Fidelity Investments Reviews

They blew my 15 years of work out of the water. I had customized the stock categories in Fidelity's Full View online banking system, and had thousands of transactions that were categorized correctly. Now, without warning, Fidelity has cut over to a new system - eMoney - and they are all re-categorized in eMoney's standard way - so an enormous amount of my information is gone. It gets worse: I had years of history in the old system. Now I seem to have nothing older than 18 months. I trusted Fidelity. They have kicked the legs out from under me. I am moving my $350,000 of investments somewhere else. I have never felt so betrayed.

They locked my accounts without saying anything. I've gave them a lot of documents they wanted, but still failed to satisfy them. It seemed like I had to give them my DNA test to prove my identity. NEVER do business with them. As soon as they got your money, they would do whatever they wanted, including locked your account without notifying you. It's not about what they verify, it's how they verify too.

I had an account with Fidelity for over 30 years and always had positive experiences with them. However, two and a half years ago they froze my accounts because they were "concerned" about a transaction I was making. I have always self managed my accounts and it's true that there was significant risk in what I planned to do. However I was willing to accept the loss if it didn't pan out. I made many other decisions that netted a great deal of money, so it was really no big deal to me. My account rep questioned what I was planning to do with the money, but I told him several times it was none of his business. This was not satisfactory to him and he apparently spoke to someone who authorized a freeze on my accounts.

Once Fidelity has your money, it becomes their money. You will literally have to give them a DNA sample to get access to your money. My mother had an IRA with Fidelity and she passed away, with all four heirs listed on as beneficiaries on her account, with the exact percentages each one was to receive. This was in 2014. It is September 2018, and I am still trying to get all four heirs inherited IRA's straightened out. Where is the option to give a company zero stars? Even though they had been sent the required paperwork, completely with the 2 hour phone assistance of one of their employees, Fidelity failed to issue all four of our Minimum Required Distributions back in December, which had to be done by December 31st to meet IRS regulations.

They turned what could've been a fantastic success into a life-threatening nightmare with their negligence to inform me of the countless restrictions they place on a new account which require you to call in and get your account "coded" for every little thing. They'll randomly remove the buying power from your account during a buying opportunity and restore it when it's gone so you are left emotionally broken and end up making poor decisions from thereon out. Unapologetic and negligent customer service. I wish I had never used this brokerage. The ordering form is slow and resets with every selection you make, leading to a high chance of making an error in your order. Not for day traders.

I had an investment and a payroll account with Fidelity. One day, suddenly Fidelity closed down my account without any notification given to me. My use of the service did not change at all, I received my payroll through them and seldom I used my investment account. I called customer service several times to inquire about the reason for closing my account. They would tell me there is no way they can look up or tell me the reason for closing my account. One of the phone tellers straight up lied to me and told me to mail in extra paperwork.

Fidelity Charitable Gift Fund. I am writing this letter/review of Fidelity Charitable Gift Fund today as I felt the need to spread the word on what just happened to me. Back in 2000 a gift fund was set up both in my name and my father’s name, 2 separate accounts, $25,000 in each account. At the time I thought it was an excellent idea and I embraced the fact that we saved money on taxes and we could turn that savings around and give it back to those charities of our choice.

Fidelity Charitable Gift Fund. I am writing this letter/review of Morgan Stanley Charitable Gift Fund today as I felt the need to spread the word on what just happened to me. Back in 2000 a gift fund was set up both in my name and my father’s name, 2 separate accounts, $25,000 in each account. At the time I thought it was an excellent idea and I embraced the fact that we saved money on taxes and we could turn that savings around and give it back to those charities of our choice.

A while back, my kids and I decided we would be moving our investments from Capital One to your services due to the upcoming changeover to E-Trade. However, since we opened those accounts, we have not been able to access them because Fidelity locked them up because they seemed to think someone was trying to access our accounts... that we created... at the same time we created them. It has now been quite a while. Regardless what I may think of E-Trade, I never had this problem in over a decade I have been with Capital One (and the investment broker that sold out to them before that). I cannot even sign on to send them a message!!! It is truly frustrating.

Fees were ridiculously high for an underpaying managed fund. My managed account with Schwab, same time period, was 7%, zero fees. So disappointed that I gave Fidelity 40K to manage, and almost half of the little I made went to their fees. Go elsewhere.

When I opened up my Fidelity accounts, the website indicated that all I had to do was fill in all the fields with correct information, and it did not disclose that once my accounts were open and funded, my funds and accounts would be frozen until I visited a brick and mortar Fidelity office with my driver's license, a copy of a bill with my address, and documentation of where my deposit came from. I was not even able to back out and have my funds returned to me without having to interrupt my day to gather the documentation and deliver it to the branch office. I followed all the instructions and filled in all my information very carefully and funded my accounts exactly the way the site and app specify, and I had absolutely no indication that all the extra steps would have to be taken in order for me to have access to my nest egg. I was tricked.

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.

In December 2017 my employer decided to open up a company sponsored Simple IRA with Fidelity. Great! I finally have an opportunity to set aside for retirement. On February 27, 2018 I received my first letter from Fidelity stating that they were unable to honor my investment instructions at this because their records indicate my account is restricted. On March 8, 2018, I received another letter stating the same thing. I decided to call and find out what the issue was.

Fidelity provides an intuitive, easy website that provides one-stop shopping for all types of brokerage transactions, plus more... allowing you to manage all of your financials. Includes ability to look back in time, pull your own data and review current research.

I got involved with Fidelity Investments by way of work related 401k. There was some miscommunication due to poor customer service or training but that is to be expected with all corporations I believe. Overall I am pleased with them & continue to use them despite me longer employed with company that provided 401k plan.

Tried to do a withdraw or loan (401k account). Refused me time and again said I only could either if it was a natural disaster. Tried to explain my hours were cut. Needed money for medical bills and car repairs to get to work. Pretty much said they didn't care that I cant get access to my money but this my money I should be able to withdraw if I want. Couldn't get help with this through management at work either.

Fidelity just cancelled my account I have had with them for over 30 years because I complained about being unhappy with their performance and rock bottom arrogant and lousy service. Fidelity used to be great company for over 30 years until just recently 2016. Now it is so horrible, I hate dealing with them so much. Shocking to hear how many others have Fidelity account cancelled because of retaliation and vindictiveness to legitimate complaints - all the same as mine !!! When you talk to them, they just don't care, and refuse to let you speak to an executive or high manager and are arrogant and in denial, even lying to the max. They lie telling me that nobody else is having these problems. It makes me sick to my stomach to hear these lies, and arrogance.

Fidelity is always easy to call, and get answers to questions. I have a special person to call in order to ask questions. I get updates on bond issues, and they have transaction fees.

They seem to have some good investments - they are aligned with my employer so I just continued with them. They were helpful when I visited them but could never get my questions answered about why/how to get some ongoing money in retirement. Looked into another broker & found better opinion & discovered the fees I was paying were more then I should - so I am leaving.

I have almost a million dollars with Fidelity and they treat me terrible. I sense if you have less you will get treated worst. Continually put on hold for close to 15 minutes every time I call. I ask a basic and simple question, i.e.; how much cash do I have in my account. I get put on hold for 15 minutes to get an answer. With a million dollars I am part of the premium account service. I wonder how the regular accounts get treated. It is a truly frustrating experience to deal with Fidelity and is just not worth the effort.

Reps are available 24/7 and ALL SPEAK ENGLISH FLUENTLY. Many funds to choose from with accurate readily available research info to help make a decision.

On February 1st 2018 I called my Portfolio Advisory Service (PAS) representative with a request to transfer my Fidelity portfolio account service funds account from to my Fidelity cash account. On a recorded line the PAS representative said that since my call was after trading hours that my request could not be processed until the end of the next trading day on Friday February 2nd 2018. The transfer was not completed as stated at the end of trading on Friday February 2nd 2018. It was instead completed at the end of trading on Monday February 5th 2018.

The full name of broker is Fidelity Investments and their fees are reasonable. Fidelity website is easy to use and it offers wide selection of stocks, mutual funds, EFT's.

It’s really easy to get a hold of a real person to answer all my questions. If I have any doubt I would call this company and know that I will be treated with respect and quickly.

My account has been on "Lock Down" for months, I cannot add any money to my account and whether I go into the local branch or call the 800 number I get a different answer from everyone. I would never use or recommend this bank.

The company is doing great. Their customer care is super. There is no problem having them as my broker. They have influenced my decision positively and I want to remain one of their best customer. Kudos to them all.

I have been a customer of Fidelity Investments for 20 years and if has always been a very pleasurable experience, until last week. I tried to make a "qualified charitable deduction" from my account and they refused my request and locked down my account. They said that they we doing this to "protect" my investment. I understand Fidelity's desire to protect my investment from bogus withdrawals but this was clearly not the case with me. They further refused to discuss this matter and not only was I unable to send money to my church, I am blocked from making any withdrawal, of any kind, because they felt that I was "unable to manage my account". They wanted me to go through a "power of attorney" person who was more able to manage my account. They said that they were required by the government and had no choice. I can't believe that a large company, like Fidelity, would participate in this asinine practice.

