Robert and his team have been super helpful explaining terms that I am not familiar with at all. They are fast and efficient with transactions and I am so grateful for the help! read more

I have brokerage accounts at TDAmeritrade, Robinhood and Fidelity. Today, I placed two identical Orders to buy a certain stock at both TDAmeritrade and Fidelity. I actually placed the order at TDA first, then the second identical order at Fidelity. Strange, only Fidelity was able to execute and complete the Order. TDAmeritrade was not able to execute my order; in fact it is a Day Order, meaning it will stand to the end of today. Additionally, if TDA were to have executed my order I would have been charged a commission of $6.95. At Fidelity, all stock orders are 100% FREE. This is another great advantage. I'm glad I was able to complete my order with Fidelity and not TD Ameritrade. read more

I want to be clear that this review is for Fidelity Investments in general, not this specific office. I have some investment accounts with Fidelity and on MOST things they are actually very good. I am going through a inssue with them now to resolve a Debit Card fraud claim. Fidelity fir some reason, outsources Debit Card fraud claim services to a 3rd party vendor. The 3rd Party vendor is BNY Mellon located at 103 Bellvue Pkwy, Wilington, DE. The fraud claim services seems to be designed to obfuscate my attempts to speak to any investigator that can actually help with the claim. So if I had to rate Fidelity, I would say: Debit Card fraud services=0 stars Other Fidelity services=4-5 stars. read more

Had to take care of some family money matters after my mom passed away. Fidelity has been managing some of our family funds for years. They have a few offices throughout San Diego which makes it convenient to get things done when you need it. Was in a big rush to teach a class, but also needed to take care of a transaction before the end of the day. Ran in here as it was on the way. Arielle was at the front desk and was able to take care of what I needed in a flash. I'm so grateful to her for being friendly, knowledgeable and quick with what my needs were on my last visit! Keep on Yelp'n! read more

Made an appointment to talk with an adviser regarding retirement accounts I have with Fidelity. He was unable to help at all. I was told I would just have to call their 800 number to get any help. This is called service? I have had much better experience with TD Ameritrade. BTW wait time on the phone is about 30 minutes before you can talk with a human! read more

Run, don't walk if your 401K is with Fidelity. That means Whole Foods, CVS/Pharmacy, and Beverages & More. Some of these companies used to belong to Vanguard, a company I trust (and with whom I have a lot of money invested and have made a lot of money), and as soon as these corporations move on to Fidelity I know it's for the cost savings which are passed on to employees in terms of higher service fees. Just left Beverages & More and while my 401K was up 15%, their service fees were 15%! My employer contribution didn't cover the taxes they imposed after my settlement, and I'm left $150 behind. I asked my husband and he concurred 15% was just outrageous. But the onus must also be placed on Beverages & More for their simpleton contribution of less than 11%. read more

I asked them to guarantee a signature so I could open an account with the Fed and buy Ibonds, which can't be done through a broker like Fidelity. Signature guarantees are a service they provide, but despite the fact that I've been a Fidelity client for over thirty years and have over a million dollars with them, they wouldn't do it because there's no "benefit to them" and "way too much liability" to just trust that my ID would be accurate. Seriously? Keeping a 30+ year client happy...or in my case keeping a 30+ year client at all since I'm stubborn enough to leave them entirely over a snub like this isn't enough of a "benefit" to offset this huge risk that comes with trusting my driver's license and/or passport are accurate? Think I'll call Schwab and see if they're afraid of this big liability or not. read more

Great service ! Very knowledgeable and helpful staff. I had several complicated transactions to go through and I couldn't figure out where to begin . Luckily this office has truly amazing people working at the front desk. I was assured that I am in good hands and I will be taking care of . I must say, that the young girl who helped me, was knowledgeable and caring (unfortunately I don't remember her name ). She made sure everything got done correctly and was very patient with me the entire time. I appreciate all of the help and education I got from this office. You got a loyal customer for life! read more

