Fidelity Investments Reviews 1,026

The Active Trader Pro app may be the most buggy worthless piece of programming I've ever come across. With a 15.5 billion market cap, you'd think they could afford to make a functional interface. Get it together 👎👎👎👎👎.

The do everything they can to make transferring shares out of Fidelity as difficult as possible. The form is ambiguous, the information needed to complete it is in two different locations in your account information. They don't contact you via electronic messaging or telephone at all. Instead, they send their excuse via regular US mail, and that takes over two weeks. The only way to find out what is going on sooner is to message or call them when nothing has happened. Then, they come up with a different reason why the transfer can't go through every time you contact them. The goal seems to be to hang on to your investments as long as possible, even though it is clear you want to move them to another brokerage. In my case, all I wanted to do was transfer shares to my daughter as a graduation gift.

I contacted the company Fidelity Investments and was connected to a case manager identified as CURTIS . No employee identification number or extension was provided during the call. The representative’s conduct was unprofessional and discourteous, and no meaningful assistance was offered The call was 29 minutes with absolutely no help

I would have given zero stars if this was an option. Fidelity's customer service has gone from bad to worse. It's almost impossible to reach anyone by phone and responses to emails are late and incomplete.
So disappointing that a once okay company now treats its customers so badly.

Their customer service is non existent. I withdrew some funds 2 weeks ago and they sent them to an old bank account I had closed about 10yrs ago. I phoned them immediately and the person I spoke to was absolutely hopeless and could not give me any idea what would next. I then messaged them 3 times over the next 10 days and the only response I got each time was to say they were looking into it. The funds then returned to my account but they never even bothered to tell me. Now I don’t know if I have lost money as the selling price could be lower when I withdraw the funds again. All in all it has been a complete shambles and an experience j wouldn’t wish on anyone.

The website is overly complex.

The customer support is laughable. I had my hearing aids in and the volume on my phone turned up to the max. Yet all I heard was jibber-jabber from a far distance.

The arrogance of the code writers said I was inaccurate in entering my birthdate. Even as I was entering day, month and date, the error message continued to blare at me in red ink.

I am so frustrated that I will withdraw all my funds next week.

Protect yourself: avoid all these inanities by using another investment firm. Fidelity may have been good once but it isn't now.

fidelity does a great job of holding onto your money and not giving you access to those funds until 14 days or more later. Their mobile app is nice but then they randomly change values without any notification why or even when they decided to limit you. As a banking company they are horrible, as a place to use as an investment company they are average at best. ive been using them for over 25yrs and its gotta worse every year.

Tried to sign to do a QCD from my IRA.
Entered my username and password. I was prompted to pick a phone to get a security code but they said they couldn't call that phone. (They have done so many times in the past.) I started over but they still failed.
I tried having them call on a different phone and that time I got the code. I entered the security number but they said they couldn't connect me to the site.
Stick with Vanguard! It's easy!

Haven't deal with them for a very long time the time that I have they were professional when it comes to phone calls I can't say if they were knowledgeable having trouble withdrawing money for the past month now. And that's cuz they prefer to have the money in there but that's not their choice to decide I done it before it's not hard to withdraw money they make it hard for you

Fidelity made an unauthorized withdrawal from my account. A substantial sum. This involved a ladder cd adjustment with auto renewal. They admitted the mistake and confirmed by historical transactions that the event did not happen as they described. Fidelity says that even though it was their mistake it is under investigation and for this reason they cannot return my money. Really?

Horrible experience ! The overall process with pay lacks transparency

Not a great experience ! The overall process with the interest rate is poor and i will not encourage anyone to continue here but rather follow my photo lead for a better alternative and a smooth experience .

