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1.6 155 Reviews

Fidelity Investments Complaints Summary

14 Resolved
113 Unresolved
Our verdict: With Fidelity Investments's very poor resolution rate, careful consideration is needed. Research their service comprehensively, and read up on how they handle customer disputes. If you face issues, be prepared for potential challenges in obtaining resolutions and explore other service providers as backups.
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Fidelity Investments reviews & complaints 155

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Newest Fidelity Investments reviews & complaints

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Fidelity Investments Clear instructions needed

Don’t allow members to submit the option for a name change and then send them a letter a week later saying request couldn’t be processed as no instructions were given. I thought selecting name change for the document upload would be sufficient. No form was presented to be fillled out. If I was supposed to write on a piece of paper and say I wanted a name change…that seems really pathetic. It wasn’t noted and honestly what’s the point in selecting name change on the app? Ya I’m requesting a withdrawal hence why I selected name change. Don’t waste my time with simple things your app should be able to do. Waste of paper

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Fidelity Investments Fidelity's very weak technical ability

I was forced to take this update on a compatible device. Launched it, signed in and it still is not loaded after spinning, spinning. Piece of UNTESTED code and shoved out the door by second rate techies. Nothing in Fidelity's consumer facing technical world works-- not its app, not its website. And phone service is also busy probably because many cannot use the website or this app reliably. Too bad because their financial products are fine. Hire some competent techies not bargain rate and you will have better customer tech support and this app will be better. And no one from Fidelity EVER reads these reviews. Why not Apple?

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Fidelity Investments Could be a lot better

Several observations below.

Right off the bat - to use it agree to these terms but there is no way to save whatever is viewed (even when a URL is provided).

Upload docs:
- only take pics on the spot but can’t upload pics already saved on the phone, so go collect them all in one place before you can do it...
- no way to crop the pics once taken.
- you uploaded your docs but you can’t review them - just a count of how many docs you’re about to upload.

Somebody marked off a few requirements here without much of a usability check, which for a large co. is cheap or careless or both.

No description of how privacy is protected just assurances.

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8:59 pm EDT
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Fidelity Investments Fidelity restricted account

Why would Fidelity Investments let us open an account and give both me and my spouse cards to use the money and then tell my wife the money is to benefit me only? Where does it say in the handbook of rules that your Fidelity Investment Account can be closed or restricted if you have a joint account and the wife buys a candy bar for herself and they know this for a fact that it was not for me and restrict your account and asks for a guardianship in the place of your General Durable Power Of Attorney you already have had in place for years now? I am just curious to know what gives an investment company such a talent of knowing the funds being used are not for the benefit of just myself so they restrict the account?

Desired outcome: Give me access to my account back or give me an emergency withdrawal to pay for my bills.I am unable to pay my bills! I want to know the answers to my questions. What degrees does Fidelity ask for when hiring?

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2:41 pm EST
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Fidelity Investments The back office crew of fidelity who are never able to talk to you.

Before Christmas I needed to sell some of my Mutual Funds. I was in need of an attorney and paying some bills. I am over 70 and I had made my wife the POA on my account. She rolled the Money Purchase account over into Fidelity as they had been the record keeper for the Union I worked for since around 2017, 2018. I did want to roll it back with Vanguard but had issues with that and found that it might be easier to just roll it over to Fidelity and it was very quick like minutes. Anyway before this they had my account frozen due to a divorce but when Fidelity became the record keeper of both retirement accounts they restricted the account after my wife and I sent the POA and asked for her to have full access. She was never able nor I to sign in online and we had to call to get balances. So, Oct. 2021 rolled money over to them and they restrict the account stating they were reviewing it. I called and they did not give me any reason for a month or more. Then they call my wife and tell her that they needed to speak to me. So she said that is why she had a POA and they said. Until they could talk with me the account would stay restricted.

She called them and I spoke to a gentleman and I explained to him that is why I have the General Durable POA, so she can handle it. I married my wife in 1994 and again in 2014 after being separated and divorced in 2006. I had a stroke and prostate cancer plus a hip replacement and I needed help as my ex wife I married in 2007 was taking everything.

