Fidelity

I am complaining about the executive service at Fidelity. My first meeting was a zoom meeting and I had to notify Fidelity to get the info for meeting and the person that I was supposed to meet with was out.

So Susan Kim took the meeting but was not familiar with the account. My second meeting was with Susan Kim but she was a no-show. When I called they said she had an emergency but failed to cancel our appointment.

I am very disappointed in the executive services at Fidelity. You would think they would treat their clients better. I won’t be using them again!!!

Fidelity was sent 2 checks for deposit totaling over $130,000. Fidelity refused to accept the checks that were made payable to my sole proprietorship business even though they had done so previously. Fidelity did not promptly return the checks to me.

A Fidelity representative provided false information about the return of the checks. Prior to this, I always had received excellent service. My impression of and confidence in Fidelity has been greatly diminished and I intent to move my assets to another financial broker over time.

The worst website I experience so far among all financial institution.

First , I want to clarify all associates from Fidelity are very kind and tried their best to help me go through the challenge. The real issue is with their IT. I don't know what's going on with the website.

Simply adding one more owner is not an issue in any other sites. But not in fidelity. Even I visited their financial center, associates still can't achieve it through internal website and I have to go through the manual process.

The silly thing is my account lost certain features after change. I have to give calls to handle all these issues. Fidelity management, you need hold your IT department accountable and test the business processes properly. Without your nice frontline teams, I will move all my accounts out.

My son William, who does not have power of attorney for finance for me audited my accounts. He discovered what he thought was fraud. Fidelity Did not check if he had Power of Attorney. He processed to report fraud and have my cards and accounts frozen.

What he thought was fraud was actually not as I authorized the transactions. I had a stroke, cancer and ear surgery during Covid. I already signed a paper for Fidelity fraud investigation but have received no reply. My caretakers account has been frozen for 90 days.

I want her Chase account unfrozen and if not I am contemplating a lawsuit for negligence and not performing fiduciary duty. Stephen B Wilson 253-906-4849.

i was transferred to a gentleman identified as a supervisor. i explained my problem and told him i had paperwork to backup everything i was telling him and would be happy to send it to him. His response was his phone would not take incoming calls, he did not have a email address, there was no way to contact him.

Basically go away, that was the end of the conversation. If you are interested in dealing with a company that has zero concern for resolving a problem or issue, or at least explaining there side of the issue, Fidelity Investments should be #1 on your list.

I recently linked my bank accounts to receive money from my 401k and make loan payments. I connected my account to obtain a loan from my plan on October 31, 2022. I submitted a loan request the same day. I should have received the loan via my linked account.

Instead, I was mailed a check that I'm unable to cash. I've tried several banks, Walmart, and mobile apps. I called customer service early today and told the woman I couldn't cash the check and tried explaining that the money should have been sent to my connected account.

I asked if the check could be voided and the money sent electronically or the loan canceled so I could redo the whole process. She kept telling me that the option would be to issue another check. This was after I repeatedly told her I couldn't cash the original…

I was trying to move money from a Rollover IRA to my TPMG plan 1. Got transferred to a representative called Logan.

I am unable to tell you how unhelpful he was. I have been on the call for 1 hour and 22 minutes and he has been unable to get the job done OR get me to a supervisor inspite of repeat requests to do so.

I told him I did not have too much time but all he does is tell me it will be another 10-15 minutes and disappears. He then returns, just as clueless and is not able to explain why this is not being done or how much time it will take. .

Is this what TPMG is contracting with Fidelity ? The customer servcie is unacceptable. I will write to my HR too.

Logan kept lying to me and putting me on hold. again and again and again. All this time, he kept promoting himself by saying he…

I am the executor of my moms estate which is invested with Fidelity.

First of all on 3 separate occasions my address was updated and not one person told me I had to wait almost 2 weeks each time before funds could be distributed.

Also Fidelity has all my bank account information as well as the Estate account information and they MAILED a CHECK to the wrong address! I will never use anything associated with Fidelity again!

I'm being accused of cashing a check two times. paid paid a returned check without letting me know which they paid and now have a lock on my money I need to pay my light bill.

