Fidelity Investments Reviews

This has to be the worst group of people to deal with. They will sit there behind the computer, have all the information in front of them, and still refuse to help out. They will keep asking you the same questions over and over again. You're better off just clicking anything on the site and figuring things out yourself. No one over there is obviously good at doing their job. NEVER want to deal with them again. BETTER OFF PUTTING YOUR MONEY UNDER A MATTRESS!!

Been a loyal client of Fidelity with a IRA account. Attempted to make a catch up contribution for tax year 2018, which Fidelity did not accept for no good reason to their own admission. They kept changing their story, never called us back in spite of promising such calls back. Awful experience with Fidelity. My husband and I are closing all our accounts with Fidelity based on this awful experience. Consumers have the power and companies like Fidelity do not deserve our business in our opinion. Beware.

Fidelity should take steps to STOP printing FULL account numbers on communications sent via surface mail, like reminders to take an RMD. This is totally irresponsible and puts my information at risk. In this day and age, you should only include the last 3 or 4 digits.

Used to be a charm to be with Fidelity back in 16 when I started. Customer service was great. I wasn't as big of a trader back then either. Recently having inaccurate earnings data on all of their charts, stock pages etc. Sometimes foreign earnings are priced in dollars, sometimes the negative symbol is missing from earnings data. (KIND OF A BIG DEAL) I actually bought a stock based on this misleading info, thinking that in fact the company did have a massive P/e ratio, but it was actually a negative figure....durr! Tried to call and complain, the best they could offer me was 10 free trades Nice one fidelity.

When my dad passed away, he had an IRA that was set to split evenly between my sister and me. The executor and I went to Fidelity and asked that they not transfer the account until the estate lawyer finished figuring out the division of property, as we may need to re-allocate that IRA. That part was all good. We also asked them to look up his account and tell us whether he had withdrawn his RMD for 2018. A manager looked it up and told us yes, he had withdrawn his entire RMD, and we didn't need to address it until sometime before the end of 2019.

I was locked out of my account and sent an email stating so. I called and the Fidelity Rep. said that "fraud" was detected. My broker called repeatedly explaining that Fidelity said that I had malware in my OS operating system and that I should take my computer to have it " Cleaned"!!! This is laughable! I refused and called Fidelity for the 3rd time. They said it was their mistake and that "I" should reset my password! I have refused to reset until they put in writing what actually happened! A supervisor said that they will not confirm their mistake. I continued to be locked out of my account until I reset my password. Why should I have to do this.. They have lied and covered up their faulty system!

The ENTIRETY of a precious employer Fidelity 401k funds have been and still are ‘in process’ hell limbo being rolled over to Fidelity IRA for nearly a month after repeated ** ups by Fidelity. I am now in legal jeopardy not being able to close on a real estate purchase these funds are slated for. I have been on the phone with Fidelity Customer Service multiple times a day for about a month now, explaining the saga over and over to new reps every time.

I have been waiting for a month for a pension disbursement which had supposedly been accelerated to be made available to me starting this week. I hadn't seen it, and called them; they stated that they HAD my money, but now it would be at least another week until I saw it. I am dependent upon this money, as I stated to them. Their only response was to inquire about "who told me I'd have my $ this week", as they were far more interested in punishing their employee than actually helping me get my money.

Terrible customer service, and unethical conduct. I opened a Roth IRA account on 4/19/19, tried linking my bank account and funding it with no success. 5 days later on 4/24/19 my account was closed by Fidelity with no explanation, no authorization by me to close this account, and no written confirmation sent in the mail or email correspondence regarding this. No person even contacted me to inquire with me first if there was a concern. I opened an account. Was not even able to link my bank to begin funding it before they wrongfully closed the account. For a company who makes money off customers investing through their platform to do this was an extremely unprofessional and poor experience given the number of competitors in the market.

I had to have some surgery, and the co-pay was more than I had on hand. I started the partial withdrawal process from my 401k 20 days ago, and still havent received the funds. I am 63, so it shouldnt be too hard to get that done. I have an individual debit account there as well, but they told me I couldn't use it to receive the withdrawal without a 14 day wait. I sent the paperwork by fax 3 times and used the app to take a picture of the completed form twice.

