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Fidelity Customer Service
Rated 1.18 of 5 Stars
Based on 33 Complaints
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Toll free phone number: 617-563-7000
Fidelity Investments (www.fidelity.com) is a privately held financial services company based in the United States. Services include trading, mutual funds and retirement planning. Revenues in 2014 were reported as US 14 billion and operating income as US 3.4 billion. There are over 41,000 employees in the Fidelity company.
If you have a problem with your account at Fidelity you may call 1-800-343-3548 or you may find their service overview here. If you wish to mail a postal letter to CEO, Abigail Johnson you may address your correspondence to 200 Seaport Blvd., Boston, MA 02210. The corporate office phone number is 617-563-7000.
The current slogan of Fidelity is ‘every someday needs a plan’. Founded in 1946 by Edward C. Johnson III the company has social media presence on Facebook, Twitter, Linkedin, Google+ and YouTube.
Experienced poor service? File a complaint here!
Fidelity Contact Information
Report complaints to corporate and get satisfaction
Fidelity headquarters address
- 82 Devonshire Street
- Boston
- MA 02109
- United States
Company website
1-800 phone number
617-563-7000
Support email address
help@fidelity.com
Better Business Bureau rating
A+
Customer service hours
24 hours a day
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Top Fidelity Complaints
Browse more than 33 reviews submitted so far
Garik Davtyan from Folsom, CA Sep 27, 2019 20 They have requested for me to verify my identity so which I did visited at the local office in Folsom CA now one of fraud department guy says he don't care what the local office verified or not so they pay me my $5000 after they have locked my account thanks
Mary jane from San Diego, CA Jul 10, 2019 20 I called and had the worst representatives. Nancy and Edgar the manager on 7/10/19. Edgar refused to get me a manager. He stated he would not transfer me to someone else that could help me with the transaction. I told him he was making my very uncomfortable multiple times and he still stated the only person I was going to get was him. I’d like my calls listened to and reviewed. They were very disrespectful, biased, and all around made me feel unwelcome and uncomfortable even calling. I downed my 401k to 0% after this call. Never will invest in a company like this again.
Eva from Southbridge, MA Jun 11, 2019 20 Called to ask some questions about my account...each time I called the person on the other line was extremely rude and not helpful at all. It’s better to just try to figure it out on your own online than waste your time and call. It must be an awful company to work for if your so rude and miserable on the phone.
Lamont Lee from Tulsa, OK Jun 07, 2019 20 I’ve contacted your company many of times about an issue with my pension . With directv (aug 2014) we were fully vested after 2 years. Att merged in 2016. I left the company in Nov 2016. My pension balance showed they entire time of my absence with the company. I return to the company Dec 2018 and ask about the balances and no they disappear. Ask for documents showing the balance was forfeit to the company and still no reply in writing . I’ve requested documentation of direct s pension summary from 2014 and also they can’t provide any of that documentation. I would just like help getting documents about my pension plan from 2014 with directv from the record holders. Also something in writing about the funds in the account.
Maria Myers from San Diego, CA Jun 04, 2019 20 I feel that Fidelity is NOT abiding by the DOL fiduciary rule and it double dipped my IRA account for a so called advisory fee, once on 5/10 in the amount of $402.15 and then AGAIN just a short 5 days later in the amount of $434.21. OUTRAGEOUS! My account was opened on Feb 15th and closed on May 24th. My IRA was only there less than 4 months. And yet I get charges for 2 so called advisory fees. An account that is ran my a computer and not looked at but MAYBE once a quarter by one of your people. Again, OUTRAGEOUS!! I would like to have the so called advisory fee which was taken out on 5/10 in the amount of $434.21 refunded to me please. Thank you,
Maria Myers
Peter montalbano from Fort Myers, FL May 31, 2019 20 I went to your branch office in Naples Florida three times which amounts to 60 miles in order to close an annuity. Your representative, Nick filled out my information incorrectly so the bank kicked back the request. When I called your customer service representative, Jordan Back he told me they could not Verbalee amend the account number so it had to be sent back to me and resign as part of a process that would take over a week. I told him that was unacceptable and asked to speak to a supervisor. I had the displeasure of speaking to Jennifer Parkins when I called your customer service representative, Jordan Back he told me they could not verbally amend the account number so it had to be sent back to me and resigned as part of a process that would take over a week. I told him that was unacceptable and asked to speak to a supervisor. I had the displeasure of speaking to Jennifer Parkins Who was extraordinarily rude with me and had no interest in providing me a convenient resolution. I strongly encourage you to listen to the tape of the conversation. I want to report her as an inconsiderate and rude supervisor who refused to give me the name and phone number of her supervisor to report her abhorrent behavior. My number is 561-866-6760. I would like a follow up as to how this was addressed with her.
MATTHEW m PARA May 11, 2019 20 I wrote a check to be deposited in my fidelity checking account X94600210 from my Bank of America checking account 000700090527 for 10,000.00 ( Ten thousand dollars and no cents ) On may 7th 2019. On May 10th a deposit of 100,000.00 ( one hundred thousand dollars) was made to my fidelity checking account. So this left me in the red of 77,457.15 including a 35.00 fee charge by Bank of America. I now, as i write this, wiped out of my monies for my account with Bank of America...I pay my bill thru on-line banking and have several bill posted to be paid from this account this week. I have a copy of the check that CLEARLY shows the Ten thousand dollar to be deposit. We call and talked to several people at fidelity and said nothing could be done and to call back Monday. This is incompetent behavior of some employee on fidelity and Bank of America part and should be fixed immediately . I do not have any confidence in Fidelity as they cannot read numbers and could care less about the problems they are causing us.
Andrea Alam Apr 25, 2019 20 I have been trying to collect my pension since January. Very simple plan. The documents have been in the legal department for months with nothing happening. I call customer service and they cannot transfer me to anyone to get answers. I literally call everyday. All I can get is we will reach out to that department and ask them to update you. I have been told several times that I will receive a call back. Not once has anyone called to update me or tell me whats going on. In 5 days my commencement date will change again. Do not invest with this company and definitely do not set up a pension. I just got off the phone with an attorney who tells me he can have this taken care of in a couple of days. Sad that I had to call an attorney to get money that is mine.
Ron Apple from Cleveland, OH Apr 24, 2019 20 Called customer service about a qdro split on my 401k account, was told a review was ordered and would take 3 days , after three days called again then told 5 days after 5 days called again and was put on hold for 68 minutes ( I guess they were waiting for me to hang up) after multiple requests was finally transferred to a supervisor named cheryl Lewis who told me she needed yet another day.next day she called back and said the review was not being done and I needed to call my company contact. I asked cheryl 8 times to connect me to her supervisor and she refused, jokingly telling me to call the owner of fidelity the qdro has been thrown out and now will incur more legal fee on my part. WORST CUSTOMER SERVICE IMAGINABLE!!!!!!!!!!!
