I have been trying to get my money since may sent power of attorney papers in and every time I call there is a problem with the paper work so I went and got new papers and they still have problems I am getting fed up I am about to go see a lawyer and sue you people for the incompetence of the people who work there thank you
Called into unlock the account. Varied my mother's information with her voice. And then I assisted to help her get her information. If the first rep would have adk if I was my mother I would have said. Instead ge lied.
Said he was working on getting it unlocked. Abd the left me on hold for 25 min. Then I called back.
Second cust service agent hung up on me. After my mother had used her voice to verify. Abd given all her info. Then the third rep put me on hold immediately and left me on hold for over 20 minutes again.
Only to be transfered to a terrible rude man. Said he was a manage named Micheal. He is ride to my mom. And has her verify everything again. And then states ge will talk my mom though getting into her account.
She is 84 years old. Is in the hospital room sick and has…
Horrible customer service!!
I called for clarification regarding my 401k. Upon speaking with a representative, I found her tone to be quite rude. Despite my polite inquiry about guidelines for reviewing my 401k match, she was unhelpful and dismissive. The call ended abruptly without resolving my issue. Unfortunately, I couldn't find a way to file a complaint about the customer service experience. If anyone has information on how to do so, please share it in your review.
Tried to open 3 accounts with 7 figure balances.
First person did not know anything about trust accounts tried to transfer me to his supervisor Dana after 25 min wait I hanged up. Called again and asked for supervisor. She was so rude so I asked her for her supervisor. She hanged up. Her name was Alexandra.
She did have an accent maybe this helps identifying her. Not my loss ( except 1 hour time). Disgusting employees
You took my service down when was trading, lost money on trading scalping one stock TSLA. Who the f do you think you are to block me from trading, take my sell ability offline for an hour? I lost the chance to book money. You are fucking criminanls.
My husband passed away in September. I have talked to so many people, sent paperwork to four different states & can't get a straight, honest answer from anyone at Fidelity. Can't talk to a supervisor because they are never available & don't call you back.
I not only lost my husband after 50 years of marriage but I cannot get the money I am entitled to. No one cares.
I have invested money for over 20+ years with Fidelity. I called today (11/4/23) to inquire about withdrawing money from my Roth IRA and the rules to avoid penalty. (I know you can withdraw the amounts of your contributions without penalty.) My question was "Following the rules, how much can I withdraw from my Roth without penalty - total dollar contribution amounts through the years). Simple question.
My representative was Evan who told me I couldn't withdraw anything in my Roth without penalty. I kindly disagreed until it came to the point of asking for his Supervisor. Next was Matt Alberding (Sup). He answered my call on Speakerphone and noisily multi-tasked while he told me they can't help me. Huh? I am simply asking for a record of my contributions through the years. He was aloof and…
Opened an account in 2017 . After opening they decided not to service the account and froze it . 17 . I would like my money returned after several years
Myy wife got ill at the end of April 2023 Because ofcthis, Fidelity Investments ceased sending the monthly distributions from her IRA that my wife had put into place years before she got ill.
They never gave me an exact reason as to why, citing "policy". Asking for where in their policy this was, they then claimed that information to be "private".
20 years with this company and then they play games with a balance transfer card to get an extra fee. Shortsighted on their part. Losing 5 accounts from me because they would rather lose a customer than make things right.
To whom it may concern,
My account was locked last Monday cause Fidelity Investments decided to, based on me taking out money constanly. We live in a free country and no one should tell me how to use my money. I have requested one week ago to either release my funds to be available or close the account and send me my funds. You have all necessary information to expidate my wishes as the owner of my money.
Thank you for your anticipated cooperation with this huge matter.
From a very unhappy customer:
Esteban Fagundo
My 401K through RYAM (previously with empower) was transfered to Fidelity. My funds transfered but when checking my bank statements i noticed my monthly disbursement did not. I contacted customer service to request a check as well as to re-establish monthly distributions.
After about 1 hour on the phone (setting up federal and state withholdings) I was informed it would be 5-10 businesses days the get my funds. After 6 days I called to check status of my request. I was told they were put on hold because I could not have a specific dollar amount withheld for state taxes in Georgia.