In late November I called the retirement department at Fidelity Investments to advise them I sold enough of one holding to cover my RMD which was scheduled for December. Their instructions for RMDs indicate this is the first action to take and if you don't do that they take proportionately from each holding. So, I assumed that was taken care of. Then I received the 1099-R which I didn't look at until late March when I returned from spending the winter in FL. I was shocked to see they paid double, yes, two distributions, which increased my income by another $48,318.41.

If you need a great Financial Investment Company call Vanguard at 800-284-7245 Greg **. Vanguard has done me right for years. It only took Fidelity 5 months to show me that they are NOT trustworthy and have twisted their words. And manager and VP of the Birmingham office Chad ** said he is sorry that my mentality was as such when I said I would inform all my former colleagues of their deception.

I've been a customer for 21 years. I was laid off from work and called to get information on paying off a loan. Made a payment of $500 based on the incorrect information they gave me. So I made the payment when it wasn't necessary and I'm out of work and couldn't afford a $500 payment for no reason. Customer service has been horrible. Rude, they keep saying they'll call me back and never do, they won't let me speak to a manager or supervisor. I'm being polite, but they've been extremely rude and uncaring about their mistake. Horrible.

I've been a Fidelity customer for over 25 years. Recently, getting through to Customer Service gives me time to vacuum my floor and have breakfast. Moreover, the robot who picks up the call makes you jump through hoops or forces you to enroll in Fidelity My Voice. Will be exploring other options.

Customer of Fidelity for 25 yrs. Never bother them for anything until they sent me a text saying I tried to log in to my account too many times and shut down my account. Wrong! Could not get past the robot who answers phone because he isn't programmed to handle this situation. Asked for Customer Service or Representative and robot still demanded to know what the problem was. Finally I said "Phone number for Charles Swab please!" The phone began ringing and then I got the female robot who apologizes every 15 minutes for the wait. I left my phone on and went on about my business until 5:00 PM when I guess they closed or the phone went dead. If you like this kind of service (and headaches) Fidelity is your guy.

I have been trading options for 15 years and Fidelity would not turn on options trading ability for me. When I ask why, they give no reason other than "they can approve me". I asked many times, "for what reason am I not able to trade options from my account?" and get same generic response of "we cannot approve your account for options trading." Keep in mind, I am only asking to the ability to BUY options on my account, not margin or anything like that. BUYING an option is no different than buying a stock in terms of risk. The most you can lose on either is your original purchase cost.

Fidelity used to have great customer service. Answered promptly, knowledgable people and courteous. My last 3 times I've had to contact them - twice because their website offers only 1 opportunity to get your password correct - I have waited on the phone for a representative for over an hour. To talk to them about MY money! Unacceptable from any business, but downright shameful from Fidelity's high horse. Still good people when you get them, but I will be taking my investments elsewhere.

After 12 years with Fidelity, when I decided to review the 2 mutual funds I had in a Roth account with them, I noticed both funds had underperformed their respective indexes comparison over a 10 year period. In addition, I was paying Fidelity over $1000 in yearly "expense ratios." I decided to sell both and invest in stocks thru my own selection. I started asking a lot of questions concerning their return on the cash sweep accounts and decided to link an outside bank with it. Fidelity, unlike TD Ameritrade and E-Trade, would NOT verify small deposits to any bank accounts due to a "high risk of fraud." TOTAL NONSENSE!! They just want you to keep your excess cash with them vs earning a greater return elsewhere.

We couldn’t set our HSA accounts properly. They keep blaming others in organization. It’s been almost 3 weeks. They won’t set a corresponding bank. Nightmare service. Lack of communication. I don’t think they are set to service HSA accounts. We had real bad experience.

I am an intermediate experienced retail stock investor. I've only been with Fidelity for two months, but they have given me cause to wonder about a few things. These folks may be a good mutual fund company, but filling orders for customers like myself: not so much. I put in a limit order for an addition to my existing holdings before the market opened at a certain price that hit three times in the day. Neither one of those times was my order filled! I emailed them and they responded that there were other customers in line before me, and they must honor those ahead of me.