This is the worst Investment Company I have dealt with in over 25 years of investing. People at their branches do not even know how to use their online trading interface. There is an error in their software and they are not even knowledgeable enough to understand something as simple as a Call Spread option. I spoke to the Branch manager and all I can say, is how can someone so incompetent in Customer Service be the manager?!? I have call their technical desk and waited 30 minutes. No answer. Today I had time and I am still on hold for 1 hour and 45 minutes now. This company is ABSURD! It does not care at all about customers. I suggest everyone transfer your money to decent company that cares about their customers and has a modicum of technology for such simple trading requests. read more

Update: I want to give an extra shout-out to Mr. Jerel Custodio at the Del Mar venue for going out of his way to help me and my elderly mother. Because the documents were incorrectly when they returned, Jerel printed a new set and labeled which pages to sign clearly and mailed them back to my mom. I wished we accepted Jerel's assistance the first time around, although Fidelity's customer service tried to do that. Embarrassingly this was our mistake and legal documents can be overwhelming to understand. Jerel saved us time and postage getting the documents re-notarized and scanned into the system - I cannot express enough thanks for his kindness and excellent customer service! We will definitely work with Jerel in the future, and I highly recommend him. read more

Great service, easy trading platform and help is always there when I need it . We have been fidelity clients for over 20 years .Now that my parents are getting older they need more help and their account executive went above and beyond to help them with complex estate settling processes. I spent hours trying to help them with endless paperwork and thanks to Irina we finally were able to get everything done . My parents are extremely thankful to Irina Harichkova and her assistant Joana for all the help and for their patients and diligence . Fidelity is lucky to have both of you. Thank you . read more

Fantastic organization- friendly and effective branch location. We needed to wire transfer a big chunk to an escrow company for a house down payment - they were fast and effective but good concern for security (ensured an encrypted message from escrow) - good! (A lot of thieves out there). I trust this branch, and we have 7 accounts at Fidelity for Rollover IRAs, Roth IRAs, brokerage accounts, and cash/checking acct. Plus trades are only $5! read more

Wife filled out all requested paperwork for a trust in the RB office. They said ok she gave them a check for 500K. Then they cried for more paperwork...we want our money back. Now they give us BS. Is it time to call the cops on these guys? read more

Do not let fidelity get their hands on your accounts. I invested over a million $ w the sorrento valley office. I did not trade on my account. However, I received this letter: This letter is to notify you that we have reviewed your interactions wlth our firm, and concluded that Fidelity cannot provide the level of service that you reqr.rire. Consequently, this is notification that you may no longer visit our Investor Center(s). Your account(s) with Fidelity Brokerage Services LLC ("Fidelity") are being terminated. This termination is in accordance with the terms and conditions of our Customer Agreement, which states: "Fidelity can close your account, or terminate any optional feature, at any time, for any reason, and without prior notice" And in accordance with the terms and conditions in Section 16 of our Fidelity Brokerage Retirement Account Customer Agreement, which states: "My account may be terminated by me or Fidelity at any time." Effective March 12,2021, the above-referenced account(s) will be closed. The account(s) will be restricted from allowing you to openl additional securities positions. However, yoLr will be free to close2 or withdraw any securities positions or cash balances tlrat may exist in your account(s). You maintain the ability to visit our website at Fidelity.com. read more

Great Service, knowledgeable and helpful employees. All senior advisers have their CFP. Website is amazing and phone reps are available 24/7. read more

Fidelity is the ONLY business in the entire Sam Diego region unavailable for business requiring in person engagement to conduct business. While the bank next door has been open over a year since the 1st San Diego lockdown, Fidelity remains closed with the exception of a Dropbox. Despite an improving COVID tier along with vaccinations, Fidelity exhibits business practices that are now outdated and unnecessary. read more

I'd go with a minus 5 stars if Yelp had it. Their actions involving money would be a criminal offense if the same was done by an individual. Police would have been called and somebody arrested. Now I understand why there was a banking debacle in 2009. The word 'Ethics' is not in their vocabulary. They were more than happy to take my money but it turned into a legal problem when I asked to close the account and get my money on deposit back. The branch manager was unresponsive, petulant, and is now being listed in a legal action. Spare yourself or anyone you care about from suffering at the hand of these people. read more