Changed withholding to calculated amount and was again told 5-10 business days. After 5 days I called to check status. Thus time I was told there was a hold because someone wanted to ask me if I wanted to change…
Moved Fidelity 401 to Fidelity IRA account 242633103 on July 7, 2022 earily 8-9 am central time. 00 interest earned as of July 31, 2023. 00. Questioned three account specialist on there different telephone calls why the change in interest for July earnings.
Told that the account was opened after hours on Friday and that the account would start earning interest until Monday July 10,2023. Not satisfied with their explanation so I requested to speak with a manager. Spoke with Monica 800 491 1002 on August 29 2023.
She confirmed that the money was received in the IRA account early 8-9:00 am on July 7, 2023 but interest was not credited to the account until Monday July 10, 2023. If my money would have remained in the 401 account it would have made interest until the account closed.
This is…
I updated my banking information online nothing on your website says I have to wait til my banking information is verified. I never chose fifth bank for a deposit. The online experience has been horrible. I was told if owe the bank you chose to deposit my funds I’m out of luck and need to speak with that bank.
Clearly it is your fault by not having an online that directs you correctly. Your reps has not been any help with this situation. And you all need upgrade your online or have customers call in. This experience has been horrible.
I would never recommend this company again.
I was given wrong information when I was taking out a loan and they changed my payment plan and never told me. I'm seeing incorrect information regarding my loan on my account. And when I asked they tell me there's nothing they can do even though they're the ones giving false information.
I wanted to ask them to withold taxes on future mandatory annual disbursments. My account has been locked. After an hour on the phone with customer service and going through the same procedure three times, my account is still locked. The rep.
told me it must be my computer. Will you please tell them to withould taxes on future checks. My next message will be to the Better Business Beaure
I am paying for their mistakes!
First of all, they are unable to wire rollover funds and, instead, must MAIL enormous sums of money, like my entire savings, "overnight" to your home and you must then forward the check to your other account - as a result, they are making money on your funds that are no longer in any of your accounts. In addition, their errors have caused this time to stretch to two weeks for me to get my own money.
After an agent mistakenly updated my new address too soon, I had to have it corrected before a check was sent to my current address. At that point, the system saw it as a new address. Then, because they can't wire the funds, they used UPS, which went on to temporarily lose the check!
As a result, I had to cancel the check and get another issued. Because of the…
Cannot get advisor most of day calling number on business card and extension. Transferred all over the country all day. It time to transfer funds out. Experience vp in banking, mortgage and mutual funds.
Rate fidelity with ZERO
I called in today and spoke to a team manager by the name of Alina Badea. She was extremely rude and condescending toward my late wife who passed away and didn’t want to offer any assistance. This type of behavior from a client manager toward a customer is unacceptable and shameful.
I would like to report this incident to those that matter and to look into this type of employee at the firm.
Absolutely horrible experience this company went out of their way to see to it that I did not get the money I needed desperately, until it was too late, to be spiteful, my complaints will not stop here will take this as far as I possibly can! I did everything correctly and they still did the opposite of what I needed.
I have had if not the worst experience of my life dealing with Fidelity investment for the past few months. Fidelity investment managers and representatives almost cost $11,000 in lost. I have been trying to recover a check for months.
I previously spoke to the representative who was supposed to send the check to my home but never sent me the check and never made notes in the system that I called fidelity to request the check. Since I never received the check, and I didn't call about the check for another few months, Fidelity assumed that it was abandoned property. On May 17th I spoke to David who informed me that the check was seized by the government which was a shock a total news to me. I was never contacted through email, phone call or anything to let me know that the check was still…
My account is restricted and I am not allowed to withdraw or transfer my funds. This has been going on for almost a month and I have been given no timeline. I need the funds immediately and don't appreciate the lack of transparency.
I am tired of waiting and feel like I just want to end my relationship with Fidelity now. I keep being told that my account is being reviewed. I want out.
I believe a wrongful transaction of funds occurred in my account on 04/25/24. I believe the lady at fidelity misunderstood what I wanted and that I misunderstood when she later asked if this is what I wanted to do. The person taking care of the problem would not allow me to hear the recording of the transaction which I believe is very wrong and unethical!
I called your 800- 319-4433 number at 5:35 KY time to get help with my account. I have not used the account in years so I needed help updating my information. The woman who answered the phone was with a baby, I could hear the baby. AND that is okay! but I feel because she had to attend to her child, she was not able to help me. She asked for the date I worked at that specific job and I said I don't remember the date and she was not able to ask any other questions to verify and to help me.