Our accounts were penetrated and funds of $3.000 were taken. This happened three weeks ago. Sinc then and including today, I have not been able to view my accounts due to the accounts being frozen by the fraud dept. Several 45 minute wait calls to the fraud dept says they are not finished. According to my brooker, everything was completed last Monday. Seems like the Fraud Dept is trying to capture the people who took the money and will not release my accounts. They, the Fraud Dept. ssid they would call me today but no calls and I am not going to try calling and waiting over 45 minutes to get through to them. There must be something to require Fidelity to get my accounts back to me.

Very Frustrated

Funds were transferred without consent or confirmation on my behalf causing hardship to me and my family. They escalated the issue but it felt like the run around. O. Box to write a letter.

Spoke with 3 different CSR and was given conflicting info. from all CSR. They are the worse. Not sure who provided them with training but clearly they have no idea of the rules and regulations or guidelines. Not one Rep.

was able to explain or even give me details of how to proceed forward with my withdrawal.

To make a long story short Merck transferred my pension to Fidelity in July of 2022 after I had already submitted the proper paper work with Merck to start receiving my pension in October. That's when it all started to fall apart.

Fidelity had no information on my pension in my portal for over a month. Then the form I had filled out in May with Merck some how never arrived at Fidelity although I was told in September by three different advisers it was being reviewed but I should be on schedule to receive my pension on time. Never happened.

On the Fifth of October a new form was mailed out to me that arrived on the13th. Now I am told by a supervisor I must still wait for another form to fill out in witch I will receive in Seven to Ten days.

WOW Obviously some of Fidelity's customer…

About my moms retirement claims

randomly glitch outbound wires, randomly lock account out of trading strategies, customer service lies. park your money anywhere else. its shocking how incompetent they are.

Right after my husband and I requested to replace our financial advisor Jess Perez for kept pushing us to invest (and pay large commissions) our few million dollars held in Fidelity accounts, instead we invested some in buying a house in Nevada to be close to our family when growing old and are now in process of moving there, Fidelity, (we strongly believe Jess Peres is behind this) restricted and blocked our accounts without providing a reason.

I personally spoke with a couple of Fidelity supervisors requesting a reason for blocking our accounts, but none of them could provide the reason why they restricted and blocked our accounts. At the same time, they took my Durable POA away restricting us from moving our funds to our Familly Living Trust.

They are abusing their powers, and we…

I have been sending documents after documents for a claim since June 2022, and here it is the end of September and I was told only one document to verify address doc was needed and that was the final doc needed, I send it and now being told they need further docs….

Come on, legal docs have been sent and now additional docs, and nothing can be faxed only mailed out… I wouldn’t advise anyone to use this company and leave anything to love ones…. They are full of games… the claims department never talk with you, so you really don’t know what’s going on…

11 months with no resolution or contact info for separation of assets from PepsiCo 401k survivor benefits or in separation of assets from divorced spouses account held at Fidelity Advisory.

Survivor services support is terrible.

National Financial Services, LLC never answers phone during business hours.

11 months of run around. Case number - W118953-03Nov21

I spent the ENTIRE day on the phone with a clearly unqualified customer service rep which btw happened EVERY time you call in to walk me through getting my sons college 529 account closed because he needed books for his 4 classes this semester. I was verified, then told I needed to go to the bank and get a notarized statement in order to wire the money instantly into my account for him to use for class this evening.

After another hefty hour or so on the phone while trying to upload the information they requested the site comes back with the message it is temporarily down. I was then routed to the bullshit supervisor Patrica of who then proceeded to tell me she needed to hang up bc she couldn’t handle My yelling after I was told now I need to physically drive to a branch and

hand in the…

I did a mobile deposit on my Fidelity personal account ending in 9656 on 8/23/2022, The check was a loan proceeds check similar to a cashiers check for the sale of a vehicle. In the amount of $18,000 It was supposed to be available to withdrawal by 8/30/2022. The check was issued by grand savings bank in Fairland Oklahoma. I attempted to make a purchase Once waiting period was over With debit card and it was was rejected.

I contacted Fidelity‘s customer service and Got transferred to “FerNando”. It wasn’t made clear to me if this person was fraud prevention or risk assessment. 1st person I spoke was operator then Fernando , which he reported back to a 3rd individual .

He informed me there was an issue with deposit. He questioned me about the origin of check and his main concerns was , if…

I have contacted Fidelity at least 16 times for the same issue!!! To date, I have received no response or resolution to my problem. Every time I have spoken to a rep, I am told that someone will be in touch with me, but it never happens.