I have an account at Fidelity. I am power of attorney on another. The account I have power of attorney on was trying to transfer an outside account to Fidelity. It took almost four weeks to do so during which they continued to provide misinformation about the delays, most of which was completely untrue. During this period the US markets had its best month in 31 years.

Fidelity Investments has a very long history of helping people reach their financial goals. They're very customer friendly, knowledgeable, and care about the final outcome.

Fidelity manages my pensions. I have found them to be very responsive to my needs and helpful but I do wish their customer service hours were longer so that West Coast customers could get help later in our day.

Our Fidelity advisor convinced me to move my IRA into one of Fidelity's Portfolio Advisory Services (PAS) "Managed Accounts". The account was a "defensive strategy" with a 60/40 equity/fixed income portfolio that included US Long Term Treasuries, which she described as the "the safest investment" in turbulent times and the data supported her. However, Long Term Treasuries also can decline during a period of rising interest rates as they have since I invested in October 2017.

My Dad has been getting screwed out of his money from this company for 6 months now!! He was just diagnosed with Stage 4 Lung and bone cancer and we've fought them tooth and nail. Treatment is extremely expensive and of course, my parents are on a fixed income. He is disabled (as well as my Mother) but when he reached a certain age, his pay turned into retirement. This was severely delayed and they have continued to say, "Oh yes this has been taken care of..." yet NOTHING is ever done! Finally my husband and I got up the money to help them afford an attorney to draw up a POA, and then get it notarized for this idiot people to talk to her because obviously he always can't.

Long time Fidelity members and now being advised - Fidelity cannot provide the services I require - that is, find another brokerage firm. No reason given. Must be active trading. Can you believe an Investment company would state in a letter - cannot handle your trading. In wrong business.

Pathetic in every respect and they could care less! Agents are friendly and helpful, but you cannot reach them in less than 30 minutes. Platform crashes and leaves you at the mercy of the market, unable to access your accounts or anyone by phone! Talk about heart attack?? If these people are rated number one, it explains why the options trading platforms in the USA sucks so badly in the past 3 years. ABSOLUTELY TERRIBLE! You cannot reach ANYONE at Fidelity by any means of contact in less than 20 minutes, even at 9pm. Always at least 25 people in queue on chat, usually over 50 during trading. You would be better writing a letter! It would reach them sooner, but no one would be able to read it!

Worst website reliability. Third time in 6 months that their website has crashed, which leaves customers at the mercy of the markets. And when their system crashes, it is down for a long time...many hours. And when you call, you wait for hours!! DO NOT trust their website or customer service. You will regret it!!

When went to local branch in Altamonte Springs manager was very rude and when told her that her agent was supposed to call me to set up the appointment and never call me. So when I told her that we move outer portfolio because bad service and their manage account charge fee but make less returns than their non manage account. I was very dissatisfied with their work and performance in my portfolio.

If you are trading stock on margin Fidelity is not the right company for you. It's tricking me every day by using the house calls technique to make me either sell my current stocks so it can charge more fees or it's requiring more money to cover the calls so it can gain more assets for it company. It does that even when I have thousands $ buying power available. I have been trading stocks since 1990????

Chronic Problems with Account Management - Know this, if you become ill or if you have an account that will become part of your estate, Fidelity Investments will ensure that your heirs spend great time and attorney fees teaching their inept organization the law. A will, letter of executorship, conservatorship, with court orders mean nothing to this inept organization. Fidelity Investments actually took it upon themselves to cancel a court ordered conservatorship because the ward turned 18, when the order clearly stated the conservatorship was issued in perpetuity due to developmental disorders of the ward, namely autism.

Fidelity does NOT want to give me my rollover money because they want to hang onto it. I have to submit the SAME paperwork they rejected. There must be a payoff if they can hold onto it longer. I will NEVER invest with them again. Over 10 people I have to talk to in order to get to the proper person and most of them ask "why are you rolling your money to Vanguard?" Unfortunately Fidelity holds the accounts where I work. Fidelity SUCKS. Vanguard baby! Always Vanguard.

My wife passed away a few years ago and had her IRA with Fidelity Investments in a average risk account. I transferred the account into my name after she passed, and didn't do much with it until about a month ago. I accessed my account on the internet to update my profile and maybe check on investments - took me a while because I had to update passwords. I noticed that my account was only collecting minimal interest, and the account had restrictions on it so I couldn't make any changes.

This review relates to a very bad experience with the brokerage company, Fidelity Investments, forcing me to transfer my substantial holdings to another brokerage company. I was an account holder with Fidelity Investments for over 20 years. In the early 2000's the company redefined itself. The summer of 2016 I was speaking with a representative who was giving me erroneous information. I informed him that his information was not correct and challenged him on his competence.'

I initiated an account transfer, to cover a IRA 60 day rollover withdrawal. Fidelity never did the transaction, never informed me of any problem, hid my documents from me, and was never responsive to an easy fix that would have saved me $11,300.00. Instead they chose to be stubborn and unresponsive, and I have no choice but to go to war with them through the New Jersey court system. If you PM me, I can provide plenty of documentation and details.

Our Fidelity representative solicited our money for a managed tax-harvesting account. Fine - I was happy to have someone deal with the money if they were doing a good job. The job was OK, and I was satisfied, not overjoyed with the result. That's in part because I was unhappy with their planning software, which is highly flawed and misleading. Finally, in December of 2017, tired of their promoting their planning software, I sent them a review of its flaws. Suddenly in Jan 2018, I was told that Fidelity would close my accounts for no reason. Our broker indicated that I had used "inappropriate content" in my message, which is not true. They provided no information nor any validation of their assessment.

After several personal requests to their Hilton Head office (they don't have a Charleston, S office) this firm has failed to deliver any value added wealth management services. They have failed in their fiduciary responsibilities to a high value Premier customer. The one star rating they have with over 300+ reviews is totally justified and anyone considering using them would be wise to look elsewhere.

After trying to contact these people by phone, and 4 dropped calls, I tried to email them - they have no way of doing that - I had a simple question about distributions - I could not find an answer on their impenetrable website despite over an hour of research. Their communications system is Jurassic - it would behoove them to upgrade it before all of their customers flee in disgust. It's too bad too because some of their funds are great.

I am the executor of my mother's estate. Over 8 weeks ago I started the grueling process of trying to close out her Fidelity account. First, there were so many clerical errors. It was astonishing. They spelled my last name wrong and had my mother's middle initial wrong as well. Second, they stated everything should move to a Fidelity estate account. This took 4 weeks and several phone calls only to be told estate accounts are low precedence especially over the holidays. There were numerous mistakes made in this process as well and phone calls promised to be returned never were. I have never held less than 30 minutes waiting on someone to pick up the call.

Banking - Was transferred to this area to determine why I was not able to withdraw funds from my account despite depositing a check in the account a few days prior and the ledger showed that there were funds withdrawn at an ATM but the ATM never gave me the funds because I had reached my daily limit. I explained to the rep that what I could see on my app showed that the funds were available, she said what she saw on her end was that the funds were not available hence the reason why I couldn’t take out money from the ATM. She also advised that they are an investment company not a Bank. When a check is uploaded Fidelity should breakdown to the customer how much of that check is available for use and when the rest will be available.

I use Fidelity mainly for their cash management accounts. This means I get free checks and ATM withdrawals because it is connected to a brokerage account. The brokerage account has not much in it... I mainly use for the cash management. Well, yesterday I didn't get my usual direct deposit. I had to call my payroll company and then Fidelity. Fidelity told me that they had decided to shut down my accounts and didn't tell me a reason why.

I have had good experiences with Fidelity as my stock broker for about 8 years. Now a greedy bean counter has changed the rules. If you have an IRA there, you will be charged $300/yr to fill out IRS forms. I was given several weeks notice on this and have had to quickly move my money to another brokerage firm before the end of the year so that I wouldn't get hit with this charge. I looked at several other firms and none of those were charging these kind of fees. Fidelity has withheld over $800 of my money, so I will probably lose that in the transfer. This company has gone down-hill quickly. They are greedy and unethical. I have spent three days trying to speak to someone there, but they are all too busy to talk to me. I can't even get the operator - it's just an indefinite hold.

I had unrestricted stock shares that were vested on 12.01.17, but for some reason, could not withdraw or transfer the cash value for them. This hadn't happened in the past, so I contacted Fidelity via chat on 12.06.17. After being transferred twice, I was told that the funds would be available on 12.08.17 "at the latest". So, when the funds weren't there on 12.08, I contacted them again. I was transferred 4 times. Two of those times, the chat ended unexpectedly due to "technical difficulties". The only answer they could provide was that it took 3-5 business days for the transaction to go through. When I pointed out that it was the 6th business day, they did not respond and just ended the chat. I've had better customer service from cable TV providers and used car salesmen. Fidelity is garbage. I can't separate my money from them soon enough!

My life insurance policy through Fidelity was in effect since January 2015. In the summer of 2016, I moved to a different state and called Fidelity to change my address and request a copy of my policy because I could not find it after the move. Fidelity made the change of address, but never sent me a copy of my policy. I did receive an alarming letter in September 2017 indicating that I had requested a change to my policy regarding my beneficiaries. I immediately called Fidelity to question the notification, and was told that a supervisor would call me back. I never received a call, and after checking online to see if the error was corrected, I called Fidelity again. I was told that a request for a change in beneficiaries must be made in writing. I explained that I did not request any change to my beneficiaries. I was then told very rudely that I needed to make the correction in writing that they could not/would not make the change over the phone.