My son is disabled. I am the POA for him. I mailed in the POA paperwork, but of course Fidelity has not uploaded them and states that the post office has not delivered them. My son terminated his employment two months ago, and his fund were transferred to Fidelity. His original Retirement account was with ADP and his contributions were Roth investments, now with Fidelity they are set as Traditional. With this they are attempting to withhold 20% of the distribution Plus 10% early withdrawal.

I am retiring and I requested a rollover on my 401K plan so that I can move this to my Vanguard IRA account. I requested this on February 19, 2019. The funds was taken out of my account on February 21. I had over 2 million dollars on my account but I had to leave about 80K since I was 3 more months away from retirement. They told me that they will issue 2 checks, one is My Roth funds and the other is my pre tax funds. I paid $25 to get it FedEx overnight to me. I was told then that it will take about 5 to 6 business days when I first called them to request the rollover.

I could believe my eyes when I got a confirmation on recent two trades last week. I called fixed income department and asked to help me to buy US treasures with maturity in 6 month. I talked to two brokers on two different dates and both of them did a good job explaining how to find the security I wanted. They did it step by step and I have no complaints about it. I clearly saw exactly what I wanted was on the screen. In both cases I was asked if I want the order to be executed. I wanted to do it myself (it is like 2 clicks away) and did so.

I had a 457 IRA from my former employer with ICMARC. ICMARC handled my account flawlessly for many years with excellent customer service. The employer switched to Fidelity in 2018. During 2018 I tried numerous times to arrange my minimum RMD. I thought at one point I had spoken to someone who knew what she was talking about but I was mistaken. They ended up doing a double RMD costing me over $1000 in taxes. When I tried multiple phone calls and Emails to try to find out what happened and how to correct it, I got different incomprehensible gobbledygook from different agents. Fortunately I had a different IRA with another company (Vanguard) and rolled the account over. If I didn't have this other account, I would have been screwed.

If you’re looking for good customer service, RUN FROM Fidelity. We’ve been longtime customers and just recently had to use them to get a certified check to our car dealer to pay for a car. We were lied to by one customer service rep and his manager. The process was the WORST experience I’ve ever had with a financial institution. We are closing our account because of it. DO NOT give Fidelity your business.

I am trying to find out how to get a few payout and close my account with Fidelity. I am no longer employed with the company and they are telling me I cannot take the money that is mine. Can anyone help me with this situation?

I rolled over a 401k with over 100 thousand in cash. I was promised commission free trades for a couple years. I was about to put in an order and noticed a commission fee of 4.95. I called them about it and they said they'd handle it. I started my trading and made gains of 7% in six weeks. Then, I noticed a commission fee again with my latest trade. I contacted them about it and they claimed I was only granted 15 free trades. Total bull. Don't open an account with them.

Terrible service at Boylston Street Fidelity office. Systems are lacking i.e. phone services are subpar, long phone wait, on site services are subpar, online computer service is subpar. This is moreso a company problem than the actual people working there. But the staff need better support. They don't address account issues in a timely manner. Almost 4 months with a transfer of assets issues is a red flag of incompetence, poor training or severely overworked staff that can't use common sense to do basic task. Apparently other people are having these same problems so it's not an isolated issue. Seriously looking into another Investment service. Nonetheless while I'm currently still a customer until I find another firm Fidelity needs to fix it.

I brought four mutual funds at Fidelity, for security. I invested in mutual funds, not in individual stocks. Total approximately $1500000 invested. After one year, my invested account lost $50000. Fidelity Biomedical fund - $36.33/share at 1-22-18 change to $23.18 at 2-4-19, 25% drop. Fidelity European Fund, - $43.49/share 1-25-18, change to $33.70/share at 2-4-19, 25% drop!! Plus another two Japanese funds, about 20% drop. It is better than 25% drop. Fidelity Investments are more than welcome to find any future customer to put in 25% of their blood hard earning money into this kind of nonsense. I advise any new customers never choose this big liar company!

I am now 4 for 4 - misinformation conversations with Fidelity agents. It seems they are not training their agents well enough, or their system is too complex, or they have a high turn over. Was advised I could only take a distribution from my 401K ONCE a year, (this is not true.) I moved 1/3 of my 401K into an IRA so I could access it more often than the misinformed agent advised.

