this is the worst company ever they do not have good customer service nor good company policy is been 2 1/2 years and we still cannot get a calculation or anything done for my mom's pension. Please go somewhere else to save your money and destroy your money for pension and survivors and all that this is not a good company with bad customer they do not help you. They do not communicate with you and they take a long period of time to handle your matters and we're still waiting. read more

I withdrew my pension from USAA through... I withdrew my pension from USAA through fidelity and since November I have been told everything was all set for deposit on Jan 1, 2026. However they added a number to my account and deposited to the wrong account. I keep calling not getting any answers I am being told I just have to wait the is unacceptable. Clearly I took this money out because I needed it. They made this mistake I did not this should be something they can fix on their end. I am so upset I will close any accounts I have with them and tell everyone I know. We are better off having our money with Charles Schwab. No one over there is taking accountability for their error. They will not allow me to speak with anyone else there at all!! This is not okay I have been dealing with this since November. Please if anyone in Corporate can call me or reach out to me. This is not my mistake I need my money. No one is helping me at all I am getting the run around being told different things by everyone. Sierra from employees resolutions said there was nothing she could do I have to wait like I have been everyday with them doing nothing for me. They won't even call USAA to get my money back. read more

Fidelity has recently enacted a hold period of 15 business days , up to 24 days after depositing money in a cash management account without any warning. These accounts are mostly used as a checking account for many customers and not having access to this money has created a great financial burden. I had added e-bills for payments due way before my money will clear and I now have to borrow money to pay my bills having plenty of it locked up by Fidelity. This practice is deceiving and should be clearly stated before people decide to fund their accounts. Had I known ahead of time that this was the case I would have not transferred money knowing that I had to access it way before it was going to clear my account. There are many ways in which Fidelity can corroborate if a deposit is legitimate or not, email, text, phone call, etc rather than holding funds hostage for such an absurd amount of time. Looking forward to closing all of my accounts with this company. This issue should be addressed by all communication mediums and make current and new customers aware of it. There is no reason why anyone will agree to such policy especially if it is concealed in a deceiving way. read more

Fidelity Brokerage Services - Investing Near Me - Boston, Massachusetts

A request to transfer funds from Fidelity to another investment company was made. The request was turned down. I was never called to tell me there was a problem. Over a week has passed and still not resolved completely. I has lost money due to this problem. Customer service is a waste. read more

Terrible firm with lax accounting methods. Fidelity routinely makes mistakes when it comes to reporting. It is incredibly tax inefficient, with its funds kicking off massive capital gains and dividends. Vanguard is much superior. Avoid Fidelity at all costs. read more

Fidelity rates a 2? You got to be kidding me! First, the local rep at the Chestnut Hill office failed to tell me that I could have updated my options choices on line, without his help, and that caused me to lose access to my former account at Schwab for one whole week. Then, to make matters worse, these idiots send me a notice that I have a five figure liquidating equity call on my positions, which is completely false. Abagail Johnson should be brought behind the woodshed for hiring such incompetent idiots! read more

I found that most Fidelity Brokers are arrogant know it all fellows who scream into the phone insisting that you follow their advice. I am also very leary about them doing Financial Planning. I believe they get a Commission on every transaction. If possible, do your own Financial Planning or go to Fee Only CFP. read more

Beware! Worst customer service ever. They refused to correct an error on their part when one of their employees incorrectly issued my IRA rollover as a distribution, even though they listened to the recording of my original phone call which stated I wanted to do a rollover. read more

The customer experience with Fidelity BrokerageLink is 100% pure pain. You simply cannot access them over the phone, no matter how many 90-120 minute time windows you carve out in your day. When you do break through, you speak with someone who either cannot understand the full picture of what you're calling about or does understand but is not empowered to help you out. These guys end up holding your money hostage by disabling you from accessing it and/or moving it out to an external account. It's evil genius stuff if it's intentional, or it's unwittingly medieval if they've just given up on the customer experience altogether. But you're in for one helluva dentist appointment one way or another. If your company is partnered with them for retirement accounts then you have no choice in the matter, but if you're a retail investor looking to figure out where to go with your investment funds & strategy then I'd advise you to seek alternative brokerage services. read more

BEWARE!! Fidelity Investments sent the inheritance claim paperwork to some random person in a different state although they had our correct information when my mother-in-law died way back in 2008. We never knew there were 2 accounts. Fidelity never contacted us at anytime. When we spoke to the Executor of my mother-in-law's will last month, we learned that Fidelity Investments had paid the other siblings back in 2008. Ever since then, we've been trying without success to resolve this problem with Fidelity. First they said they couldn't find any accounts. Then they sent the inheritance paperwork to some unknown person in another state. Then they said the account was empty. Then they said they wouldn't tell us if this stranger was paid. Then they said they would no longer discuss the matter. We've had to hire an attorney. read more