Good morning I am contacting you on behalf of my father's account Jack Groff who is deceased. Fidelity sent me a letter which in response I had sent all of my information. Two months ago. Now I have spoke to Ryan and Lucas in the 401k department.

Both men said info was received and my claim was being processed. Now I'm being told bo paperwork received. I have to start over. I have never dealt with such irresponsible service as I have from Fidelity investments. The employees you have working have lied to me.

If this isn't resolved I will be contacting an attorney. Thank you for your time Look forward to hearing from you. Lynda Grigg/ Groff

My father had a 401k plan through Fidelity and they contacted me. Father is deceased it's been two months of sending all of my information. Also numerous phone calls. Telling me it was being processed Now I'm getting different stories.

Claiming they did not receive paperwork. Lucas and Ryan both told me it was processed Now being told have to start process again. Thinking of calling an attorney. Jack Groff was my Father.

I had an annual review appointment concerning my account with Nick Cooper on 8/11/22 at 12n. Nick did not present himself at that time. I waited until 1215pm and made a call into Fidelity to question why there was not a meeting. Another agent answered the phone and placed me on hold to find Nick. After waiting for 3 minutes, the agent returned and told me:" Nick was not available and that someone would call me within the hour. That did not happen". I am very unhappy about the services from Fidelity. I have not heard anything or nor have I received any emails. Question: Will someone email me and explained what happen? Will someone make another appt so that I can get an annual review of my account?

Please Advise

Sincerely,

Bonnie J Mullins

00 naira on August,2019 for 3years. 59 is being deducted from d source on monthly basis. 38 as at today. Kindly,enlighten me on this issue. Thanks

After have been worked for IBM (in France and in US) for more than 30 years I decided to retire in August 2021. Since then I've been struggling to get my pension plan paid by Fidelity. ) as I worked for IBM France between 1989 and 2000.

In 2000 I signed a US contract and worked until August 2021. Taking more than a year to try to get my pension plan paid is definitely not a normal situation. How could we get this issue fixed?

I was referred to Louis Carrillo, an investment agent with Fidelity in San Antonio, Tx. I was given his extension and left a voicemail. He never returned the call. A person named Will Gerber did call me and after getting some pertinent information told me he would call me in about 30 minutes.

I emphasized again that I wanted to speak with Louis Carrillo. He confirmed that I would be able to get a appointment. Will Gerber called me back a day later and explained that because Louis Carrillo had recently been promoted, Mr.

Carrillo was not able to speak to me. Mr. Gerber then informed me of other personnel that could assist me. This is very offensive. I will go to a different company with my money.

My alarm went off in my house and I asked for armed response to assist. It has been 26 minutes and there is still nobody here. Surely this is not the service I am paying for? If it was a life treating situation we would be dead by now.

I called Friday and was told that I was going to be getting a check today considering I paid $25 for 2 to 3 day delivery. Now after much run around and talking to multiple people at the office we're told it could be as late as next Monday.

W are facing eviction and we're counting on this check and although they did acknowledge that the customer service rep did not give us the proper information they will do nothing about it what can we do to make this right immediately? And we were also not told that it was business days not calendar days.

Unfortunately our situation is such that this is a big deal. Perhaps not for most of you or a lot of your shareholders or account holders but for us this is a matter of having a place to live or not. Please call me asap. 517 214 8987

You idiots froze my wife’s password meaning no one ,including her, has been able to access her account to protect her assets or change strike prices on selling covered call options to give her some downside protection plus you bought 17 small positions in one day unauthorized in her IRA. She is not computer literate and can not change her password.

You won’t allow my access, even though I am the only one trading her account as her representative for 15 years without incident. You won’t let her change with fidelity help because you don’t want to know her password. You have no solution to you causing sizable loss of her assets.

You people should not be in business. Her losses continue unabated because you people are idiots. Any person who deals with fidelity makes a major mistake. Pamela…

This is the worst place to try and deal with your 401k Fidelity does not follow my employers plan. It clearly states in my employers rules for a 401k that we are allowed 1 outstanding loan at a time. I already had one and just paid it off to take out another one.

My employers rules are there is to be no waiting period to be able to take out another loan. Fidelity decided that they would make me wait 3 days for some unknown reason. Isn't this against the Law going against an employers 401k rules?

