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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.
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March 2022 by Heidi Fricke
I am not usually someone who leaves a negative review but I am beyond words with my experience with Fidelity. The experience with Fidelity has been terrible. My father passed away suddenly in January and since then I have been trying to get someone to help me with the investments he held at Fidelity. On January 26th, I was assigned an liaison specialist who has not reached out to me one time. I have called multiple times and left multiple messages asking for support. I have sent emails everything. No one will answer the phone or return any phone calls to help me move this process forward. Fidelity has been sitting with an individual's money who is no longer alive for almost 3 months. The experience of losing a father is devastating and the lack of support/communication from fidelity to help with the work that needs to be done is indescribable.
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December 2021 by Michael Sutton
After opening an online account and transferring money the account was immediately blocked. I have repeatedly faxed and provided proof of my identity without result. I am laughed at when I have expressed my frustration with their lack of responsiveness. Avoid Fidelity
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March 2021 by Nicolas Martin
The decline of Fidelity over the past 10 years is very unfortunate. While it used to have excellent phone support, it is now almost impossible to get even the most elementary help, if you have the patience to wait for someone to answer. You would think that money handlers would understand the meaning of "penny wise and pound foolish," but not those at Fidelity, it turns out. Maybe they should take a close look at what Apple has done after Steve Jobs drastically improved what had been awful customer support at Apple.
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November 2020 by Kevin S
Helpful and nice at the Oakley branch. They helped my dad with a variety of issues. They were helpful and did not seem annoyed by how much time we were taking.
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October 2019 by Karl L.
Total morons & crooks! RUN far away from these crooks. Find anyplace else to invest your money. I have power of attorney over my 95 year old father, that was drawn up by my lawyer. These a-holes refuse to accept it. No other company has a problem with it buy they don't want to. They keep sending letters that it incomplete. Total b********
