Our normal Point of Contact was actually working from home when we "dropped in" No problem i think the gentleman's name was Dan? That filled in took care of what i expected to be thirty minute issue and we out of the office all handled in like 20 minutes read more

A nightmare in every sense. Transferring funds has literally never been harder!! Sooo crazy and they absolutely refuse to keep in touch no matter what they promise you read more

My former employers had investment accounts with Fidelity and I since moved all that money out into my current employers account (Thank God!). I decided one day that I wanted to start a Roth IRA and since I already had accounts with Fidelity in the past, why not just use them right? WRONG! That was a bad idea! So I logged into my account and opened a Roth IRA, things were going OK until I tried to fund it, then the website wanted to send verification texts to me, but when my older accounts were created I accidentally transposed the prefix for my phone number, no big deal, just change it right? WRONG. In order to change your phone number on Fidelity.com you have to get a verification text sent to your phone, which would be fine if you still have the same phone and you didn't type it in wrong like I did. As you can imagine, this was frustrating as I was experiencing an infinite error loop, as I cannot accept a text message to an incorrect number, thus I was unable to change my phone number. I tried to contact customer service via chat (her name was Wendy), I was told she could not help me, & was advised to call 800-544-6666. When I called & entered my social security number, I was redirected & told the department I needed was CLOSED, even though the rep told me it was 24/7. I went back to chat, & was told the same thing by the same rep (Wendy) She was not helpful at all, basically called me a liar that I received that message that they were closed, she rudely insisted she could not help me & I had to call, I tried again same thing, got a message stating they were closed. I then went to chat again, & got Wendy again, this time the conversation got heated, & she basically cut me off. I tried again & got Miguel & asked to speak to a supervisor, & he cut me off, & then I was blocked from being able to use chat. So then I decided to call again, only this time, I said I was a NEW customer, which technically I was, I never had a personal account with them just 401Ks from employers. I spoke to a seemingly nice gentleman in India, who actually pretended to help me, but as we were talking I was locked out of my accounts online. So not only did I get blocked from using chat, I was now kicked out of my accounts entirely, then he told me I needed to visit a local branch to "verify myself" (hence this review). IS THIS HOW YOU TREAT YOUR CUSTOMERS? ALL I WANTED TO DO WAS OPEN AN IRA ACCOUNT AND CHANGE MY INCORRECT PHONE NUMBER. Sounds simple right? WRONG! Trying to open a new Roth IRA and change my phone number led to me being locked out of my accounts entirely and being forced to visit a local branch just to unlock my web account. The funny thing about this, is I didn't even have any money in there yet! :D ****Imagine if I actually HAD money in there! I would be locked out with no access to my own funds!!!**** My recommendation, STAY FAR FAR AWAY FROM FIDELITY!!!! The website is garbage, the customer service is beyond horrible, and the security policies are absurd! Find another place to invest your money! I would rather buy a safe or put cash under my mattress than to trust these people with my life savings! NO THANKS!!! I guess I don't have to worry now, my account is locked forever by these incompetent fools, so I will just take my business elsewhere, and thank God almighty I didn't have any money in there to worry about. Goodbye Fidelity, not nice knowing you. read more

Fidelity Investments - This is one of the numbers I called that after typing in my SS# told me they were closed! - Financial Advising Near Me - San Diego, California

With the amount of financial investments we have tied up with Fidelity, one would think we would be getting a level of service that matches that. Meanwhile, this location has the combined mental competency of a DMV branch. It is mind boggling how the 3 times we've been here, we've had nothing but bad experiences and unnecessary attempts for them to sell us on their incompetence with more financial advising. Don't even try to call them: they'll give you information about one thing then you'll get the runaround when you get there with a completely different answer (notary services). The aloof and lackadaisical attitude almost made us thing we're being punk'd. I was desperately waiting for Ashton Kutcher to come around the corner with an ensemble of cameras and boom operators, but no, just more Gen Z frat guys with man buns. Sad. Take your money elsewhere. We certainly will be... read more

Deposited a check from one of my other accounts through Fidelity's "Online Banking". They zap the money out of your other account fast. But, good luck getting Fidelity Investments to clear the money they have already subtracted from one of your other accounts into your Fidelity Investments Account. The money is listed as "available for trading", but I cannot access, withdraw or move my own money out of Fidelity, but I can "trade it"?! So, I Called Fidelity. Explained situation. These are "electronic online deposits" and the money moves quickly, but I am not allowed to access my own funds for 3 or 4 weeks?! What are they using an old abacus and carrier pigeons to clear my money?! OR just sitting on my money earning extra interest?! This is inexcusably bad service. I could have flown to their Headquarters back in NYC and personally deposited the funds and it would have been much faster. With the advanced technology most reliable financial services companies are using, this is completely inexcusable and very subpar customer service and support. read more

