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Business Profile

Mutual Funds

Fidelity Investments

This business is NOT BBB Accredited.

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Reviews

This profile includes reviews for Fidelity Investments's headquarters and its corporate-owned locations. To view all corporate locations, see

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    Customer Review Ratings

    1.21

    Average of 205 Customer Reviews

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    Review Details

    • Jonathan H

      Date: 09/19/2022

      have been trying to collect my pension plan for a few months . Each time I call I get different answers. The customer support people are not educated or trained to assist me or probably anyone else for that matter. With each call they tell me its something else i need to submit. Something has to be done ??

    • Shemeeka H

      Date: 09/06/2022

      Terrible company to invest in. Fidelity had a promo to give $100.00 to anyone who open and account and invest at least $15. I did that. I then started to invest as I would get paid from working. I decided to close my debit card with them because the customer service sucked. Next thing I tried to log into my online account and was told I could not log in because everything has been frozen and they will not tell me why. I repeat my asked why and even had management tell me the same thing. They told me my business will be better elsewhere but without reason. I then requested for my funds to be given back. They gave me the ring around and would tell me many reasons why they could not. I finally got my funds back but I want to warn you if you or anyone you know is looking to invest with Fidelity investments think twice! Matter fact think more than twice! I WOULD NEVER RECOMMEND!

    • Caryn G

      Date: 08/31/2022

      Mayhem! Almost murder on my part. I attempted to withdraw a 401k beneficiary account. After speaking for well over an hour with one rep, I was under the impression I could withdraw the entire sum and either roll it over to an *** or pay fed/state taxes on my own. I opted to take the entire amount and my husband and I could decide about the taxes or ***. When I received the check it was ********** 15 grand for federal taxes and one grand for state. I called Fidelity back up and said there was a misunderstanding I thought I was going to get the entire amount and then I myself would either choose to pay taxes or roll it over. I encouraged them to review the phone call and gave them the name of the representative, the exact time of the call and the date. They never called me back. A week went by and I got in touch with them and after explaining the situation to six different people starting with the same thing - my first and last name and how could they help me?- I was finally connected to a rep who said, I understand what you want. You want us to cancel the check we sent and rollover the entire amount to an ***. I was ecstatic! She worked with a colleague for 10 minutes on the telephone and finally told me she was going to transfer me to someone who would finish the process. She transferred me to the wrong department where I had to go through the entire thing again. Finally after the sixth time someone came on the line and said it was too late taxes were done I was ***. I was so frustrated I broke down and was crying at ******** They better start training their reps better or else somebody such as myself is going to become even more unglued!

    • Sophia W.

      Date: 08/23/2022

      My 401k was stuck in limbo for 8 months and still hasn't been successfully transferred out. I've contacted customer service 10+ times and still no solution. This means that interest for 401k in these 8 months have been completely lost to nothing.

    • Dolores H.

      Date: 08/23/2022

      I have been trying to collect my pension plan for over a year now. Each time I call I get different answers. The customer support people are not educated or trained to assist me in a QDRO Pension plan. I spend on average of over an hour trying to get answers each time I call! I have been left in tears and my blood pressure sky rocketing!!! The rating on the internet(one star for customer support) reflect my dealings with this company.

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