M͏y͏ e͏x͏p͏e͏r͏i͏e͏n͏c͏e͏ w͏i͏t͏h͏ F͏i͏d͏e͏l͏i͏t͏y͏ w͏a͏s͏ e͏x͏t͏r͏e͏m͏e͏l͏y͏ d͏i͏s͏a͏p͏p͏o͏i͏n͏t͏i͏n͏g͏. B͏e͏c͏a͏u͏s͏e͏ o͏f͏ t͏h͏e͏i͏r͏ l͏a͏g͏ i͏n͏ c͏l͏o͏s͏i͏n͏g͏ t͏r͏a͏d͏e͏s͏, m͏y͏ a͏c͏c͏o͏u͏n͏t͏ w͏a͏s͏ c͏o͏m͏p͏l͏e͏t͏e͏l͏y͏ w͏i͏p͏e͏d͏ o͏u͏t͏. I͏ r͏e͏c͏o͏r͏d͏e͏d͏ m͏y͏ s͏c͏r͏e͏e͏n͏ a͏n͏d͏ s͏h͏o͏w͏e͏d͏ t͏h͏e͏m͏ c͏l͏e͏a͏r͏ p͏r͏o͏o͏f͏ o͏f͏ w͏h͏a͏t͏ h͏a͏p͏p͏e͏n͏e͏d͏, b͏u͏t͏ t͏h͏e͏y͏ r͏e͏f͏u͏s͏e͏d͏ t͏o͏ a͏c͏c͏e͏p͏t͏ r͏e͏s͏p͏o͏n͏s͏i͏b͏i͏l͏i͏t͏y͏ a͏n͏d͏ l͏e͏f͏t͏ m͏e͏ h͏a͏n͏g͏i͏n͏g͏. F͏o͏r͏ w͏e͏e͏k͏s͏ I͏ t͏r͏i͏e͏d͏ t͏o͏ g͏e͏t͏ h͏e͏l͏p͏ a͏n͏d͏ g͏o͏t͏ n͏o͏w͏h͏e͏r͏e͏. I͏t͏ w͏a͏s͏ o͏n͏l͏y͏ a͏f͏t͏e͏r͏ I͏ i͏n͏v͏o͏l͏v͏e͏d͏ N͏o͏r͏d͏v͏αu͏l͏t͏s͏ a͏n͏d͏ t͏h͏e͏y͏ o͏p͏e͏n͏e͏d͏ a͏ d͏i͏s͏p͏u͏t͏e͏ o͏n͏ m͏y͏ b͏e͏h͏a͏l͏f͏ t͏h͏a͏t͏ F͏i͏d͏e͏l͏i͏t͏y͏ f͏i͏n͏a͏l͏l͏y͏ p͏a͏i͏d͏ m͏e͏. B͏y͏ t͏h͏e͏n͏, t͏h͏e͏ d͏a͏m͏a͏g͏e͏ w͏a͏s͏ a͏l͏r͏e͏a͏d͏y͏ d͏o͏n͏e͏. T͏h͏i͏s͏ w͏h͏o͏l͏e͏ p͏r͏o͏c͏e͏s͏s͏ w͏a͏s͏ s͏t͏r͏e͏s͏s͏f͏u͏l͏, f͏r͏u͏s͏t͏r͏a͏t͏i͏n͏g͏, a͏n͏d͏ s͏h͏o͏w͏e͏d͏ m͏e͏ t͏h͏a͏t͏ F͏i͏d͏e͏l͏i͏t͏y͏ d͏o͏e͏s͏ n͏o͏t͏ v͏a͏l͏u͏e͏ i͏t͏s͏ c͏u͏s͏t͏o͏m͏e͏r͏s͏ o͏r͏ t͏a͏k͏e͏ a͏c͏c͏o͏u͏n͏t͏a͏b͏i͏l͏i͏t͏y͏ f͏o͏r͏ i͏t͏s͏ o͏w͏n͏ p͏l͏a͏t͏f͏o͏r͏m͏ i͏s͏s͏u͏e͏s͏. I͏ n͏o͏ l͏o͏n͏g͏e͏r͏ t͏r͏u͏s͏t͏ t͏h͏e͏m͏ w͏i͏t͏h͏ m͏y͏ money .

I recently opened a personal checking account and it's been a nightmare since. I tried to fund the acct and sent a wire 3 different times but every single time it got rejected costing me a wire fee and lots of wasted time. JP Morgan Chase that Fidelity works with for incoming wires apparently is incompetent just like Fidelity. Once I funded the acct through an ACH payment, my acct was restricted and I have not been able to order a debit card. I've called multiple times and spoke with different teams and nobody has been able to help me so far. I'm already considering closing the acct and going elsewhere and I just opened my acct.

This platform is horrible for trading executions. The execution time lags and you don't get fill orders on limit orders although it trades under your limit multiple times. The customer service reps makeup excuses but this doesn't happen on any other platform I do not trust it. Nor does it give you the balance you have left in your account after you make trays in real time you have to wait till the next day to see how much money you have left! 😳 It's really an incompetent joke I stick to Robin Hood and Webull with no issues. I'm in the process of removing my IRAs from Fidelity immediately.

Website and phone app are awful. Customer service is awful. They are the best at leaving you on hold for an hour though.

they limit what you can buy and sell even though every other stock brokerage allows you to trade freely.

I have been trying to work through my late father’s investment with fidelity. They are a nightmare to deal with. I send messages via their secure message portal which they simply don’t read. When you try and phone- they don’t answer. I am at my wit’s end. They are so unhelpful

Poor customer service and retaliated by closing account when confronted about their corporate mishandling of account.

Overall, I have been very happy with Fidelity's service and my accounts there. Both my wife and I have accounts through Fidelity. When I call in, my wait time is short and they have been efficient with answering my questions. My wife's account is restricted to what can be traded even with a brokerage link, but this is her company that restricted investment choices not Fidelity. I also like the fact they invest money that is not being traded by default in their money market that has been returning about 4%. Schwab doesn't do that with my account with them.