OK, I just got off the phone with a customer service trade representative because I kept getting an error when trying to purchase a mutual fund online. Of course I was on the stock page and not the mutual fund page when trying to make the purchase. Yeah, bonehead move on my part, but the rep and I had a good laugh and she said many people do that so no worries. I wasn't going to lose any sleep over that but I was just so pleased to receive such polite service. I have had my account at Fidelity for about ten years and I have ALWAYS received the most polite and professional service. They are equally as helpful whether you want to buy their funds or another investment group's. Even when cancelling an account they are courteous. Years ago, I called to get information on purchasing a fund for my IRA. There are the no load (no fee) funds and the load funds. They didn't push me to buy the load funds but actually said the no load funds would be better for me. All around class I tells ya! There is nothing flashy about the web site or statements (just shades of green). The information to make sound decisions is excellent! They are one of the few businesses that really know that when their customers succeed, they succeed! FYI: I used to have an account with OLDE (now H & R Investments) and my broker would bitch and moan that I only made small trades and wasn't worth his time. He even hung up on me! read more

Avoid Fidelity. Crappy customer service, misleading statements and emails. They take forever to clear transfers. "Help" (what a laugh) lines take forever to answer then are NOT helpful. Avoid. Avoid. Avoid. read more

Oh my gosh, is it possible to be in love with your financial brokerage? Fidelity is amazing. I have never been so happy with a financial company in my entire life. Their customer service is outstanding. They treat you like you have millions of dollars invested in their company. Seriously. They don't make you feel like your little savings is insignficant at all. They are polite and helpful and patient. They go out of their way to assist you. They even call you to check on you and see how you are doing! I was so happy with them that I have chosen to consolidate all my retirement funds with them. read more

Dealing with their "customer service" is a nightmare. Not that I can say I've dealt with them as I can't actually get through. On hold for hours, transferred around by chat agents as I'm not connected to the "right" group, sitting in queues that never move. And their online documentation does not really answer my questions. It's awful. read more

I just took my eighth or ninth class at OTA, having signed up after realizing that 40 years of working as a portfolio manager might not have totally prepared me for retirement if the stock market did not cooperate over the next 20 years. OTA teaches students to trade in asset categories like foreign exchange and options that most people falsely believe to be risky, random and zero sum. With their patented system, incredible instructors and extensive resources, I have already earning positive returns in the ones I have traded, and I feel I have just scratched the surface. I enjoy the classes and the people at OTA very much, and highly recommend the program. read more

I recently opened a new brokerage/trade account with Fidelity. When I needed to place a critical trade order in after hours which was very time sensitive, I got a pop up notice saying that to enable extended hours trading I had to call the help line. For every other broker Extended Hours trading is automatically embedded in the trading features and does not require enabling/activation. Least to say it took a full 20-30 minutes before a rep was able to "enable" extended hours trading by which time the entire trade had gone kaput. Of all the online brokers I have ever used, Fidelity's customer service has been the least competent or helpful. Would give negative ratings if I could. read more

Opened account, funded it with 100k transfer, then they closed the account (without warning or explanation). I have to snail mail them bank accounts to prove ownership of money. I assume I'll eventually get my money back. read more

I have accounts with Etrade, Merill Lynch and Fidelity. Fidelity is targeting its promotional offer to certain clients only since March 2014. You will never know wha they mean by certain clients. They promised me $50000 airline miles by bringing more assets and when I was ready to transfer those assets, i was denied the promotion. I am taking legal action against their firm for false advertisement. read more

I've had an account at Fidelity for about a year - actually 5 accounts. It started out excellent - questions promptly and correctly answered, trades executed correctly, all ok. But in the last month I have had nothing but problems and have spoken to some of the most useless reps ever. Will give it 1 month to improve before I move my accounts. At least they are better than Ameritrade. read more

Fidelity Brokerage Services is a brokerage house that can be of great assistance if you are looking to consolidate your retirement funds. Their customer service and wealth of expertise are a great asset, especially in financial matters where you may need someone with patience to explain and set your concerns at ease. The sense is that the customer is always right and you are treated with special care. read more

What horrible service! Trying to get money out of my Roth (60 day rollover) for a mortgage. Advised me incorrectly to take out 3K and sell stocks. When went to take out the $ from sold stocks --told me that would be taxed at 50%. When realizing the mistake-- advised me to lie on my taxes. What????! Tony supervisor completely inept. If I practiced medicine the way they practice financial advising--I'd of lost my license a long time ago.... read more

Fidelity incorrectly took all my money out of an inherited IRA account and says it will take 15 business days to correct THEIR error. They are holding my money hostage. Worst company to deal with. I've spoken with 10 different reps now and finally a manager to no avail. RUN from this company. read more

I just received a solicitation from Fidelity Brokerage for an AMEX credit card. Reading the fine print, it says if you have multiple balances with different APRs, that payment goes first to the lowest APR balance. THIS IS IN DIRECT VIOLATION of the new credit card law that took effect this month. Shame on you, Fidelity. read more

i opened an account with a full understanding that if i deposited 5000 dollars, i will get 5000 AA miles, if i deposited 10000 dollars, i would get 15000 miles, if i deposited 25000 miles, i would get 25000 miles. with this in mind, i deposited 10000 dollars, to get more miles per dollar. and these were supposed to be effective until sep 30, 2011, when i opened the account in april 2011. now the fidelity changed the rules with requiring different amounts to different miles. you can look these now at your website. is this fair? i don't think so i had genuinely interested in investing more and taking opportunities at fidelity.com. now i am seriously considering closing the account. i will be sending this to public review places and to the BBB as well. read more