Fidelity

00 ( Ten thousand dollars and no cents ) On may 7th 2019. 00 ( one hundred thousand dollars) was made to my fidelity checking account. 00 fee charge by Bank of America. I pay my bill thru on-line banking and have several bill posted to be paid from this account this week.

I have a copy of the check that CLEARLY shows the Ten thousand dollar to be deposit. We call and talked to several people at fidelity and said nothing could be done and to call back Monday. This is incompetent behavior of some employee on fidelity and Bank of America part and should be fixed immediately .

I do not have any confidence in Fidelity as they cannot read numbers and could care less about the problems they are causing us.

I have been trying to collect my pension since January. Very simple plan. The documents have been in the legal department for months with nothing happening. I call customer service and they cannot transfer me to anyone to get answers. I literally call everyday.

All I can get is we will reach out to that department and ask them to update you. I have been told several times that I will receive a call back. Not once has anyone called to update me or tell me whats going on.

In 5 days my commencement date will change again. Do not invest with this company and definitely do not set up a pension. I just got off the phone with an attorney who tells me he can have this taken care of in a couple of days.

Sad that I had to call an attorney to get money that is mine.

next day she called back and said the review was not being done and I needed to call my company contact. I asked cheryl 8 times to connect me to her supervisor and she refused, jokingly telling me to call the owner of fidelity the qdro has been thrown out and now will incur more legal fee on my part. WORST CUSTOMER SERVICE IMAGINABLE!!!!!!!!!!!

Are you aware that your employee in Lincoln, California sends messages like this? (See image and URL below.) He is harassing Saira Rao, an attorney and publisher who ran for Congress in Colorado last year. She speaks openly about the racism and misogyny she encountered as a woman of color.

Does Jeff Geslison represent your corporate culture? Is this the kind of person you want representing Fidelity to customers and investors?

Monday 4/ 8/2019. I lost a profit of approx. $710. Please respond

I have been trading options for 15 years and Fidelity would not turn on options trading ability for me. when i ask why, they give no reason other than "they can approve me" . I asked many times, "for what reason am i not able to trade options from my account?" and get same generic response of "we cannot approve your account for options trading"

keep in mind, I am only asking to the ability to BUY options on my account, not margin or anything like that. BUYING an option is no different than buying a stock in terms of risk, the most you can lose on either is your original purchase cost.

Funny thing is, i am approved to buy stocks but not options, which is 100% illogical and they wont explain why i can do stock purchases but not options.

Even more funny is charles schwab opened my options…

On 4/5/2019 A deposit for $660 was deposited into an account other then mine and informed by the most arrogant supervisor it was a problem not of great concern and refused to give a courtesy credit even after taking accountability it was Fidelity mistake and told me there was no time frame governing regulations on when I should expect the money to be taken out of the person's account who has the money even though no discrepancy the funds are in the wrong account and my money.

I explained to him I was unable to get prescription medicine and needed the money to be returned into my account without an ambiguous response of when he has time to formally investigate and then said the person account that the money was put into has to agree to return it.

The funds were from the Department of…

In the last two weeks I have tried to contact a representative on 5 different occasions to no avail. I was put on hold for over 20 minutes each time. never did get to talk to a representative. Worst customer service anywhere.

Seriously thinking of taking my accounts elsewhere.

On December 31, 2018, I received my last check for the year which was 65% less that it was supposed to be.

Two weeks prior, I signed up for a 401K plan and elected 1% of my check to be deducted, which amounted to $25.62 per pay period, per your website. When I received my final check for the year, the amount was 65% less than it was supposed to be. That is $1459.00 that was deducted when it wasn’t supposed to be.

On December 31, 2018, I called Fidelity to question the huge deduction. They stated that with the holidays I would have to call be on 01/02/2019. So, on January 2, 2019, I called and explained to them the amount that was deducted from my check was not authorized and asked what I needed to do to receive my refund. I immediately changed by deductions to $0. They opened a case on…

As a result of the service and information I received from Fidelity customer service department, My Loan defaulted despite the fact that I had sent a bankers cheque to Fidelity via UPS and which the customer service personel had acknowledged was received on time. I need someone that truly cares about customer service to get in touch with me at 281-948-8964

