Fidelity Investments

Ehhh, my service was okay when I showed up on Fidelity’s doorstep. They have keriugs and teas for you to brew in their lobby.
Two people sit up front manning the reception desk to help with your financial queries or any concerns you may have. I believe they also have advisers you can meet with in the back should you have set up a time. Unfortunately I docked 1 star as I previously called them in the Austin site asking if I could do a rollover for my 401k account in person since I had the check with me physically. They said ok they would but when I showed up they would not be able to due to this being a 401k retirement account but if it were an IRA a that would be ok, then proceeded to give me a 1800 number. Props for at least getting me the RIGHT department number to call so I could get my forms mailed to me and now I need to get them mailed away.
A bit old school but it looks like that’s how the 401k employment retirement stuffs works out. Other than that, they seem compent and you certainly want that when talking about your money!

It took me over an hour to sell a mutual fund. I go tossed around from person to person. And then they said the person I really wanted to talk to me would call me and he never did. I am most likely going to change investment companies.

If there was a «0» rating I would give that. Don’t think the word «star» even applies.
*********AVOID THIS INVEST FIRM**********
Have had numerous problems with how they set up accounts, lack of knowledge on how to fill out paperwork, how to move money from one account to another and everything else imaginable.
They set up an account in error, using the social security number of a deceased account holder. Now they have frozen the account, stopped the automatic bill pay, returned checks as NSF and I have to produce a 13 year old death certificate to re-​establish the account and release the money.
I STOOD at the counter, not in a cubicle or office, but STOOD at the counter for 2 hours and 50 minutes and now, 8 business days later, find out that they only had me fill out part of the paperwork necessary. I have now spent another hour on the phone trying to pull information out of them, they do not tell you what needs to be done, they wait for you to ask the right question.
When the accounts are re-​established, I will be moving the remainder of my money to Vanguard… I have already moved 2 of my accounts.
Unbelievable how they do business. Customer service is lacking. They are good at saying «I’m sorry» but that doesn’t pay the mortgage.
I’m now headed to my local bank (so I can avoid the Fidelity office) to have yet another piece of paper notarized… this will make the 6^th set of paperwork I have provided.
If you have accounts at this establishment, make sure they are set up properly and all necessary documents are in order, or better yet, TAKE YOUR MONEY AND RUN, not walk, but RUN to another brokerage firm.

Yes, reviewing an investment firm is a very personal thing that is tied to many emotions, so it is understandable how these ratings fluctuate like the market. Fidelity manages my retirement account with my employer and I couldn’t be more pleased with the top tier customer service they provide. Reps regularly visit our office to provide seminars and one-​on-​one meetings with the employees. Whenever I call their toll free number the phone reps are intelligent and friendly; you can tell that they have college degrees and extensive training. They are not just letting anyone answer the phone like they do at other financial institutions. I can easily navigate my benefits online and make changes. There are not many companies that offer peace of mind like they do and we don’t always get to choose who manages our 401K plans, but I’m thanking my lucky stars for Fidelity and all the help they have given me to improve my financial outlook.

I went in very skeptical after reading some unfavorable reviews, but my experience was superb! I set an appointment with Trent to help me understand more about my investments and to plan for the future. Trent was very friendly, patient and extremely knowledgeable and helped me set realistic goals for retirement. I would highly recommend Fidelity to anyone looking to invest on their future!

If I could give Fidelity less than one star I would. Fidelity used to offer great customer service. Now, after being a loyal customer for over a decade and having my entire life savings there, the customer support staff is rude, arrogant, laughed at me, tried to tell me my CPA is wrong, refused to give me his rep number. The individuals that treated me this way were ROB TOLLETT and his supervisor STEVE BURNETT. These two wasted about three hours of my time, told me I needed to fill out a form and fax it back to them. When I received the form and filled it out they then said I had to mail it back… thus missing the deadline. They said they did not have fax numbers for other departments of Fidelity. They said they could not give me the local number for the Austin Fidelity branch. Quite frankly, they are liars, not helpful, rude, inept and try to give TAX ADVICE when their website clearly states that they do NOT give tax advice.
Unless you want your money to go into a black hole and be laughed at by customer service when you need help, I strongly suggest you do NOT invest with Fidelity. I am closing my accounts [$ 150,000+] and moving everything OUT of Fidelity.
Adiós Fidelity… not nice knowing you… and your mutual funds stink!

******Please, please read this before you open an account with these guys!
Their high-​level mantra — «If you have less than 250K to invest, we will treat you like dirt!!!»
My company hired them on to manage all it’s employees 401K account. I thought it might make life easy if I consolidated by transferring over my Roth IRA and Brokerage accounts to them as well so they are all under one investment portal. Fast forward 2 mos later and I am in the process of closing all my accounts with them because of their lack-​luster and rude customer service, When you call to make appts (which btw took me three tries before I got to speak with a real human) with them, be prepared to wait at least 2 – 3 weeks before you are given a 30min appt. After that, be prepared to waste another 6 weeks before they can «process» the paperwork to facilitate the transfer of your Roth IRA account. In between they will not return your voicemails or ever answer the phone. Call their toll free number and those guys will encourage you to start the process all over again with them since they have no visibility into what the local office people are doing with your account. They will lie to your face and say «Oh you mailed that 5 weeks ago… I just got it yesterday!». Best of all they give you a postal mailing address when I called today to complain about the «Investment Representative» ERIC JOHNSON who was a total shmuck to me during this entire process and is probably the MAIN reason I am closing all my accounts. Until they have rotten apples like him working for Fidelity, not coming back anytime soon. Adiós Fidelity!

Beware of this place. I went in there seeking help and I have had the worst experience I could ever want to have. I took their advise and moved my money into a managed account. It was not performing and costing about 100.00 a month and going no where. So I moved it out and went in and asked for more ideas about where to put the money. No response, even after assurances from the operations manager never received a call, letter go to hell nothing from them. I finally rolled my money to Edward Jones and it is growing and I have a great contact there. Fidelity as a company is okay for stock purchases but their funds are not great. The Austin office is terrible and I would recommend staying away from there.
Since writing the original review I have been contacted by the Branch Managereand discussed what happened with him. The result was he is very sorry and this is not what his Branch strives for. His operations manager claims to have dropped the ball and thinks he asked someone in the office to call me. He cannot remember. That person claims no recollection of being asked to contact me. The original investment advisor fell off the face of the earth. So once again in Austin one has to pay top dollar and settle for sub standard serice and thats the way it is. Fidelity for its part has no means for a customer to speak directly with a Customer Service executive as they have shielded themselves very well from the unwashed customer.
Living in Austin, Texas gives you a lesson in learning how to live with second or third best at every level. There are few choices and you have to settle for what is available but expect to pay top dollar for it.

This is a typical Fidelity office: immaculate, courteous and informed staff, and excellent service. The machine to take deposits prints out copies of all items deposited for verification, Fidelity was one of the first to implement this customer protection measure. I have only three issues, the first two of which stem from their (good) decision to start having cash accounts linked to ATM cards to compete with traditional banks.
First, they are only open during normal business hours and the machine is inside so there is no way to make evening or weekend deposits. Second, it does not take cash (this is a company-​wide policy that I wish they would change). And third, exiting the parking lot can be tricky in traffic, esp if you intend to turn left towards the REI/​Whole Foods complex, or to do a U turn to head N on 183.