They are understaffed and the wait time on the phone to get to a representative is now averaging over 20 minutes. The first person on the phone is always a sales person who is trying to sell more services but cannot resolve or answer any questions. I am a 30 year customer who is ready to move to a company that values my time.

I've had my children's Fidelity account since 1999. Each one of them had over $850 at the end of 2018. When they transferred your money over to a new account due to Destiny closing, they only transferred over a couple of hundred dollars. They stated that it was because of past due fees that were not being taken out since 99 so they took over $433 out of one account and took over $500 out of another account, stating that this was all for back fees. I told them to send me a summary. The guy was really a bully over the phone.

Phone call after phone call to attempt opening an account and moving an initial amount of $50K. Their online system continually did not allow me to log in instead requesting I call. Each and every time I spoke with a rep they assured me all was fine and I could transfer funds and begin trading. This never happened. Fortunately their system had yet another glitch and my funds were never transferred. The last person I spoke with stated the account had been closed with no reason or explanation. "We do not have to give a reason and can close an account anytime with no notification". Be forewarned and do business elsewhere.

Do not trust what this company says. They are pukes. I moved and wanted my funds. I told them to send it to my new address. They sent me a confirmation email for my new address then sent it to the wrong address 4 states away. This was two checks one for 8 dollars the other for 5k. Then they said for their mistake they would overnight the big check to me. Instead they send me a check for 40 dollars. Spent 30+ to send me 40. I said, "That's not even suppose to be one of my checks anyways what are you folks doing over there?" If they cant get something right after 20 days do you trust them with your money?? No I'm telling everyone dont invest with Fidelity. They are incompetent.

After retiring in 2013 I began to consider alternatives for management of my 401K account. I had self managed the account for nearly 30 years with good results averaging a little over 7% annual return, but felt a professional management firm could do much better. My company used Fidelity to manage our 401K so I was comfortable with the financial advisor who managed our relationship. On his advice I chose Fidelity's Strategic Advisers to handle management of my 401K. In the first year annual review I was displeased with the return which was about 3% and expressed that in the review. The Strategic Adviser's team assured me that it was unfair to judge them based on a year's performance and I should give it a full market cycle which they said was 5 years.

My automatic RMD withdrawal failed, and it took 22 days for Fidelity to finally get me my withdrawal manually (they outright lied about when the check was sent). I decided to take all money out and move 401K to Chase because of withdrawal difficult with Fidelity. They have been sitting on my money since finally finishing the withdrawal on 1/10/2019 and I still haven't gotten the rollover check.

I tried to contact Fidelity Customer Service today (1-10-2019) because a transaction appeared on my IRA account that I had not authorized. Fidelity's phone system had me on hold for 15 minutes until I hung up. Their Customer Service is horrible. I am transferring my assets to another brokerage firm.

I finally decided to make my first big decision and open a brokerage account. I can say that the process was not easy and the online application was giving me so much trouble. When I did try to call in to get help the customer service rep was no help. The identity verification questions were ridiculous, how in the world am I suppose to know/keep up with My uncle's Ex wife and new Wife's Date of Birth? And if I tell the customer representative that I do not know that answers to the questions, why in the world would you try to ask me again? And then have the nerve to tell me that "I am not here to tell you what to know or keep up with, we can skip this question but this will be counted against you."

Fidelity handles our 401k. I requested an emergency withdraw. Received an email that it was approved and that the funds were on the way. 4 days later, they had sent over a thousand less than requested. I called and was told that they had a system issue and it's been worked on. I ask to redo the withdraw and was told, "No. Just give it a couple of days and it will be fixed or a new withdraw will be rushed out." No call. No email. How can a company who manages millions not be able to inform a customer of an issue and not even try to resolve the issue. Their customer service has no concept of an emergency withdraw. I had to argue with the CSR to have her redo the withdraw and sure enough, a week later, the funds are still not here and I'm now in serious trouble facing hundred in late fees and could possibly lose my home.

I am the caretaker for my elder uncle who is a disabled veteran. He had money in Fidelity account for many years. He requested a transfer out of Fidelity for another investment. Fidelity froze his account and continues to hold his money even after sending him a letter demanding that he close the account!!! At this point the account is unable to be closed and account frozen - Today we will file a civil suit in small claims court in an attempt to retrieve funds. AVOID FIDELITY and use Vanguard!!! I believe Fidelity is (making it hard) punishing my uncle for removing funds.

