I just spoke with somebody at Fidelity customer service. He was a customer service manager, but he didn't tell me his name. He was very rude, condescending, he kept questioning if I was myself or somebody else even after I verified myself with two other customer service representatives. He kept over talking me, he kept interrupting me, he asked me a question and before I got a chance to answer, he would ask another question or say something rude and condescending back. I am withdrawing my investment, even accepting a $2000 penalty because I don't wanna do business with them anymore because they are rude and they are not helpful and just downright unprofessional. It sad me to think this is what this country is coming to. Terrible customer service, unprofessionalism, and just a plain disregard for humanity. The customer service manager hung up on me after I was nothing but polite and professional and respectful. read more

In 2014, my mother could no longer manage her finances. I consolidated her trust accounts into one at Fidelity with me as successor trustee with check writing to pay her expenses. After her passing, I contacted Fidelity and ask if the funds would be locked up for a period of time. I was told no and that I had full control. I sent them a copy of the death certificate and requested that they do a cost step-up on her investments. That happened the day they received the forms. After that, I issued checks to the beneficiaries. read more

This is not a review of a specific branch but of the company, actually, the gentleman that I spoke with out of an Indianapolis branch is the only person that managed to try to help me in the six months I had to deal with this company. There was an unexpected death in the family, this company held that person's retirement. I was co-executor and provided all of the paperwork for the company from the estate attorney, courts, and death certificate. I sent multiple packets with this information, spin an average of 60 minutes to over two hours on the typical phone call trying to navigate through this process while frequently being transferred somewhere between four and nine times to ultimately just get the runaround and blown off with stalling tactics. Ultimately found out that even though they kept telling me I was not the beneficiary and they could give me no information, and to talk to the beneficiary (which we had no idea who it was), that there was no beneficiary, which puts it into the estate according to the court paperwork, they told me for months that this was under review from the legal team, yet would never let me speak with anyone from legal, or any member of management. I ultimately never got answers until I filed a complaint with the United States securities exchange commission after playing their games for 6 months. Very disorganized, very unprofessional, unethical behavior, and ineffective processes. Investor beware. read more