Poor customer service and lack of ethics. They delayed processing my check, then processed it and…read moreadded to my account. After 4 months, I found out that they couldn't process the check as it exceeded its timeline. What was shocking was that they added the money to my account initially but silently removed without informing me. Now, they are blatantly ignoring the part where I lost money (interest of principal) by not having the amount in my account. On top of it, I now have to work with previous financial services company to obtain my check. One of the staff I was speaking with was very helpful in identifying the issue. Not to mention there were hang ups many a times as some of the staff didn't want to entertain the request. Miserable experience. I am moving my money away from these bigots!

BEWARE! Fidelity has partnered with a company that provides credit card services. All they have…read moredone is charged fee upon fee. Upon speaking with Fidelity about this partnership they informed that not enough people have complained about this service. So I guess I'm SOL. Do not accept any credit card offers from them. Gus Pena Florida

I don't expect them (Fidelity) to read this or care, but this is what I just submitted to the…read moreBetter Business Bureau.... Two out of the three agents I spoke to, on three separate occasions, severely misinformed me, specifically about the estimated time of arrival on which I would receive the funds (paper check that had to mailed) I withdrew from my retirement. Assuming I would have already received the check, because I received the "Distribution Statement" on Monday, July 14th, 2025, I called Fidelity and was specifically told that I would receive the check on Wednesday, July 16th, 2025 (today). Today, I arrived home, checked my mail, expecting the check and it was not there, so I called to find out why. The nice representative that I spoke with today did her due diligence (unlike the two prior), apologized profusely and informed met that the ETA now would likely be next Thursday, the 24th, which is totally unacceptable. The original transaction took place on July 1st and I was told that I would receive the check in "7 to 10 business days, that being said, July 4th is a holiday". Check wasn't even cut until July 7th, not even mailed until the 10th, was verbally told on Monday that I would receive it today (16th), and now the 24th?!!!!!! It is 2025 and it takes 24 days from the date of the transaction to receive a check? This "miscommunication" is going to cost me anywhere from $3000 to $4000. I can certainly understand a 3 or 4 day delay, but we are talking about 14. All these calls were recorded, so feel free to go back and listen. I hope someone does. Fidelity is a huge company, with billions of dollars, and I'm just a nobody, with a small 401K, in their eyes. They need to treat all their customers/clients the same way and make this right!! Thank you for your time.

We've been Fidelity customers for many years and we've been very satisfied. The size of our…read more Fidelity portfolio gives us a personal financial advisor who meets with us regularly (at his office pre-pandemic, on Zoom since) and has been very helpful. We use the website for tracking our portfolio, moving money electronically, etc. If, for example, we need to move, say, $25k from Fidelity to a bank checking account, it takes about a minute on the website, and it will get done by next business day. If we have something more complicated, we phone, someone answers right away, and they find a way to do what we need. (As an example, several years ago I needed to do some fairly complex maneuvers to make cash flow work for a home purchase; Fidelity helped me get it done.) We get small perks like a no-fee debit card that we use for ATM withdrawals because Fidelity refunds us any fee an ATM charges (anywhere in the world). I don't know why other Yelp reviewers have had such unhappy experiences, but we have never run into bad service or a problem that couldn't get solved.

Fidelity Investments removed my wife without her knowledge on our joint cash management portfolio…read moreand randomly inserted another woman who we don't know on our account . I think the statement above should tell you the story of how I feel .

We have continued to call and email Fidelity Investments. They refuse to talk to us about the money…read morethat was stolen from our account. Someone hacked our retirement account and stole $10,000 from us and Fidelity is refusing to stand behind us despite a healthy 7 figure portfolio with them.

Schwab is totally wicked pissah to work with! So glad I found them and combined all my accounts…read more They are so helpful with whatever I need. When old Stinky calls their 800 customer service number...the reps are the epitome of professionalism and I feel treated the way a valued client should be. Wish many other companies could be like that. So helpful and patient in whatever the situation may be. Their checking account and debit card tools are groovy as well! Would not hesitate to recommend them for anyone that needs some simplification and order with their finances. Special kudos to Brian Rogers-Botellio from the Boston office who is always most attentive and a pleasure to work with.

I have been with Charles Schwab for over 5 years and have been very happy with them. I can easily…read morereach a person when I call their customer service line and the representative is always very friendly. The best part is they reimburse all ATM fees no matter what ATM you use. Also there is no account maintenance fee. The website is easy to use and has a lot of helpful features. The $9 trades seem reasonable compared to other online brokerages. Also there is a convient location right in the financial district which makes it easy to deposit checks into my account.

zero stars, fidelity investments, sucks, they will lockup…read moreyour debit card accounts for bogus reason, and say the back office locked it, you will spend 10hours on phone, and 6 hours at a branch office ; still waiting for my money !! update: got money back ,& i closed this lousy account! (DEPT OF FINANCIAL SERVICES, IN NY STATE, will help resolve bank fraud or bank wrongdoing; File one page complaint online; )

I have been with this group for many, many years now. I work with Michael Fielding specifically…read more He and his support staff provide great attention to detail, thoughtful recommendations for investments by my family and me, and the confidentiality that is so very important these days. I highly recommend this firm!