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Fidelity Brokerage Services
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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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Fidelity Brokerage Services reviews & complaints 82

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J
3:07 am EDT
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Fidelity Brokerage Services fraud unit

Fraudulent withdrawal from my account in April. Reported in June. Agreed by Fidelity. Still not credited.

Desired outcome: credit account

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6:47 pm EDT

Fidelity Brokerage Services Business Brokerage Account

I've been attempting for a month now to open a Business Brokerage account. Everytime I think we near they ask me to send a document that I know I had included in the initial documentation. I am now trying to fund the account and I know I sent in a void check and completed the EFT Form. They've lost that again.

Desired outcome: Speak to a manager who will do everything over the phone in one complete setting

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11:13 am EDT

Fidelity Brokerage Services Electronic Transfer

Yesterday my wife transferred 7 thousand dollars from her Fidelity account to BrynMawr trust bank. The representative said it cannot be done even though she had the account number and tracking number he said it had to be a wire transfer. It ended up costing her 15 dollars which should of been free. I do not want to get this fellow in trouble I am just amazed that Fidelity has someone with this level of knowledge of electronic transfers?

Desired outcome: I do not want to get this fellow in trouble I am just amazed that Fidelity has someone with this level of knowledge of electronic transfers??? Educated your representatives

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9:37 am EDT

Fidelity Brokerage Services Dishonest, liquidation, not releasing funds robbing single moms during a pandemic

I funded my account bought into a position (short) I had a technical issue and as I came back online 150 shares had been liquidated. I asked why and why had they not liquidated the whole position at that point. All lies from the man, I am lucky and anything he could make up. The risk analysis team that sees the risk (aka numbers) liquidated my account at 10 $ down from the HOD. I asked to allow a couple of hours to keep my account from being locked. More lies you account will be useable, no lies. My account has been locked for over a week and I just received a notification I will not be able to trade for 90 days which I could not anyways PDT rule. The greedy bullies weren't happy with the 17 K of life savings now they are holding the rest of my funds from me as well. I cannot withdraw the rest of the money. I was never told how much money to deposit, I was liquidating other positions during the margin call. Fidelity liquidated at their profit lied about it and now is keeping the rest of the funds for their own profit and leverage.

Desired outcome: Reimbursement

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2:44 pm EDT

Fidelity Brokerage Services Fund availability

I have been jumping through hoops since november to get my dead husbands money, filling out paperwork after paperwork. I was told that my money would be in my account, today, june 1st 2021... He has been dead over a year, and still no one seems interested in getting me the money. My credit is shot because I have been waiting so long, and I am starving because I have to wait and wait and wait. I am tired of waiting. How would you feel if you were trying to access something that was left to help you, after caring for a husband that had aggressive cancer! He has been dead over a year, and your company is trying to make sure I never get the funds!

Amanda seelbach
[protected]@gmail.com
[protected]

Desired outcome: I want my money

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1:49 pm EDT
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Fidelity Brokerage Services Roth IRA

I started out in early April to make numerous phone calls and secure emails regarding excessive contributions. I was given many different answers in terms of forms and return amounts. Each time it was a long hold on the phone with repeated requests. Then, they claimed they never received my ECF forms in the postal mail, so I had to attach in the secure e-mails...so many dramas and much work for customers. Basically, they have failed to meet requests all the way. I finally received two contribution checks, but no interests included still. Then they asked me to call investment department again, the whole thing is going like circles. I made 3 complaints about this kind of service and had their supervisors to call me. I have not heard anything back. I do not know why they put all the burden on customers to solve their incompetence. I am so sick and tired of contacting them at this point.