Cathy Loup from New York, NY Apr 11, 2019 20 Are you aware that your employee in Lincoln, California sends messages like this? (See image and URL below.) He is harassing Saira Rao, an attorney and publisher who ran for Congress in Colorado last year. She speaks openly about the racism and misogyny she encountered as a woman of color. Does Jeff Geslison represent your corporate culture? Is this the kind of person you want representing Fidelity to customers and investors?
Robert p Vining from Wells, ME Apr 11, 2019 20 Monday 4/ 8/2019. Fidelity had a glitch in system prevented me from executing a sell trade at end of day.Talked with representatives with no satisfaction.They say the glitch is very rare but does happen.Every time I tried to place a sell order, a box appeared saying transaction not possible etc.The stock was NBEV the trade was to sell 50 april 12 calls strike price 6.00.I lost a profit of approx. $710. because of a fidelity glitch not fixed.I believe I should be compensated.Please respond
carl from Franklin, TN Apr 10, 2019 20 I have been trading options for 15 years and Fidelity would not turn on options trading ability for me. when i ask why, they give no reason other than "they can approve me" . I asked many times, "for what reason am i not able to trade options from my account?" and get same generic response of "we cannot approve your account for options trading" keep in mind, I am only asking to the ability to BUY options on my account, not margin or anything like that. BUYING an option is no different than buying a stock in terms of risk, the most you can lose on either is your original purchase cost. Funny thing is, i am approved to buy stocks but not options, which is 100% illogical and they wont explain why i can do stock purchases but not options. Even more funny is charles schwab opened my options account no problem... the only reason i have Fidelity is because my employer stock option plan is through Fidelity so i am forced to have a Fidelity account, otherwise i would close it down in a second
Gayle Friese from Athens, GA Apr 05, 2019 20 On 4/5/2019 A deposit for $660 was deposited into an account other then mine and informed by the most arrogant supervisor it was a problem not of great concern and refused to give a courtesy credit even after taking accountability it was Fidelity mistake and told me there was no time frame governing regulations on when I should expect the money to be taken out of the person's account who has the money even though no discrepancy the funds are in the wrong account and my money. I explained to him I was unable to get prescription medicine and needed the money to be returned into my account without an ambiguous response of when he has time to formally investigate and then said the person account that the money was put into has to agree to return it. The funds were from the Department of Labor and they too are disappointed Fidelity Investments does not practice in an ethical manner. Gayle Friese
Jerry Rozner Apr 03, 2019 20 In the last two weeks I have tried to contact a representative on 5 different occasions to no avail. I was put on hold for over 20 minutes each time. never did get to talk to a representative. Worst customer service anywhere. Seriously thinking of taking my accounts elsewhere.
Denise Logsdon Apr 02, 2019 20 On December 31, 2018, I received my last check for the year which was 65% less that it was supposed to be. Two weeks prior, I signed up for a 401K plan and elected 1% of my check to be deducted, which amounted to $25.62 per pay period, per your website. When I received my final check for the year, the amount was 65% less than it was supposed to be. That is $1459.00 that was deducted when it wasn’t supposed to be. On December 31, 2018, I called Fidelity to question the huge deduction. They stated that with the holidays I would have to call be on 01/02/2019. So, on January 2, 2019, I called and explained to them the amount that was deducted from my check was not authorized and asked what I needed to do to receive my refund. I immediately changed by deductions to $0. They opened a case on 01/02/2019 and advised they would have to do an investigation to see if it was an error with your website. I gave them all the information and called on a daily basis at first, then I started calling weekly. 6-8 weeks later, I was calling as much as I could to get an answer of when to expect my refund. I was told that I should have received a confirmation email stating the elections that I chose. Needless to say, I did not, or it would have been changed at that second. I have spoken to several of my co-workers who have updated/changed their elections and to no surprise, they have never received a confirmation email either. Finally, I received a call stating that their findings did not show an issue with the website and that my elections were correct. Absolutely not surprised, I asked what I needed to do or what the next step would be. I spoke to Katie on 02/10/2019, and then Marissa, who I spoke to on 02/12/2019, advised me to file a complaint, fax it to them and mail a hard copy as well. On 02/12/2019, I faxed a copy and mailed a copy to the address I was given. Now, we are into 9-10 weeks of me not getting a refund for 2 weeks of work, I finally received letter in the mail on 03/09/2019, stating that they agreed with the findings of the original report and the deductions were correct. I expected nothing less. I am not concerned nor shocked that the results are in your favor, but I am upset about the fact that I worked 2 weeks with no pay. Of course, unless I quit my job or wait until I turn 65, then I can get my money back. I don’t understand why this is such an ordeal. I know what elections I chose, and I know that your investigation will always be in your favor. If the error was on your website and there wasn’t enough money taken out, I guarantee that you would deduct it out of the next check. Since, this was not an error on my part, despite whatever your IT team says, I expect my refund to be sent to me immediately. It is ridiculous that I have been fighting for money that I worked for and you had no right to take since December 31, 2018. The time frame alone is unacceptable.
Patrick Mwaura from Cypress, TX Apr 01, 2019 20 As a result of the service and information I received from Fidelity customer service department, My Loan defaulted despite the fact that I had sent a bankers cheque to Fidelity via UPS and which the customer service personel had acknowledged was received on time. I need someone that truly cares about customer service to get in touch with me at 281-948-8964
Deborah Shearer from Martinsville, IN Mar 16, 2019 20 Argosy University is bankrupt because of Dream Center Holdings stealing money from students. Now, they are not paying faculty and staff. Fidelity will not believe faculty and staff a terminated unless they have a payroll, I am caught in this endless loop of non action and need to pay for my mother's co-pay for a rehab unit and my bills. Will I have to declare bankruptcy and endanger my mother because I cannot get this situation resolved. By the way, faculty and staff had there email turned off before the message came out about the missing payroll, When I called Fidelity about this situation I got "you have to wait 1-2 payrolls before..." If there is to be no payroll what can be done? How long can Fidelity keep someone's money in this type of situation?
See https://www.azcentral.com/story/news/local/arizona-education/2019/03/15/...
Christina McGuire Feb 06, 2019 20 My children have 401k beneficiary accounts with fidelity after losing their father 2 years ago. I was asked by fidelity (after 5 phone calls over a 3 month period of time with different people and answers each time) to submit court documents to prove conservatorship since they are minors in order to have access to their accounts. After being advised by my financial advisor and the estate attorney that the accounts needed to be distributed within 5 years of death into their restricted account (called out in the court document), I contacted fidelity to start that process. I was told that the funds are to be kept within the fidelity accounts in accordance to the court documents and nothing can be done without another court document requesting release of the documents. Keep in mind, all of this information was given after several "hold" times as the person had to ask what to do. The answer is wrong--the court document says all assets need to be put into the restricted account (what I am trying to do)--of which the fideltiy account is NOT the restricted account. However, I was not allowed to speak to anyone else. I was told the legal department (who made the decision) does not take calls, and the supervisor (who was giving advice behind the representative) did not take direct calls. The representative did not try to understand the situation--only put me on hold and repeat what she was told. She also told me I don't have to have the funds distributed within 5 years--you can imagine my hesitancy of believing her over an estate attorney and financial advisor given the conversation so far, and also being told differently by your own company during a previous call. So, your company has unqualified people, who have no information, relaying inaccurate information that impacts people's lives with absolutely no accountability. I am now going to have to pay lawyer fees and court fees to educate your people and fix a mistake you made and there appears to be nobody who cares or who is willing to take accountability. The mistakes are growing--you incorrectly applied a court document, you misspelled my son's name (which you won't correct without a written document), you gave inaccurate information and your representaves and supervisors don't care enough to question, investigate for fix your mistakes that impact your customers--that is all placed on your customers, as well as the consequences of your actions. You have made a horrible situation (the death of their father) so much worse. I will be sure to educate all of my customers and friends of the service I have received and advise them to look elsewhere for financial programs and policies both individually and for their employees. I have the opportunity to help companies look at their benefits and providers, so this will be quite helpful to prevent others from having to deal with such incompetent and uncaring service.
