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Fidelity Brokerage Services Customer Service Phone, Email, Contacts

Fidelity Brokerage Services
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www.fidelity.com
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4.2 368 Reviews

Fidelity Brokerage Services Complaints Summary

0 Resolved
73 Unresolved
Our verdict: Engaging with Fidelity Brokerage Services at a 0% resolution rate requires careful navigation. Deep-dive into detailed customer experiences to uncover systemic issues. Critically assess their service descriptions against actual user feedback. When interacting, document every detail, as comprehensive records are vital in such scenarios. Exploring alternatives and understanding your consumer rights are crucial steps. If necessary, be prepared to seek external advice or intervention. In challenging service landscapes, informed decision-making and proactive steps are essential for protecting your interests.
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ComplaintsBoard
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9:17 am EDT
Verified customer This complaint was posted by a verified customer. Learn more

Fidelity Brokerage Services did not process transaction

I called early Monday morning 8/6/12 at 9:49am to have a withdrawal taken against my 401K. I was told it would be processed overnight and I would receive the funds Wednesday (today). I thought it was strange that I did not receive a tracking number. I am now told this transaction was NEVER PROCESSED! This colossal error was made by a Mr. TORRI JONES; Fidelity's 401K representative. I no longer have any trust in Fidelity, this has caused a major disruption for me being that these funds were expected today to take care of a dire family matter. I cannot STRESS HOW THIS HAS COMPLICATED MY SITUATION DUE TO THE NEGLIGENCE OF TORRI JONES!
Whether it be incompetence, inattentiveness, forgetfulness or just an oversight - this individual should not be in a position to "process" loan/withdrawals for Fidelity's customers. As a long-time customer, I rely on the representative to be efficient, capable and effective in processing requests. Anyone that requires a withdrawal or a loan is doing so for important matters. This huge screw-up made by Torri Jones has impacted my family situation GREATLY and now due to this enormous blunder, I am left without funds to take care of my family situation in which I am relied heavily on.

Torri Jones - Thank you FOR NOTHING! I will be passing this on and blog to alert others to this failure of a 401K representative.

Sonya George

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ComplaintsBoard
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5:38 pm EDT

Fidelity Brokerage Services scam

from John Muller
reply-to [protected]@yahoo.cn
date Sun, Jan 13, 2008
subject JOB OFFER.

Am John Muller 47 years old .I am one of the directors of Fidelity Investment International.

I am the manager in charge of works and security / exchange. My department is like a employing people here in the premises.I want to inform you that a there is new Vacancy in our company and we need able bodied men and women who can work in the company.

We need capable hands that can feel up these positions as listed below and their salaries are very attractive:

Responsible computer Analyst/Technologist/Web Designers Medical office
Factory Manager / Assistant
Site maintenance Engineers
Maintenance manager / Assistant Admin Clerk
Head of Research / Assistant
Air conditioning / Refrigeration Engineers
Personnel Manager / Assistant
Accountant / Account officers
Ware house Manager / Supervisor / attendants

This is to inform all Interested Expatriates that Fidelity Investment International, is in need of expatriates that can work in various field. There is built apartments for the staffs and other contingency that is involve .

I will like you to know that I will be paying you 7, 900 BRITISH POUNDS for every month 500 BRITISH POUNDS per week for your weekly allowance .

If you are interested in the employment, then send an application and include the position you are seeking for and also include your data information in your application as stated. Must have international passport .

NB:.In need of expatriates that can work in various field, so all interested candidate should forward his/her CV / Resume and send it to through email Attachment.

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Fidelity Brokerage Services Customer Reviews Overview

Fidelity Brokerage Services, accessible via fidelity.com, offers a range of financial products and services. These include investment management, retirement planning, wealth management, trading and brokerage services, and a variety of accounts such as brokerage accounts, retirement accounts, and college savings accounts. Fidelity also provides extensive research tools and educational resources to support individual investors in making informed decisions. Their platform is designed to cater to both novice and experienced investors seeking to manage their financial portfolios.

Fidelity Brokerage Services In-depth Review

In summary, Fidelity Brokerage Services offers a comprehensive range of investment products and services, with a strong emphasis on customer satisfaction and security. Their platform is user-friendly and they provide valuable research and educational resources. While fees are competitive, it's important to be aware of any potential additional costs. Fidelity stands out for its commitment to corporate responsibility and community involvement.

Company Overview

History and Background: Fidelity has a long-standing reputation in the financial services industry, known for its customer-centric approach and innovation.

Types of Services Offered: They offer a wide range of services including trading, retirement planning, wealth management, and more.

Regulatory Compliance and Licensing: Fidelity is well-regulated, adhering to the strict standards set by financial authorities to protect investors.