Argosy University is bankrupt because of Dream Center Holdings stealing money from students. Now, they are not paying faculty and staff. Fidelity will not believe faculty and staff a terminated unless they have a payroll, I am caught in this endless loop of non action and need to pay for my mother's co-pay for a rehab unit and my bills. Will I have to declare bankruptcy and endanger my mother because I cannot get this situation resolved. See https://www.azcentral.com/story/news/local/arizona-education/2019/03/15/argosy-university-delays-final-paychecks-employees/3177328002/

By the way, faculty and staff had there email turned off before the message came out about the missing payroll, When I called Fidelity about this situation I got "you have to wait 1-2 payrolls before..." If there is to…

My children have 401k beneficiary accounts with fidelity after losing their father 2 years ago. I was asked by fidelity (after 5 phone calls over a 3 month period of time with different people and answers each time) to submit court documents to prove conservatorship since they are minors in order to have access to their accounts. After being advised by my financial advisor and the estate attorney that the accounts needed to be distributed within 5 years of death into their restricted account (called out in the court document), I contacted fidelity to start that process. I was told that the funds are to be kept within the fidelity accounts in accordance to the court documents and nothing can be done without another court document requesting release of the documents.

Keep in mind, all of…

My wife is trying to work with fidelity for about a month after her fathers passing. He has an account with $700k+ in it and she is listed as POA. She has worked with ISG, the dept supposedly doing this. After sending many, many forms, some notarized from her and her brother, making a 5hr (oneway ) trip to Fidelity office, we are hearing nothing back, just voicemail. They say they have been calling but no calls listed on 4 phones. He has 2 trusts, 1 listed with Fidelity specifying his wishes and they are not honoring POAs that allow her access so she can pay her mothers medical bills. Her mothers in in a memory care unit and unable to handle her affairs. Another person appeared, Ryan Lorence and does not return calls.

This is horrible customer service and is causing unneeded aggravation.…

Your Palm Beach Gardens office never answers the phone. When you walk in there is someone at the greeting desk. Why can’t they pick up calls and take messages. If you go to your 800 number, you wait at least twenty minutes anytime, any day for someone to pick up who is helpless and transfers you so you can wait another ten to twenty minutes.

That is why your customer service is rated one star in the web. At least you haven’t exported it like Dell or Xfinity which are rated lower. You have gotten so large that customer service is no longer a corporate priority.

Fidelity consistently proves to be non-caring of its customers and unaware of the tax implications of closing a 401K plan. After following their customer services instruction, completing all the forms, including one that limits the withholding tax, they still managed to get it wrong.

Like many other complainants, after several months of inquiries, a formal complaint issued and support from the company 401K plan administrator, Fidelity still stands by their position that the withholding tax was correct and was not willing to make any restoration for withholding double the amount of tax than they should have.

Even after I provided Fidelity the tax treaty, with completed forms and the Treasury Board Regulation that covers the reduction in withholding tax, Fidelity still insisted that their…

I been trying to disable 2 step authentication for 3 days. I've spent hours on the phone with Fidelity agents. The process to disable the 2 step authorization requires a code to be sent to your phone. but I wasn't receiving a phone call with a code which is why I wanted to disable that feature.

There were times during the process of helping resolve this issue, when I was given the choice of getting the code through my email, but that option isn't available to disable the 2 step process. Fidelity is blocking access to my account by this process and is not offering a work around.

I have a trust, I am suppose to have someone named nahida a. as contact. she never answers email, and I have a new bank account to give her. I have no ph no and also where is she? VIRGINIA BRPWM TRUST Y97032278

My doctor says I need a simple surgery to fix a problem with my toes, otherwise I could get an infection and therefore lose my toe, my foot, or my leg. I don't have the money for this surgery and my insurance says they wont cover it unless I pay $1,000 up front plus 20% of the bill.

I don't have that kind of money, I BARELY pay rent as it is. It's bad enough they take money out of my pay for this idiotic 401K, and now that I NEED money for foot surgery, I can't even get any of MY OWN MONEY from MY OWN ACCOUNT!!!

They want to give me a LOAN (!!!), which I can't afford because I make a low wage as it is, and having all these medical deductions for insurance is a huge strain on my pay in the first place!!!!

Now I'm at risk of getting infection in my foot, losing my toe, my foot, or my leg…

I have been attempting to have a sit down as of 7/24/18, with my money manager. I am going to be 70 this year and wanted to take the steps for my future retirement. After being a good customer for 35 years with Fidelity , I though it would be easy to get an appointment, NOT the case.