I'm satisfied with the results of investments I've made. I'm a very conservative investor, quite satisfied with the results.frankly the their service has been quite good. read more

Went to the office to get some paperwork for a visa. The person working the front was awesome and efficient. They have coffee and stuff there for the wait and there is a TV on one of the finance channels. Anyways, these guys were quick and got the job done. That's all we really need and that deserves 5 stars. Another thing, super close to the trolley, bonus points for that. read more

Fidelity no longer has any service for you if you invest with them. If you call and leave a message they call back 3 days later. If you wait on hold you wait for 1.5 hours--they do NOT have a call back feature. If you try to open a new account--even to fund over a million dollars--it'll take about 45 days. Sad--so sad. read more

I moved my assets to Fidelity from Schwab after being there 37 years, due to the fiasco they had in 2008 regarding Schwab Yield Plus Select Bond Fund. Schwab did not value my loyalty as 30 year customer during that fiasco, and treated me very badly. I lost a lot of money cos of their lies, but Schwab only would pay a pittance, like 3% of my losses in my FINRA action. They lost the class action and SEC sued Schwab, so Schwab being at fault was without question. So I moved my holdings to Fidelity. I started by going into this Mission Valley office and dealt with Andrew Bartlett, CFP. He is very professional and patient. I was in his office for 2 hours getting my accounts open. There were other people involved too, and they were very professional. Andrew also called the next day and walked me through transfering my assets online, on a form he already filled out. It is done and I am relieved to be with Fidelity. Goodbye Schwab. I am looking forward to my new relationship with Fidelity. read more

Do not work with Adam Baldridge he will not follow through with helping you and then he will hang up on you when your not happy about him not helping at all when transactions were supposed to take place. Do not go here. He is the worst employee I have worked with at Fidelity. read more

Wow! Great customer service! The desk rep was extremely helpful and knowledgeable. Make an appointment if you want to discuss your portfolio with an agent. Nice little phone/computer station to complete your own transactions in the office. A super nice plus because my home computer is painfully slow. Cool safety feature - the pad under your chair is wired to the computer, so when you leave, it automatically logs you out! I love that this office is so close and easy to get to! Brokerage accounts have no extra fees, just $7.95 a trade, no minimum. Don't blame the office for the performance of your stocks. You're the one choosing them. Your agent just helps you with the research. read more

This company is not good at giving out your money when you request to withdraw it. It feels like you are begging for them to give your money back. read more

This review is for the location at Hazard Center. Basically, the employees at this location haven't any idea what they're doing. If you want a simple print out of your account, they can manage that, but anything beyond that, they need to call the East Coast for guidance. I was particularly annoyed that for one thorny issue, I needed to return to the location during East Coast business hours so that I could sit with a Hazard Center employee on the phone for a conference call with a bank in on the East Coast. From my understanding, this Fidelity location is the flagship for this county. Good grief. read more

I have gone twice recently to the Del Mar office of Fidelity and am forced to talk to an empty screen. Yet, my bank is open, the stores nearby are fully operational. This lack of concern for the client irritates me and I am considering transferring my investment to my faithful USE Credit Union. Safety is one thing, lack of concern is another. read more

How trust worthy is this firm? They asked the wife to fill out a pile of paperwork and get notarized signatures. She did it all. Then gave them a check for 500K at the RB office. Now they want more paperwork. We have had enough. We want our money back...........all they give us are more excuses. read more

Two stars for the ease of taking money out on margin. But the rep had no idea how the interest rate was calculated. First the rep said it would be $10,000 per month on a $140K loan! What? Fidelity loan sharks?!? Then he got on the phone with someone who was not allowed to be heard on speaker, but who I could hear giggling at his ignorance, and claimed it would be a more realistic $600 or so. They also gave me the run around with linking a checking account to my brokerage account. First they blamed it on a minor difference with my name. Then when I successfully linked another account with the same naming convention, they blamed it on the other bank. Get your story straight guys. I've had it with Fidelity Investments! read more

I've had at least a couple of issues with Fidelity involving technical glitches, but every time I've contacted them they've been very helpful in getting them resolved. When I had trouble making a mobile deposit by using the check scanning feature on the app, they recommended I make the deposit in person at their investment center in Mission Valley. So I did. In the midst of a pandemic, the set up is a little awkward. The office is dark and looks closed, but there's plenty of signage inviting you in, and once you're in, the lights come on, and there's just a bit of standing space enclosed by tables and any paper forms or pens you might need, a black deposit box, plus a video screen where an agent appears onscreen to help you while following any social distancing guidelines. In my case it was Gabriel, and he asked for my information, gave me clear instructions, and answered my questions. He assured me my deposit would show up in my account within the hour, and so it did. read more

