Have been with FIDELITY for over25 years. It has been a SOLID relationship. You can always (almost) get answers with a phone call. However, Fidelity has been a bit SLOW in "recovering" a rather large January unauthorized (fraudulent) withdrawal.
July 2024
Great experience with the front desk and overall team
July 2023
I deal with their 800 number. They are great and easy to work with. Only reason for the 4 is sometimes they don’t have good broker cd rates. The last year they have gotten me some great rates. Why deal with a branch when you can do it on the phone.
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