Fidelity Investments is in charge of my husband's pension. His checks were on time for 16 years; this year he has to call at least twice a month to find out why he had no check in the mail by the first of the month. He's always told it has been mailed - but it never shows up and they have to reissue a second check (supposedly). I think the checks are intentionally held as long as Fidelity can hold them for interest on the dollar. Retired people depend on those checks and it is not right for any company to think they have the authority to hold onto the money for their own gain. Who governs the investment companies holding our pensions? Is there nothing that can be done to stop these practices? After the lies Fidelity has told us about mailing checks I would never trust them to even see my bank account number for auto deposits.

Poor service, untrained representatives, consistently gives incomplete and misleading information; takes more than one try to accomplish important tasks; places your business transactions at risk; puts customer on hold for long periods of time with annoying music.

Fidelity is doing something underhanded. When elderly people attempt to withdraw funds they freeze their accounts and claim that their "risk management " team is reviewing the account. This seems to be a stall tactic to prevent people from lawfully withdrawing THEIR OWN MONEY. Fidelity is policing how people spend their money and that's not their role or responsibility. All victims of Fidelity need to bond together and look into a class action lawsuit. In our case my father in law, who is 72, asked for an extra distribution from his IRA for family business. Fidelity didn't like this so they have frozen his account for over a month now. Complaints to regulatory agencies go un-responded to.

This is not some kind of loss due to investments or stocks. I signed in one day and found thousands from my cash account missing. After getting on the phone with them they said to wait another to see the money come back. I'm guessing it must be some glitch in the system. Even then that doesn't make me feel any more trusting of them. I will move my money out of there to a more reliable company.

I have a Fidelity Cash Management account and I was planning to use their BillPay, but I found that after entering the payee information including the payee account number, there is no way to review the full payee account number information because they only display the truncated account number after it is entered. Seems odd that you are required to get the information correct so that the right account gets paid, but that they don't provide the means to verify that information.

I have been trying to work with Fidelity for the past 3 years. They continually block and delay any actions of my actions which result in removing money from my account. Same effort is put into blocking transfers from account to account, since they know it is for the purpose of removing the stock/funds from their institution. They actually admit they have a whole department dedicated to stopping removal of funds from Fidelity. My advice is use any other institution other than Fidelity.

My reason for the review is that this company has taken my life saving. I hope they are living well on my money, because they sure thought that I didn't need it to live on when I retire. The company that worked for was bought by another company, and Fidelity was the 401 retirement company that was their retirement firm. Story made short, which everyone knows in this forum. They stalled and stalled, run around after run around, call after call I made they would not or could not find my funds. So they got my retirement money, and they’re sorry. Like I said, hope they live well on my money. Because they sure felt that I didn't need it.

Similar to other accounts, we have failed to retrieve our father's and mother's retirement account valued at about 20k. Their divorce apparently made it more complex, but it is their money and both are trying to retrieve what they agreed to in the amicable settlement. A law firm has attempted to retrieve the money but has failed after three repeated events. This after they claim to have spent hours with Fidelity trying to figure out exactly they want to release the funds. I am at a loss to what to do. I would appreciate any advice from anyone who encountered a similar issue, although it I'm not exactly clear how to do that without violating the user guidelines. Thank you.

Very very polite, firmly noninformative, the website states they will give advice and information but I was not even told about some of the products until I decided to pull out. The person gave more information that time. There is actually a plan where they will manage your investments, mostly they will send a link with some vague information, once I got incorrect info on CDs. (Only incorrect by a small amount though). Mostly they didn't seem to care what I did or if I accomplished anything, just being very very polite on the phone. Politeness is appreciated though really.

I've been with Fidelity since the 1980s and have never had a problem transferring money to and from my various checking accounts. I do not have a pension administered by Fidelity. Security tip: I would not have a checking account tied to one's account at Fidelity, because anyone can read your check's routing and account number at the bottom of your check, then have their own checks made using your routing and account number.

This company should pay you to make a trade. This is by far the worst brokerage of any company in the U.S. Their computers are ancient and can't do simple math. I asked them to do a wire transfer and it took them three days to do it and then they did it twice. No one can answer a question without leaving you on hold for 5 or 10 minutes. Any question will baffle their customer service. A very bad company to do business with.

Although they have the best list of secondary offerings in "fixed income" they have the absolute worst customer service online. For example, this past weekend, while doing maintenance on their site, following the Equifax hacking, they posted Balances $0.00 for all accounts, rather than, "Information unavailable due to maintenance on site." They did not disclose the maintenance during the days prior to it. When I called in a panic after seeing that my accounts had been "presumably emptied, was told..."We get a million of these calls each time we do maintenance." I answered, "So why not change it so less people are upset?" and got no answer. This is not the first time they've had horrible bugs or messages in their system. The last one I reported (a Fitch downgrade on a matured c.d.) it took 2 years (approximately) for them to fix their system. Wonder how long it will take this time?

In trying to deal with my mothers IRA through Fidelity, I have spent two months phoning them, always speaking to a different "Representative", always being promised that I would receive a callback, and information in the mail. Of course, I have never received a callback except from the first representative, to give me a "Case Number". The other 4 people I have spoken to, and only when I call, have promised left and right to send me information in the mail, forms to fill out, documentation requirements etc.

I have worked at a Hospital in Alabama for over 25yrs. I've used their 401k program through Fidelity. I was able to transfer MY money to a tradable IRA, then started to day trade with MY money. I kept questioning them about the settlement dates being a day off. From what I could see on their web site and the app they provide. After calling numerous reps, they all told me the settlement dates on their end were always 1 day behind what their customers could see. This leads to unfair penalties, not to mention what happens to my money during that 24hrs? It's in limbo. They say they can liquidate anyone's account without reason. They won't talk to me. All they say is you are welcome to withdraw your money and place it elsewhere. But while still an employee at the hospital, I can't use my brokerage link to buy anymore stocks. Or any funds mutual or any funds. I can still contribute to my 401k. But it goes into bonds. Can anyone help me?

I decided that I would take advantage of using Fidelity's Fee-based Management of my 401k retirement since I did not have the time or expertise to optimize the returns on my investment. The promise from Fidelity was that if I paid them to manage my 401K plan, their team of investment experts would select the proper investments in my account to ensure a satisfactory return on my investment. I just want everyone to know who is considering using Fidelity Investments to manage their 401K plans and pay for that service should reconsider.

These were 2 events. The 1st complaint revolves around the creation of a self-directed profit sharing plan for my company. As it turned out, Fidelity's expert did not know how to complete their own paperwork correctly causing a 20 delay in funding an investment that cost me the better part of $12,000. I sucked it up and accepted their apologies for that one.

My mother passed away a couple years ago. We inherited about 20,000 dollars. Six month ago the paperwork was filed. Fidelity has run us through the gauntlet in order for them to be able to release my mother's money to us. It is not Fidelity's money. It is our money. The entire operation should have taken 4 weeks tops. It has taken 6 entire months and now going on 7 months for them to put our money in our account. The Customer service is horrible. The wait times are long enough that we wonder if Fidelity even has any money at all.

I was divorced in April and still have not had Fidelity approve the court order for the pension payments from my ex-husband's pension. I am now on third attempt of filing the papers to get my money. They act as if it is their money, they will not provide any information not only to me but, my lawyer's office can't get them to provide the proper information. It is as if they are protecting a matter of national security and if they told me they would have to kill me. In meantime I have not had any money paid to me since Nov. 2016.

I am surprised by SO MANY negative reviews regarding Fidelity, but from reading them, they seem very well deserved. My story is very different... I was a Committed & Dedicated LONG TERM Customer of Fidelity for OVER 15+ years, and the longest time, satisfied with the service. One day while trying to check my accounts I could not log in. I thought it was a computer glitch so tried again the next day, day after that, the following week, week after that, etc. Finally I contacted Customer Service who said "my account was blocked", INSISTED that I had a "virus on my computer", and that I'd need to get my "computer repaired" and send Fidelity the receipt. I told Fidelity over & over again that I'm a computer professional, WORK for a computer company, and not only do I often format my computer, it HAS NO VIRUSes.

I specifically opened an account with Fidelity to be able to buy a specific stock which some brokers refuse to trade as "buyer beware"... I called first to be sure that I would be able to trade the stock with Fidelity if I opened an account. I jumped through all of the hoops and had the money wired to speed up the process to only be blocked when I attempted to make the trade... I am furious!

Beware this awful, lying underhanded company!!! I am a disable military retiree who recently began working with a company partnered with Fidelity Investments (to provide their insurance). I told them from the beginning that I have insurance through the military. And when a short time later they pressured me again and told me they had automatically sign me up for it, I immediately call them to tell them that I don't want it and that I am not interested. A short time later I noticed that I was having money taken out of my pay check going to Fidelity.

