"Consumer Reviews on Companies, Products and Services"

Fidelity

5 stars
(0)
4 stars
(0)
3 stars
(0)
2 stars
(0)
1 stars
(4)
Category: Business & Finances

Contact Information
12419 NE 140th St., Kirkland,, Washington, United States

Phone number: 425 821 5369
[email protected]

Fidelity Reviews

Edward Wang February 15, 2011
rolling over IRA accounts
I recently rolled over my IRA accounts from Fidelity to wells fargo and were charged $50 for closing account. I talked with a customer service representative, he said this fee is charged for keeping my account information, that I didn't ask them to keep.
Kevin March 4, 2010
Dishonest and frustrating
I have had an account at Fidelity for many years and it has been frustrating. The salesmen have become very high pressure, getting your money out of your account is difficult - I have had to call the chairman's office 3x to get my money, and they charge you to close your account. I am closing my account this month.
Vasudevsb February 18, 2010
Complaint against Fidelity investments
1)) I have invested Rs.10000 under tax advanatge fund and given purchase request on 5th of february( Transaction no - 12420025), which is under process as on today after 13 days.After that i regeistered the complaints in Fidelity thrice, but still neither my invested amount is returned to my account nor it is reflecting in my Fidelity folio.

2) I have submitted KYC form along with online application form on 03/02/10 - sent through normal post as per their advise.Also as per their guidlines mentioned in the KYC application form, i have sent my Original Pan card and Voters ID card to Fidelity-Mumbai adress. Still i have not got any acknowledgement on the same and even i have not got my original pan card and voters ID card back

Pls guide me on the above issues, also let me know the correct platform to discuss this issue.

I shall be ever gratefull to you

Thanking you
Vasude Bankapur
bethcinsanfran December 22, 2009
horrible customer service
I am generally fairly calm and patient when it comes to dealing with customer service people. I know they take a lot of heat from people on short fuses, and I endeavor to take a spiritual approach to life in general, including business.

However, I have not gotten the runaround from any other company to the extent that I have Fidelity, and yesterday's 2 hours of run-ins with their phone tree, disconnected and disaffected staff, and rampant misinformation and lack of responsibility led me to need to inform others.

It is taking over a month for me to get the correct information to simply liquidate my funds and have them sent to TIAA-CREF.

I have made no less than 20 calls in the past few weeks, some of them with a TIAA agent on the line to help "translate" what the Fidelity folks are saying.

The closest to a helpful person I have come is when I just stumbled by phone tree shot in the dark to a woman named Mary in a back office somewhere. She had no idea what I was talking about, said her office had nothing to do with it, but she did look at a piece of paper and give me a recommendation for where else I could try calling. Even though this also was inaccurate information and that call also led nowhere, I was literally glad that someone was just willing to take a moment to look at a piece of paper and tell me ANYTHING.

I ended yesterday's last call on the verge of tears and saying, "I feel like you guys are just stealing my money at this point". That's what it feels like. A big bully has taken my lunch money and is now just ignoring me. Except it's 80% of my retirement funds just sitting there, in cash, doing nothing, while I try to find out how the heck to get it where I want it to go.

If Fidelity offered a guaranteed 50% return over 2 years, I would not do business with them again. My trust and confidence is completely blown.

As a financial counselor, I will strongly recommend against anyone leaving or putting their money in Fidelity.

Write a Review for Fidelity

Rate it!
Review Title
You Review
Image
Type the numbers shown

RECENTLY UPDATED REVIEWS

???????? Cannabis Delivery | Online Dispensary | Weed Near Me
Buy Luxury Mattresses & Beds Online UK | Luxe Mattresses
Ken Sir Workshop
Skyway Charter Buses
Garage Flooring
airshopdf
Experts Garage Doors
Best Land Clearing Service in Tennessee
Four generations of excellence in masonry, waterproofing, and building restoration services
A Thoughtful Approach to Real Wellness

REQUESTED REVIEWS

REVIEWS BY CATEGORY