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July 2024 by Janna Glaze
The worse customer service with very incompetent personnel. I went there and the person from the counter Martha Bitta couldn’t figure out how to make simple transfer, and I wasted all morning there. When I provided the feedback to the manager, Zack P, he was extremely rude.
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October 2023 by Timothy S.
Be very cautious in dealing with Fidelity Inv. Corporate, so called customer service, no help. They lock you out of your account and have the nerve to demand a personal visit to their office to even consider letting you have access to it. Happened to me. They truly are the worst, can rob you of your money, get away with it too. How is this even possible, but it is.
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October 2023 by Mark S.
Just moved multiple hundreds of thousands of dollars....was lied to not once but three times over a two week period in setting up a new account. They took no responsibility in their actions, no management ability. They cost me thousands by giving me incorrect and misleading information. With my attorney's now....RUN, DO NOT WALK AWAY from Fidelity Investments
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September 2023 by Blake G.
I'm writing this about Fidelity Investments in general, not the Montgomery St office in particular. I saw all of these bad reviews (while looking for lunch restaurants near that office) and think a corrective is important. I don't like the Montgomery St office either. The staff is under-informed and has been rude to me on multiple occasions. However, the location is not why I still have money with Fidelity. This point needs to be made. Fidelity is a very safe place to keep your money. It's very easy to trade online. Fees are among the lowest, if not the lowest, in the industry. I have accounts with other banks and brokerage houses, so I can compare. Their phone service, while imperfect, is also good compared to other brokerages. You can usually sort out problems quickly.You have to accept the weak points. Montgomery St staff are like time-share sales people: they always push hard, repeatedly, for you to invest in something that you don't want. (Before it was annuities; now it's some sort of private-investing tax-loss-harvesting scheme.) So when you meet with any of them 1-on-1, you have to be prepared for it to be 80% unwanted sales pitch. But the other 20% is often useful information.Montgomery office staff are also horrible snobs. On my last visit the guy told me in no uncertain terms how little my amount of money means to Fidelity, and how much money his important clients have. Got it. BUT he also showed me how to quickly increase the amount of interest I'm getting on my core account. I had to put up with the obnoxious snobbery, but I got something valuable from it. That's not the first time.In short, yes, the Montgomery office is awful. Going there today and maybe once again they will sneer at me because I'm not going in a suit and tie. But the Montgomery office is not Fidelity.
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August 2023 by Julio M.
I HAD 401 k With then when I retired that department and the IRA folks are different departments. Associates are misinformed and are only motivated on opening your account without concern of tax outcomes etc. I filed complaint 10 years later with a credit score of over 800 and a very high net worth tried opening new account with them they provided every obstacle to make me feel much better to keep my Account with Schwab. Private company so they have more flexibility to treat the customer the way they want horrible
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August 2023 by Salvatore Tavormina
Horrible Customer Service. I regret having ever done business with them. I've had accounts at Fidelity for over 40 years. Almost my entire life's savings is invested with Fidelity. I'm part of their "Private Client Group." I had 2 documents that needed to be notarized - one that was from Fidelity and one that wasn't. I brought both documents with me, but they refused to notarize the document that wasn't from Fidelity, even though it would have taken about 2 extra minutes. The only reason they would give is: "that's our policy." The notary literally stood there and signed and stamped one document but refused to sign and stamp the other. They told me I could get the other document notarized at Wells Fargo, but after walking over there and waiting in line, found out I couldn't. If they are going to adopt policies that are hostile towards their customers, I'll take my business elsewhere.
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August 2023 by Johnnie C.
Worked with Alex Ruffin. He was super helpful with 401k withdrawal. Internet was lame. Great job, Alex!!!
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August 2023 by Jean C.
I am Dying and desperately ill, alone. I have been a client for many years. I asked agent about online check deposit, specifying the amounts. He explained how. I spent 3 days of my remaining time to arrange deposits, only to find there is a 100k/daily limit. Are you freaking kidding me?! This is the absolute most basic Wrong Information and Not The First Time. Perhaps you're OK with bankers this Incompetent and uncaring. I choose to withdraw my funds and find a Competent company.
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June 2023 by Joanna T
As a new customer, I found the assistance in this “service” center to be abysmal.One IPad terminal in the lobby.The junior customer service rep could not answer my questions. He went away a long time before returning.The female customer service lead was helping an elderly new customer at the IPad terminal. He had to stand on his feet and be walked through the process. No chair. Maybe 20+ minutes.I waited.And waited.And waited to use the IPad.I wanted to have the lead available to ask questions but she took off after answering my 1 question (2 seconds of time for me!) to address another waiting customer.Do they not hire enough people at Fidelity?Do they not train their new people?Why one 1 IPad terminal in the lobby?I left in disgust. If I have to do future transactions, I’ll do it online. If I have question, maybe a ChatBot would be more personable.