David Perry from Jamestown, NC Jan 16, 2019 20 My wife is trying to work with fidelity for about a month after her fathers passing. He has an account with $700k+ in it and she is listed as POA. She has worked with ISG, the dept supposedly doing this. After sending many, many forms, some notarized from her and her brother, making a 5hr (oneway ) trip to Fidelity office, we are hearing nothing back, just voicemail. They say they have been calling but no calls listed on 4 phones. He has 2 trusts, 1 listed with Fidelity specifying his wishes and they are not honoring POAs that allow her access so she can pay her mothers medical bills. Her mothers in in a memory care unit and unable to handle her affairs. Another person appeared, Ryan Lorence and does not return calls. This is horrible customer service and is causing unneeded aggravation. The attorneys he used in setting this up have helped and updates have been sent to Fidelity in a timely manner and no response, no update. We have had to hire attorney to help us out with this. How do we receive compensation for this added expense and aggravation? Other institutions have accepted the paperwork. I am going direct to Fidelity to see if we can get some help. Someone can contact my wife Susan Perry at suejazzer@yahoo.com, 843-457-3978. Thank You - David Perry
Stanley Schretter from Palm Beach Gardens, FL Jan 15, 2019 20 Your Palm Beach Gardens office never answers the phone. When you walk in there is someone at the greeting desk. Why can’t they pick up calls and take messages. If you go to your 800 number, you wait at least twenty minutes anytime, any day for someone to pick up who is helpless and transfers you so you can wait another ten to twenty minutes. That is why your customer service is rated one star in the web. At least you haven’t exported it like Dell or Xfinity which are rated lower. You have gotten so large that customer service is no longer a corporate priority.
Pasquale Paladino from Burlington, ON Dec 22, 2018 20 Fidelity consistently proves to be non-caring of its customers and unaware of the tax implications of closing a 401K plan. After following their customer services instruction, completing all the forms, including one that limits the withholding tax, they still managed to get it wrong.
Like many other complainants, after several months of inquiries, a formal complaint issued and support from the company 401K plan administrator, Fidelity still stands by their position that the withholding tax was correct and was not willing to make any restoration for withholding double the amount of tax than they should have. Even after I provided Fidelity the tax treaty, with completed forms and the Treasury Board Regulation that covers the reduction in withholding tax, Fidelity still insisted that their interpretation was correct and refused to make any correction. These are typical approaches and tactics of large financial intuitions and insurance companies, who have unlimited resources, to never admit they made a mistake and wait out the little guy, till he goes away.
I find it unbelievable that a large financial institution with almost unlimited resources, that is responsible for billions of dollars of customer’s money, has such poor knowledge of the tax codes and little regard for their customers and their money.
If I owned a company and had chosen to trust the employee’s pensions (401K) to Fidelity and learned how Fidelity treats the employees and cares for the employees’ retirement funds, I would surely move the plan to another institution. Fidelity obviously doesn’t have a working, certified quality system as demonstrated by poor customer service, lack of knowledge of the tax codes and the lack of a customer friendly complaints mechanism. Fidelity does not seem to welcome any feedback, positive or negative from customers. Fidelity would rather coverup a mistake then correct it. Anyone dealing with Fidelity should review their arrangements to determine if Fidelity is the type of company that they should continue to do business with.
Fidelity has peoples’ futures in their hands and they have shown time and time again that the only thing they are worried about is their profits and not the people.
Rodger Cunningham from San Antonio, TX Dec 17, 2018 20 I been trying to disable 2 step authentication for 3 days. I've spent hours on the phone with Fidelity agents. The process to disable the 2 step authorization requires a code to be sent to your phone. but I wasn't receiving a phone call with a code which is why I wanted to disable that feature. There were times during the process of helping resolve this issue, when I was given the choice of getting the code through my email, but that option isn't available to disable the 2 step process. Fidelity is blocking access to my account by this process and is not offering a work around.
helen brown from Phoenix, AZ Dec 12, 2018 20 I have a trust, I am suppose to have someone named nahida a. as contact. she never answers email, and I have a new bank account to give her. I have no ph no and also where is she?
VIRGINIA BRPWM TRUST Y97032278
Kenneth from Plano, TX Oct 22, 2018 20 My doctor says I need a simple surgery to fix a problem with my toes, otherwise I could get an infection and therefore lose my toe, my foot, or my leg. I don't have the money for this surgery and my insurance says they wont cover it unless I pay $1,000 up front plus 20% of the bill. I don't have that kind of money, I BARELY pay rent as it is. It's bad enough they take money out of my pay for this idiotic 401K, and now that I NEED money for foot surgery, I can't even get any of MY OWN MONEY from MY OWN ACCOUNT!!! They want to give me a LOAN (!!!), which I can't afford because I make a low wage as it is, and having all these medical deductions for insurance is a huge strain on my pay in the first place!!!! Now I'm at risk of getting infection in my foot, losing my toe, my foot, or my leg because they REFUSE to give me some of MY MONEY! I have double the amount in my account that I need, so it's not like I need all of it! Seems to me this set up is nothing but an elaborate SCAM to bilk people out of their own money! They don't have any problem TAKING your money, but when you NEED it for a possible life-threatening medical surgery, YOU CAN'T HAVE IT!!!!
Edmund Mastrovito from Sutton, MA Oct 16, 2018 20 I have been attempting to have a sit down as of 7/24/18, with my money manager. I am going to be 70 this year and wanted to take the steps for my future retirement. After being a good customer for 35 years with Fidelity , I though it would be easy to get an appointment, NOT the case. I know I'm not a big investor (400K), but not a very happy investor right now. I don't want to hear any more music on YOUR answering services.
When I was still working, the company I was working for was going through a slowdown, jobs were being lost. We had a meeting with our VP, he said something that stuck with me. ' He said he liked when when a customer called with a complaint" he could fix the problem. His fear was the customer that did not complain, the customer just moved to another company.
For the last time, I clearly stated to my relationship manager (yesterday), I was available on Mondays, I received email today, I can have a appointment on Wednesday at 1:30 tomorrow. I come home from the Cape on Mondays and work Tues.& Wed, back to the Cape on Thurs. I am not trying to get an appointment with the CEO of the company, but that might be simpler....... Ed Mastrovito
... from Los Angeles, CA Aug 30, 2018 20 Fidelity may have a decent brokerage acct, but their customer service is atrocious.