I applied for a hardship withdrawal from Fidelity Investments through my employer. My bank information for an electronic transfer was available and my funds were supposed to be electronically transferred on June 14, 2022. I started the process on June 8th and informed my landlord that I should definitely have the funds on or before June 15th.

According to the information on Fidelity's website and my portal, it states that the funds would be available on June14th and deposited into the account provided. Again, they had all of my banking information and STILL mailed the check out!!

Then stopped payment on the check that would have been going into my personal mail box and sent a new check via UPS to place in the front of my door where anybody could just take it! I don't understand why they…

I called on May 31, 2022 and took out a withdrawal for the total amount in my 401(k) I have in my receipt email notifications as well as a confirmation number for the withdrawal that I made on 5/31 confirmation number is 22150919W753. And 6/1 I received email notification from Fidelity that my Withdrawal request was approved.

I am not able to attach these emails but I can forward them I called again today June 10 to find out when and where my withdraw was because it wasn’t in my account yet I was transferred to Lance who was rude and unhelpful. He said it withdrawal on my account request have never been made I explain to him three times that I have a confirmation number and then I have email information I also have text information stating that them my withdrawal had gone through and…

Was working with an investment consultant in the Denver office, Robert Vollenweider. He set up a 1hr telephone conference on 5/31/22. On. that date and time he did not call or contact me to reschedule, I lost 1 hour waiting for the call.

I then used Robert's calendar and set up a telephone appointment on 6/1/22. He again never called or contacted me by email or text. I wasted another hour waiting for a call back. Very poor customer service and during this time market conditions were deteriorating.

The main purpose of my call was to find less volatile stocks and investment as I am over 70 and need to be cautious in my investments. 25999. She also said she would help, put me on hold 3 long times and said she or someone would contact me which never happened.

Now today I contacted a person…

I left technicolor in March 25 22 they have lied to me four time about my pension money me and my son is about to be out in the streets and these mf keep lying to me they have gave me 4 different dates about my money this is the worst company these funky CEO and the higher up people could care less I hope y'all lose everything sorry piece of shit I am getting me a attorney they have stress me out beyond I have 2 house I have lost because they haven't sent my money I don't ever want to deal with y'all anymore you get a half of star poor customer service

I got a person named Andy for my call about issues with an HSA transfer. You don't have a way to send commendations for employees or a survey so I wanted to send this so that he is recognized for helping me figure things out.

My call was answered quickly, he seemed knowledgeable about the entire process, and kept me on the line to call the company. I greatly appreciate his help and wanted to make it known to the company.

I just called to ask how I can convert to a fidelity go advisor option and the rep was so darn rude. He was of no help at all and was getting frustrated with me for no reason. He needs more training.

I ended up guessing how to open the account myself and hopefully it will work out. This is so uncalled for. I am very disappointed.

I spoke to a Fidelity advisor over-the-phone last month. I thought we were on the same page as far as needing tax advice and advice on investments. After a month of work, when I met with the advisor at the Cherry Creek office last week, I still didn't get what I needed.

My experience in working with him was disappointing. The advisor didn't make the initial appointment or let me know that I would be working with a team member first. He didn't let me know he needed the actual contracts behind the Trust or Annuity in order to move the accounts.

He didn't tell me what information to bring to his appointment like monthly expenses or my projected SSA and didn't get online during the appointment to acquire the information though it's easy to do. He was cold and on robotic autopilot during the…

My mother passed away in January of 2021. It took me from February of 2021 until May of 2022 to get an inherited 401k rolled over into an inherited IRA. I have spoken with at least 30 different people that I thought was helping me that didn't help me with anything.

00 even tho I didn't want to take a distribution until I had already had this rolled over into the IRA. As of December 2021 I spoke with someone at Fidelity and was told that the money wasn't invested in anything and was just waiting to be rolled over which I thought I had started the process in February of 2021.

NEVER received one statement from them in a year and a half. I feel like the incompetence of Fidelity employee's cost money out of my retirement and it utterly pisses me off. Supposedly calls are recorded for quality…

I left a company we had pension plan long story short I was supposed to get my money may 1 2022 well I didn't get it and the landlord had gave me the following couple weeks to move they selling the house so they supposed to exculsted because I had no where to go now they say June money be there and I end up losing the house the guy was helping me I didn't have the money do upset and

don't want nothing else to do with fidelity I had to begged the people to let me stay til june

Fidelity investments has my account blocked. I have called on several occasions to verify ot is me. I have written emails and submitted my id. And they have not unblocked my account. This is ridiculous. I offered to go into a branch and verify in person it is me.