Desired outcome: Have the accrued interests returned from both year contributions as per IRS instructed me

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6:37 pm EDT

Fidelity Brokerage Services Old Fidelity Accounts

I had been investing in Fidelity accounts for many years 70's 80's and 90's., So when we sold our house in 1999 I took $42000 and invested $21000 in Fidelity Puritan and $21000 in Fidelity Value. Also, at that time I changed our mailing address. After that, I don't remember seeing anything from Fidelity. I forgot about the account until last December when I ran across the letter sending the monies and the address change. I contacted Fidelity both by letter E-Mail and by phone but have been getting a run around on whether the accounts exist. I have talked to multiple representatives and they say any account that has been inactive more than ten years is dispersed, to what or where I don't know. They say the only record they have was when I retired from Disney in 2007 I transfer my 401 accounts to iRA's, These accounts are not IRA's

Fidelity Puritan 004/[protected] Robert & Jean Munroe
Fidelity Value 039/[protected] Robert Munroe

Fidelity Low-Priced Stock 316/[protected] Robert Munroe

Fidelity Dividend Growth 330/[protected] Robert Munroe

Fidelity Blue Chip Growth 312/[protected] Jean Munroe

Fidelity Dividend Growth 330/[protected] Jean Munroe

Robert C Munroe ss# [protected]
Jean A Munroe ss# [protected]
8700 Spyglass Loop
Clermont, Florida 34711
Phone [protected] or [protected]
E-Mail [protected]@yahoo.com

Desired outcome: Refund

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3:12 pm EDT

Fidelity Brokerage Services Transition services Charitable Remainder Uni-Trust Re-registration

I am niece of H. Raymond Hope, Account #[protected], who passed away 12/7/2016. He had funds with Fidelity for a Charitable Remainder Uni-Trust. I was my uncles, Power of Attorney and Executor of his Estate. A friend of his was the Trustee for the Trust, I have since been named Trustee of the Trust because the prior Trustee would not take action to fulfill the wishes and purpose of the Trust.
9/22/2020-The attorney I am working with, Stan Kimble, to the settle the Trust sent a letter to Fidelity with copies of all necessary documents and ask Fidelity what needed to be done to disburse the Trust funds.
10/21/2020-Mr. Kimble received a letter from Fidelity requesting a signed statement from me authorizing Fidelity to work with Mr. Kimble on my behalf.
11/19/2020-Mr. Kimble provided the letter from me to Fidelity.
2/2/2021-Mr. Kimble sent a follow-up letter to Fidelity because he had heard nothing from Fidelity since he responded to their request 11/19/2020.
2/2/2021-I called Fidelity and spoke to Quentin Knudsen, who explained some of the process, he sent an email listing some of our options and said he would be happy to do a three way call with Stan and I. He listed some days and times when he could be available.
2/9/2021-Mr Kimble called Quentin and left a message with a few possible times for us to have our phone meeting.
2/15/2021-I received a email from Quentin, requesting a good time for the three way call. I forwarded the email to Mr. Kimble.
2/16/2021-I received an email from Mr. Kimble that he tried to call and email Quentin to set up a time but had not received any response.
2/22/2021-Quentin responded by email again stating how busy he is, sent his available times and said he would expect to hear from us on 2/23/2021.
2/23/2021-Mr Kimble emailed Quentin and requested we have our three way call 2/24/2021 at 9am MST.
2/24/2021- Mr. Kimble called Quentin at 9am, but had to leave a message and we did not hear from Quentin that day.
3/1-3/9/2021-Mr. Kimble called Quentin several times with no response.
3/9/2021-Called Fidelity and spoke with Cecelia Anthony, she said she would email the necessary Re-registration form that day. Nothing was ever received from her.
3/11/2021-I called Fidelity and spoke with Albert Luna. He explained a few things, said he would email the Re-registration form. I never received anything from him.
3/15/2021-I called Fidelity again and this time I spoke with Patrick Greer, who explained what needed to be done and what forms needed to be completed. I did receive the Re-registration form via email. I requested the EIN, per Patrick and received it from IRS. I completed the form that he sent and scanned that and the EIN letter and sent everything back to Patrick via email.
3/22/2021-Patrick sent an email acknowledging receipt of the EIN letter and completed re-registration form. His email stated he would call me between 10-11am that day to complete the Medallion Signature Guarantee on the phone and once that was done it would take 3-7 business days to complete. Patrick did not call me any time on 3/22, so at 3:30pm I called and left a message stating I would be available anytime he could call.
3/23/2021-I sent Patrick an email, asking to reschedule the Medallion Signature Guarantee before he left for vacation on 3/26/2021, but have not received a call or email from him to complete this matter.
3/24/2021-I received a packet from Fidelity via USPS with a Re-registration form identical to the one I completed and sent back to Patrick that he acknowledged receiving. I called Patrick again and left a message asking him to please let me know if I needed to fill out this additional Re-registration form, but I heard nothing
3/26/2021-I have had no further communication with Patrick and he will now be on vacation until 45/6/2021.