Meghan Kilgore from Beaufort, SC Aug 01, 2018 20 I went online a little over a week ago to fill out the form to have money transferred from my bank account to my Fidelity IRA. After completing the form to have $100 taken out once a month starting September 1, 2018 I received a message that it didn't work and to download the pdf and mail it in. I did that and the day I mailed the form I get an email saying that the electronic form went through. I emailed stating that I mailed in a form as well and please disregard one of the forms. They replied with Fine, we'll take care of it. Yesterday I get an email stating that $200 was taken out of my account yesterday July 31,2018! I called and spent almost an hour (mostly on hold) only to be told I could not get my money back because of IRS, IRA , tax ridiculousness. I had them cancel everything and told them if one red cent came out of my account they would hear from my lawyers. So now I'm out $200 and the overdraft fee from my bank. This is all Fidelity's fault but I'm the one that has to pay. Not fair and cannot be legal. I am just destroyed by this and wish I could get all my money from them. I am so upset by their mistake that the customer service rep made sure to make me feel like it was my fault. I was in tears after the phone call
Kevin Harris from Houston, TX Jul 06, 2018 20 To Whom It May Concern: I believe that I have experienced inappropriate, unprofessional and gender bias behavior in my interaction with Amanda in the "At Risk" department during our phone conversation initiated at 8:30 a.m. EDT on 7/6/18. I formally request that the recording of our interaction be reviewed to determine the appropriateness of her actions. I contend that she was hostile, she misrepresented and misquoted me, and she made certain inaccurate and incorrect assumptions based upon my gender. Please advise me if these means are not sufficient for a formal review and response. Please also advise me the of the status of my compliant and the status of my account at your earliest convenience. Kind regards,
Kevin D. Harris
SS #074-62-0525
Mobile #201-312-1395
Cynthia Snyder from Littleton, CO Jul 06, 2018 20 I have been trying to get a problem resolved over my Roth investment draw that I set up with you all and even though I have called in several times you just can't get it together. I requested an $100.00 bi-monthly investment into my Roth IRA and you continue to draft from my checking account costing me a $5.95 fee every time you make this error. In June I called and escalated to a Supervisor by the name of Jason Frischknecht who assured me he would get this resolved and would call me back in a few days to confirm. It has been two weeks, Jason never bother to call me and the problem still continues. I work for the bank.....ACH's happened every day from savings accounts...it is not that difficult and yet you can't get this fixed why????????????????????????????? Jason not calling me back nor resolving this issue is UNACCEPTABLE!!!!!!!!!!!!! I have been waiting on hold now for more than 23+ minutes and my time more valuable than to micro-manage my investment firm!!!!!!!!!!!!!!! I I spoke with a supervisor by the name of Chad Huston who said (on a recorded line) that he "thinks" the problem is resolved but will have to see with the next investment. I suggested you have your back office call the bank to ensure the ACH is set up correctly and he said no. I AM LIVID! I closed the investment since clearly you don't care enough to just pick up a phone and make a call to resolve the issue. I want someone who CARES about my business enough to call me and have a discussion as to why this was such a hassle and why your only option is to sell my shares than to expect your back off staff to make a 2 minute phone call to ensure a resolution. Dealing with Fidelity is a nightmare!!!!!!!!!!!!!!!!!!!!!!! #303-916-3745 or 303-471-7630
Lauriann Obering from Rumford, RI Apr 14, 2018 20 Keeping me from logging into my account... I needed to call security to unblock my account,,, I was told to send proof of identification. I went and faxed it 3 times where i was told it was too dark and could not read.3 different machines mind you,my licence expired March 21 and I needed money to get this straightened out . I was on vacation and that was why delayed..My utility bill was not current. I went to providence and let them fax. I was told i could not unlock my account. Asked for ss card i misplaced. i left upset.A front desk gentleman helped me with this.. Told to comeback the next day with my ss card and a current utility bill. and I would be good to go. I also brought my social security ssdi award letter....And now things are getting heated.and i am getting so upset and sad... I told them I needed to take out MY money to clear up a ticket problem to renew my license.Still no go. I was humiliated by asking me personal questions like borrow the money from someone, Why don't I have any money left from my ssdi check. I was crying and why would they ask me personal questions like that . It is none of thier business, My licence has only been expired 2 weeks , They have enough information of me to unlock . I was a risk i was told . I opened too many accounts and changed my address so a check could be delivered to florida then changed back to my current address.. I suffer from depression and anxiety and I believe i was humiliated by fidelity . I have over 85,000 dollars with you .. Now I just want to pull it all out for I cannot go to the registry to fix a ticket and renew my license.I do understand security purposes . But they have enough information on me also saw me in person.. Please help so i can access my account so i can take care of my personal business . Lauriann Obering
Jacqueline Hutchinson from Denver, CO Jul 28, 2016 40 I was a victim a fraud. Someone claimed they were with fidelity investments and were not, they were supposed to be a community org helping families. I'm a single mother of 4 who works my ass off!. Anyways they gave me a check, I went to my branch and asked them questions about the check and procedure, They took the check and there was a hold on the check, the man George informed me no reason to be alarmed its a procedure they to make sure their are funds in the account before they release the check, its to PROTECT their customers. Well I checked my account went in to the bank asked again if everything was ok, the lady said yes and gave me a cashier check, which is supposedly guarantee money, Anyways they gave me the cashier check I paid the bill that the people were paying and then two days later went to swipe my card it declined. I called and that's when they told me there were no funds and that the check was probably fake. So I called n called and spoke with god knows how how many people. They were all rude and treating me like I was nothing, I never over drafted my account I was a good customer who got caught up in some bs and which I take fault for trusting these people, however I feel a lot of this could have been avoided if the rep at my branch was straight forward and didn't lie to me about the procedure had things been explained properly I feel I wouldn't be going through what I am going through. But chase wont take my Fidelity complaints seriously, on top of that the 16 different people that i had to speak with were rude I had one nice lady who didn't cut me off every 5 sec and keep saying im sorry but there is nothing we can do. 1 person out of 16. That's horrible customer service. I get ya'll aren't going to help ok so I pay it all back n it take time, but the rudeness was not called for. Once I get this taken care of I will never deal with chase again and I would never refer anyone to chase. I went through a very messed up situation I didn't need to be talked to like I didn't care by my bank, I went to my bank in hopes for relief even if you guys had no attentions of helping me or doing anything,you didn't have to act like it on the phone. The lady Michelle was by far the worse she never got loud or anything but constant interruptions and nasty attitude was uncalled for. Even if I didn't get my money back I expected my first time being involved with fraud would have been a little bit better. I shouldn't have to deal with the fact that I got scammed and the stress of bank. Also a file was supposed to be filed, and never was. I was informed that Michelle was going to do it, she didn't and she made it very clear to me that if I filed a claim chase still wont do anything.
from Southlake, TX Dec 31, 2015 60 I interviewed for a job at Fidelity recently. The security was tight and the process was pretty brutal. The entire time I felt like this was a factory type environment where they hire account reps and churn you up and spit you out. I would like to see the company take a more personal approach to hiring. Maybe that is impossible with their size? They might see less employee complaints that way.