She came and went to court for me and has gotten most of it back but it has been an uphill battle and I am just tired and want to be able to spend my money the way I want.

They called and told my wife that the money was not for her benefit but mine.

They felt she was using the money in the account to better herself and that was not what that money was for. They asked about 2 withdrawals for large amounts and she explained that I wanted and needed a vehicle and I paid for it in full. A work truck for $30,000 and a another for $69,000. This was my decision. She went and purchased them. I have now been told that I have to get a guardianship or conservator ship. I explained that my POA is in my family trust and I don't plan on changing that for a guardianship. I was told that I had to get a guardianship back in 2015 with the court and after showing the POA I was told that it precludes the Guardianship. When I gave that information to Fidelity they said "well I guess the account will have to stay restricted". Why? I have not been able to understand this at all. I am too old to be taught any lessons this late in life. I just want to enjoy what time I have left with my wife. I have lost a son and mother, father and stepfather, nephew, 4 aunts and this was all during Covid. Please can't someone help me? I don't have much left after my wife was given wrong advice. She opened a savings account and all the accounts have both our names on them. I would like to just add her to my accounts so she has full access. They never gave it to her and treated her like she was a thief. I can't stand the way they have treated her and would love to know what I can do to change this. They told her once on speaker phone I heard, You will never be able to sign in online or have access to this account ever. Nothing was ever done and he never said he was sorry either. I have no control of my accounts at this time. I have no idea what is being done as I can not sign in nor can my wife. When we call we are put on hold they the call is dropped. I have been told to email and write the CEO Abby. So this is what I am going to send her with my letter. I have read other stories about Fidelity taking their money. Can they really do that? I worked in the Ocean since I was 12 years old. I became a Chief on Tuna Sanitors out of San Diego then Merchant Marine since 1992. I have missed so much and just want to live the last few years with my wife without fighting someone over what little money I have left. My money was frozen April`2014 thru Oct 2021. And now again? I am going to lose my home next. Why are they doing this?

Desired outcome: Release the restriction on my Joint account. Continue working with my wife and me at times. But don't have me spent over a thousand dollars that I don't even have to get a Guardianship when I can not do as the POA precludes it. anyway.

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5:42 pm EST
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Fidelity Investments Roth IRA, Phone service

I called Fidelity Investments to do a simple operation, in order to pay my taxes properly and not have trouble with the IRS. Basically, I needed to cancel my ROTH IRA. I was on the phone for almost 3 hours with Fidelity, spent two days trying to get the simple operation done with NO success, and at the end they decided to ban my account indefinitely.

First, the phone representative told me I was speaking too slowly. She also said that in the past (over 8 months ago), a phone representative thought my voice was "too masculine". So she decided to block my account. I was transitioning and I explained to her that was why my voice could have sounded more masculine. I am also hispanic, English is not my mother language, and hence I speak slowly. I felt strange having to explain my sexuality and my race to a phone representative. But despite this, I focused on showing the phone representative that it was me. For this purpose:

(1) I responded correctly ALL the numerous security questions they requested; (2) I completed ALL their 2 factor authentications successfully;

(3) I left my job and went in person to the fidelity branch in my city to verify myself with my driver's license. In person they were able to verify it was me.

However, despite these numerous verifications they still REFUSED to unblock my account and allow me to do the transaction.

It was strange that despite doing everything right, they brought up again the problem with the previous phone representative, and they forced me to speak about my sexuality and my race. It was an incident that happened 8 months ago and I sent a complaint to the company about the phone representative as he was very rude to me.

I believe they are now retailing against me because I complained about how the former phone representative treated me (he was accusing me of being a man and I felt very uncomfortable with his questioning, despite my numerous efforts of showing him it was me. I also passed successfully all the verifications he requested).

Fidelity knows that blocking my account will cost me fees with the IRS and this is how they are getting back at me for complaining about them. The last thing that happened was that they decided to close my account and I still have NO access to my money.