Desired outcome: I would like to complete the Re-registration process and disburse my uncles funds the way he wished.

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3:17 pm EST
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Fidelity Brokerage Services Form 1099R

I have had nothing but problems with representatives lying to me regarding my 401K . After I retired 12/20/2019 I contacted Fidelity in January, 2020 to close out my plan and receive a distribution check. After multiple calls I was told on 1/27/20 the check was in the mail. Funny, the check was not issued until 1/30/20. On 2/4/20 I called and was told to wait a couple of days as the check was on its way. Funny, it was sent out at 5:05pm on 2/4/20. Now, I have called 4 times since 2/2/21 to be told the corrected 1099R is in process.

I have been told lies from day one. Because of Fidelity I am still unable to file my taxes. Had Fidelity done their job correctly, none of this would have happened.I

In all honesty I do not expect any response to this complaint.

Kathleen R. Lee

Desired outcome: Obtaining my corrected 1099R

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9:53 am EST
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Fidelity Brokerage Services Refusal to process Beneficiary Affidavits

In 2016 our mother passed away. It is now 2021. Since 2016 we have been (re)-submitting our Beneficiary Affidavits.

Fidelity will not recognise our Beneficiary status. Nor will Fidelity tell us why they will not recognise our Beneficiary status.

For four (4) years we have been bringing the form(s) to notaries and submitting them by registered mail. Most recently we had our IRS tax returns notarised for Fidelity.

Fidelity not only refuses to process our affidavits, but they continue to (re)-send the same forms back to us. Without providing any explanation, even when we ask directly, they will not explain why they will not process the forms. Most recently we went to a US Government Notary. We have (also) submitted proof of our status as Estate Executors.

Obviously this takes time and money, and patience. Most oddly to us is that all the other financial institutions quickly processed our beneficiary status.

Desired outcome: We would like Fidelity to process our Beneficiary Affidavits in a timely fashion. We would like Fidelity to explain WHY they will not process the affidavits, and how to resolve the situation.

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10:58 pm EST

Fidelity Brokerage Services Fraudulent activity and malpractice over my account for blocked accounts

I've been a customer of fidelity investments since 2016 and representatives in San Diego or any part of the United States have been maliciously malpracticing fraudulent activity or suspicious activity over my account. They also have placed a block on my account and my online access. They've also claimed my social security number or my employer id doesn't match their records so I like these Reps. to be removed from accessing any information from my accounts the appear to be white representatives male and females female African American woman by the name of Chiantia she tried to manipulate my thinking with the same fraudulently.

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4:59 pm EST

Fidelity Brokerage Services Scams of fake check

I upload a check for the purchase of my vehicle and I discuss with a Brokers about how this will effect my account if it's a bad check he replied "nothing" it will not effect my account. Fidelity blocked access to my accounts and I no longer have access to my stocks with fidelity and no other bank account to transfer them to so I'm requesting as a grievances to allow my accounts to stay activate so Im can receive access to my stocks

Ss#084607924

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11:53 am EST

Fidelity Brokerage Services Pension lump sum payment

I received a letter In the mail that my Part B Hanes pension was available for a lump sum payment. I contacted Fidelity in August 2020. All paperwork has been submitted numerous times. Same paper work but with new payout dates due to the review process. I have not been ask to submit anything new but the processing department can not seem to get anything processed in a months time. I have called at least every other week to check on the status. The only thing that any one has been able to tell me is that they have not finished reviewing anything and they change the date. It original was supposed to be process in Sept, Oct, Nov and now Dec.