Account Options

Types of Accounts Available: They provide various account types, catering to different investment needs such as individual, joint, and retirement accounts.

Minimum Account Requirements: Fidelity often has low minimum requirements, making it accessible for many investors.

Account Management Features: The account management tools are robust, offering features like automatic transfers and portfolio analysis.

Investment Products

Range of Investment Vehicles: Fidelity offers a diverse range of investment options including stocks, bonds, and mutual funds.

Exclusive Investment Opportunities: They sometimes provide access to exclusive investment opportunities not readily available elsewhere.

Fund and ETF Selection: There is a vast selection of funds and ETFs, including Fidelity's own family of funds.

Trading Platform and Technology

Ease of Use: The trading platform is intuitive, making it easy for both beginners and experienced traders to navigate.

Mobile App Functionality: Their mobile app is highly functional, allowing investors to manage their portfolios on the go.

Real-time Data and Analytics Tools: Fidelity provides real-time data and advanced analytics tools to help investors make informed decisions.

Fees and Commissions

Fee Structure for Trades: The fee structure is competitive, with many commission-free options available.

Account Maintenance Fees: There are minimal account maintenance fees, which is beneficial for long-term investors.

Hidden Costs or Service Charges: While generally transparent, it's important to review all potential costs associated with your account.

Research and Education

Quality of Research Provided: Fidelity offers high-quality research from respected sources to aid in investment decisions.

Educational Resources for Investors: A wealth of educational resources is available, suitable for investors at all levels.

Investment Advice and Planning Tools: They provide personalized investment advice and planning tools to help achieve financial goals.

Customer Service

Availability and Response Times: Customer service is readily available with reasonable response times.

Support Channels (Phone, Email, Chat): Multiple support channels ensure that help is accessible in various forms.

Customer Satisfaction and Reviews: Generally, customer reviews reflect satisfaction with the service provided by Fidelity.

User Experience

Website Navigation and Accessibility: The website is well-organized, making it easy to find information and manage accounts.

Online Account Setup Process: Setting up an account online is straightforward and can be completed with ease.

User Interface and Design: The user interface is clean and modern, enhancing the overall user experience.

Security and Protection

Account Security Measures: Fidelity employs strong security measures to protect account information and investments.

Asset Protection Guarantees: They offer guarantees to protect assets against unauthorized activity.

Privacy Policies: Fidelity has strict privacy policies in place to safeguard personal information.

Performance and Reliability

Execution Speed and Reliability: Trades are executed with speed and reliability, minimizing slippage and ensuring fair pricing.

Historical Performance Metrics: Fidelity provides access to historical performance metrics to help investors analyze potential investments.

System Uptime and Maintenance Records: The platform has a strong record of system uptime, with scheduled maintenance communicated in advance.

Bonus Features and Perks

Cash Management Services: Fidelity offers cash management services that can enhance the investing experience.

Loyalty Programs and Rewards: They have loyalty programs that reward long-term customers.

Additional Benefits for High-Volume Traders: High-volume traders may receive additional benefits such as reduced fees or personalized service.

Comparison with Competitors

Competitive Advantages: Fidelity's comprehensive services and customer focus give it a competitive edge.

Market Position and Reputation: It holds a strong market position with a solid reputation for reliability and trustworthiness.

Comparison of Fees and Services: When compared to competitors, Fidelity's fees are competitive, and its services are often more comprehensive.

Client Testimonials and Case Studies

Success Stories and Positive Experiences: Many clients share success stories and positive experiences with Fidelity's services.

Criticisms and Areas for Improvement: Some criticisms exist, typically around the desire for even lower fees or more personalized investment options.

Overall Client Sentiment: The overall sentiment from clients is positive, with many recommending Fidelity for its services.

Community Involvement and Corporate Responsibility

Social Responsibility Initiatives: Fidelity is actively involved in social responsibility initiatives, showing a commitment to the broader community.

Environmental and Ethical Practices: They demonstrate a commitment to environmental and ethical practices in their operations.

Community Engagement and Support: Fidelity engages with and supports the community through various programs and partnerships.

Conclusion and Recommendations

Overall Assessment: Fidelity is a strong choice for investors seeking a reliable and comprehensive brokerage service.

Ideal Customer Profile: It is ideal for both new and experienced investors who value a mix of technology, research, and customer service.

Final Recommendations and Advice: For those considering Fidelity, it is recommended to review their investment goals and compare services to ensure a good fit.

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Contact Fidelity Brokerage Services customer service

Phone numbers

800 5446 6666 1803 1532 0623 More phone numbers

Website

www.fidelity.com

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