I have had a Fidelity account for 13 years. The firm I work for contributes to it and I can't move any until I retire. I'm able to select only certain funds for my 401K. I contribute an amount each 2 week pay period. I have made no changes this year. If I look at the YTD performance of each fund I have money in, they show anywhere from 5% to 16% performance, most above 10%. Interestingly, my overall fund growth rate is barely 5%. Something's rotten in the state of Fidelity. I think they falsely portray fund performance. Anybody else with that opinion?

I went online to open an account with Fidelity. Their website was not responding to some of my inputs/ information. I called and spoke with one of their specialists. He was really informative and helped create the opening of the account. I tried to fund in online, but it would not accept my banking information. The specialist advised to go to one of their local branches and the issue would be handled. I did exactly that. At the branch, the associate said I did not include the suffix "II", since I am the second.

For everyone doing business with Fidelity I suggest you take your money to someone reputable. My husband and I had decided to invest his retirement and 401k with Fidelity. This was in 1998. By the year 2000 we had no money and they had no explanation. We went into shock and a depression that we had never experienced. After I came to my senses I started doing research. I do not think my husband ever recovered mentally or physically. I talked with attorneys from Washington and Texas. They all assured me that there was no way that we lost that amount of money even if the market crashed. We even set the account up so the only one who had access to the account was my husband. I wanted it that way. If he needed to withdraw he had to write a letter explaining what he wanted the money for, GO to Fidelity in person, show his ID and get the letter certified by Fidelity.

Almost 2 months ago I sent a check for the money to be deposited into my son college fund (a large amount). I never heard from them, today I called and as per the representative on the other side of the line, the check was returned to me via Regular mail, however, the check never reach my home. I questioned him why Fidelity Investments could not sent it via FedEx or a least Certify Mail (no answer). I am extremely disappointed and uncertain how I will be able to made the institution who issue the check to replace it. They proof to be unprofessional.

Fidelity Investments the most unprofessional, incompetent bank known to man, and that is an understatement. I have had the worst experience ever possible with this bank. This wanna be investment source is the wrong decision for anyone to make, of which I believe this bank may be run by a disobedient child!

FIDELITY INVESTMENTS IS GARBAGE. I separated from my company the last week of May, it is June 12th and I STILL DON'T HAVE MY MONEY. Customer service is a joke, they are mentally challenged simpletons who don't have any answers, they take your number and never return a call. It's ok. I'm sure my medical, mortgage and auto financiers understand... NOT. You all are complete garbage and I hope god DOESN'T have mercy on your souls!

On June 9th it was confirmed that my lump sum pension payout from my Kimberly-Clark employer sponsored retirement account would be direct deposited into my bank account on July 1st. By July 3rd, there was still no deposit. I called Fidelity Investments on July 3rd and was told that there were data transmission issues and the new date for my pension lump some direct deposit would be July 21st. I was supposed to have received confirmation of the new transfer day via email and my online benefits account.

Fidelity magically deemed my account to be a security risk, wouldn't tell me why, and then insisted on my sending them two forms of identification... by FAX!!!! Who the F has a fax machine? And, why wouldn't Fidelity tell me about why my account was a security risk? I will be transferring all money out of Fidelity immediately upon gaining access. I WOULD NEVER RECOMMEND FIDELITY TO ANYONE, THEY ARE THE MOST CONDESCENDING COMPANY I HAVE EVER DEALT WITH.

Just got the complete runaround on one of my investments. They "made a business decision" to take my mother off the account in accordance with their customer agreement. They told me it would take effect on June 17th. They sent the letter on June 17th. When I called to inquire why - I couldn't get a straight answer. It was done and it couldn't be fixed. Now we will be moving that account. I will look into moving ALL of my personal investments as well. This is terrible customer service! Shame on them! DO NOT USE THEM FOR YOUR INVESTMENT SERVICES!

I called on 26th of June to get my withdrawal of my account due to separate with my company and since then till now all I hear is "Today. Tomorrow you will get a tracking number for your check." I asked to speak to a manager. She was useful. Her name is Nicole. I spoke to another manager and have no idea what is he spoken about every time is different story.

Northrop Grumman recently contracted Fidelity to handle their pension administration. My power of attorney was approved by the previous administrator but Fidelity, after assuring me that they would be receiving records from the past administrator, would now need me to send via US Mail or UPS only my power attorney. They received the POA but now insist on having my date of birth and SS number although I am not the pension holder. I asked to speak with a supervisor or someone in their legal department but was denied that request. I called someone in Northrop Grumman's local HR department and explained my situation to her. A "supervisor" (who turned out to be a mere customer representative) called me offering no solution to be able to correspond with Fidelity regarding my uncle's pension account.

Fidelity Investments says that they closed my account even though I have an active account number with them with PAID FOR SHARES IN IT. They will not allow me access to my account and even see the progress of the shares I paid for. Later in the month when I added a margin account they gave me a deadline of April 27th by 4 pm to send in monies. I WIRED THE MONIES THE MORNING OF THE 27TH OF APRIL and they had already closed my account that very morning. SEC and FINRA says the worse a company can do is to FREEZE an account for 90 days... not close it. Had they done this the $8,575 I wired in the morning of the 27th would have been received and I would have collected a $3800 profit. Instead Fidelity liquidated my 269 shares... CLOSED MY ACCOUNT EVEN THOUGH I HAD PAID FOR SHARES IN IT (this is illegal) and then stole my profit of $3800.

On May 18 I called Fidelity to withdraw the funds from my retirement account (it was an employer sponsored retirement account). I live in Thailand and to my surprise I was told that Fidelity would not/could not wire the funds to my account in Thailand. They said all they could do was send me a check. I queried this because if they sent a check I would then need to deposit this into my Thai bank account and have it sent back to the US for collection. Unfortunately Fidelity refused to wire the funds.

Have had for several years and massive problems doing the simplest things. It took multiple calls to even set up an online account. They were very apologetic but I kept being placed on hold and they finally asked me to visit a physical office (2 hours away). For the 4th year in a row I have had to go through hoops just to get a statement. I need to move my accounts somewhere else.

Fidelity launched a new service to allow Health Expense Claims to be paid directly from a Fidelity HSA account. HealthExpense has NO tech. support & horrible customer service. My insurance accounts won't link, preventing me from using my HSA account to pay medical bills. They have told me - repeatedly - it's an engineering fix expected over the weekend... for 4 months this has been their same excuse!!! FRUSTRATED BEYOND BELIEF. Since Fidelity won't reimburse me directly if I pay out of pocket, I'm basically adding money to an account I'll never be able to use. I will be transferring this account as soon as I'm eligible to do so.

I owned 5,000 shares of a stock. I placed an order to sell GIGL at 0.087 of the dollar. The stock price was 0.09. I want to underbid and dump. The stock had been falling. The bid was 0.085. The ask was .09. I watched my order place on the ask for .087 visually appear on my screen. I watched my shares disappear as if they were bought. They pop back up like I owned them. The bid listed on active trader pro still shows 0.09. This goes on for 30 seconds. I check if I am lagging. I close the program. I reopen the program proving no lag between us, and my connection got me in, their authentication program worked. Connection was good from both ends. It still shows the ask for .09. I sill owned the shares.

Fidelity Investments' abhorrent handling of pension payout. Just like Liz of Downey, who wrote on May 13, "At a loss! Have not recd. my pension check for two months. Been calling NGC and Fidelity every day." I also have not received my pension payout, but its been 3 months. When the NGC timeline for payout came and went, (2 1/2 months) and I hadn't received the check nor any notification of its arrival, I started calling Fidelity. Every day I call (their reliability in calling me back is abysmal) with no results or updated information as to the now 2-week overdue payment.

They are so dishonest holding on to people's money. Every time I call they opening a ticket to give me my money. But I never get my money. All I get is a ticket open and everybody has different information. Told them I had a closing date and they could care less. One says, "Ok on this date it will be in your account." Call back and they say, "We don't even have a total # yet to give you a disbursement date." Lies and games.

I had Fidelity in 2004 - 2006 for my 401K account, I was amazed at how easy it was to use, I gained a lot of money in two years and it was a breeze to roll over to my new company's 401K. In 2016, I decided to open a checking account with Fidelity since I was so impressed. I went to the branch after opening it online for them to tell me there was no way to give me my money if I deposited anything because they have no vault, a check would come in the mail and so I closed it, I called the customer service department, they said it's not closed. I marched back to the branch livid and the guy looked like he was going to call the police because I asked him to close the account again, finally they closed it. I would never use this company, I can't believe they are still in business.

I known Fidelity for over 30 years and have been a very reputable financial institution with great trust until recent. I just started at new job in a new area and wanted a bank account to save and invest. In the process in acquiring my apartment in getting money orders, Fidelity thought the money orders were fraud and froze my account completely with NO warning. No access to my money whatsoever. Suspicious they do this during a long holiday. The risk and fraud group that did this are gone for the weekend and don't expect to unfreeze my account until early to mid next week. In the meantime I am stuck. I am so pissed right now. This has happen to other people during Christmas see below.

After having an account with Fidelity for 25 years, I will move investments. They reduced their trading cost to $4.99 a while ago and it has become disastrous. I was told to contact Fidelity on a small matter - new telephone # and it took me an hour to accomplish that. Their online chat is useless and Live Chat is slow. Very disappointed.