Fidelity punishes anyone who is slightly different than what they expect. I just want my money. I don't care if you think my voice is too masculine or too slow, or if you hate trans people or hispanics and want to make life hard for them. Just give me my money.

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10:47 pm EDT

Fidelity Investments Restricting the ira account

Rolled over IRA account in or around October 2021. Durable Power Of Attorney was verified. Opened accounts and bought stocks for a period of 2 or 3 months. Always they verified me as the person who had Durable POA over my husbands accounts since 2014. Now they restrict the account stating that I commited fraud. They asked for the documents again even though they have them and now are telling me they have to veify me and review my application. It will take at least 7 days or more. This is not right and The account is losing money and who knows what they are doing. Can't do anything as the account has been blocked as well. They had a block on the account for years before this for no good reason. To get the funds rolled over was a headache and honestly I was not able to roll over to anyone but Fidelity. When I tried to roll over to Vangard it weould not let me. When I changed it to Fidelity it was done in minutes. I think that is very wrong. This was done because I wanted to move the money out of Fidelity. I lost $18,000.00 in a very short time period after being advised on what to buy.

now unable to change anything because of the block.

Desired outcome: Take this block and restriction off the account. I was verified when the account was rolled over.

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7:50 pm EST
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Fidelity Investments Opening an account for a charity

I am president of the DLSSF. I sent in paperwork to open an account. I was told they needed Articles of Inc and other paperwork. I had sent Article of Inc Amended. So, I had to get it from the State of IL. I mailed it back to their representative, Mr. Ryan Audet, Fidelity Investments, PO Boc 77001, Cincinnati, Ohio [protected]. Phone [protected] Ext 15629. It was mailed back on Feb 1, 2021. Today I called to see if the account was set up. Mr. Audet stated they never received the paperwork and blamed it on the PO. Well, today I got an envelope back from Fidelity returning the check and the Articles of Inc they requested. It was addresses to Mr. Audet. The letter stated they were unable to confirm the account. If they had read the letter, all would have been clear. If this were the first time I have encountered an inept mailroom. They shouldn't even open Mr. Audet's mail. Certainly, if he isn't going to see it, then why would he have me mail it to his attention. He already had to credit me with lost gain from previous checks sent for accounts that were open and findable. I think this mail department doesn't read anything, just sends back everything. Easy peasy!
I don't wish to scan and send this stuff online as I do not have good eyesight and can't usually do it without much hassle. They should be able to process things when they receive it by mail or call the customer. Don't just send it back. Give me a break! Obviously they don't have processors including who they are so there is no accountability. And, I also once waited 3 months to get my RMD money from screw up. I am now on hold for over an hour to try to phone them at 6:45 Pm 2/16/21. There is no easy way not to consume many hours of my time fixing these things.

Desired outcome: Get some accountabilty by the people in their mail room. I want the account set up. I want the check put into the account.

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11:51 pm EDT

Fidelity Investments My account manager Erin Mullen

Erin Mullen froze my Fidelity investments because she said I needed a poa. I am able body and mind. I never signed or wanted this. Unfreeze my funds This isn't legal. [protected]. Fire her for this gross error. I need to get my money! I was ex with breast cancer and SHE suggested POA should anything happen. Not, I can't transfer any fund's. I need to pay for my cancer treatment and can't get access to my God damn money! Legal action will be taken if she doesn't comply!

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CHARLENE
, US
Mar 14, 2021 8:07 pm EDT

Well, this has been done to us as well. And our account was frozen for 2 years until I did sign the POA over my husband. They said I would have FULL access to everything and they lied. We have been unable to see the account online or know how the stocks are doing in the account or even get a statement until just recently;y. And they have sent the same statement now 5 times. Somebody is hiding something but they have no idea who they have on their back. I will get to the bottom of this. So until then, the money will sit there. I will go to the DOL and the IRS. The IRS has something that will fix plan errors when it pertains to employee plans too as well as looking over the plan balances. So I am not taking the rollover just yet! Or a Lump Sum Check! Been frozen since 2017 and it can stay that way until it is reviewed in full. I feel that if I take it and roll it over into an IRA or take the full amount, I might be saying I no issues with the accounting of the funds. It was just released by the Union Plan Admin as the QDRO to an ex-wife was never approved. And if they are only the Recordkeepers of the account, how is it I have to go through them for the dispersment first?