I was opening a business account and had a lot of back and forth, not having a clear understanding of what documentation was needed to open the account. After several phone calls and several faxes I finally talked to a lady by the name of Steffanie **. She was awesome. She listen to me and took on my issues and promised to help. Even though she didn't know all the answer she went out of her way to get me the right answers. She even offered to follow up with me regarding my issues, which she indeed did. I realized that it really depends on who you spoke with at customer service. My one star experience was turn around by one employee that helped me get the account up and running. My recommendation to the company, assign every new client a person of contact to help them through the account opening process, especially for business accounts.

I have been trying for over 1 1/2 hours to get a human on the phone so that I can get them to stop mailing material to my physical address instead of my mailing address. Was # 91 in the chat queue! Never do business with this firm. Do yourself a favor and look at their overall star rating. On a 1-5 they are rated 1 1/2 stars, only because you have to give at least 1 star in order to have your review processed. Otherwise, I'm sure they would be rated less than 1 star cumulatively.

I have tried two times now to report the death of a relative who was a policy holder. Both times I was instructed to call inheritors services or some such department and I have yet to get through. Fidelity has billions of dollars in investments and they can't hire more phone representatives? Not everything can be done online! And what about those people who don't use the internet - plenty of elderly people are in that position. It seems to me that once they get your money, good luck getting it disbursed.

I am not well versed in finances, but setting up an account online was easy. Fidelity Go allows me to invest the way I want without having to learn and select everything myself. It automatically makes changes based on my age and preferences for risk. I spoke with Lina over the phone to set it up and she was incredibly helpful!

I have been a Fidelity customer 20 years. I don't know what happened. Worst service ever!!! I am trying to open account for my mother and every time I call they waste my time disconnect. Do not open an account here???

1 hour and waiting. First call got disconnected after asked to be put on hold and 30 minutes in!! This is the worst service ever... They are just able to survive because most companies work with them for workers' benefits. Stay away from them if you can!

How could this happen? My account history shows the amount and the date for disbursement of my required minimum distribution from my retirement account. I relied upon Fidelity to accomplish their promised disbursement, but it did not happen. If I had not decided to check online I would not have discovered that my disbursement fell short by $2800 and my husband's disbursement by over $600.

I have several accounts with them and will be moving them all as soon as I can. Been in the market for over fifty years and never had a brokerage company this unreachable. Tried to call them for three days and waited over thirty minutes each time without ever reaching a human. When I logon there is no send button in the message center. There is no phone number given to me that reaches a human and their automated system is trash.

I have never experienced any of the problems listed. 30+ year customer - it is the only brokerage house I trust. They walked me through many transactions over the years - rolled FOUR 401ks to them, setting up a recent Self-Emp 401k... They know their systems, products, and how to treat customers.

It has been an awful experience. I have all property paperwork and they will tell me nothing that I need or have I received anything saying there was a beneficiary or to his estate. I think they should follow my dad's will and I was informed today that no one will tell me anything SO I WONDER WHY A WILL WAS EVEN written. I have made several calls and complaints with no resolved issues and on top of his death and this I think was extremely unacceptable. I do plan on filing a complaint with the BBB concerning this. I thank God my money is not with this company. Advice think twice before investing with Fidelity.

I called earlier today, waited 23 minutes for an advisor. I noticed that charged me an additional $50.00 to place a trade. I have been on hold for 45 minutes now. Here is the problem; I did not have enough funds to make that trade. Any other time I didn't have enough funds, it was rejected. And, I would have to change my order. Only after seeing the 54.95 charge for a 320.00 transaction, and realizing there was not enough to cover that trade, WHY WAS IT EXECUTED!!?? It is now 47 minutes on hold. DO NOT WASTE YOUR TIME WITH A COMPANY THAT IS SO ARROGANT AND GREEDY.

