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July 2023 by Kenneth N.
Really poor online service. Just trying to reset or get username and went around and around with codes that doesn't work! Very frustrating, unresolved!
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May 2023 by Arianna Butler
I chose to start a Roth IRA with Fidelity Investment group because they offered an match incentive after making my first deposit into my account, they have in person locations available to build a relationship with a broker, and because I thought it would be an overall good back to maintain my Roth IRA with. Shortly after opening the account I booked an appointment with a broker to begin making the investments best for me and having my 401k’s transferred into the account. I booked this appointment a month in advance and today, two days before the appointment a broker named Tasia called me and told me that brokers at fidelity only made themselves available to people with over a quarter of a million dollars in their Fidelity account and that the only help I would be given was via phone. I will be changing the bank I keep my Roth IRA in as that was the most ridiculous thing I had ever heard. I highly suggest people choose another bank to open their investment and retirement accounts with.
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February 2023 by Ron White
The people there are very nice
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February 2023 by Cynthia Bryant
The all time greatest!
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August 2022 by MJ S
Too much to give a detailed review but if they cant transfer funds between accounts then why would you trust them to hold your money. I having been trying to access funds from my account for going on two weeks and it still has not been done. Horrible customer service by people who have no clue what they are doing, and we have dealt with over 10 people so far, seriously!!!!!
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September 2021 by Gloria P.
15 years ago, I bought a term life insurance policy from Fidelity. I pay 74.00 per month. I knew my policy was ready to expire. I finally was able to reach someone on the phone. Fidelity told me the expiration date of my policy is Oct 31,2021. I ask if I continued what would the payment be. They said $600 per month. When I told them not to renew, they said I would have to write a letter. I wrote a detailed letter that after the expiration date, they were not to continue auto pay, and after the expiration not to re new the policy. Today, I received a bill for $6757. I called them as I thought it was a mistake, and the very rude woman on the phone said. Look at your letter, I told her that it clearly states that after the expiration not to re new the policy, and she kept saying no, that is not what this says. The letter stated do not renew after expiration and discontinue auto pay. She insisted that I said to renew. I got so angry, I lost my temper with her on the phone and she hung up on me. Fidelity never stayed in contact with me during the 15 years where they were taking auto pay. Now after I told them not to renew the policy, they send me this bill for over 6500 dollars. What is wrong with this company????
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August 2021 by Water Dragon
My involvement is a beneficiary to my father's accounts.First of all my father had an IRA, Roth, and 401k. Fidelity subs divides their departments and they do not share any information with one another. This makes it extremely difficult for the beneficiaries or the executors of the estates to get information or access these accounts.Each section has their own process to deal with and it own forms to file for the information.Even as the executor of an estate or administrator of the estate when you send the information in to one of the parts of fidelity they do not share that information with the other side nor does the other side have access to that information which means you have to resubmit all your information again.With the fidelity 401k side you have to print fill out make copies of everything, this is your ID, death certificate, award letter for the estate, EIN number created for the estate, copy of your driver's license, copy of your mail of where you live at, as well as other information package neatly and mail to them. They have no email no way to upload the information quickly, and the customer service line will not give you any information over the phone no matter what until they get the forms by mail on the 401k side.The 401K side makes you jump through so many hoops, so many delays in the process, it is one of the most stressful most aggravating processes and companies I've had to deal with thus far on top of dealing with the death of my father.The Roth and IRA side is much simpler. They still require a letter of administrator if there was no will or even if you're listed as a beneficiary from what I'm told, and a death certificate but the IRA and Roth IRA side will provide you a email link where you can upload your documents immediately and they can view it immediately while talking to a customer service rep on the phone. They were able to help me with the forms I needed and walked me through the process of filling out those forms.The 401K side process has literally left me pulling my hair out trying to get information. The company has the information where I'm legally and have been awarded through the court the administrator of the estate from my father's account yet the 401k side is refusing to provide any information to me and they have no way of communicating with other parts in their organization to view documentation that their company already has on file.So as a beneficiary or an award to the estate, know that the process is going to take you four to six months to deal with them on the 401k side and you will never get any information over the phone from them nor ever be able to speak to a supervisor when you ask to.There are no floor supervisors to speak to, the floor customer service reps call a call center themselves to talk to a pool of supervisors who will answer their questions and provide no direct contact with the customer themselves.So while I know nothing about the investments of this company I can tell you from a person who's receiving benefits from somebody who has invested in this company The aggravation and the struggles that go along with this particular company has turned me away from ever investing infidelity ever because I would not want my children to have to go through this as I am now with my father's estate!I have dealt with other companies that my father was attached to and have far less struggle to get information and to provide documentations and to get access to his accounts within a matter of 24 to 48 hours after contacting them.So if you're investing in this company understand that you are literally causing a lot more stress to your dependence after your departure from this planet. You may want to talk with a company to ensure that your kids have direct access to your accounts in the event you pass.
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April 2021 by Emil Caldwell
Good..fast and thanks very much!
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November 2020 by Stephanie Stewart
I work there.
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December 2019 by Ed Kennedy
I have been working with this office since 2008. I have always found them to be excellent; very responsive and helpful. This has been true even as staff has changed over the years. I was in there today for an unusual transaction and the young woman at the front desk greeted me with a smile and had my business taken care of within a couple minutes. She was very buttoned up. I have found Fidelity representatives to be very helpful on the phone, but there's nothing like having an office you can walk into and speak with a representative face to face.
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March 2019 by Chelsea Haggard
Fidelity has by far been the easiest company to work with as far as making aa beneficiary claim. My dad passed away last year, and it has been a completely HEADACHE talking to his former employer and other bank. Fidelity has been the most helpful to me during this time. Everytime I've called there was someone who knew the answers to my questions and made the process super smooth for me. I'm extremely grateful for their ezcelexce, and knowledgeable chstocus service.
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February 2019 by Jason LaLonde
Customer service is atrocious, no reason an investment firm does not have someone to answer a phone for 45 min, let alone thier so called managed accounts, if it is managed it should be able to at least move forward in some degree even if it was just a penny this is what I am paying for, but when it moves backwards from the initial investment, something is not working correctly, even in this booming economy you can't turn over a penny. Come on, Iam sure I can do better myself and for this reason I am pulling out.
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February 2018 by samuel zaretsky
Excellent location, easy parking. Always willing to assist.
