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August 2025 by Robert Stites
I needed to take care of some paperwork and the staff at this office were friendly and very helpful. They even offered me a cup of coffee.
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July 2025 by Deris Rodriguez
I went to this office to deposit a check, I had to wait about 20 min so they can start working on my check. They had issues depositing the check because had 2 last names, I showed them my DL with my full name and explained why I'm using only one name now. They made me change my name on my profile and triple checked my ID, which that was ok by me. After more than a hour this guy comes to me and said that they can't deposit the check. I sacrificed my lunch time to go there and they didn't help. Worst experience ever in a bank in US. I'm looking now to move some of my accounts to other brokerage instead.
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March 2025 by Scott Trotter
No one ever answers the phone - Ever! Customer Services SUCKS!
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September 2024 by Bren Nelson
For the past ten years, my family and I have been using this Fidelity location. The staff is attentive, personable and thorough. A particular thank you to Ryder, Josh, and Troy for going above and beyond to ensure that we had all of our questions answered and our financial needs met.
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August 2024 by Prem Katyal
Disappointed with their service.
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March 2024 by Patricia
The representative was kind but the company processes felt contradictory between chat, phone, and in-branch. I don’t think the in-person reps are supported with the info and access they need in order to help people in person. The phone reps had more ability to do things like send a message with an application, etc. I don’t think it’s the rep fault, he was nice and I truly believe he was operating as is expected in-office, but my recommendation is to try to do what you can online. Props to my representative for helping me as I got a bit frustrated.
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March 2024 by Fumiko Fawcett
I have read all bad reviews. So I am not the only one who had a bad experience with Plano Fidelity.
But Fidelity has a great on line support. I will keep on using on line support
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February 2024 by Patty Public
I used their services twice in January. Both were pleasant and efficient. Josh was very professional and helpful. Will use this location again.
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January 2024 by Mark “MEC” Sofa
Ive have had amazing service in the past. Called in with an issue today: Poistion purchase price recorded incorrectly on every instance: FATP, Web and Ph App. I explained it to the rep 6 times but she failed to grasp the symptom. I think she was going off a script, kept repeating same possible R/C even after I explained it wasnt my issue. She went to get auth to make a change then came back and wanted to walk me through assigning lots. The good news its only a reporting problem. My account balance is correct. Zero help
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August 2023 by 1230 Ranch
Will not accept loan payments. But will certainly take your money.
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May 2023 by Garry D.
Nothing good to say about this location. They are late for every appointment I made with them. Honesty is also not their policy. Takes hours to complete simple transactions. Very difficult to do business with.
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April 2023 by Andrew A (sleepnclass)
Their customer service (via the phone) is HORRIBLE. 4 hours on the phone and nothing got accomplished. Two reps could verify identity no problem. The other two couldn’t. Waste of time .Came to this branch and the employees were great, courteous and got me exactly what I needed in minutes. I was shocked how different the two experiences were. I feel a little bad about closing the account but over the years their phone CS has always been terrible. Got in and out of this branch with everything I needed in minutes.
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April 2023 by Shailendra Itnal
I believe the people working here are bit lousy. They messed up with my requests multiple times. Till now, I had them messing up 3 times on different occasions. The customer service rep were very courteous and good to talk. However, after visiting, I checked the updates, it was messed up. Once they deposited amount in different account even when the check had correct account number. Other time, they lost my request while updating only half part. Online customer support person is far better. Any fidelity customer support person can see the trail of my mess up that these branch people have done. I hope they correct the staff. I'm a long time client of Fidelity.
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March 2023 by LaShelle DeVaun
New client, late getting there and clueless as to what they actually did and did not do (i.e. they are not a bank ?♀️) .. I was able to get a rep on the phone that actually was able to reach the guys there at the Legacy branch I was headed to, they waited for me to get there, they were polite, all smiles and informative. Now I know. ? Definitely recommend Fidelity.
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March 2023 by Debby Wong
As a couple others have mentioned, they have very poor customer service. Not sure why they employ 5 people there when they just tell u to put the check in the deposit box. Your customers come in to deposit a check and expect it done immediately and be handed a receipt. The way the customer service is there, don’t need the branch altogether and just do virtual meetings for financial planning.
