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December 2025 by Shannon
was having trouble transferring from the previous financial institution. Nicole L. consistently went above and beyond to assist in getting the transfer completed & and she had both pleasant & professional manners throughout the entire proceedings as well.
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October 2025 by Sayani Das Sen
Worst customer support. The attitude of the employees like Jonathan is beyond words. Unfortunately, I have to use their service. They are holding my hard earned money.
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October 2025 by R Chris
I really hate that I’m forced to use this company. They are so difficult to deal with . All I’m trying to do is rollover my damn 401k and it’s been such a hassle!! I’ve never had to deal with so much incompetence it’s ridiculous!!
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July 2025 by Amber
These people are terrible the fraud team sucks. You try to turn in paperwork and etc they need and they keep wanting more before releasing the money to you it’s ridiculous you see the information yall need what else could you possibly want 😒
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July 2025 by D P
Horrible Company. All I wanted to do was close my account 5 years ago, still have my information locked into their system and unwilling to completely delete my info. Unbelievable
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March 2025 by Gregg Legters
website terrible. No way to do a normal bank transfer to investment accoutn
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February 2025 by Nope Nope
Awesome bank use them for everything
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February 2025 by John Griffin
This is why I use Ameriprise. You can’t easily speak to someone in the Cincinnati office. You call their number and you play “push the buttons” for 10 minutes and then have to speak to someone on the East coast. Then they have to transfer you to the Cincinnati based office where no one answers the phone. Terrible.
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January 2025 by Sandy Jeffries
Long process but friendly people
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December 2024 by Jennifer Weaver
They FINALLY came through with a letter that arrived in the mail. Thank you!
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December 2024 by Miles Weaver
They answer your call to Customer Service but can’t help. I have called 7 times speaking to different representatives each time about getting proof that an account is closed. I provide SSN, account number, etc and no one has been able to send me what is needed. Each time I call it is at least a 30 minute call while they look for the account. You are not going to find it because it is closed.
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November 2024 by Tim H
Putting money in is no problem. Trying to get it out they run you around in circles like a dog chasing it's tail. I will NEVER do any investing with Fidelity again. All investment agents tell you a different story. Stay as far away as possible!!! They do desire less than zero stars just a FYI.
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February 2023 by Steven Worthington
I went to this office today to have Fidelity link my bank account to my brokerage account. Emily assisted me and completed the process seamlessly. She was courteous and knowledgeable.
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December 2022 by Kathleen Lang
Horrible been trying to get my late husbands 401 money transferred to me from 12/27/14 it is now 12/13/22. Been passed around and around managers give workers wrong information. No one can give me an answer. Help!
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December 2022 by Scott Ellis
Allison was great. Patient, professional and easy going. Would highly recommend.