At a loss! Have not recd my pension check for two months. Been calling NGC and Fidelity every day. Bradley ** from Fidelity, Charu ** from Northrop Grumman and Kory ** from Northrop Grumman are polite but NO results. In my research I have found that Fidelity is problematic for many clients. Northrop recently changed from Aon Hewitt to Fidelity. If there's anyone out there that can offer a solution I would be very grateful. Thank you.

I sent $2500 to Fidelity to open an IRA over 2 years ago. I assumed they were investing it for me. After two years and only earning 57 cents, I jumped through their various hoops to close my account and roll the money over to another IRA. They then had the nerve to charge me a $50 fee to close the account. It turns out they had parked my money in some non-earning account, waiting for me to invest it myself. The lack of personal service (no one ever noticed my money was sitting there doing nothing - they couldn't care less) and the loss of $50 (minus the 57 cents), has convinced me to never invest with Fidelity again. I have relatives with large amounts of money with Fidelity. I will urge them to switch.

Wednesday evening, December 14th, I called Fidelity to ask whether or not an account could be compromised should a third party gain possession of a check routing number. As the representative answered the phone, I realized this was an dumb question and that all checks in circulation had routing numbers visible to everyone handling the check. My daughter had had her Christmas gift box stolen, but the two personal checks to her were returned, slipped under her door. The rep agreed that, no, no harm could come to the account with just the possession of a routing number but, as a precaution, he would notify the Risk/Fraud department. I told him that would be unnecessary but he repeated just as a precaution so many times I agreed, so long as they did not lock the account or some such other inconvenience.

I spoke to a nice lady named Beth today (4/25/17). I made a change to my 401k yesterday before the market close (3:57 pm) per Beth (Fidelity Rep). Fidelity would not honor their policy of accepting my change and reflecting this for the next business day. Beth did the work to investigate internally...but with no success. I lost out on a great market day due to Fidelity not honoring their own verbiage on the confirmation email. Do business with Fidelity at your own risk. This company is not held accountable and will not help you solve an issue. The reps are powerless. Sad.

Our nightmare began a few months ago. My mom received a reimbursement check from BCBS and we decided to open a joint account with it and to where I would have direct deposits from my paycheck; keeping the acct as a "go to if needed" or emergency account. I have a 401k with Fidelity so decided to open it with them. BIG mistake. Opening the account was no problem. Using the debit card was no problem. The waiting a month before putting a restriction on the account (without advising us), tried to use the card at my mom's dr and was embarrassingly told it was declined.

This company is a complete fraud!!! They promise you one date that your funds will be available. That date comes. "Oh, you can expect it the next day." I am closing this account completely after they finally decide I can have my money. I have bills due and I can't pay them because they are not releasing my funds. It's been a week now and some days.

Made a deposit into what I was lead to believe was a bank account. Deposit did not show the correct deposit day. I called then later that day it showed up as process but not release. When I call I was told it takes 2-4 business days and that it would be in there the next day. Today is the next day. It is not released. I call I was told it will take 2-4 business days. I asked to speak to a supervisor and I was told by the supervisor that they basically act as a bank but a third party company handled this for them. But they are not a bank. Let's see... take deposits, issues bank cards, send you checks and deposits slips. But you are not a bank. I am out of gas. I miss work yesterday and I couldn't take my child to school. My phone is due to be cut off today. But yet I am told sorry. So I am home today so is my son because I was led to believe that they were a bank and they are telling me they are not...

In October, 2017 I attempted to withdraw funds from my 401k as a gift to my daughter to start a business. Apparently because I had already withdrew some funds, this brought about a red flag. I immediately was visited by the local police department to do a wellness check for diminished capacity and also that my daughter who was assisting me was exploiting me in their words. I also was visited by the NH Bureau of Elderly and Adult Services. They found nothing out of the ordinary but I still could not receive my funds because now both accounts were referred to their risk department and I wasn't allowed to speak with them during their investigation.

I left an employer and wanted to move my 401k with Fidelity. They told me my status was not updated and by the time my former employer updated my status with Fidelity, Fidelity charged me a maintenance fee and they would not remove it. I did not have the opportunity to move or cash in my 401k without the fee. Fidelity was extremely rude and inconsiderate. I have had numerous issues with them in the past with a previous employer as well. I will not work with this company ever again.

Fidelity was chosen by Nationwide Insurance to manage pensions and 401K. This company should be rated 0 stars. The support is horrible. The information they give you changes with each person you talk with. It has been 3 months since I applied for my pension. I have yet to receive a payment. Today I began to transfer my 401k to Ameriprise. Worst company imaginable.

I have spent over 70 hours over the last 2 years trying to get an online account set up and maintained with Fidelity. Large amount of money in account and their system keeps kicking out online access - very frustrating. As I write I am on the phone attempting to get online access again - agent trying to get online access is rude and overtalks me. This is an issue that hasn't been resolved and FIDELITY management DOESN'T CARE.

I'm a senior and was with Fidelity for almost 3 years. Never a problem until I made requests to remove some funds. Fidelity put a restriction on my account and said their risk people were looking into my account. After over three weeks and numerous calls to their worthless service reps. and submitting all paperwork requested because my son has my POA and deals with the accounts. After three years they had questions? Worst of all is they have cost my account about 50k during all this. Can't trade, can't get tax statements, couldn't even transfer it out. Holding my account hostage because I wanted to gift my children while I am still alive by withdrawing less than 35% of the accounts funds. It is my money! Now that I am starting a suit against them, they have close my account and is supposed to be transferable. Do yourself a big favor and go to TD or Schwab. Would not recommend. This is a horrible investment company.

Ford Motor Company and the UAW bargain Fidelity to take out 401k. I do not know who is paid off. I do not know Kickback or favor but it has happened. I know it is what they do especially the UAW during the course of my 401k invested heavily in Ford common stock with Fidelity within my boundaries a 401k. During the course of this Fidelity stole my common stock and replaced it with units. I confront the UAW and Ford about this and they laughed at me. It's what makes the difference because it tracks the same. It is a fifth. The government did nothing. The union did nothing and Ford did nothing. Stay away. Stay away from Fidelity. You will get robbed and you will get no assistance.

I've been unfortunate enough to have inherited Fidelity accounts from my (deceased) parents' retirement accounts, all of which were with Fidelity. It has been an excruciating struggle to work with Fidelity -- my experience has been that they give poor, misguided direction, and then come back to contradict it, later. I have page after page of notes on what they have told me to do, only to have them come back later to say, "OH NO -- you should NOT have done that" (even though it's what they told me to do). Do yourself a favor, get a "Magic 8-Ball" to give you advice -- you'll be MUCH better off, in the long (and short) run!

Fidelity is the worst bank/investment firm ever. I was a Fidelity Investments customer for over 8 years no issue, until 2015 they decided to hold on to my taxes and the rest of my entire funds that was already in my account from my payroll. This company has the worst customer service agents, not helpful at all when it comes to disputes or resolving issues but they are so nice and helpful when telling you what to invest in. I went to their center in Dunwoody GA and they threatened to call the police on me all because I wanted access to my money which by the way it's mine all mine and I worked too damn hard to get it. To make a long story short, I closed my account and took my money elsewhere and never in this lifetime or ever would I recommend FIDELITY INVESTMENTS.

I have had a continuous problem of funds within my cash management account arbitrarily being held, resulting yesterday in an inability to pull out funds that were mine for reasons they could not explain. I wasted 75 minutes yesterday and no one could explain what the problem was that had funds being held. When I asked for a supervisor I was hung up on. Now today I called again because they were continuing to hold the previous funds as well as a portion of the deposit I just made -- with no method to the madness of how much would be held and why. The person I spoke with today was absolutely crazy making, telling me "no one can help you" when I continued to explain the math to him over and over again. He was getting stuck in the fact that when all funds were released I would have the correct amount of funds -- but that was never the issue.

I have a lady from this phone number that has been contacting me through text and Instagram. She put almost 3grand into my empty bank account and said there's no charge whatsoever. But now she's trying to have me send money through western union. She said she works for Fidelity Investments and said they give 3000$ out on a daily. But now she's telling me if I don't pay the fee I can get charged with theft and all this other stuff. But she put the money onto my online bank account.

I have been trying to close an account with Fidelity for three months. They are only stalling all my efforts. I have retained legal counsel and am reserving scheduled time for court proceedings. I have given them my Durable Power of Attorney that gives me legal rights to my account. I have also given them a Trust Resignation letter that clearly places me in legal control of my account. I have filed four letters of complaint with Fidelity: two in Portland Or., one in Covington KY and one in New Jersey. I have also filed letters of complaint with the Securities and Exchange Commission, The Better Business Bureau, Financial Industry Regulatory Authority (FINRA) and The New York Stock Exchange. I also had to give them medical history (twice) even though they have no right to review this information.

I have had my Fidelity account for a very long time. In a couple of transactions (only 2) I made I didn't transfer money in time from checkings to savings to cover the transfer (my bad) but 1st time it got covered immediately and the 2nd time again same day covered for it. I looked up at my account to find out that there is now no bank account associated with my Fidelity. Did a chat talk as well and called. They told me it was up to their risk management discretion on whose account they delete due to numerous of insufficient funds. I said but 1 last year and 1 this year isn't numerous. Has anyone ever had this to them, where they have to go through the process all over again to get their bank linked up with their fidelity account! Or is it just me? CURIOUS??