Today the Dow Jones dropped 777 points , Nasdaq dropped almost 200 points and the S & P dropped 106 points. Not good, not good at all. In fact its absolutely f*cking horrible. What does all this mean ? Well, to start...I'm too terrified to look at my portfolio. I'm going to call my agent and have him look at it. Then I'll fire him. Maybe I seriously need a drink. Now. read more

They have treated my family very well, and I would recommend them to anyone. Plus their online is very well put together unlike most financial websites 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

I have been very satisfied with Fidelity Investments. Their customer service is the best. Every representative I speak with is polite, knowledgeable and competent. They overnighted my forms to pull out a very small amount of money from a different institution. Their customer service is impressive and I plan to do business with them as long as they continue showing great support for customers. read more

Initially very helpful in quickly opening an account with the promise of recommending some index funds for me before a sizable wire was received. Recommendations never came and phone calls not returned. The extra time I needed to dedicate to research resulted in losing prime investment timing. read more

The service is consistently excellent each time I come in. Today I needed to transfer some IRA mutual funds from Vanguard back to Fidelity and Mr. Chavez again was very thorough and helpful. read more

this place is the worst, stay away. That is if you can reach someone by phone to place an order

Have never had a bad experience here - ever. Good to know that in addition to taking care of your finances on-line, you can see a person to handle your account too! read more

I just had a appt with Cassi Nagel was soooo very helpful went above and beyone I really appreciate that and answered all my questions thanks!!!! read more

The staff here was super friendly, the service is outstanding , and the reps conduct themselves very professionally I highly recommend this organization for all your financial needs. read more

My retirement through my work is through Fidelity. I am 74 and continue to work part time. I am on an extended personal leave because of family illness. I would like to withdraw some of my retirement while I am not working. I called Fidelity to set up a withdrawal. I was told my company had to do that and given a phone number and name of the person to call. That person assured me that Fidelity set that up. So I called them back. The person I spoke to told me the person from my company did it. I aked to talk to the manager. The Fidelity person said the manager would tell me the same thing over and over. While I was waiting to talk to the manager this person kept coming on the line repeating the same thing. He also started telling me various other contradictions such as my company had to change my status, that he could set up my withdrawal, and back and forth. I was very upset and requested that he get his manager and stop talking to me. He hung up on me. Very rude, did not know his job, kept changing his story, would not get the manager. When I leave this job I certainly will never invest with Fidelity. NO STARS read more

Have been a Fidelity account holder since 2013. No more. We just sold our place in San Diego and took the check to the Hazard Center Office. Contributed to my core account and 2 funds. Explained I had just moved and needed to update address and phone #. The rep said that was not possible. Had asked him twice. Left the office with a receipt for a $505K deposit at 2:11 pm. Following day the account hadn't been funded. Was told by the call center the check was rejected. Was told their was a problem with conflicting addresses. Immediately went back to Hazard Center and was told the check was mailed to my old address. DeMarcus Newton at the call center uncovered that the check was actually sent by UPS at 3:46 pm the prior day and that it had been delivered hours earlier. A $505K check entrusted to a financial institution was gone. Fact checking, account info can be updated. all the deceit was unnecessary. It is not the policy of Fidelity to handle transactions so recklessly, but those of a pitiful individual in their employ. read more

Almost immediately my wife and I warmheartedly were welcomed by the branch manager and offered premium coffee or chilled water. The manager was very apologetic because of the wait (witch was relatively short) but quickly assured I would be helped soon. I sat and watched tv on probably the biggest tv I've ever seen and conversated with the others while waiting. I loved the decor. Very modernized and comfortable. This will be my new branch of choice for all my future investing. read more

So I just stopped by at Fidelity investments to deposit a check. The front desk guy said he could not help as he did not have any deposit machine. So, I requested an appointment and he said it's a walk in office and no appointments can be made for check deposit. I asked how long is the wait and he replied between 30 to 45 mins And all I wanted to do is deposit a check. read more

I have investments at several institutions, Fidelity, Vanguard, Bank of America and Merrill Lynch. If you need your hand held to figure out how to invest I would not recommend Vanguard, although that is where the bulk of my investments sit. If you need some, but not much guidance, Fidelity works. They have an office in town and you can talk to someone in person. I have done that several times and they have been helpful. If you need a great deal of guidance go to an investment adviser, but be aware they will charge you a fee of at least one percent of your assets every year. My mother in law who is scared of making any financial decisions outside of paying her bills moved in that direction and the adviser did a good job for her. But beware of crooks who call themselves advisers!!! read more