-
July 2023 by Veronica Avila
Investment
-
May 2023 by David K
Grace is a rockstar! She's so personable. Represents Fidelity so well, she deserves a promotion for the way she handles customer experience start to finish. CX ? certified!
-
May 2023 by Maureen Banik
Adrian was a huge help in getting us started with Fidelity. Very please with services provided and direction on how to invest.Thank you!
-
March 2023 by Leroy Slater
Very difficult to get thru and speak to an advisor. Automated system attempts to streamline callers too much.
-
December 2022 by mike E hes
Needed advice for RMD
-
October 2022 by Paul Proteau
We had to deal with them after our father’s death. Absolutely terrible follow up. Average of 3 days, multiple calls, and several emails before any response. Switched to Fidelity in Denver. What a difference. The Denver team was able to get more done in 2 days than the Oak Brook team could do in 2 months. They even discovered that they had actually done the trust paperwork wrong. Might be time for some retraining. At a minimum, how to return a phone call.
-
September 2022 by Paulette P.
BEAUTIFUL office. FRIENDLY and professional people.
-
August 2022 by Brian Conroy
I was a “High Net Worth” client at Fidelity. Given their size and expertise you would think that would give you access to certain advisors or expertise that you would not otherwise qualify for. Instead, every conversation was about trying to get me to entrust my funds to an independent RIA - “Registered Investment Advisor” that would invest my funds accordingly. This was a 3rd party outside of Fidelity that, in turn, kicks a portion of the expense ratio back to Fidelity. Therefore my “Advisor” was clearly incentified to push my funds to an outside firm that would work within the Fidelity portal, but would give kickbacks to Fidelity for the referral on an ongoing basis. Thanks Fidelity, but I am going to Chase, who trusts their in-house advisors and doesn’t sell out their customers for kickbacks. Worse than Robinhood, honestly. I would rather pay for order flow rather than be referred to a 3rd party so Fidelity can collect a percentage into perpetuity for their bait and switch tactics. Can I be lead plaintiff? This cannot be the role of a purported fiduciary…
-
August 2022 by Kasim Alfarraj
Thank you Erika for your help and support to setup my account.
-
January 2022 by Daniel Lonergan
Absolutely awful. Due to misinformation from not one,but several advisors my wife and myself lost a large sum of money and ended up homeless within a few days of my retirement.When I had informed them of our plight due to their wrong information I got a "Sorry for the inconvenience."We were told Fidelity Corporate would reach us within two weeks.So far its been four weeks without hearing from Corporate.I would like to give negative stars but not possible.
-
August 2021 by Patricia Mcglone
Alex is very professional and patient. I appreciated his help!
-
March 2021 by Brian K.
Website is adequate. That is where it ends. Lately - Customer service is beyond AWFUL. If using the phone to contact, plan on being put on hold for at least 30-60 minutes with no call back option. In my case, after being transferred around and put on hold several times. My request for instructions on wiring money to a title company for a land purchase were... "you'll have to call us when you are ready to do the wire." On-line the online helper is useless and they will also ignore your secure email inquiries. No one at Fidelity is accountable for this horrible customer service.
-
January 2021 by Gavin Henderson
They take good care of there customer..1# Investment Company Fidelity.
-
January 2021 by Steve B.
This is where money goes to die. It's is Impossible to comprehend where dysfunction starts and ineptitude begins. I'm ashamed and feel like an idiot for being a customer for twenty plus years. Try requesting a printed summary of accounts and watch hilarity ensue. Which is actually a tragedy because this is one's retirement. The SEC needs to take a look into this firm.
-
September 2020 by Demetrius Jackson
Getting in touch with these people are impossible. They transfer you to multiple numbers and then hang up. No one calls you back either. The worst service.