I started the process of distributing my IRA on 12/13/16. Today is 2/2/17 and I still have NO CHECK. Like the complainant from MN - it doesn't take almost TWO months to get my distribution. When I have made one of my 13 calls to Fidelity all I get is the runaround. So all you other people not receiving money - we might have a class action lawsuit to be able to collect the interest on what would have been our money the whole time they are giving us the runaround. They said they have overnighted it today... We will see... I had a stroke in early 2016 and I need this money to survive right now as I am only working part-time. The hardship that they have put me they regarding this is awful.

My stocks of S&P 500 up nearly 10 percent for year. Just checked my monthly money starting in Feb. I get a 9 dollar a month raise. This has happened before. Also got the sec to check things out. Everything went fine for about 5 years. Now bad again. I was expecting a raise of 120 or 130 a month. So Monday will be calling sec again. If not satisfied this time I go to court. IF S&P 500 HAD WENT DOWN 10 PERCENT THEY WOULD HAVE FOR DAMN SURE TAKEN AT LEAST 200,00 A MONTH FROM ME. Sure hope consumer can help me. I'm retired. Not much money too very much. Will call Fidelity Monday morning. See what happens. God help me.

Transferring a 401K and or investing in Fidelity with your retirement is a very big deal for anyone. In my short time working with Fidelity I find their service area to be lacking in answers to simple questions. Poor follow through. Do not return phone calls as promised. When they do it's because I have to follow up with them. They do not have a can do attitude which reflects poorly on their image in my opinion. I am not happy with their service nor do I think they deserve my business.

Do NOT EVER do business with anyone at Gulf Coast Financial in Ft. Myers, FL! In Nov 2014, my father came to FL for the purpose of investing money (over $100,000) in a financial vehicle which would pay him a monthly amount without touching the principal. After seeing an ad in our local paper EVERY weekend and researching (online consumer complaints - found none) the company my father and I met with a Ms. **. We explained what my father wanted to accomplish and she recommended the "Prosperity Elite 10" annuity.

Been trying for over 4 months to get Fidelity investments to start sending my pension payment, Ive sent paperwork to them twice now with everything they have asked for, yet every time I call I get the same runaround, "we need something else", "we cant find your paperwork", etc etc. I suspect they are trying to pull some sort of bs and steal my pension. I have called these people at least once or twice a month yet nothing. No pension, this is my money. I worked 32 years for it yet I cant get it.

Prior to March, 2016 my independent broker's firm decided to use Fidelity as their clearing house and transferred all my managed accounts to Fidelity. The accounts transferred included my Retirement Trust Account that he managed. There were no problems having all my accounts transferred with the existing documentation. The MAJOR problem happened when I personally transferred the portion of my Retirement Trust Account that I'm managing with the exact same titled Retirement Trust Account. With the assistance of my broker I submitted my Retirement Trust Application with the same supporting documents sent with my Brokers application of the same title and with a completed Transfer of Assets Form.

Supposedly ordered a funds transfer from an IRA on 1/12/2017. Was told it was completed and that payment should arrive the following Tuesday or Wednesday due to holiday on Monday. Tuesday no payment, Wednesday no payment, Thursday no payment. Called broker (via phone) "Oh I know, it probably was an electronic transfer, check your bank account." No. No direct deposit. Wednesday the transaction statement arrives via mail confirming the transaction occurred on 1/12/2017.

I've been with Fidelity for quite some time, mostly because my employer's retirement programs were with them. While I think that Vanguard better products and lower expenses, Fidelity is decent. I've also used their IRA accounts without any problem. The fact that they are not open on weekends make it very difficult to get support. My weekdays are booked and I'd practically have to quit my job if I need to call their support line.

Recently I was canceled from Fidelity and will remove my accounts. My complaint is Fidelity failed to act on recent transfers in 2016 properly. Fidelity also provided a statement online reducing my account by $30,00 and after a call put it back. The rep told me they could discontinue me as a client of Fidelity. They did so on 1/9/17. They did not provide recourse saying they could remove my accounts without due process. Prior to this the rep said they (Fidelity) could discontinue their services. I believe the action was arbitrary and capricious and will recommend to my friends to close their accounts with Fidelity.

We are members of their 'Private Client Group' which probably helps. Fidelity has been excellent for us for 40 years, before and after retirement. We have used Vanguard (terrible), T. Rowe Price (quite good), Charles Schwab (OK) but none comes close to Fidelity. The best customer service we have ever had. Before retiring, there was a branch near us which was convenient. After retirement, there is no branch close but service still excellent. Fidelity handled the tricky change of trustee when one died very quickly. We fought Vanguard for 8 weeks over the same issue (moved all Vanguard assets to Fidelity after that).

I was at first asked to give a video interview which I initially thought of as innovative. After and during my second interview by phone, it became clear that my interviewer was judging me and treating me as if I was not worth being spoken to more professionally. Words or phrases like, "Oh, let me stop you right there. You don't say that at an interview!" and "I don't need to hear about that!" I felt judged and as if I had no shot from the beginning of the questions. She attempted to give constructive criticism but was not at all helpful, instead left a bad taste in my mouth.

I casually signed up when I worked for a company temporarily, choosing not to allow Fidelity to take money out of my paycheck. I believe it was required. It took about 2 minutes and a couple of checkboxes. I finished my 4 month contract with the company and then went elsewhere. The Fidelity account is still open and I regularly receive snail mail from them. I'm very uncomfortable with another financial account being open in my name, and am even more so annoyed that there is no easy option of closing the account. There should not be this much difficulty in cancelling an account. I feel like it is to Fidelity's benefit that it is so difficult. If anyone wants to get a lawsuit going, I'll participate. I sure won't be using any Fidelity products. They have really tarnished their image. Shame on you Fidelity.

We set up power of attorney for mother in hospice. When I stopped by to get some funds to pay for hospital bed and bills I was told Fidelity has a 30 day hold while they confirm power of appointment (they gave us $10,000). After 32 days we went back, still not completed. Waited another day. We needed more money sent to mother's checking account. They asked why? I said "excuse me?" We have power of attorney. It's our fiduciary responsibility to take care of money by the order of the grantor (mom). They said it's up to Fidelity (it's in the account statement) that they DO NOT have to distribute money if they don't think it's in the client's best interest. I said she is in hospice. After 5 month of hospital stay, they wanted proof?? BEWARE. They have the power and keep you on hold and run you around in circles.

I have had an account with Fidelity for over twenty years. Recently I attempted to seek some advice from the local Fidelity service center. In September I contacted them to ask to set up a meeting to review my plan and to add more investments to my account as I was sitting on a lot of cash. It took close to one month to get someone to call me back after repeated calls. I then contacted the so called service center manager, Paul **, who did call back. He provide the name of an adviser, Jason **, who took another week to return my call. He said he would send over his calendar so I could find a time that I could schedule in a time. Interesting enough there was no time available in his calendar.

I worked for a company who offered a 401K and a Profit Sharing through Fidelity Investments. The money was taken out of my paycheck for many years. I was contributing 25% to Fidelity, after reading books like "Million Dollar Latte" and Jim Bogle's about Mutual Funds. What a great idea for a little guy to get in. Well I got in. The company had an advisor who was advising to buy more when the shares were down. During many years of giving them the money through a government encouraged saving for "retirement", I ended up with so little money that I am embarrassed to say. My 401K plan allowed to keep the money there and add to it, even if you were no longer with the company. So I left it there, added some. 401K should be safe, right? Well, the company went out of business. I did not know it. Fidelity DID NOT CONTACT me to find out what do I want to do.

I live in Australia and 8 or so years ago whilst working for a large US Multinational I was offered stock in the company's stock plan. I took it but a few years later I left the company. Initially the stock plan was run by E-Trade and it was easy to manage. For some reason my former employer switched to Fidelity NetBenefits and for all intents and purposes my money might as well be gone. These guys are impossible to contact.

Beware that Fidelity systems have trade errors! When using activetrader pro, I bought a security and on the upside try to sell it. Received instead the message: TRADE ERROR and could not complete the sale twice! Ended up selling at a sizable loss once the system came back up minutes later. Called Fidelity and received the standard answer, that yes there was a system error but the customer agreement states that this can happen so you will just need to accept the loss even though Fidelity collected $10K of trade commissions on the account over 60 days. What an honest and customer friendly company.

Fidelity Investments has all of my money and has frozen both my individual checking account and IRA because of some suspected fraud. This was triggered when I tried to send a payment for car parts using the bill pay service. The accounts were frozen despite my talking to numerous representatives and verifying my identity and purchases made on the account. The representatives have told me that the accounts will be unavailable for at least 3 weeks. I was having lunch at a restaurant when I found out that I could not use my debit card, and was unable to pay my bill or purchase gas to go home.