And they have not returned my calls.

I applied to pull my pension down, I sent them everything they asked me for (I thought), after giving them a notarized document from my separated (8 to 10 years) wife saying she has no interest in my pension, then they send me this confusing, contradicting document (that I spoke with a couple of representatives about), they asked that I still send a copy of my marriage certificate, (you would think they would ask for proof of marriage before asking for the letter from my wife), anyway I send a copy of the marriage certificate, again, I had two representatives, a lady, and

a gentleman name (Bailey, who I spoke with on 4-27,or 28 not sure but I have it logged in my phone) , (please listen to calls) tell me after I clearly asked, say everything is good, both people told me everything was…

I recently opened and funded a savings and broker account for myself and some custodial accounts for my kids, after providing all the required account opening documents. My own accounts had restrictions and was asked to call a 1-800 number, the first time I called after trading time, the rep told me there was no note he can find, and advised me to call back during normal business hour.

When I did call the second time during the day, I was put on hold for 40 minutes, then transferred to their risk management department, a rep named Colin put me on another 15 minutes hold, then asked me why I was fed up with fidelity and decided to close my account in 2012?

And decided to open accounts again in 2022? I told him I cannot remember what happened 10 years ago, people open and close accounts at…

" After being on hold, rep answered and transferred me to proper person to answer. After 20 minutes of listening to repetitive music, I hung up. I tried again 2 hours later with same result. I then opened a chat and after waiting until rep answered, I finally got a person who started with Good morning which I said back and then nothing; the person obviously left until I finally hung up. Terrible.

I had a phone call today April 5 2022 around 4:00pm with a customer service rep to talk about my 401K and he was very unprofessional when I had questions that I honestly wanted answered because I wanted to understand more. He would moan and groan and even muttered profanity’s in a low voice that I could clearly hear.

I did not get his name unfortunately but his behavior does distance me from the company and makes me feel belittled for having to ask for help at all. I would appreciate if he was spoken to so that the next person will not have to deal with such a child like attitude when they have questions.

Verification for any old accounts is impossible and when asked for alternative ways to verify by speaking to a manager was told " we can't transfer you until your verified". The only solution is to continously call everyday to somehow magically know the verification question they ask you.

Knowing your social security number, address, birthday, username and password along with beneficiaries and account type, phone number or offering photo ID to be sent to an email or providing alternative proof is not allowed. I didnt even know I had an old fidelity account as it was employer who set it up over 8 years ago as a minor and I clearly do not know a hire or start date and

neither does the company anymore so I will never be able to "verify" or speak to a manager/ representative who can actually…

I have been trying g to withdraw my pension from fidelity since I retired ion November 30 2021. Every time I call they keep saying it is pending. The representative would not let me speak to a supervisor. Said I would receive a response in 2 days and still have not heard anything. Very frustrating!! And not happy

Fidelity has been a channel for investment for my wife and I for her 20-years. I am not a large investor in Fidelity, but I have a very difficult time trusting $1,000,000 of my wife and my wealth to an institution employing Advisors appearing to lack scruples, Fidelity management not responding to my escalation, Advisors appearing to lie to me, Advisors not respecting the time of customers, Advisors appearing to be driven by investment vehicles benefiting their own wealth, and advisors not fully analyzing my portfolio to enable the optimal advice for my future.

I had called the National office in Jan/Feb to discuss the creation of Roth and roll-over of a 401k. I do not have the name of the individual, but this person was a stellar representative of Fidelity; similar to the advisor I had…

my complaint with fidelity is that i got my income taxes deposited into my money market account and since i got that money its been a hassle to use my debit card not just that the risk department closed down my account and has a two week hold on my money like i said MY MONEY!!

now my bills are becoming past due i have no money for gas cant pay my car payment due this inconvenience and when i call they cant offer me no explanation mind you were talking 4,000 dollars and they cant give me a single explanation this is robbery at its finest if anybody else did this they would be going to jail for robbery its not ok and i want my money now before i file a lawsuit

When using the application to check on my accounts it seems more and more that it takes forever for the app to let me in and sometimes not at all. It's especially difficult during peak hours but I have had problems connecting during off hours as well.