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9:50 am EDT
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Fidelity Investments complaint against ceo abigail johnson

The company is refusing to shut down targeting operations that has ruined my career, social life and health over the last 20 years. This is what I shared in LinkedIn and Facebook today:

Fidelity Investments & CEO Abigail Johnson are holding me hostage!
Crime - Continuing targeting operations that has ruined my career & social life for 20 years
Impact to me -placing implants in my throat & applying nerve agents on my forehead (without my knowledge), and targeting me every day with "taser" like remote attacks using "cell tower technologies"
It has been 5 years since Fidelity Investments took responsibility for the crimes committed but are not willing to follow through and shut down targeting operations.

FBI & Boston Police - Please help!

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Update by Mark Smith 2019
May 20, 2019 6:15 am EDT

Fidelity Investments uses Magnetron devices and cell towers to target me with wireless waves exposing me to serious short & long-term consequences.
Since 2014, the company has been using a technology that involves microwave generating devices (magnetrons) along with GPS and cell towers to target me with precision. The company has used two Columbus, OH based businesses ("Nurtur Salon" & dentist Dr. Christopher Will) to place implants on my upper body and inside my mouth. These implants have made it easy to identify me using GPS technology. Fidelity Investments uses both cell-towers and portable devices to trigger magnetron devices. This microwave targeting, apart from the long-term possibility of cancer, causes a lot of pain, disorientation, nausea, "shortness of breath", & disturbed sleep. All due to pressures placed on nerves on my head, my forehead or my upper body. Fidelity Investments accepts responsibility for using this technology but is unwilling to shut it down. I am asking the FBI to consider this a serious criminal violation. I found an e-book written by Richard Lighthouse that explains this technology in plain English.
https://lnkd.in/ec5cF9F

Update by Mark Smith 2019
May 16, 2019 6:42 am EDT

Fidelity Investments bribed my dentist in Columbus, OH and made him implant a phone receiver & mic in my throat without my knowledge. It works very well and I communicate with the company using this phone. But, this implant along with other electronic chips placed in my throat, has become a real health risk. The company blames my former manager Jonathan Schapiro (currently with Factset.com) for the crime committed. Mr Schapiro and gangs are using these implants to also monitor and harass me. Mr. Schapiro has targeted me for 20 years and has ruined my career & social life. I am looking for help from FBI. Unfortunately, the CEO Abigail Johnson supports Mr. Schapiro and would not let me hire a lawyer or go to court. I am providing the link to one of the models used in the industry.
https://lnkd.in/ePt-Wyc

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7:51 pm EDT
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Fidelity Investments complaint against a former employer

Fidelity Investments used several businesses in Columbus, OH area (between 2007 and 2015) to target me. The company I worked (JPMorgan Chase) for 2 years was told not to honor its commitment to pay me the right bonuses. Fidelity Investments paid serious bribes to people in the following businesses (Nurtur Salon, Dr. Christopher Will(Dentist), Bob Evans Farms, & OSU Medical Hospital) in order to target me with implants, chemicals, toxins, nerve agents and for even holding me hostage for 40 days.
Dr. Will has placed several implants in my throat without my consent. Nurtur Salon has placed several implants & chemicals on my head, forehead and body (again without my consent). Fidelity Investments bribed doctors at OSU Medical center to falsify diagnosis and recommend me to spend 40 days in isolation.
Fidelity Investments is blaming my former manager Jonathan Schapiro (currently with BI-SAM in Boston, MA) for all the crimes committed. Mr. Schapiro is currently using a newly developed technology at Fidelity Investments, to target me remotely, all the implants in my throat and on my body. This causes severe pain and at times chokes me because of implants in my throat.
I have filed complaints with Ohio Atty General's and Franklin County Prosecutor's Office.