I attempted to close my account and it's taken over a week. The people at Fidelity branches and over the phone don't communicate. I have traveled over hour to branches to deliver paperwork to be told over phone I needed more. I tried to close my account and all of a sudden it's flagged. I brought in a car registration, drivers license, stock payments, passport and other documents all with the same address I want my check to be send to and they told me it wasn't enough! This is ridiculous. They will take your money with something as simple as a debit card number then require world to get it back! Stay away!

Jeff ** a Westlake Texas based broker with Fidelity Investments is scary and a thief! He stole $1600 out of my checking account through what turned out to be a hidden "Nigerian 529" scam. He first told me he needed to process an outgoing ACH wire from my checking account which is non refundable. Then after a few days I called because no deposit posted to my Brokerage. This Polish piece of trash then told me the ACH was final and that I would get a check in the mail in 30 business days! When I complained and threatened to sue him, he told me he would come over to my house and break my teeth and skull open. He called me a stupid curse word and also informed me that his dad played for the NFL and that I would get my skull fractured if I ever called him or his wife again. What a violent piece of poor ** trash! Where does Fidelity find these losers?

Fidelity does not provide a way to email questions. Strange, because that would be less costly than talking to a rep on the phone. Also, online would not annoy customers who have to wait an indefinite time on the phone. Moreover, Fidelity does not provide a direct line to 403b accounts. One must go through the phone number for all Fidelity accounts. Inefficient and annoying. Finally, Fidelity does not allow online changes of beneficiaries, unlike Vanguard. I rolled over all Fidelity money to Vanguard because they do better in all the ways mentioned above.

Fidelity as a trustee - When we signed up with Fidelity they sold us on the idea that they would work with us and ensure we were comfortable with the investments they made with our trust. Now they refuse to give investment options. They just say they feel the investments they make are best for the trust. Legally they can get away with this so they do since beneficiaries have no rights. I am not comfortable with the investments they have chosen. They are not doing well - they know this and they don't care. DON'T invest with this company. You will likely be sorry especially if you are involved in a trust.

I am a 79 year retired old school teacher and I have never been so frustrated with a company. It seems that Fidelity Investments isn't looking out for people like me, but in their best interest. About a week ago they locked my account and any access to my funds. They said they detected something wrong. When I called to get an explanation no one could help me. I got passed from one person to another. They asked me to send in a notarized form proving who I was. I did that. Six days later, they still couldn't figure out how to give me access to my accounts. I wasn't able to access my funds, nothing, for days. During that time, no one was able to manage the account and I lost a lot of money. Today, I filed transfer paperwork to move my funds somewhere else.

I have been granted a durable power-of-attorney for all Fidelity accounts related to my aging parents. The first issue I have with Fidelity is they will only recognize POA's on their notarized forms, even though in my state all companies are required to accept state-approved POA forms. Even after I completed all of Fidelity's POA forms, I soon found they limit what transactions POA's can perform, such as: limited access to tax information, inability to transfer funds between accounts, prohibition from using their on-line bill pay system.

This company is very terrible, customer service is so terrible nothing solve to get me lock back in account. They don't let my husband help at all even I forgot email address. They said I'm not qualified to solve it. This is only first company in the world that people in family I authorize can't help nothing because I don't remember much many email I have to ask husband. I think about what I plan to do with my money since this company no help and security not right.

One example that comes to mind was when a night shift agent was working with my account. The agent informed me that the "system went down" while working with my account. I was informed that I would not be able to do anything with (trade) my shares until the issue was resolved. The next day I watched helplessly as the value of my shares dropped about a thousand dollars.

Fidelity is nothing but a bucket shop robber baron. I had enough of the costly nickel and diming this company exhibits on foreign securities transactions and the extremely poor execution of the trade that has cost me in both direct and opportunity costs that is worth much more than the free level one quote services offered. In my original inquiry with them I was lead to believe the firm has direct access to foreign trading desks accessible to the relative tighter spreads on shares which are typically lower priced like the UK Australia and Canada but the trade always is routed through the costly inefficient gray OTC bulletin board price spread mechanism with no volume and liquidity and in addition they tack on an additional 1/4 cent foreign exchange fee on top of what is being charged by a competitor.

I have a retirement account with Northrop Grumman (NG). NG farms their accounts out to Fidelity Investments. I accessed the account the first weekend of October 2016 and was able to use the user name and password that I set up years ago (2011). I was able to view the amount in the account and discovered I had not changed my address so I changed the address to my current address on the account. I attempted to access the account a day later and was locked out. I found two other accounts placed with Fidelity that I did not open. These accounts were former employers. The NG account was not showing up.

My husband passed away in April 2015. I applied for his 403B in May 2015. The literature they sent indicated that they resolve claims in 30 days. On the telephone, their representative said they required a medallion from my bank to verify who I am. I went to the bank and the bank said they could give me a medallion, but the bank needed a piece of paper indicating how much was in the account. Fidelity told me they could not give me a piece of paper but would tell me that over the telephone. This was unacceptable to the bank. I told Fidelity they had me in a loop that I couldn't get out of. So after literally shouting at the rep on the phone in the bankers office, they said they would talk to their attorneys. A week or so later, I received a letter with the necessary information.

Fidelity mishandled my pension payout. I had to keep calling to check on where it was. Finally, after 12 weeks they informed me that the benefit calculation date was too old and the process would have to be started all over again! When I pressed them their agent admitted that their automated system messed up and none of the many times when I called them did the people figure this out. I had to re-submit and start the entire process over again! They certainly don't have their act together. Find another company!!!

I call Fidelity to take money out of my 401k. But they wouldn't let me buy my house. I'm a first time buyer, but they said, "No we cannot give you your own money to put a down payment." I will never invest with them, ever.

I could write a book on my experiences, but I won't. I thought I was the only person having problems. I tried to take about $25k out of my IRA. In the end, Fidelity put a restriction on my account. I could not withdraw, transfer, or close it. They required I get a POA because they were concerned (I'm sure it was my age (68), and I'm not senile, do not have dementia, etc. I had to hire a notary, fill out the papers, had my son sign as my 'agent'. Sent them in. They sent them back and said I needed to make changes to the POA. I hired another notary, had my son sign, and sent them in again. Now I'm waiting.

The company I was working for went under and they used Fidelity for our payroll. Long story short I got my last check and it was not for the right amount... I went to Fidelity to access my pay stub and the service was gone. I called and Fidelity said they don't talk to employees and could not help. They informed me to hunt down someone from my old payroll. So here is how ** Fidelity's service is. I can't access a pay stub the same day my last check, but a great service like ADP I can still access my stubs from jobs 10 years ago.

9 months ago, I started with Advance Auto Parts. Get FLOODED by my company with "sign up today for your 401k plan" so I did... NOWHERE did it say "You have 3 choices to withdraw money, die, QUIT, or retire"... Just go click click click and there's your account. I have some SERIOUS money need issues, and don't give a damn about penalties, so I call Fidelity morons and tell them "I want my money."

I have spent 3 weeks and approximately 10 phone calls trying to transfer shares from one account to another. It is impossible to speak with the same person twice. I get letters requesting additional information, but the letter doesn't specify what information is needed. A reference number is in the letter, but when I finally get through to a live assistor, the reference number apparently means nothing to them. After considerable delays, each 'suggests' some thing I should mail or fax. They profess to not have email capability, and I don't have a fax machine. I did finally go to an office store, pay $24.50 to fax documents I had provided in the past by mail. It seems that when mailed, it is hit/miss whether the documents get associated with the correct account. By far the worst experience I've ever had with any financial institution.

Fidelity is a terrible company. It has now been over half a year (8 months!) that I have been trying to roll over my pension plan to an Etrade IRA account. I started Dec. 2015. Three times Fidelity has said that we cannot pay you on the selected date (that Fidelity set!) as it is not within the 90-day window. Three times now they have set back my settlement date. They have provided no information on my plan including, the total value of my plan so that I can check that I am receiving my correct Quadro percentage, nor proof of and how the settlement amount is calculated. For all I know this amount has been pulled from thin air.

I am absolutely appalled at the terrible service I have received from Fidelity in trying to move my 401K to another financial investment firm. They have lied, given me the run-around, given phone numbers with extensions that do not lead me back to the same person. I am contacting the Better Business, Clark Howard, and any place else I can post a review. They are happy to help if you want to give them money but try to change over to someone else... expect chaos... delays... etc.

Fidelity gave me 300 and 500 free trades for 2 new account opened. Free trades would just magically disappear and commission was charged. That happened on at least 3 occasions. I let it go the first couple of time as the sale rep fixed it, giving me back the free trades and was very polite, although I was not reimbursed for the commission. Said system didn't allow it. Last time I checked over $700 commission was charged. When I explained they kept telling me the free trades expired which I told them I got 2 years. Then they said I used them up. I then asked them to count them. Supervisor said the system reflected something different.

Used a log on ID that was "assigned" to my father. Did not know that I was suppose to create one of my own. Fidelity flagged his account inaccessible. Advised for him to call in and confirm no fraud occurred. Did so. Was then advised he must write a letter of instruction AND have Signature Guarantee. Attempted to get Sign. Guarantee but bank said Fidelity must send a form for them to complete. Fidelity said they did not have a form for banks to complete. Attempted to move money out of Fidelity and we are unable to move money away from Fidelity because account was locked.