Very unprofessional and as a mom and a person who works from home, I understand but this person should be ready to help customers, especially when we are on hold for a long time.
I hope you take my message seriously. She claimed to be locked out of my account. But I am sure she needed to take care of…
Could sell stocks last year with my license that was five years old couldn't sell stocks this year even though my licence was only a year older it was so stupid it was pathetic
I submitted power of attorney documents and the related Fidelity forms to them on April 6, 2023 for both my parents. My mothers account is still pending. I’ve been to the office in Sarasota twice and also called the 800 number several times.
No one can tell me what the hold up is. I asked to talk to a manager yesterday and they said someone, not a named person, would call. Of course no one called. The worst part is the POAs have to be done before the trustee change can be made, so I can’t even initiate that process yet.
VERY FRUSTRATING, and it’s been over two weeks.
Hello, My name is Wendy Finn. I’d like to leave a complaint with the person at Fidelity that I spoke to on April 17th at 5:57pm. I made two contributions to my 2022 Roth IRA, one for $4000 on April 13th, and one for $1000 on April 21st.
On April 17th, I made a call to Fidelity, and two calls to my bank, Bank of America, because I noticed that the transfer had said that it had gone through on my Fidelity account, but not my Bank of America account (all the money was still in my checkings account).
My Bank of America account rep that I spoke to explained that everything was good to go, it was likely that it had not been 3 full business days yet and that was the reason for this. I called Fidelity to make sure, and the man I spoke to said that everything was in order, and that Fidelity will…
Call Fidelity asked to cash out my Time Warner Cable Pension. Pulled all information off website, spoke with advisor at Time Warner Cable which directed me to you all to complete task. Called spoke with Josh and Chad and was advised I was pretty much out of luck until 2045 and could not roll over my plan or cash out.
FAQs and Time Warner Advisor states different as of 01/01/2015 your exact words state "Can I receive my benefits as a Lump Sum? Prior to January 1, 2015, certain "grandfathered" participants may be able to have all or a portion of their benefit payable as a lump sum.
" Then I asked when I was to receive updated statements for my plan which should be one every year minimum and could not get an answer. I don't appreciate being called a liar and not being able to do what I…
So I have an account with Fidelity investment I’ve been calling for two days straight because the system online was giving me an issue with getting in to sell any stock. Even the agent was having an issue with helping me after resetting my user ID and password, the supervisor and the agent on the phone can see that it’s been reset, but
I am advising them that the system still is looping me and would not allow me in so I asked the agent to do the trade for me. She tells me it’s going to be $32. I asked can it be waived being that their system is not allowing me in to do it myself she said no, I asked to speak with a supervisor she didn’t even say hold on or anything.
She just place me a hood very rudely and then the supervisor got on the phone and he was very rude as well to the point he…
00 come out and put my account negative. And I knew that in less than a week I had a check that was depositing into the account and that would resolve the issue. Well the day my check was deposited and I went to try and draw funds to pay a bill I was found out that my account had been restricted.
I called immediately at 5am my time and talked with customer Service. They informed me it was because the negative balance and that it would take up to 24 hours to lift the restriction that I had not been informed about.
So after talking with them about the bill I needed to pay that day or it would have heavy penalties on it they assured me that we say 24 hours but it’s usually only a couple. Well as my day drew closer and closer to it being to late for me to pay my bill and multiple phone calls…
I contacted Fidelity to make a withdrawal from my 401K on Thursday 30th of March. I asked that the withdrawal form be mailed to my address and was assured that this would be done. On my last two previous withdrawals this form was not sent out to me, and I had to contact Fidelity again and have it sent.
On one occasion the representative explained why it wasn't sent to my listed address and sent it out express to me, without charge. This current paperwork is still not here, as of April 5th. I called yesterday and spoke with a representative, who stated that it would arrive within 8-10 days.
Today I called again to check on the status and was told by the representative that it will arrive here on the 10th of April-which is 12 days to receive this mail. I asked the representative to please…
I did transaction with pos machine on 31 March 2023 around 5:45pm but they wrote decline but they deducted my money from my bank the sum 5000 two times that is 10000 in all i expect the back up my money but yet to be back please sir kindly assist me. Here is my account number:- 6560293677.