Mar 16, 2015 80 Fidelity was able to give me the right investment plan that I was looking for after retirement. Although I definitely will be looking to switch my account soon. I had contacted the executives at Fidelity and they have give me complete information and schemes that I could choose from. The only problem is I had to wait on hold for about ten minutes before I heard back from them. After I did get ahold of someone they were helpful. Not just this they have suggested other plans on mutual funds so that I could plan my retirement in a better way. I would really appreciate Fidelity for living up the their name and offering some good plans to people like me. Hopefully the corporate offices will make some changes in the way support is done to better serve their affluent customers.
Mary jane from San Diego, CA Jul 10, 2019 20 I called and had the worst representatives. Nancy and Edgar the manager on 7/10/19. Edgar refused to get me a manager. He stated he would not transfer me to someone else that could help me with the transaction. I told him he was making my very uncomfortable multiple times and he still stated the only person I was going to get was him. I’d like my calls listened to and reviewed. They were very disrespectful, biased, and all around made me feel unwelcome and uncomfortable even calling. I downed my 401k to 0% after this call. Never will invest in a company like this again.
Eva from Southbridge, MA Jun 11, 2019 20 Called to ask some questions about my account...each time I called the person on the other line was extremely rude and not helpful at all. It’s better to just try to figure it out on your own online than waste your time and call. It must be an awful company to work for if your so rude and miserable on the phone.
Lamont Lee from Tulsa, OK Jun 07, 2019 20 I’ve contacted your company many of times about an issue with my pension . With directv (aug 2014) we were fully vested after 2 years. Att merged in 2016. I left the company in Nov 2016. My pension balance showed they entire time of my absence with the company. I return to the company Dec 2018 and ask about the balances and no they disappear. Ask for documents showing the balance was forfeit to the company and still no reply in writing . I’ve requested documentation of direct s pension summary from 2014 and also they can’t provide any of that documentation. I would just like help getting documents about my pension plan from 2014 with directv from the record holders. Also something in writing about the funds in the account.
Maria Myers from San Diego, CA Jun 04, 2019 20 I feel that Fidelity is NOT abiding by the DOL fiduciary rule and it double dipped my IRA account for a so called advisory fee, once on 5/10 in the amount of $402.15 and then AGAIN just a short 5 days later in the amount of $434.21. OUTRAGEOUS! My account was opened on Feb 15th and closed on May 24th. My IRA was only there less than 4 months. And yet I get charges for 2 so called advisory fees. An account that is ran my a computer and not looked at but MAYBE once a quarter by one of your people. Again, OUTRAGEOUS!! I would like to have the so called advisory fee which was taken out on 5/10 in the amount of $434.21 refunded to me please. Thank you,
Maria Myers
Peter montalbano from Fort Myers, FL May 31, 2019 20 I went to your branch office in Naples Florida three times which amounts to 60 miles in order to close an annuity. Your representative, Nick filled out my information incorrectly so the bank kicked back the request. When I called your customer service representative, Jordan Back he told me they could not Verbalee amend the account number so it had to be sent back to me and resign as part of a process that would take over a week. I told him that was unacceptable and asked to speak to a supervisor. I had the displeasure of speaking to Jennifer Parkins when I called your customer service representative, Jordan Back he told me they could not verbally amend the account number so it had to be sent back to me and resigned as part of a process that would take over a week. I told him that was unacceptable and asked to speak to a supervisor. I had the displeasure of speaking to Jennifer Parkins Who was extraordinarily rude with me and had no interest in providing me a convenient resolution. I strongly encourage you to listen to the tape of the conversation. I want to report her as an inconsiderate and rude supervisor who refused to give me the name and phone number of her supervisor to report her abhorrent behavior. My number is 561-866-6760. I would like a follow up as to how this was addressed with her.
MATTHEW m PARA May 11, 2019 20 I wrote a check to be deposited in my fidelity checking account X94600210 from my Bank of America checking account 000700090527 for 10,000.00 ( Ten thousand dollars and no cents ) On may 7th 2019. On May 10th a deposit of 100,000.00 ( one hundred thousand dollars) was made to my fidelity checking account. So this left me in the red of 77,457.15 including a 35.00 fee charge by Bank of America. I now, as i write this, wiped out of my monies for my account with Bank of America...I pay my bill thru on-line banking and have several bill posted to be paid from this account this week. I have a copy of the check that CLEARLY shows the Ten thousand dollar to be deposit. We call and talked to several people at fidelity and said nothing could be done and to call back Monday. This is incompetent behavior of some employee on fidelity and Bank of America part and should be fixed immediately . I do not have any confidence in Fidelity as they cannot read numbers and could care less about the problems they are causing us.
Andrea Alam Apr 25, 2019 20 I have been trying to collect my pension since January. Very simple plan. The documents have been in the legal department for months with nothing happening. I call customer service and they cannot transfer me to anyone to get answers. I literally call everyday. All I can get is we will reach out to that department and ask them to update you. I have been told several times that I will receive a call back. Not once has anyone called to update me or tell me whats going on. In 5 days my commencement date will change again. Do not invest with this company and definitely do not set up a pension. I just got off the phone with an attorney who tells me he can have this taken care of in a couple of days. Sad that I had to call an attorney to get money that is mine.
Ron Apple from Cleveland, OH Apr 24, 2019 20 Called customer service about a qdro split on my 401k account, was told a review was ordered and would take 3 days , after three days called again then told 5 days after 5 days called again and was put on hold for 68 minutes ( I guess they were waiting for me to hang up) after multiple requests was finally transferred to a supervisor named cheryl Lewis who told me she needed yet another day.next day she called back and said the review was not being done and I needed to call my company contact. I asked cheryl 8 times to connect me to her supervisor and she refused, jokingly telling me to call the owner of fidelity the qdro has been thrown out and now will incur more legal fee on my part. WORST CUSTOMER SERVICE IMAGINABLE!!!!!!!!!!!
Cathy Loup from New York, NY Apr 11, 2019 20 Are you aware that your employee in Lincoln, California sends messages like this? (See image and URL below.) He is harassing Saira Rao, an attorney and publisher who ran for Congress in Colorado last year. She speaks openly about the racism and misogyny she encountered as a woman of color. Does Jeff Geslison represent your corporate culture? Is this the kind of person you want representing Fidelity to customers and investors?
