Menu
CB Investment, Insurance and Financial Fidelity Brokerage Services 5100 North Ocean Boulevard, Lauderdale-by-the-Sea, FL, 33308, US
Fidelity Brokerage Services company logo
Fidelity Brokerage Services
reviews & complaints
Fidelity Brokerage Services company logo

Fidelity Brokerage Services

5100 North Ocean Boulevard, Lauderdale-by-the-Sea, FL, 33308, US
Learn how the rating is calculated
1 complaint
File a complaint Write a review
ComplaintsBoard
T
12:51 pm EDT
Verified customer This complaint was posted by a verified customer. Learn more

Fidelity Investments - phantom stock purchase

At approximately 4:15 p. M. On monday, july 27, 2017, I placed with fidelity via the internet 4 buy orders for various dividend-paying common stocks. The following day my orders were filled... And then some. I noted a confirmation slip for a company with the symbol "ngls" which I had not ordered. I immediately phoned fidelity on july 28. After speaking with a rep for about 10 minutes, including being put on hold twice, I was told the matter could not be resolved that day and would be referred over to a dept. For investigation. I was, however, told that the ngls order was placed at 7:15 p. M. On july 27. I was home watching tv at that time. I live alone. No one other than fidelity has my user name or password.
When 2 weeks passed without further word from fidelity, I called again on august 11. I was told there was no record of my previous call. Very strange since you always get a message saying the call is being recorded. I repeated my problem. The rep thought he could resolve it in 30-40 minutes. I told him i'd be home for the next 90 minutes. He called back in about 20 minutes and said the matter would have to be looked into by the fraud dept. He asked me what I was seeking. I told him I wanted to be made whole with the money placed back in my account. I did not want the stock.
The rep called back on august 12 and left a message on my answer machine saying they were still working on it.
On august 13 I received a call from the rep saying no fraud was found, and that fidelity does not feel responsible. He wanted to know if I wanted the stock sold. I said yes and that I would decide what my next step would be to recover any loss, including removing my accounts from fidelity. He expressed regret since i've been with the company for 30 years.
I don't know what happened at their end. I do know nothing occurred at mine. Even if anyone else had my log-in info, it would make no sense to order for my account as there is nothing to be gained.In view of my long-standing relation with the company, I believe they should have stepped up to the plate.

Read full review of Fidelity Investments
Hide full review

Giving a Voice to Consumers

We support genuine feedback

At ComplaintsBoard, we know how real consumer issues matter. Our platform is a special place for honest opinions, where people share their reviews openly and honestly, whether good or bad.

We are committed to authenticity

Our team checks each complaint or review thoroughly to confirm that each one comes from a real customer experience, keeping our platform trustworthy.

We prefer proof

We're totally cool with complaints, as long as you've got some evidence to back it up. Whether it's a photo, a detailed story, or documents, providing evidence makes your complaint more believable and helps others make smart choices.

We’re all about conversations

ComplaintsBoard is more than just a place to share complaints; it's a community where we talk things out fairly. We welcome reviews that not only point out problems but also mention any positive experiences, giving a balanced view.

We are open to everyone

We're dedicated to providing a fair and unbiased platform for all complaints. Every complaint is important to us, no matter what it's about, ensuring your concerns are heard and respected.