Fidelity consistently proves to be noncaring of its customers and unaware of the tax implications of closing a 401K plan. After following their customer services instruction, completing all the forms, including one that limits the withholding tax, they still managed to get it wrong. Like many other complainants, after several months of inquiries, a formal complaint issued and support from the company 401K plan administrator, Fidelity still stands by their position that the withholding tax was correct and was not willing to make any restoration for withholding double the amount of tax than they should have.

I was terminated from my job on 11/29/2018 due to a chronic illness that prohibits me from performing my duties. An outside vendor denied my FMLA and short-term disability, so without an approved leave, I was let go since I have been unable to work for four months. My former employer requires a 21 day waiting period to withdraw 401K funds to make sure all payroll and contributions are correct before a lump sum payout. Because I have not worked in four months and am in dire financial need, they contacted Fidelity and waived the waiting period. This process started 12/02/2018.

I'm moving my portfolio to Vanguard due to Fidelity's abysmal customer service. Fidelity's inability (or unwillingness) to properly investigate and correct their $6,000 error on my 401(k) just cost them my entire portfolio. Fidelity's customer service folks appear to be either that uncaring or that unprofessional. I realize that $6,000 on a larger account is tiny, but I expect, as should you, that financial services companies be accountable, and deliver on their FIDUCIARY RESPONSIBILITY to properly investigate and correct their errors, no matter how small.

I've had accounts with Fidelity for over 20 years simply because this is the company my employer chose to use for our 401ks and pension. Over the years I've opened other accounts with Fidelity as well -- but I have learned to never trust any information given to me by Fidelity employees because they are often wrong and uninformed. On several occasions, I have had to inform the Fidelity employee about Federal rules and regulations that affect IRAs and 401ks because he/she was unaware.

Compared with opening an IRA with Vanguard, Fidelity is terrible. Poorly organized webpages and cumbersome process. Just unfortunate that Vanguard still has a 3K minimum to open a Roth. I would think that Fidelity would have this process much more user friendly.

My father passed away September 27, 2018. It's going on 3 months since the day. I've spent the last two months having to deal with the miscommunication and incorrect information given by several representatives. It's taken 9 calls and diligence on my behalf to (maybe come to a resolve). I was told there was no time requirement once a claim for payout was submitted. (Wrong.) There's 30 days to complete the necessary forms. I asked for the form to be mailed; 2 weeks later, 3 calls - no form. Come to find out the form could have been printed from their site. This alone delayed the filing process over 2 weeks. Nonetheless, the claim was received Nov. 21, 2018.

I sent in a properly filled out pension lump sum request on 11/7. I requested a rollover to an existing Fidelity IRA and included the account number. There should have been no tax withheld. I received a check at the end of November with 20 percent tax withheld. I called, Fidelity admitted the error and said it would be fixed. Yesterday I received another check for the full amount with no instructions on what to do with it.

Call hold for an hour 12/4/18. What is the problem? Need human beings to answer calls not machines!! Got through twice after long wait and none of them can answer my questions! Still have to wait and don't know how long to it takes to resolve. I have been long term customer with Fidelity but I guess I have to think it again.

Followed several "blind alleys" before giving up on the website. I was directed three time to options which then popped up as Not Available At This Time. Finally after enduring over half an hour of atrocious scratchy "on hold" music, (They should send this to the CIA, waterboarding would be immediately obsolete!) I finally was transferred to someone who seemed to know what they were talking about. A lot of time was wasted.

I am furious!!! I was clearly advised approximately two weeks ago that in order to open a Roth IRA as intended, I would have to roll-over my existing State retirement account funds into my 401K plan with my current employer first. Now that that has occurred, their representatives tell me that those funds are inaccessible and cannot be rolled over into a Roth IRA because they've been rolled over into my current 401K? I did precisely... PRECISELY what I was advised to do to ensure that I have access to those funds and now they tell me that those funds are cannot be made available to me because I did exactly what they advised me to do. All "Charlie" could do is offer an apology.

They keep giving me the runaround. I gave them my address 3 times and they still sent it to Kentucky. I give them a 0. I have never had this type of problem with any company. They're just not professional. They lie on the phone over and over again.

