Fidelity Investments

I've been with Fidelity for 13-14 years. They are the best broker I have had. Their representatives have been intelligent and efficient and well-trained. I have never had a poor experience. My favorite thing about Fidelity is that they allow an unlimited number of price alerts, which can be set up 10 at a time. That feature alone will keep me with them. No complaints. Previously, I had four other brokers.

If you have questions or technology issues per online trading, Your questions are answered in record time by real live humans. You're never put into a robo-caller hell. Personnel are courteous and attentive to one's questions with clear and concise instructions and assistance.

This company is great in keeping the clients up on what to expect in my portfolio of benefits. Monthly I receive reports and explanations on how and why. Retirement funds - that I invested through employment. With all the fraudulent activities that are going on this company can be trusted.

When you leave a company, you can transfer your 401-k to Fidelity free of charge and for the last year or so Trades are free also. Great website and you can get a daily email with results of stocks you want to watch. If you set a buy for $1,000 (because that is your available cash balance) and price ends up $1,200, then just call Fidelity that day and they will let you sell some of you other shares to cover the difference.

I've had some experience investing on my own for personal accounts using several platforms including Robinhood and Stash. Fidelity is the easiest to use, everything is upfront and the availability for help is immediate. Any issue from general questions to 401k can be answered with ease. I know my money is safe, secure and managed all the time. I love the fact they offer free webinars to help learn more about trading and investing. I can even arrange a meeting with my advisor, and if I don't feel comfortable with the advisor I can always request to change.

I had question about my account and escalated it to a supervisor name Chav ** who did not resolve my issue and was nice nasty, condescending, and racial. He spoke to me in this manner because I'm a **, after all my transition clear with Fidelity I am closing out this account.

My experiences at Fidelity have been anything but enjoyable. I joined them with IRA and the first mutual funds I invested in I had trouble. I wanted to pull out in early January but had to wait on a few of them for 60 days or be hit with a 2% withdrawal rate. On the 6600th day I went to move them to cash and on two of the three funds they were still trying to impose the 2% fee so I couldn't get out. I could reach anyone until after hours and all I got was a smart loud mouth supervisor who just yelled at me and won't lift a finger.

I transferred some money from my bank on Friday afternoon and it is now the following Wednesday and I have been informed that I cannot access that money until Friday morning. If I had known, I would have used another broker which gives me access to the funds immediately. As an options trader, this is completely unacceptable.

These people lied to me and made decisions with my money without my consent and I am looking to sue them. They screwed up my retirement that I've been saving since I was in my teens. These people act professional but they are not honest or looking out for your best interest.

When embarking with Fidelity Investments on Fidelity Managed Services they very quickly took my money and it was completed within 24-48 hours. However, now that I want to reverse back to a "Self-Directed" Self-Managed Account(s), they told me that Fidelity Managed Services has invested me in proprietary "Strategic Advisor" (SAI) funds that are only available with private client services or managed services - and that I cannot port them back over in-kind to "Self-Directed Account" and that I would need to SELL THEM ALL OFF despite the fact that it might cause me undue financial hardship and may not be the most optimal timing to sell these investments, I may lose a significant amount of money in doing this - when all I want to do is unravel myself from Fidelity!