this company is telling me to take it up with UPS. They try every dirty trick in the book to get you to give up like now I've been on hold for 38 minutes. Disgusting companies both of them.

While I was working for Northrop Grumman I was very pleased with the company because they had a generous match on their 401K and they had a pension plan. The first few years I watched my 401K carefully and changed it periodically depending on the stock market. It seemed odd that Fidelity never called me or made any recommendations considering the money they made off us and our company. When the market started to plunge I was so busy in my job I didn't monitor it closely. By the time I got a quarterly statement they hadn't informed me my stocks were plummeting and I had lost over $120,000. I was livid and couldn't believe they didn't feel they had done anything wrong. Their handling of pension plans resulted in a class action suit against them, but only made the lawyers rich. I got something like twenty dollars for my losses.

I got ripped off by this scam broker recently. It was such a hassle to get a withdrawal after several failed attempts. I had to hire a recovery solution company to get my funds back. Glad I got a refund and I can finally move on.

E*TRADE & Fidelity STOCK BROKERAGES NIGHTMARES. The sale of Scottrade to TD Ameritrade (TDA) was the beginning of an unbelievable 2 month nightmare. I was a satisfied client of Scottrade managing 3 accounts, a joint account with my wife and 2 accounts for my incapacitated wife with Power of Attorney (POA.) The transfer to TDA was completed in one weekend in every detail. I was not satisfied with TDA’s trading platform (Thinkorswim) and decided to look for another broker.

Had to call to update beneficiaries after sending required forms which l had been assisted by one of their rep to download. Sent off the forms and followed up twice. Was told it could take 6 weeks after they are received. Later on call to follow up again and told that the forms were invalid. They sent me new ones. When l question why would someone guide me to the wrong forms and why would nobody send me an e-mail on realizing the forms are invalid the response was "NOBODY SITS ON TOP OF YOUR ACCOUNT WATCHING IT FOR YOU". l still have to follow up with them not expecting a lot to be accomplished soon!!!

I am trying to roll over my 401K account into another financial institution. This has been going on for over 6 weeks. They tell me it will be another 5 weeks as they are "backed-up." Apparently, Fidelity neglected to make the IRS mandatory MRD by March 31. So, when I sent in the for the roll-over, they caught their mistake. Now, I am being "punished" by having to wait to get my funds invested into another account and they are having to calculate the earnings/loss on the MRD funds that wrongfully remained in my account. Also, their delay will affect my account balance when finally rolled-over. I suspect there are many others similarly situated since they have been trying to figure this out for about 4 weeks.

I was named financial conservator of my mother's accounts by court order from the State of Georgia. I filed all the appropriate documents in person with Fidelity and was told I would know everything was in order when I could log in and see her accounts. That piece went according to plan. What I didn't know was that Fidelity's legal team (who by the way will not talk with mere mortals... they hide behind phone representatives to be their go-between) placed a restriction on releasing the minimum required distribution (IRS regulations) on her account, such that this distribution did not happen for 2017. All of this without notifying me of any problems that needed attention.

I moved my account from Fidelity Investments to another brokerage company solely because of what I perceived to be frequent dishonesty by Fidelity employees. Without going into a lot of detail about the many instances of perceived dishonesty, I once asked an employee whether he thought he could lie and then just skip over the lie and move to another subject, and he said “yes.”

The representatives are so rude. They will even get smart with you When you let them know you're unsatisfied. I called to ask a basic question that had nothing to do with an account and they collected all my information and asked me security questions and still didn't answer my simple question. After 10 minutes of pointless info and verification I hung up. I will not be enrolling in their Program.

I called Fidelity for a withdrawal. I gave them all the self identifying information necessary. Social Security Number, date of birth, my address. They refused to assist me with the withdrawal. I have run into this problem in the past with these rotten brokerage houses. I will never ever invest a single penny in any stock or bond for as long as live. I plan on telling everybody who will listen do not trust the U.S. financial companies. These guys tell one lie after another and then hide behind their disclaimers. They have ruined more retirements for more people than any single organization.

A one month ago I opened account at Fidelity and then I send my money from my PayPal account to Fidelity account. And then Fidelity block my account, they are block me from login to online investment and checking account!!! Then I call them, they told me go to the office, but I can't do it next 1 year. And they say that my on my account fraud activity. Fidelity is fraud. I write message to cyberpolice and FBI about my problem and they say that they help me very fast and prison all personnel who was fraud me. I hope they give me and other people's money back and get some years at prison. Have a nice day Fidelity!!! Have a nice!!!

Do not open an account with Fidelity unless you want to be your own broker!!! They have stopped personal face to face service! This is fine for young people, but no one considers older people, people who can't hear, see, or speak well. Nothing replaces face to face SERVICE!!! This company has failed miserably at doing THEIR job. Why do I need to go through Fidelity if I have to be my own broker? Something that would have taken ten minutes to do in an office is going on one week.

I opened a Fidelity Acct last week, set up my Direct Deposit to being depositing a small amount of my paycheck, set up a link to one of my bank accounts and deposited 2 small checks to start a balance in my acct. I opened a "cash acct" not knowing any different, but could not buy any stocks. I called the Cust Svc number THIS MORNING and they were so kind, explained that I need a Trade acct to buy and walked me through how easy it is, she even shared that my deposited checks will be available tomorrow and I can start buying then. Then suddenly this afternoon I went to log in so I could link my 401K and the acct was closed!!!