If you utilize Fidelity stick to online or by mail and avoid this Del Mar office in the Carmel Valley area. They must have a bunch of youngsters too busy socializing to really help customers or be aware of details. I had never been to this office and the gal on the phone directing me couldn't articulate herself out of a paper bag...with something simple like "2 story building directly across from the Marriott, the same corner as the Doubletree". Their logo is hidden by trees and they are in an area of multiple corporate look-alike buildings. When I arrived I watched two Reps visiting as one sort of helped a customer. Someone finally came from the back to ask me "are you being helped"? Me: "Nope. not yet." She was friendly and took my check and said their terminals in the front were down so she would take it in the back to process. Then, they took my check and gave me a reeipt. Two days later they call me on the phone asking me to phone them. I did the next day and they say that "due to a typo" their HQ would not accept my check. Really! So the Del Mar office never actually read the check I wrote OR even looked at it apparently? If so they would have caught my error and prevented this 3 day delay (too much on my mind that day). Now I have to mail a NEW check to Cinncinati. Save time and your sanity and avoid this office. (I have found the Rancho Bernardo office much better with great, professionals on the other hand). But since I live in Encinitas, I thought Del Mar would be handy. NOT! read more

My wife and I first met with a terrific Financial Planner here approximately 18 months ago. The young woman was extremely bright, articulate and well versed and knowledgeable regarding Fidelity product offerings and guidance. We have realized tremendous returns on our investments since our first appointment (had a second visit in Sept). Not sure what issues beyond the 'big trees' and check accident the first reviewer had, but we highly recommend these folks. Mike and Jan read more

I have been banking at this Fidelity Investments branch for a long time (over 5 years). The staff is wonderful - professional, kind, and thoughtful. I visit the branch a few times every week with multiple transactions and, though they process them speedily and accurately, I never feel rushed. The location is great and the staff makes this branch shine. read more

I always receive excellent customer service when I visit this branch. The front counter is professional, knowledgeable, and works in a timely manner. read more

This is the worse office I have ever done business with. First I transferred my accounts within the last year and desiring to rebalance my portfolio. I sold investments in my two retirement accounts last December and bought Fidelity funds as a replacement. The funds my advisor recommended have lost value since purchase yet the funds in my non retirement account that were not touched have gained in value mirroring the rise in the stock market. Second the advisor assigned to me quit the firm and moved away from SD last spring. I only learned about it when I sent an email requesting advice on a potential trade. As a client I wasn't worthy of being notified. Last I emailed last week my concerns regarding the loss of my principal in my retirement accounts and received a call on July 14th from the branch manager. At the end of the call he said that his office would contact me to set an appointment to discuss my investments. I have yet to receive a call a week later. I will not chase them. I am going to transfer my funds to another brokerage with hopefully better customer service. read more

Excellent service consistently provided over several years. Quiet, professional, service-oriented environment. Highly recommend.

I have been using Fidelity as my brokerage for almost 20 years. I have never used their local branch services until recently. I came to a local branch in San Diego (on El Camino Real) to open a new account. I was offered to talk to one of the local representatives about my investment goals, etc. I did that. During that conversation, the rep mentioned an estate planner who comes once a month to that office to help Fidelity customers with their estate planning questions. I said I would be interested to meet that person. I was told that someone will contact me to schedule an appointment. Nobody did. Then about 1 month later, I called Fidelity on an unrelated issue. The guy on the phone said that "Fidelity is there to help me" and asked if there is anything they can do to help. I said it would be nice to meet that estate planner. He said he will contact the local branch and let them know. About 1 week later I received a call from the local branch. Joanna told me that I don't qualify for a meeting with their estate planner because my trust was created in 2012 and the planner only helps those Fidelity customers who have trusts created more than 10 years ago. I expected that kind of service from a corrupt 3rd-world company, not from Fidelity. read more