Robert p Vining from Wells, ME Apr 11, 2019 20 Monday 4/ 8/2019. Fidelity had a glitch in system prevented me from executing a sell trade at end of day.Talked with representatives with no satisfaction.They say the glitch is very rare but does happen.Every time I tried to place a sell order, a box appeared saying transaction not possible etc.The stock was NBEV the trade was to sell 50 april 12 calls strike price 6.00.I lost a profit of approx. $710. because of a fidelity glitch not fixed.I believe I should be compensated.Please respond
carl from Franklin, TN Apr 10, 2019 20 I have been trading options for 15 years and Fidelity would not turn on options trading ability for me. when i ask why, they give no reason other than "they can approve me" . I asked many times, "for what reason am i not able to trade options from my account?" and get same generic response of "we cannot approve your account for options trading" keep in mind, I am only asking to the ability to BUY options on my account, not margin or anything like that. BUYING an option is no different than buying a stock in terms of risk, the most you can lose on either is your original purchase cost. Funny thing is, i am approved to buy stocks but not options, which is 100% illogical and they wont explain why i can do stock purchases but not options. Even more funny is charles schwab opened my options account no problem... the only reason i have Fidelity is because my employer stock option plan is through Fidelity so i am forced to have a Fidelity account, otherwise i would close it down in a second
Gayle Friese from Athens, GA Apr 05, 2019 20 On 4/5/2019 A deposit for $660 was deposited into an account other then mine and informed by the most arrogant supervisor it was a problem not of great concern and refused to give a courtesy credit even after taking accountability it was Fidelity mistake and told me there was no time frame governing regulations on when I should expect the money to be taken out of the person's account who has the money even though no discrepancy the funds are in the wrong account and my money. I explained to him I was unable to get prescription medicine and needed the money to be returned into my account without an ambiguous response of when he has time to formally investigate and then said the person account that the money was put into has to agree to return it. The funds were from the Department of Labor and they too are disappointed Fidelity Investments does not practice in an ethical manner. Gayle Friese
Jerry Rozner Apr 03, 2019 20 In the last two weeks I have tried to contact a representative on 5 different occasions to no avail. I was put on hold for over 20 minutes each time. never did get to talk to a representative. Worst customer service anywhere. Seriously thinking of taking my accounts elsewhere.
Denise Logsdon Apr 02, 2019 20 On December 31, 2018, I received my last check for the year which was 65% less that it was supposed to be. Two weeks prior, I signed up for a 401K plan and elected 1% of my check to be deducted, which amounted to $25.62 per pay period, per your website. When I received my final check for the year, the amount was 65% less than it was supposed to be. That is $1459.00 that was deducted when it wasn’t supposed to be. On December 31, 2018, I called Fidelity to question the huge deduction. They stated that with the holidays I would have to call be on 01/02/2019. So, on January 2, 2019, I called and explained to them the amount that was deducted from my check was not authorized and asked what I needed to do to receive my refund. I immediately changed by deductions to $0. They opened a case on 01/02/2019 and advised they would have to do an investigation to see if it was an error with your website. I gave them all the information and called on a daily basis at first, then I started calling weekly. 6-8 weeks later, I was calling as much as I could to get an answer of when to expect my refund. I was told that I should have received a confirmation email stating the elections that I chose. Needless to say, I did not, or it would have been changed at that second. I have spoken to several of my co-workers who have updated/changed their elections and to no surprise, they have never received a confirmation email either. Finally, I received a call stating that their findings did not show an issue with the website and that my elections were correct. Absolutely not surprised, I asked what I needed to do or what the next step would be. I spoke to Katie on 02/10/2019, and then Marissa, who I spoke to on 02/12/2019, advised me to file a complaint, fax it to them and mail a hard copy as well. On 02/12/2019, I faxed a copy and mailed a copy to the address I was given. Now, we are into 9-10 weeks of me not getting a refund for 2 weeks of work, I finally received letter in the mail on 03/09/2019, stating that they agreed with the findings of the original report and the deductions were correct. I expected nothing less. I am not concerned nor shocked that the results are in your favor, but I am upset about the fact that I worked 2 weeks with no pay. Of course, unless I quit my job or wait until I turn 65, then I can get my money back. I don’t understand why this is such an ordeal. I know what elections I chose, and I know that your investigation will always be in your favor. If the error was on your website and there wasn’t enough money taken out, I guarantee that you would deduct it out of the next check. Since, this was not an error on my part, despite whatever your IT team says, I expect my refund to be sent to me immediately. It is ridiculous that I have been fighting for money that I worked for and you had no right to take since December 31, 2018. The time frame alone is unacceptable.
Patrick Mwaura from Cypress, TX Apr 01, 2019 20 As a result of the service and information I received from Fidelity customer service department, My Loan defaulted despite the fact that I had sent a bankers cheque to Fidelity via UPS and which the customer service personel had acknowledged was received on time. I need someone that truly cares about customer service to get in touch with me at 281-948-8964
Deborah Shearer from Martinsville, IN Mar 16, 2019 20 Argosy University is bankrupt because of Dream Center Holdings stealing money from students. Now, they are not paying faculty and staff. Fidelity will not believe faculty and staff a terminated unless they have a payroll, I am caught in this endless loop of non action and need to pay for my mother's co-pay for a rehab unit and my bills. Will I have to declare bankruptcy and endanger my mother because I cannot get this situation resolved. By the way, faculty and staff had there email turned off before the message came out about the missing payroll, When I called Fidelity about this situation I got "you have to wait 1-2 payrolls before..." If there is to be no payroll what can be done? How long can Fidelity keep someone's money in this type of situation?
See https://www.azcentral.com/story/news/local/arizona-education/2019/03/15/...
Christina McGuire Feb 06, 2019 20 My children have 401k beneficiary accounts with fidelity after losing their father 2 years ago. I was asked by fidelity (after 5 phone calls over a 3 month period of time with different people and answers each time) to submit court documents to prove conservatorship since they are minors in order to have access to their accounts. After being advised by my financial advisor and the estate attorney that the accounts needed to be distributed within 5 years of death into their restricted account (called out in the court document), I contacted fidelity to start that process. I was told that the funds are to be kept within the fidelity accounts in accordance to the court documents and nothing can be done without another court document requesting release of the documents. Keep in mind, all of this information was given after several "hold" times as the person had to ask what to do. The answer is wrong--the court document says all assets need to be put into the restricted account (what I am trying to do)--of which the fideltiy account is NOT the restricted account. However, I was not allowed to speak to anyone else. I was told the legal department (who made the decision) does not take calls, and the supervisor (who was giving advice behind the representative) did not take direct calls. The representative did not try to understand the situation--only put me on hold and repeat what she was told. She also told me I don't have to have the funds distributed within 5 years--you can imagine my hesitancy of believing her over an estate attorney and financial advisor given the conversation so far, and also being told differently by your own company during a previous call. So, your company has unqualified people, who have no information, relaying inaccurate information that impacts people's lives with absolutely no accountability. I am now going to have to pay lawyer fees and court fees to educate your people and fix a mistake you made and there appears to be nobody who cares or who is willing to take accountability. The mistakes are growing--you incorrectly applied a court document, you misspelled my son's name (which you won't correct without a written document), you gave inaccurate information and your representaves and supervisors don't care enough to question, investigate for fix your mistakes that impact your customers--that is all placed on your customers, as well as the consequences of your actions. You have made a horrible situation (the death of their father) so much worse. I will be sure to educate all of my customers and friends of the service I have received and advise them to look elsewhere for financial programs and policies both individually and for their employees. I have the opportunity to help companies look at their benefits and providers, so this will be quite helpful to prevent others from having to deal with such incompetent and uncaring service.
