Fidelity Investments

Since August 2014 I have been trying to get my demented father off of my Fidelity Trust Account. I have hand-​delivered to Fidelity the letters from my father’s and mother’s doctor confirming that she has Alzheimer’s and he is demented, my Powers of Attorney over my parents’ accounts, and I have given Fidelity the relevant portions of my revocable trust document TWICE. The trust document even states that I, the trustmaker, can change trustees at any time. Fidelity continues to insist on keeping my father a trustee on my account. I have spent over 30 hours on the phone or in person with Fidelity Investments at their Santa Monica and Pasadena offices. The real clinker is that Fidelity gave me Power of Attorney over ONE of my father’s accounts but did not use it on the other accounts. Now they claim they don’t have a record of the documents they obviously used to give me Power of Attorney on one of the six accounts! We are talking about a jumbo, million-​dollar account with supposed special banking services. Babyboomers beware! You cannot get a demented person removed from your trust accounts at Fidelity Investments. A demented parent, etc., will have access to your account (s). They also sent my 91-​year-​old demented father a letter saying that he cannot access his accounts since he is demented, and if he doesn’t provide a trustee they will close his accounts. We’ve been trying since last August to have the trustee put on his accounts. I find it unethical to threaten a 91-​year-​old demented person at anytime, yet alone when the error is Fidelity’s.

I have fidelity account since 1996 and very happy I was managing my own account myself. I talked to a man in this location a year ago was nor very helpful. I talked to a lady named Zarina Sullivan who my accountant reffered to me. I called her she explained to me about having fidelity manage my account will be less risky in bad times and very good in good times. She bought my trust since I am very conservative with money and had one very bad experience in past so I am caucus I opened manged account and highly reffer Zarina at this office I want more women start to invest in their future rather than buying expensive # shoes.

Steve Silverman is helpful and patient.

Modern building on 12^th and Wilshire. Great parking in back. Nice lobby.
I was here to drop a rollover check and it took awhile as the person in front of me had some issue. I will revise my review as I go there more often.