Laggy site, trades take too long and shit went south and i tried to sell, errors came up over and over untill i lost about 6k and then it went through- FUCKING JOKE !!!! done with this scam broker and pulling money as it settles to close all accounts now. never again with them.
I separated from my employer in January . I reached out to fidelity to find out how to go about the process to cash out my pension . Over a series of more than two month prior to my separation from the company I had interaction with various representatives who gave me wrong information.
Despite me in need of the funding , it appears that fidelity mis handled my funding and was trying everything they could to prevent me from cashing out my pension. I was assigned a case manager Courtney who was rude , dismissive and though she said she was assigned to my case to ensure I received my money timely she did nothing to ensure that and
when I requested to speak to her supervisor she wouldn’t allow me to do so . I’m addition when I asked about the entities that governed them to file a complaint…
Fidelity has changed the way to research CDs. The method before was quick and efficient. The new way is cumbersome and SSSLLLLOOOWWWWW. Change it back
As IBM employee I got a pension plan as part of the retirement package. In July 2021 I decided to cash this pension plan to invest in technology so I followed the Fidelity process to get access to these funds.
On 08/24/2021 the ‘Pension Benefit Authorization Election Form’ stating ‘Your benefit Payment Option: Lump Sum’ has been shipped to the IBM Benefits Center by Fedex. Obviously I can provide you with a copy of the documents and the tracking number if you need it.
Shortly after, the Pension Plan information disappeared from my account on the Fidelity Web site (I still have a screen capture of the information before it disappears from the web site). When I called to understand why I could not see anymore the information, I‘ve been told that it was the normal process as the back office…
Worst customer service ever! I have been waiting 2 years for them to send me my 1099 & each time I call the reps are rude & never provide the same info. I’ve called 5X in the past 2 months again requesting my 1099, they all say they mail it but they never do.
Each rep has told me it’s overnighted but when I call back to ask why again, I have not received it they claim it was mailed, only to find out it is in processing. I hate that my 401K is w this company bc if you can’t handle mailing a form & it’s been over 2 years of waiting, I sure as hell don’t want my retirement houses w the same company!
Do better & take some responsibility for your mistakes! Train your reps so that they all say the same thing and it isn’t a guessing game to see how they can get the person off the phone the…
I made an appointment with a Fidelity adviser last Friday and had to call to reschedule my appointment. The advisor was not listing to the customer as he should! I tried to set up another appointment with someone that could meet with me for the new time i requested.
After telling him three times that i had no affiliation with the advisor of the canceled appointment that i wanted someone who could meet my time line for a new appointment in about a week he told me he did not want to step on the canceled appointment advisors toes. This guy just doesn't listen very well!!
Im looking at other options where they listen to their clients. FRUSTRATING to say the least. Bob Correia 978-251-4333
The request for my own 401k funds to pay for grad school was handled in the worst fashion. The multiple associates left me on hold multiple times over 2hrs. Once someone who was an upper level to the CSR she lied when explaining exactly why my request could not be fulfilled even though multiple past requests were filled without a hassle.
She attempted to use an IRS rule without any reference and ultimately just said they wouldn’t fulfill it and hung up.
To whom it may concern ,I writing in regard that I have a 11 month old son and a teenage daughter in my recently purchased home our burner went out in hot water heater and it was repaired by first class water heater it took a total of week and a half upon getting it repaired it lasted for a week and went out again a technician came out again and
discover the water heater need to be replace upon me contacting fidelity there no sense of compassion for the situation we been without hot water for almost a week now the weather is cold and can’t take a shower or give my son a bath is unacceptable ,manager not returning call ,receptionist is not being helpful at all this matter needs to be address immediately this is what I paid for home warranty for period I need answers and
a response back…
I was completely treated like a criminal by one of your managers Olivia who work with the 401K Team. This event occurred Feb. 22,2023 at 7pm. She was rude and unprofessional. Me and my mother was trying to close her account.
My mother is 78 years old and she had me to speak on her behave. Olivia ask me and her some questions that seem inappropriate. I am. Pastor and was going to do business with investing for the Church but if that is how you treat you clients, I am going to reinvest her money with another company.
