Do not have the skill sets to help the clients with retirement transactions. Zero assistance but want a big fee to do nothing.
October 2022
Great customer service. However if you need to cash a check from fidelity " investments" not fidelity bank. There is no bank branch you can walk into and cash the check.
July 2022
They've done well managing my 401k, but when I went to move it to a rollover, they're was a $25 fee for the privilege of getting my money. After they've made plenty of my accounts over the years.
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.