Fidelity

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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.

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