After I told Olivia hold displease with the service, would she able to help us, she said that she have to do more research on my mothers account. She refused to tell us what type of research and just hung up the phone.
All I need is for you company to close out my mother’s…
NO STARS!! This has been the worst customer service I have EVER experienced. I am trying to do a 403B roller into another employer plan and I uploaded a document I need to include with the check to the new plan administrator - T. Rowe Price.
I uploaded this document via the app with instructions to mail it to me. I called on 1/17 to inquire where the letter is, I was assured it was mailed, Ginger Coy said she would send another. Never received. I called again on 1/27 and they assured me they would send another, never received.
I called again on 2/10, was assured it was mailed but for my inconvenience it qualified for sending it out priority UPS, AGAIN never received. Call back again on 2/14 and spoke to Cynthia B Team Lead and got the round around and placed on hold for at least 20 minutes…
I tried liquidating a roll-over that Fidelity held on a 401-K account from a previous employer. Fidelity made an unauthorized trade on the stock portion and is unable to recover the funds or issue a check. I initiated the liquidation of the entire account on 12/13. Two months later and I still have not received a check, nor a reasonable explanation from Fidelity. They have asked me to track down an account number from the company through which they made the unauthorized trade twice now. The account number this company provided the first time was insufficient to Fidelity and they said they cannot help unless I call a second time to ascertain the correct account number--again, to a company with which I had to business relationship on a trade I did not authorize.
Fidelity has either lost or…
I chatted with Fidelity agents on three occasions asking for my Tax documents to be mailed to my home. Each agent promised to send the documents. None of the three sent those documents. Fidelity claims the documents are sent to your account online and that you have to print them for tax purposes.
The first agent never logged his call. the second agent did log the call but sent an "electronic" copy of the documents. The third agent said the documents will be sent out later in February when the batch is complete for mailing.
None was able to provide a phone number for their corporate headquarters. Escalation was also not possible. It seems that Fidelity would prefer their clients take their business elsewhere rather than have Fidelity mail the necessary tax forms to clients.
There are…
I've contacted Fidelity several times, trying to access my 401k plans I have. I never set up my account. I've called 5 times within the last 2 months. I need to withdraw money from my 401k plans, each time I call, I'm told someone will contact me back.
But no one ask for my number or my email address. I inform the rep I have an eviction notice 6 weeks ago the rep showed no empathy and no care that I'm about to be evicted. I will be reporting this to the BBB and I'm going to contact an attorney about this matter.
in Dec with file# on it. I called with the file# and got nowhere with rep. I'm not working and haven't been approved for unemployment as of yet. I've explained this to the rep. I am experiencing a major hardship at this time.
I need to access my 401k plans. My address is 3074…
I have noticed potential fraud on my Fidelity account. I believe somebody is trying to logon and I get a text with a security code. I have tried to reach out to Fidelity on several occasions. I have been on hold for almost an hour a few times.
Somebody named William called me and I called back asking for William. It was futile..
I have dealt with fraud and fidelity was a huge part of it. Although luckily my money was secured, the circumstances which made it possible are unbelievably scary. After weeks of trying to rectify the problem, I have finally been told everything’s ok but they will not allow any documentation or anything that I was a victim.
Will not show the bogus accounts in my name. I was told to get a subpoena. I need this to bring to irs and other agencies to prove fraudulent activity. I am in the process of putting together a comprehensive complaint to FINRA, FCC, FTC, and consumer financial protection bureau .. to name a few.
Fidelity was too worried about liability, I assume, to treat me like a human being. At this point, I see no way to move forward except to send complaints in writing and launch…
The fedility driver bumped my car here in wesbank there by Zonke, its his fault i gave him space to pass but turned to my car we were already on the pavement so my question who is gonna pay for this damage and i just bought this car on december?
I was required to take my first RMD this year. I reqested 30% be withheld for Fed taxes + 10 % withheld for State Tax. FIDELITY withheld a total af 95 % for tax purposes leaving my wife and I with virtually nothing.
I have spent almost 2 hours on the phone with Fidelity hoping for some resolution. 5 customer service representitives left me so frustrated i couldn't take anymore. Do not trust these people with your money ! I am pulling out all ibvestments as soob as possible, you should too !
This company is unable or unwilling to change my phone number in their file because I do not have a US number. Thus, my account access is denied. I am incurring losses.