For starters, there is not enough employees so wait times are too long. There is no ability to look at multiple accounts on your account so you have to be transferred everywhere. Some representatives are unscrupulous so document your entire conversation. You won't get the conversation in e-mail and even though they say they record the conversations, they won't bother to go back to the date and time that you called. Their mistakes and total disregard for timely communications will make you lose money. You can only get your records by mail. My last letter from them to me took seventeen days. Use another brokerage.

Fidelity keeps clients on the phone for hours. Seems like they need more staff. When I tried to get my accounts out of Fidelity, they kept restricting them so I could not complete the transfers. I spent hours trying to straighten it out, and each time I did, I had to call back as it was not taken care of. They would also not allow me to look at my own accounts unless they mailed the statements. This caused me to be unable to look at my own money or make needed trades.

Been trying for going on 2 hours to get someone to answer the phone about my mother's IRA. All I get is a recording saying a representative will be with me shortly. I think the CEO should try using her system and then she would fix it. I was going to use Fidelity, but I probably go somewhere else that will answer the phone.

Every single interaction has resulted in hours of extra stress and time! It took 2 weeks to set up an account due to their errors. Today I am finding that a wire transfer committed to Last Week has not gone through "because the agent did not have authority for that amount!" Are you kidding me!!! Another wanted hour to handle, and, their policy is not to apologize. Do you really want this in your life? I don't! Total incompetency.

Started with Fidelity in 1994 - promises promises. Promised that I was “on track “ for a long time... Then fell off - all from THEIR advisement a couple of years ago. Pulled my money out - horrible terrible company to trust. Watch out for getting involved with the annuity account - that’s only good for Fidelity - can’t wait for 3.5 years to pull my money out!! Thanks Fidelity for absolutely NOTHING! The worst investment company!

Had a 401k loan that I am tried to pay off. I read the instructions online and called to speak to a Fidelity representation who gave me incorrect information on the payoff amount. Sure enough I have a balance after my payoff was received. Spoke to two Fidelity representatives who acted like this is MY fault I did not pay off the entire amount. Said I should consider interest with the payment. I told them they obviously don't value me as a customer because I received incorrect information from them in the first place. They are unapologetic and don't care. I was treated rudely by the representatives as well.

I had called Fidelity a couple of times to get the timelines of when funds would be available to me when I close my 401K account so that I could roll over to an IRA in a different vendor. Both the times, they told me that I would have the funds in 2 days of closing if I went for the expedited processing. I had closed my account on 10/22 and according to them I was supposed to have the funds with me on 10/24. When I called on 10/24, they tell me that I will not have the funds till 10/30. I need these funds in another company by 10/29, barring which I have a financial impact of around $30K. I had called them on 10/24, 10/25 and 10/26 and each time they give me a different response. Also they do not give anything in writing. Even though they have had issues on their end, they just DO NOT DO anything to expedite it. They just DO NOT care about their customers. Stay away from them.

Been with them 5 years and have pure hell. “Advisors” are call center employees with a daily phone quota. There is not a worse company in the world than Strategic Advisors... They lied to me about investing in a fund and later denied it. Poor returns, no advice. The phone consultants have a standard line if you disagree with them and that is "we don’t understand what you are asking”. Absolutely disgusted with them. I was told by three different people that Strategic Advisors does not talk to customers. Only a call center employee can talk to you. Fees are high, non informative reports and generally they are not interested in customers. Too big, I guess. Please do not use them. Wasting your time and risking your savings. They do not care about your security.

This has to be the 80's all over. This company has it scheduled. If my 401K does ever show an increase, the week a scheduled deposit is due habitually it is gone times 2. You would think that with the employer contribution it would be semi-safe. Forget that too. I am down thousands of dollars this year. Oh and get this they have the audacity to show a positive percentage increase on the top of the page - only when you mine down to the very bottom is reality shown! Pick something - anything else.

My doctor says I need a simple surgery to fix a problem with my toes, otherwise I could get an infection and therefore lose my toe, my foot, or my leg. I don't have the money for this surgery and my insurance says they won't cover it unless I pay $1,000 upfront plus 20% of the bill. I don't have that kind of money, I BARELY pay rent as it is. It's bad enough they take money out of my pay for this idiotic 401K, and now that I NEED money for foot surgery, I can't even get any of MY OWN MONEY from MY OWN ACCOUNT!!! They want to give me a LOAN (!!!), which I can't afford because I make a low wage as it is, and having all these medical deductions for insurance is a huge strain on my pay in the first place!!!