David Perry from Jamestown, NC Jan 16, 2019 20 My wife is trying to work with fidelity for about a month after her fathers passing. He has an account with $700k+ in it and she is listed as POA. She has worked with ISG, the dept supposedly doing this. After sending many, many forms, some notarized from her and her brother, making a 5hr (oneway ) trip to Fidelity office, we are hearing nothing back, just voicemail. They say they have been calling but no calls listed on 4 phones. He has 2 trusts, 1 listed with Fidelity specifying his wishes and they are not honoring POAs that allow her access so she can pay her mothers medical bills. Her mothers in in a memory care unit and unable to handle her affairs. Another person appeared, Ryan Lorence and does not return calls. This is horrible customer service and is causing unneeded aggravation. The attorneys he used in setting this up have helped and updates have been sent to Fidelity in a timely manner and no response, no update. We have had to hire attorney to help us out with this. How do we receive compensation for this added expense and aggravation? Other institutions have accepted the paperwork. I am going direct to Fidelity to see if we can get some help. Someone can contact my wife Susan Perry at suejazzer@yahoo.com, 843-457-3978. Thank You - David Perry
Stanley Schretter from Palm Beach Gardens, FL Jan 15, 2019 20 Your Palm Beach Gardens office never answers the phone. When you walk in there is someone at the greeting desk. Why can’t they pick up calls and take messages. If you go to your 800 number, you wait at least twenty minutes anytime, any day for someone to pick up who is helpless and transfers you so you can wait another ten to twenty minutes. That is why your customer service is rated one star in the web. At least you haven’t exported it like Dell or Xfinity which are rated lower. You have gotten so large that customer service is no longer a corporate priority.
Pasquale Paladino from Burlington, ON Dec 22, 2018 20 Fidelity consistently proves to be non-caring of its customers and unaware of the tax implications of closing a 401K plan. After following their customer services instruction, completing all the forms, including one that limits the withholding tax, they still managed to get it wrong.
Like many other complainants, after several months of inquiries, a formal complaint issued and support from the company 401K plan administrator, Fidelity still stands by their position that the withholding tax was correct and was not willing to make any restoration for withholding double the amount of tax than they should have. Even after I provided Fidelity the tax treaty, with completed forms and the Treasury Board Regulation that covers the reduction in withholding tax, Fidelity still insisted that their interpretation was correct and refused to make any correction. These are typical approaches and tactics of large financial intuitions and insurance companies, who have unlimited resources, to never admit they made a mistake and wait out the little guy, till he goes away.
I find it unbelievable that a large financial institution with almost unlimited resources, that is responsible for billions of dollars of customer’s money, has such poor knowledge of the tax codes and little regard for their customers and their money.
If I owned a company and had chosen to trust the employee’s pensions (401K) to Fidelity and learned how Fidelity treats the employees and cares for the employees’ retirement funds, I would surely move the plan to another institution. Fidelity obviously doesn’t have a working, certified quality system as demonstrated by poor customer service, lack of knowledge of the tax codes and the lack of a customer friendly complaints mechanism. Fidelity does not seem to welcome any feedback, positive or negative from customers. Fidelity would rather coverup a mistake then correct it. Anyone dealing with Fidelity should review their arrangements to determine if Fidelity is the type of company that they should continue to do business with.
Fidelity has peoples’ futures in their hands and they have shown time and time again that the only thing they are worried about is their profits and not the people.
Rodger Cunningham from San Antonio, TX Dec 17, 2018 20 I been trying to disable 2 step authentication for 3 days. I've spent hours on the phone with Fidelity agents. The process to disable the 2 step authorization requires a code to be sent to your phone. but I wasn't receiving a phone call with a code which is why I wanted to disable that feature. There were times during the process of helping resolve this issue, when I was given the choice of getting the code through my email, but that option isn't available to disable the 2 step process. Fidelity is blocking access to my account by this process and is not offering a work around.
helen brown from Phoenix, AZ Dec 12, 2018 20 I have a trust, I am suppose to have someone named nahida a. as contact. she never answers email, and I have a new bank account to give her. I have no ph no and also where is she?
VIRGINIA BRPWM TRUST Y97032278
Kenneth from Plano, TX Oct 22, 2018 20 My doctor says I need a simple surgery to fix a problem with my toes, otherwise I could get an infection and therefore lose my toe, my foot, or my leg. I don't have the money for this surgery and my insurance says they wont cover it unless I pay $1,000 up front plus 20% of the bill. I don't have that kind of money, I BARELY pay rent as it is. It's bad enough they take money out of my pay for this idiotic 401K, and now that I NEED money for foot surgery, I can't even get any of MY OWN MONEY from MY OWN ACCOUNT!!! They want to give me a LOAN (!!!), which I can't afford because I make a low wage as it is, and having all these medical deductions for insurance is a huge strain on my pay in the first place!!!! Now I'm at risk of getting infection in my foot, losing my toe, my foot, or my leg because they REFUSE to give me some of MY MONEY! I have double the amount in my account that I need, so it's not like I need all of it! Seems to me this set up is nothing but an elaborate SCAM to bilk people out of their own money! They don't have any problem TAKING your money, but when you NEED it for a possible life-threatening medical surgery, YOU CAN'T HAVE IT!!!!
Edmund Mastrovito from Sutton, MA Oct 16, 2018 20 I have been attempting to have a sit down as of 7/24/18, with my money manager. I am going to be 70 this year and wanted to take the steps for my future retirement. After being a good customer for 35 years with Fidelity , I though it would be easy to get an appointment, NOT the case. I know I'm not a big investor (400K), but not a very happy investor right now. I don't want to hear any more music on YOUR answering services.
When I was still working, the company I was working for was going through a slowdown, jobs were being lost. We had a meeting with our VP, he said something that stuck with me. ' He said he liked when when a customer called with a complaint" he could fix the problem. His fear was the customer that did not complain, the customer just moved to another company.
For the last time, I clearly stated to my relationship manager (yesterday), I was available on Mondays, I received email today, I can have a appointment on Wednesday at 1:30 tomorrow. I come home from the Cape on Mondays and work Tues.& Wed, back to the Cape on Thurs. I am not trying to get an appointment with the CEO of the company, but that might be simpler....... Ed Mastrovito
... from Los Angeles, CA Aug 30, 2018 20 Fidelity may have a decent brokerage acct, but their customer service is atrocious.