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June 2023 by Joanna T.
If I could give zero stars, this " service " center would deserve it. At least they had a staff member come to the counter when I approached it. He was new and didn't have the answers to my questions. The female lead was helping a new customer at the ONE IPad terminal they have in the lobby. This customer was elderly. He was kept standing as the lead walked him through opening an account. I waited, idk, at least half an hour before I could use the Ipad to check on some account set up. I wanted to have the lead available nearby in case I had questions. I asked if I could print out information. No, sorry no printer.The lead then quickly pivoted to another older customer who was leaning on the counter. I literally got 2 seconds of her time without the inquiry of "Is there anything else I can help you with?"Poor customer service.Poor set up with the 1 Ipad station. Really for a financial institution I would prefer to do business online or with a bank rather than this in-person experience at Fidelity Investments.
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May 2023 by Patrice L.
The computer at customer service incapable to answer basic questions. It does not understand P/E!!!!The customer service reps don't write or read English well. He does not understand there is a difference between sector and industry.You ask a question via email, the reply is always the same "Due to currently high volumes, response times to general questions may be longer than usual"
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February 2023 by David S.
I called about my account a a Trevor guy his name was wasn't helpful was rude pushy and he's in on them keeping my money from me it's be 6 years and they still have my money frozen what do I do oh and he also cussed me out I'm sorry but he shouldn't be on the phone helping ppl with those type of un professional skills
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February 2023 by Andrea M.
Your money is not safe here. They have just under 900 BBB complaints. Mine is not there, so I am assuming there are many more. They have had my funds restricted for a year and a half. If you think your money is safe here and outside of probate, think again. They have been giving me the same line since September of 2021. They say their legal department is reviewing your issue. I had to hire and attorney ($6500) and have provided them with 2 court orders. There is no reason and definitely no legal reason for my funds to be restricted. You can't talk to their legal department. They do not answer calls and do not return messages. Read all the complaints. Do not trust this unscrupulous business with your money.
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January 2023 by Joe D.
Been being jerked around almost a month trying to get a dollar amount owed my dads estate from fidelity They said they would call yesterday never didCalled them today now they need weeks more for something that can be figured out in 10 minutesGone over everything now with 6 peopleLast company I would consider investing with and I have a substantial 7 figure portfolioWelcome to 2023C'mon people take a few moments to handle this
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December 2022 by Barb H.
I opened an account with Fidelity because I was told Trader Active Pro a trading software of theirs was free. I had linked two of my external bank accounts to Fidelity and transferred money in. I tried downloading their software and could not get it to work, so I called Fidelity. An extremely rude customer representative told me I had to do two trades a month to qualify for it, before they would consider giving me access. I told him I had opened up my account for their trading software and probably would take my business elsewhere. Approximately 10 or 11 days later I began my transfer out of Fidelity to one of the other bank accounts I had externally linked to Fidelity. A while later I got a message saying the transfer could not be initiated in my account was locked. When I finally able to call Fidelity I was put on hold for over an hour waiting for the "back office" to talk to me. I finally spoke to Ian. I was very upset as to why they would lock my account, and he told me about my phone call asking for Active Trader Pro. He told me that day I called the rep gave me the wrong information. I didn't told him I didn't care about that I was upset they would lock my account because I decided to move my money. He then put me on hold for another half an hour. Once he came back he ask me why I was transferring it back to my other bank account instead of the account of funds came from. I told him I thought because they were both external link transfers and that was something I could do. He then started you a lot of personal questions: such as how much money I was going to transfer out, how much of my money I was going to transfer out, and why I needed to. I told him it was none of his business. He kept trying to get me not to take my money out. Finally I insisted that I would do what I pleased with my money. He finally told me I could transfer the money back to the original Bank it came from. I hung up went to transfer the funds and they were not available. I called back and spoke to another person named Dennis. He wanted to know what I needed the funds for and how much I was going to transfer out. Again I said was none of my business. He put me on hold off and on and I believe the phone call was another 30 minutes. I spent two hours my time very frustrated and upset a fidelity. I was finally able to get my money transferred out. These people are absolutely awful to me and I would not recommend them to anybody. Their customer Representatives had no right treating me this way. They obviously are taking their jobs way too seriously.