My father passed away on 9/19 and had a Trust for my Mother at Fidelity Investments. I talked to the Inheritor Service Group (ISG) on 9/20 and they let me know everything -- I thought -- I would need to provide in order to transfer the Trust in my name as Trustee. After waiting to receive the death certificate, I sent all specified documentation to the ISG electronically on 10/1. I confirmed they had received the documents and that they looked okay. I tried to get them to do a one time transfer from the trust to my parent's linked checking account so my Mom would have some money to pay bills, but they said they couldn't because it was a trust.

I used Fidelity for the longest time and one day I woke up and they froze my account for no reason other than they thought my account was suspicious. They steal several thousand dollars from me and won't release it. Do not trust these criminals. Money moves in but it doesn't move out. You cannot trust them with even $100.

Can't log on. Call 800#, break through to a human; they always want to blame your computer. I can get Nasdaq, Zack's, EVERYTHING ELSE, but computer says: WAITING FOR FIDELITY until it TIMES OUT. There essentially is no tech support. They know of no problems ever. They ask for your account number, but I can't log on to get it! Pulling my $600k+ and Ben at tech support says ok!!!! And hangs up!

I had been using Full View for many years when Fidelity rolled out the new "Improved" version a few months back. I used it to track everything financial, Cash flow, income, expenses, etc. Now all of my history is gone except for about 12 months worth. The expense logged have errors (many duplicates). The income feature does not work at all. All of my expense categories were deleted/replaced with some default values. Now I cannot even access it using Microsoft Edge Browser!!! I have called and emailed many times. Walking the Fidelity rep through all of the issues I have encountered, they have stated they would get back to me and do not. The quality of this new release is abysmal and the customer service surrounding it is absolutely terrible. I cannot believe an institution managing billions or trillions of $ cannot deploy a financial reporting application that works.

After I contacted individuals up the chain, Fidelity resolved the issue, and honored the closing prices on the day of the transaction.

Warning: After more than a decade of using "Full View" application to manage and track all our finances, Fidelity decided to BLOW EVERYTHING AWAY INCLUDING HISTORICAL DATA and replace Full View with a junk application that shows few signs of pre-release testing with real customer data. NO WARNING of the complete Replacement... Data and All! Their Technical support is slow to respond and even slower to fix problems. In addition, there are apparently NO plans to have all the features of the old system and essentially nothing new. Obviously somebody's idea of a cost reduction! I do NOT RECOMMEND!

Opened account, funded it with 100k transfer, then they closed the account (without warning or explanation). I have to snail mail them bank accounts to prove ownership of money. I assume I'll eventually get my money back.

Three weeks ago I decided to open a trading account and change my current broker. So, I thought it will be easy like any other online broker Ally, E-Trade, etc. But actually, it wasn't. My account was locked after a day. I had to call and I did. I called more than 10 times, every time for an hour behind a line, and every time everything was set to zero. I needed to explain the past phone calls with the previous agents. I faxed the requested documents more than 8 times. They never received it while I had the confirmation of the deliveries.

I would like to warn everyone about the experience I have personally had with Fidelity. I was appointed my mother’s financial conservator by the Georgia Probate Court, due to her being in long term care with an Alzheimer’s diagnosis. The court provided letters of conservatorship and a final court order. As with the rest of her financial accounts, I provided Fidelity with these documents. I went to a local office, completed the required paperwork and submitted all of the court documents via that personal visit to their office.

I opened an account online last week (brokerage account, joint account with my wife). Ordered a electronic transfer from my bank ($2,000). After I completed this, I went ahead and bought a mutual fund (it allowed me to do it right away, I assumed the order would be completed only after the funds were available in the account). Three days later, I checked the account online I saw a balance of $13. Curious about the rest of the money I called them. They said my account was “frozen” and that I needed to send a copy of my wife’s ID via fax to “remove H8” (whatever that means). I also learned they cancelled the electronic transfer because of this, so the money never left my bank. I sent the fax immediately after, and connected with them via chat to make sure all is good. They confirmed, and said issue would be resolved in 24-48 hours.

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.