I have never work with a company that has absolutely no creditability as this company. I have requested numerous times to escalate the process to a manager and that request has been refused. No one at this company is willing to take any form of responsibility for anything. I am just told to call back and I will probably get someone else. So in other world not their problem because they will not get me again.

The lady I spoke with today has actually promised to email me this afternoon. Unfortunately, I do not trust a word that anyone says now.

My name is Susan Allmon and phone number is [protected].

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11:22 am EDT

Fidelity Brokerage Services Stop! Do not invest with fidelity investment!

On Thursday I transferred money to Fidelity Investment they told me that they won't margin for my buying until Friday.
Today they told me they will have to hold my money until Monday.
It's not a trust investment company to invest with. What U have read about Fidelity Investment customer reviews 100% Truth. STOP! Don't invest with Fidelity. Today is Monday they told they are not gonna margin my account for the money transferred last week. Today I have transferred more money and they won't let me buy even buying with own cash. I in process of fix this problem. STOP! Fidelity is not a recommend company for investment.

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2:45 am EDT

Fidelity Brokerage Services Frozen accounts / hold on check deposited

I've had a 401k and a cash management account with fidelity for well over 15 years now, i've never used it much. On april 30th I received an inheritance check from my great aunts estate, the family had been aware of and working with the lawyers for a year. I then electronically deposited the check, which was less than $1,000, into my individual brokerage account. Over the next few days I continued to check and see if the funds were available to transfer. Nothing, so I called to see what the status was. It was then that I found out that fidelity had frozen my accounts and needed my verification, they said the funds would be held until may 6th. May 6th comes around and call again to unfreeze my accounts, now i'm being told I have to wait until the 16th. I don't have until the 16th, I need this money to move. I will be homeless if I don't have access to this money to pay my security deposit.

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4:55 pm EDT

Fidelity Brokerage Services Good job chasing customers away.

This morning I called twice to request that Fidelity send 2 months worth of statements to my bank so I can refi my mortgage. Both times I was told they would have to check with their supervisor. Both times they came back and told me the supervisor said no. If there even was a supervisor they never even took the call. Last year they did this simple service for me. They know who I am and had verified me. I guess the customer service rep was mad because I got an email several minutes after the first call saying my Voice Verification had been removed. I will be moving my money to TD Ameritrade. I also do financial planning for about a dozen wealthy individuals who I will recommend they move their money out as well. Fidelity has Covid on their brains. Good job chasing customers away.

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11:08 pm EDT
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Fidelity Brokerage Services customer support

Needing assistance I called my reps ext but got message invalid ext which I later found out he transferred to Florida. New reps ext was not given, but was transferred to corporate but no one answers. Been trying a week to get corporate but, on hold no one ever answers. At one point it let me leave my #. They called me back and put me on hold 22 minutes and no one answered. I drove 2 hours round trip to an office but the temporary rep I talked to was nonshalant about it. He was supposed to send me the new reps ext but never did. I placed $230, 000 with Fidelity to manage and can't even get my rep or corporate to talk to even after losing $20, 000 in two weeks. Worst service I have ever seen. As soon as I recover my money I will take it somewhere else. I've been in sales 20 years and always give my customers my cell #. I would hardly ever call but seems like Fidelity doesn't want to be bother by customers.

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10:05 pm EST

Fidelity Brokerage Services trading

Gregory Kipple
100 Ocean Trail Way #908
Jupiter, Fl 33477
I have copied this to the SEC, FINRA, CBOE, FL Regulators and BBB