Meghan Kilgore from Beaufort, SC Aug 01, 2018 20 I went online a little over a week ago to fill out the form to have money transferred from my bank account to my Fidelity IRA. After completing the form to have $100 taken out once a month starting September 1, 2018 I received a message that it didn't work and to download the pdf and mail it in. I did that and the day I mailed the form I get an email saying that the electronic form went through. I emailed stating that I mailed in a form as well and please disregard one of the forms. They replied with Fine, we'll take care of it. Yesterday I get an email stating that $200 was taken out of my account yesterday July 31,2018! I called and spent almost an hour (mostly on hold) only to be told I could not get my money back because of IRS, IRA , tax ridiculousness. I had them cancel everything and told them if one red cent came out of my account they would hear from my lawyers. So now I'm out $200 and the overdraft fee from my bank. This is all Fidelity's fault but I'm the one that has to pay. Not fair and cannot be legal. I am just destroyed by this and wish I could get all my money from them. I am so upset by their mistake that the customer service rep made sure to make me feel like it was my fault. I was in tears after the phone call
Kevin Harris from Houston, TX Jul 06, 2018 20 To Whom It May Concern: I believe that I have experienced inappropriate, unprofessional and gender bias behavior in my interaction with Amanda in the "At Risk" department during our phone conversation initiated at 8:30 a.m. EDT on 7/6/18. I formally request that the recording of our interaction be reviewed to determine the appropriateness of her actions. I contend that she was hostile, she misrepresented and misquoted me, and she made certain inaccurate and incorrect assumptions based upon my gender. Please advise me if these means are not sufficient for a formal review and response. Please also advise me the of the status of my compliant and the status of my account at your earliest convenience. Kind regards,
Kevin D. Harris
SS #074-62-0525
Mobile #201-312-1395
Cynthia Snyder from Littleton, CO Jul 06, 2018 20 I have been trying to get a problem resolved over my Roth investment draw that I set up with you all and even though I have called in several times you just can't get it together. I requested an $100.00 bi-monthly investment into my Roth IRA and you continue to draft from my checking account costing me a $5.95 fee every time you make this error. In June I called and escalated to a Supervisor by the name of Jason Frischknecht who assured me he would get this resolved and would call me back in a few days to confirm. It has been two weeks, Jason never bother to call me and the problem still continues. I work for the bank.....ACH's happened every day from savings accounts...it is not that difficult and yet you can't get this fixed why????????????????????????????? Jason not calling me back nor resolving this issue is UNACCEPTABLE!!!!!!!!!!!!! I have been waiting on hold now for more than 23+ minutes and my time more valuable than to micro-manage my investment firm!!!!!!!!!!!!!!! I I spoke with a supervisor by the name of Chad Huston who said (on a recorded line) that he "thinks" the problem is resolved but will have to see with the next investment. I suggested you have your back office call the bank to ensure the ACH is set up correctly and he said no. I AM LIVID! I closed the investment since clearly you don't care enough to just pick up a phone and make a call to resolve the issue. I want someone who CARES about my business enough to call me and have a discussion as to why this was such a hassle and why your only option is to sell my shares than to expect your back off staff to make a 2 minute phone call to ensure a resolution. Dealing with Fidelity is a nightmare!!!!!!!!!!!!!!!!!!!!!!! #303-916-3745 or 303-471-7630
Lauriann Obering from Rumford, RI Apr 14, 2018 20 Keeping me from logging into my account... I needed to call security to unblock my account,,, I was told to send proof of identification. I went and faxed it 3 times where i was told it was too dark and could not read.3 different machines mind you,my licence expired March 21 and I needed money to get this straightened out . I was on vacation and that was why delayed..My utility bill was not current. I went to providence and let them fax. I was told i could not unlock my account. Asked for ss card i misplaced. i left upset.A front desk gentleman helped me with this.. Told to comeback the next day with my ss card and a current utility bill. and I would be good to go. I also brought my social security ssdi award letter....And now things are getting heated.and i am getting so upset and sad... I told them I needed to take out MY money to clear up a ticket problem to renew my license.Still no go. I was humiliated by asking me personal questions like borrow the money from someone, Why don't I have any money left from my ssdi check. I was crying and why would they ask me personal questions like that . It is none of thier business, My licence has only been expired 2 weeks , They have enough information of me to unlock . I was a risk i was told . I opened too many accounts and changed my address so a check could be delivered to florida then changed back to my current address.. I suffer from depression and anxiety and I believe i was humiliated by fidelity . I have over 85,000 dollars with you .. Now I just want to pull it all out for I cannot go to the registry to fix a ticket and renew my license.I do understand security purposes . But they have enough information on me also saw me in person.. Please help so i can access my account so i can take care of my personal business . Lauriann Obering
Jacqueline Hutchinson from Denver, CO Jul 28, 2016 40 I was a victim a fraud. Someone claimed they were with fidelity investments and were not, they were supposed to be a community org helping families. I'm a single mother of 4 who works my ass off!. Anyways they gave me a check, I went to my branch and asked them questions about the check and procedure, They took the check and there was a hold on the check, the man George informed me no reason to be alarmed its a procedure they to make sure their are funds in the account before they release the check, its to PROTECT their customers. Well I checked my account went in to the bank asked again if everything was ok, the lady said yes and gave me a cashier check, which is supposedly guarantee money, Anyways they gave me the cashier check I paid the bill that the people were paying and then two days later went to swipe my card it declined. I called and that's when they told me there were no funds and that the check was probably fake. So I called n called and spoke with god knows how how many people. They were all rude and treating me like I was nothing, I never over drafted my account I was a good customer who got caught up in some bs and which I take fault for trusting these people, however I feel a lot of this could have been avoided if the rep at my branch was straight forward and didn't lie to me about the procedure had things been explained properly I feel I wouldn't be going through what I am going through. But chase wont take my Fidelity complaints seriously, on top of that the 16 different people that i had to speak with were rude I had one nice lady who didn't cut me off every 5 sec and keep saying im sorry but there is nothing we can do. 1 person out of 16. That's horrible customer service. I get ya'll aren't going to help ok so I pay it all back n it take time, but the rudeness was not called for. Once I get this taken care of I will never deal with chase again and I would never refer anyone to chase. I went through a very messed up situation I didn't need to be talked to like I didn't care by my bank, I went to my bank in hopes for relief even if you guys had no attentions of helping me or doing anything,you didn't have to act like it on the phone. The lady Michelle was by far the worse she never got loud or anything but constant interruptions and nasty attitude was uncalled for. Even if I didn't get my money back I expected my first time being involved with fraud would have been a little bit better. I shouldn't have to deal with the fact that I got scammed and the stress of bank. Also a file was supposed to be filed, and never was. I was informed that Michelle was going to do it, she didn't and she made it very clear to me that if I filed a claim chase still wont do anything.
from Southlake, TX Dec 31, 2015 60 I interviewed for a job at Fidelity recently. The security was tight and the process was pretty brutal. The entire time I felt like this was a factory type environment where they hire account reps and churn you up and spit you out. I would like to see the company take a more personal approach to hiring. Maybe that is impossible with their size? They might see less employee complaints that way.
Mar 16, 2015 80 Fidelity was able to give me the right investment plan that I was looking for after retirement. Although I definitely will be looking to switch my account soon. I had contacted the executives at Fidelity and they have give me complete information and schemes that I could choose from. The only problem is I had to wait on hold for about ten minutes before I heard back from them. After I did get ahold of someone they were helpful. Not just this they have suggested other plans on mutual funds so that I could plan my retirement in a better way. I would really appreciate Fidelity for living up the their name and offering some good plans to people like me. Hopefully the corporate offices will make some changes in the way support is done to better serve their affluent customers.
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