I legally terminated my trust and directed Fidelity to transfer the funds to my brokerage account IN Fidelity. I provided all requested paperwork, and was told the order was being placed. Days go by with no transfer. I call to check on status and they say it was denied. Very disappointing they never informed me. The money will remain with the trustee whom is longer a "trustee" because there is no trust. Now I must go through courts just to enforce what is already existing law. I have no money which the trustee knows. Because of Fidelity many rescue animals I care for are no longer safe. But I'm not surprised they are siding with the trustee, he has many millions with them and I do not.

Unfortunately, my employer uses these shysters for their 401k. My biggest gripe with Fidelity is how long they take to process anything. Send them a contribution, takes a week to post after they get it. Ask for a distribution, they sell the stock the same day but don't send a check out until the next day. If you want a check express mailed they charge a $25 fee, presumably to make up for the lost float from getting you the money faster. Everything they do takes twice as long as it should, and there is a good reason. Fidelity collects interest while they delay posting your contributions or sending you disbursements. If you have Fidelity and expect anything be prepared to wait. It's deplorable that in 2018 any electronic transaction should take more than 24 hours, in fact, it should be instantaneous. Even their direct deposit option takes 3-5 business days, LOL. Ridiculous! P.S. Their funds are awful and I've never made more than 4 percent interest.

While working for an employer, I contributed to a 401k which was managed by Fidelity. When I changed jobs last August, my 401k stayed for a couple months and was then rolled into a rollover IRA. I have been trying to reinvest it ever since and Fidelity has frozen the account until I send them copies of a utility bill verifying my address. Mind you, my address has not changed, I sent a copy of my Dr Lic and they said not enough. I have now missed out on several months of profit as a result. My address is a PMB because I travel. They send my mail wherever I am. Fidelity considers that a commercial address and won’t release my funds. MY ADDRESS HAS NOT CHANGED since opening the original account and they have no right to lock my money.

Fidelity accused me of fraud, and asked me for my height, weight, hair color, eye color and said I'm not who I say I am, and therefore they froze $7,355 in my account. I'm pursuing legal and criminal action against them to the full extent of the law!

Trading Options with Fidelity has been quite a disappointment. Their platform is very unwieldy, their system was constantly putting incorrect restrictions on my account. (Can't close a position for $35.00 when I have $1700 free to trade in my account, have to call their active trader desk to place even the smallest trade because account was always screwed up.)

My account has been locked down due to a reference call requesting transfer of my money! As conversation started when I asked employee terms on moving funds he answered first line that a check would be made out in my name! Well red light came on as I knew movements should never never be moved In the owner's name as I was told. I asked to speak to a supervisor. I then questioned his training and if that happened it would cost me big time one thing left to another and I was told that I would need a POA assigned to my account to process any withdrawals!

I have an account at Wells Fargo bank. Because of Fidelity I am $500 overdrawn. Skip lunch. Spent last $25 cash to buy gas and get home. Right now they are committing fraud and have Rob me by keeping monies away from me. They also blocked all my accounts and wife's accounts. After 2 days they finally allowed us to access accounts online. Can't use debit cards. Cannot move money. Can't trade stock. Son has account. He need hotel funds and food money. We cannot help him and my wife's name is on his account. We have $400k in Fidelity. I will be moving as soon as they give me permission.

My husband received stock from his company. He received 493 shares and we have the paperwork so does Fidelity. They entered it as 439 shares. That’s over 2K we almost lost because of them. Learn how to input your information correctly. Total unacceptable. Worst company ever.

Fidelity Investments Inc is a tricky investments company in the sense of operations; not in the sense of what Fidelity does but some take it as a misguiding and misleading act. However, the real truth is that many people have been unable to comprehend the way Fidelity Investments Inc works. It is more about their own policies and procedures and what an irony that Fidelity is working against itself since their hidden procedures are not truly revealed.

Do not download this app! I downloaded, and I put 500 dollars in it. The app checked my bank account, accepted it, and I went on my weekly business. A week later I checked again, and my account was closed because they said bank account had a problem. They "sold" (they owned the stocks the entire time) the stocks in less than a week and miraculously I own 73 DOLLARS, in less than a week! They never contacted me first to see if we could solve the problem, but those Facebook stocks never went down 70 dollars in a week, and I only bought one.

Have spent a month trying to resolve a Fidelity created problem of a deposit of mine into a wrong fund account. Each time I explain the problem clearly and am assured the issue has been resolved. Then each week a new round of checks are returned for ins funds. It's like the tail wagging the dog. I get on the phone the next time and am assured the problem is resolved. Next, same thing occurs. Personally I think underqualified white collar college neophytes are good at talking but deliver jack.

My employer signed me up for a Fidelity retirement plan, apparently it was an implied consent if no objection received even though I was totally unaware. Months later I was looking at my paycheck trying to figure out what the codes were and found out I had been enrolled unbeknownst to me. Called Fidelity a year ago when I found out and they basically said if I didn’t have hardship I couldn’t have my money, a little more talking and I got a manager that said I could withdrawal my money if I accepted a penalty and I said it was fine then he told me I had to send the request in writing which I never did.

Fidelity always gives me good advice and alerts me when needed. I have difficulty picking which investments are most beneficial or which are risky. Fidelity has put together a plan for me that has been most successful. I would not have the retirement I'm enjoying without them.