I have had an account in good standing with Fidelity Investments for several years. I have been given the designation of "Active Trader" and am approved for level 6 option trading. I believed that the U.S equity markets were underestimating the seriousness of the Coronavirus and that the bond markets were confirming this. So I purchased 4 option positions on Friday February 21st to take advantage that the virus would become more serious over the weekend and the U.S. equity markets would pullback. I was correct however do to the negligence of Fidelity I could not sell my positions for the first half hour of trading the morning of Monday Feb 24th. For the third day in a row fidelity's online trading capabilities crashed and their trading desks were under staffed to handle the volume of incoming calls. This resulted in losses of approx $30, 000 in my accounts. Facts: my intention to sell on the open was proved by the fact that I entered 4 orders online BEFORE THE MARKET OPENED to close out 10 SHOP feb 28th 525 strike Puts, 10 ROKU Feb 28th 125 strike puts, 20 CAT Feb 28th 135 strike puts and 3 naked TSLA Feb 28th 900 strike calls. When the market opened I adjusted the limit order on SHOP to close the position (take profit) as I planed to do with all of the positions. However, Fidelity's system crashed resulting in showing my account to have a ZERO balance and holding no positions. I tried reloging in with no results. I could not see if my positions went off or not and could not adjust my orders with the intent to close them. I immediately picked up my phone and called Fidelity's active trader phone number and waited on hold for 32 minutes. This is completely unsatisfactory and I should be compensated for my losses. Shopify opened down $44 and I could not cover until it was only down $19 Roku opened down $7.50 and I couldn't cover CAT and Tsla also This is the third day in a row that Fidelity has let this happen. In periods of market turmoil is when investors need a reliable broker dealer. Fidelity should be ordered to compensate me for the lack of being able to control my account when most needed. Thank You

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11:12 am EST
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Fidelity Brokerage Services service, compliance

Unfortunately, Fidelity has gone way downhill in the way they treat clients. They do not disclose fees for fee based accounts. They keep you on hold forever. Their compliance dept. treats all clients like they are potential thieves and scammers. I am very disappointed with the company and would recommend other brokerage houses first. They locked my account as a risk, and at first, I felt badly, but learned this is a constant at Fidelity. I moved all my accounts and am very happy where I am for over a year now. I am treated as innocent instead of guilty right from the start. If you do online trading, don 't expect to ever talk to the same person as you will be switched constantly to a new person, and will often find the person you talked to first has left the company..

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1:24 pm EST

Fidelity Brokerage Services fulfillment of a court ordered qdro

Fidelity received my QDRO, signed by the judge on 12/6/2019. The court failed to transmit the forms electronically to Fidelity so we had to mail them. Because they were not received electronically I was informed by David (Cust Srvc) on 12/31 that they had 30 business (not calendar) days to process them. The 30 days ended on 1/17/20. I have called multiple times for the status and get different answers and the run-around each time I call. All they tell me is it is being processed but no one can tell me when it will be completed. They tell me that the department that is handling it does not take phone calls. I have asked to speak to a Manager and am told that there is no one I can speak with. On 1/16, I spoke with Damien who entered a ticket to receive a phone call and marked it urgent for me. Never received a phone call. I spoke with Katie today and was told that right now it is with the legal department to verify the amount! It's all on the forms and signed by a judge! What are they verifying? She said it could take months! I have lost my residence, about to lose my car and may miss out on an opportunity with TSA due to their credit check because I have been waiting for months for this money to pay off creditors! I have never dealt with a Financial Institution so uncooperative and rude. I am beginning to wonder if I will ever get this money! I do not trust them at all! How can they play with people's money like this?

Reference # W389232-06DEC19

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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.

How to file a complaint about Fidelity Brokerage Services?

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- Locate and click on the 'File a Complaint' button on the ComplaintsBoard.com website. You can find this button at the top right corner of the website.

3. Writing the title:
- Summarize the main issue with Fidelity Brokerage Services in the 'Complaint Title'.

4. Detailing the experience:
- Provide detailed information about your experience with the company. Mention key areas, transactions, steps taken to resolve the issue, the company's response, personal impact, etc.

5. Attaching supporting documents:
- Attach any additional supporting documents related to your complaint. Avoid including sensitive personal data.

6. Filing optional fields:
- Use the 'Claimed Loss' field to state any financial losses and the 'Desired Outcome' field to specify the resolution you are seeking.

7. Review before submission:
- Review your complaint for clarity, accuracy, and completeness before submitting it.

8. Submission process:
- Submit your complaint by clicking the 'Submit' button.

9. Post-Submission Actions:
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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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