When I moved my IRA to Fidelity Investments I was told I would have a top level team of advisors to manage my IRA. Hogwash when they lost $37000 in the last quarter of 2015 - all I got from them when I called was a lot of double talk. They tried to explain that they have no control over the markets and that there are ups and downs. I did some research and found out that since my IRA was not in the quarter million dollar range my team was a bunch of 20 somethings out of college managing my $180,000 account. They were not moving with the market but trying not to lose a lot of money instead. Not once was I offered any kind of rebate on my fees for their service so I move elsewhere and are much happier with the new company. If you are thinking of using Fidelity Investments find someone else if you only have a small investment. They do not tell you the truth about who is handling your account.

I had bad time with check delivery and they did not know about direct transfer to my Oriental Bank Account. A Fidelity manager told me with an e-mail I can get the money in my account. Today I called Fidelity - Mrs. Arland ** - told me there is an code input error in my records made by Fidelity. Error is telling I am an employee coming from US transferred to PR (not true). That error will take now 4 to 5 days to fix. I cannot begin a withdrawal process for that Fidelity error. And again this employee does not know I can get transfer directly to my account.

Fidelity has absolutely no sense of security as far as handling my money. I requested a sale and withdraw from my account and it was executed and the check was sent overnight as promised. When I came home there it was in a cardboard envelope lying on my front porch for anyone passing by or wind to blow away or rain to soak.

I have been trying to close my Fidelity Investment accounts and move them to a more competent company. Knowing what I am trying to do Fidelity Investments has stood in my way at every turn. First asking me for a notarized letter with my signature. Over a month period I have sent this written and notarized letter with the exact wording specified by Fidelity and each of these letters has been lost in the mail.

Mailed in all documents to Fidelity investments to Cincinnati, OH, 45277 with wet stamps & signed on all copies. Then I call the day after they received it and no one called me. Now when I called they said that I sent in blanks. Then I ask for the original to be mailed back and they DID NOT match my printer even after they said it was the original that were being mailed back. I also was told they shredded them after scanning them in to their system. I said then, "Are you nuts no one shreds original copies to transfer of assets." Then they turn around and said they were not shredded. Now I am on the phone asking for an email to show them what they sent are not the originals and a copy of what my printer made and the receipt of how much it cost to mail them in. They are even refusing to give an email to show them.

Fidelity has locked father's accounts twice. There has been no communication as to why, specifically, this was done. Now they won't unlock accounts until a guardian is appointed. Can't have a guardian appointed because he's not legally incompetent. So Fidelity says "He may need to move his money out of Fidelity." Dad is 93 years old, he can't learn the funds of another company. I really want to sue them. Bills aren't getting paid, my attorney thinks we'll have to go to court to get an injunction to have some funds released. UNBELIEVABLE!!!

I transferred my assets including margin to Fidelity and two weeks later, I found a better brokers with a lot lower interest rate on the margin account. I contacted Fidelity customer service and they said they will work on matching up the rate. The request was submitted to the margin department and they said it can take 3 days to process. I never heard back from them. I decided to initial the transfer to the new brokers since I didn't hear back from Fidelity. Fidelity rejected the transfer request and the reason is I have to flatten out the margin and pay it off to transfer the assets to a different broker. They are asking me to sell my assets with a lost or pay off the margin to take my assets out of the account. They also refused to reduce my margin interest rate. So, I'm basically stuck with them and I have to pay their high interest rate and no any other option.

I am buying a condo, so I decided to take a loan from my 401k so I could give them a higher down payment and this have a lower monthly payment. I figured, borrowing from myself, low interest rates, payments only about $20 a month, sounds great! I called Fidelity on 3-7-16 & the rep walked me through filling out the quick online application. He then told me my check would be mailed out and I would receive it on 3-16-16. He did mention that they offer express shipping where it would get to be in 2 business days, but there was a $25 fee and he had assured me I would have the check by the 16th if I had it mailed normally, so I went with that option.

I opened an account with Fidelity, by going to their offices in Seal Beach, California on March 2, 2016. I filled all the paperwork, and had the agent Rashik ** (Investment Consultant) review the paperwork to make sure I had done it correctly. Well, I've had to go back twice to fill out more paperwork. Today is March 21, 2016 and yet Fidelity has not been competent enough to allow a transfer of funds from my bank into the Fidelity Investment account. It took less than 2 minutes for TD Ameritrade to open a transfer from my bank account and give me immediate credit to my investment account. Fidelity needs to build better covered wagons! It took the Pony Express only 5 days to go across the country. Fidelity might consider training consultants to ride horses.

So back in October of 2015 I resigned from my job with Starbucks because I took a job offer over at Hilton Worldwide. I decided to withdraw my funds from my 401-k account on October 26, 2015. They told me I would receive my check by mail by November 4, 2015. On November 2, 2015 I call Fidelity just to get an update on the check and find out it was already cashed and clear as of the 2nd of November 2015. I found that kind of odd because the site informed me that I was suppose to receive the check by the 4th of November. I then immediately did a fraud claim with Fidelity in hopes that it would have been a speedy process and would have gotten my funds in a timely manner.

Fidelity let my 2 brothers, who control the trust fund my mother left me, suck out all the money in it! They did not have to give a reason or anything. I'm disabled and I've been to their office in person several times and they won't help me at all!! I know this was NOT my mother's wishes. They tell me to hire an attorney - how much money and time will that cost? There MUST be some other way to find out where my money went! I'll call the police, if nothing else & file theft charges, etc.

14 years with Fidelity, never been treated so badly by a company. Their website has errors and security layer issues. Per Fidelity manager Bonnie **, "you can't take us to court because you had to sign an arbitration agreement," AND "you the customer can't go to arbitration without hiring an attorney." Fidelity is a total joke.

All I wanted to do, all I asked, was to rollover my 401(k) account to an IRA. A very simple and legitimate request. A request that Fidelity could have satisfied without any trouble. But Fidelity mangled the request for over two months. Every time I would call I would be connected with a new representative. Every representative spun a different and conflicting story. Each time I asked for status, the settlement amount reduced substantially. When they finally claimed to have resolved the matter, the check to the IRA was over $11,000.00 short. Fidelity asserted that there was nothing more they could do. The number of similar complaints seem to indicate a clear pattern of criminal behavior. The next question, then, is this: Why is there no government oversight?

Fidelity double executed a written order to buy Funds. They claimed it was my request. I told them it wasn't. They first said my second request was verbal and then in a follow-up call said I issued 2 written requests. I did neither - they don't care - they don't make mistakes. Result I am "out-of trust" as trustee for 401K investors. THEY DON'T CARE AND WON'T CORRECT THEIR ERROR.

I have been with Fidelity Investments for over 25 years and have both my retirement account and my personal checking account with this company. I am living in Ecuador at this time. About a month ago I was informed by an email from Fidelity that all my accounts had been closed due to suspicion of fraud. Checking all my account with Fidelity I could find no reason or issues that would pertain to fraud. I called Fidelity Investments, was put on all for sometimes over a half an hour before I was told that risk management team at Fidelity had concerns of fraud. They would not let me talk to anyone in risk management to discuss this matter. I was told that I must fax up two forms of identity with pictures, my Social Security information, past statements from other banks that I did business with, a residency confirmation and they would only accept a fax.

Logged in to my Fidelity Account to place a trade. Message said my account was blocked. Called them and was told it was a decision by "risk committee" and I would need to have a POA for my account. No reason given. Have discovered that same thing has happened to others and age seems to be the determining factor and I suspect if you are over 75 they think you must be senile, can not be responsible and need a POA. Age discrimination and would like to know if this has happened to others and sue them.

After handing over nearly $390,000 to Fidelity to invest and I thought "grow", since I am nearing retirement, I have just withdrawn what's left of my "managed" account and put it somewhere else. Laying out my plans for retirement in the very near future apparently never mattered. When the market started a downward trend I called my account manager and asked to be taken out of stocks and put in something more secure. It was never done. The bottom line - Fidelity has a funky way of calculating your "Average Daily Balance" that they take their greedy fees from (always in their favor). I ended up with less than what I gave them in cash to invest for me so for four years - I would have been better with the money under my mattress. Don't give them your money to manage - they do a horrible job!!

First of all I rarely write reviews on anything and I've never taken the time to a poor review on any company until now. I don't even know where to begin because there are so many issues dealing with this company. All I can say is I'm extremely dissatisfied with them. I have been trying to roll my funds out of Fidelity for a month now and I can't even do that because they find reason to hold my funds.

My dad died and I took about 70K from an account that he was being charged for. I tried to get the cash out from a local branch in Glendale, Arizona and they gave me a business card and told me to call the Call Center. The girl at the counter said that if I can't get through then just keep saying representative to the automated center. After discovering the bad customer service, I pulled the entire 70K out and they slapped me with a $50 fee. What a bunch of crooks!!

Went into the branch for a scheduled appointment. After waiting about 20 minutes a manager, Donna **, comes out and tells me the advisor is not in the office today and that I cannot be helped because all the other advisors are busy. This manager looked like a complete slob. Her pants were dragging on the floor and she was very unprofessional and rude. I would never trust Fidelity with my retirement money!