I know I'm not a big investor (400K), but not a very happy investor right now. I don't want to hear any more music on YOUR answering services. When I was still working, the company I was working for was going through a slowdown, jobs were being lost.

We had a meeting with our VP, he said something that stuck with me. ' He said he liked when when a customer called with a complaint" he could fix the problem. His fear was the customer that did not complain, the customer just moved to another company.

For the…

I could not find a format for compliments, so I will use this. I wanted to sell some stock, and needed help. I had the physical stock, and could not figure out how to dispose of it. I went to your location in highland park, and spoke to Ms Janine Miles.

She spent the time to help me create an account, and helped me process the paper stock. Will you please give her an "Atta Girl", for me. Regards, Jim Sandstrom

Fidelity may have a decent brokerage acct, but their customer service is atrocious.

I went online a little over a week ago to fill out the form to have money transferred from my bank account to my Fidelity IRA. After completing the form to have $100 taken out once a month starting September 1, 2018 I received a message that it didn't work and to download the pdf and mail it in.

I did that and the day I mailed the form I get an email saying that the electronic form went through. I emailed stating that I mailed in a form as well and please disregard one of the forms. They replied with Fine, we'll take care of it.

Yesterday I get an email stating that $200 was taken out of my account yesterday July 31,2018! I called and spent almost an hour (mostly on hold) only to be told I could not get my money back because of IRS, IRA , tax ridiculousness.

I had them cancel everything…

To Whom It May Concern:

I believe that I have experienced inappropriate, unprofessional and gender bias behavior in my interaction with Amanda in the "At Risk" department during our phone conversation initiated at 8:30 a.m. EDT on 7/6/18. I formally request that the recording of our interaction be reviewed to determine the appropriateness of her actions. I contend that she was hostile, she misrepresented and misquoted me, and she made certain inaccurate and incorrect assumptions based upon my gender.

Please advise me if these means are not sufficient for a formal review and response.

Please also advise me the of the status of my compliant and the status of my account at your earliest convenience.

Kind regards, Kevin D. Harris SS #074-62-0525 Mobile #201-312-1395

I have been trying to get a problem resolved over my Roth investment draw that I set up with you all and even though I have called in several times you just can't get it together. 95 fee every time you make this error.

In June I called and escalated to a Supervisor by the name of Jason Frischknecht who assured me he would get this resolved and would call me back in a few days to confirm. It has been two weeks, Jason never bother to call me and the problem still continues.

it is not that difficult and yet you can't get this fixed why????????????????????????????? Jason not calling me back nor resolving this issue is UNACCEPTABLE!!!!!!!!!!!!! I have been waiting on hold now for more than 23+ minutes and my time more valuable than to micro-manage my investment firm!!!!!!!!!!!!!!!

I I spoke…

Keeping me from logging into my account... I needed to call security to unblock my account,,, I was told to send proof of identification. 3 different machines mind you,my licence expired March 21 and I needed money to get this straightened out .

My utility bill was not current. I went to providence and let them fax. I was told i could not unlock my account. Asked for ss card i misplaced. A front desk gentleman helped me with this.. Told to comeback the next day with my ss card and a current utility bill.

and I would be good to go. and i am getting so upset and sad... Still no go. I was humiliated by asking me personal questions like borrow the money from someone, Why don't I have any money left from my ssdi check.

I was crying and why would they ask me personal questions like that . It…

Hi, I made a mobile transfer yesterday but I haven't received any credit alert and my account was not credited with the amount transferred. I still confirmed this morning when a transaction of N10,000 was made to me I received the alert but the yesterday transfer of N30,000 still didn't reflect.

Kindly look into it as am getting irate with your mode of service. Warm regards.....

I was a victim a fraud. Someone claimed they were with fidelity investments and were not, they were supposed to be a community org helping families. I'm a single mother of 4 who works my ass off!. Anyways they gave me a check, I went to my branch and asked them questions about the check and procedure, They took the check and there was a hold on the check, the man George informed me no reason to be alarmed its a procedure they to make sure their are funds in the account before they release the check, its to PROTECT their customers. Well I checked my account went in to the bank asked again if everything was ok, the lady said yes and gave me a cashier check, which is supposedly guarantee money,

Anyways they gave me the cashier check I paid the bill that the people were paying and then two…