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2:39 pm EDT
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Fidelity Investments complaint against a former employer

New technology developed at Fidelity Investments has made remote targeting very potent. The company has targeted me since 1999 . The company has used electronic implants and nerve agents(since 2010) on an individual's body to make cell phone targeting possible. The app driven technology uses hacking of cell towers to generate wireless/microwaves and target specific individuals (using IDs on the implants). The targeting puts pressure on my upper body nerves leading to severe pain and discomfort.
The company is blaming my former manager Jonathan Schapiro (currently with BI-SAM in Boston, MA) for all the crimes committed. Mr. Schapiro is involved in crimes that include forgery, misappropriation of funds, providing implants/chemicals to dentist/salon, bribing of managers to ruin my career, holding me hostage in a secluded place for 40 days, & currently running targeting operations using gangs in Boston area.
In 2013, Mr. Schapiro made my dentist (Dr. Christopher Will in Columbus, OH) to place a mobile receiver/mic inside my mouth(without my consent). I did not know about it until the company told me in 2014. All my conversations with the company and Mr. Schapiro happens in this discreet network. Please see if charges can be filed.

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6:15 pm EST
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Fidelity Investments targeting and abuse of ex-employee

I am working with one of my former employers, Fidelity Investments, based in Boston, MA, on a settlement related to 20 years (since 1999) of targeting that has led to significant damage to my career and personal life. After nearly 16 years, in Dec 2014, the company took responsibility for everything done to me and promised a settlement. But they have not following through on their promises. The company communicates through an implanted phone (small receiver & mic), placed in my throat in 2013 without my knowledge, by my then dentist (in Columbus, OH). The phone is always connected to the company network.in addition, the company has placed implants and chemical agents all over my body. The toxic chemicals in my forehead acts as nerve agents and targets the nerves in my upper body causing severe pain. Apart from my former manager, Jonathan Schapiro (currently with BI-SAM), the CEO of the company, Abigail Johnson, is personally involved in my targeting. It also looks like the CEO is using gangs to target my son in Chapel Hill, NC (where he is going to school). I am worried my son will get seriously hurt. To be cautious, I have filed a complaint with North Carolina Attorney General in addition to Massachusetts. Please share this post with your network.

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Update by Mark Smith 2019
Feb 21, 2019 10:00 pm EST

I am working with one of my former employers, Fidelity Investments, based in Boston, MA, on a settlement related to 20 years (since 1999) of targeting that has led to significant damage to my career and personal life. After nearly 16 years, in Dec 2014, the company took responsibility for everything done to me and promised a settlement. But they have not followed through on their promises. The company communicates through an implanted phone (small receiver & mic), placed in my throat in 2013 without my knowledge, by my then dentist (in Columbus, OH). The phone is always connected to the company network. In addition, the company has placed implants and chemical agents all over my body all without my knowledge (by "Nurtur the Salon" in Columbus, OH). The company has even held me hostage in a secluded place for 42 days to create fear in me. The company has involved many high-profile people to help them navigate through legal hurdles. Everything from behind-the-scenes hold-up of “due-process” to blatant threats to both me and my 22-year old son, are being tried. It is scary. The company should let me go to court. I have submitted a formal complaint to FBI. I have also filed complaints with authorities in Massachusetts, North Carolina, and Ohio.

Update by Mark Smith 2019
Feb 20, 2019 9:34 am EST

I am looking to get the attention of Law Enforcement and State Authorities but I have not been successful yet.

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1:23 pm EDT

Fidelity Investments fidelity compliance

Attempts to contact Fidelity corporate to report a compliance issued failed. Does not seem to be any way to reach corporate HQ or the office of the chief compliance officer. Numerous attempts made to contact the firm but the customer service level people are unaware of how to handle a compliance issue. They supposed forwarded details to their back office which appear to be completely ignored since no one ever responded properly.

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Jim Gniecko
, US
Sep 07, 2018 1:11 am EDT

I am told that there is no compliance or escalation procedures at Fidelity. I have been trying to resolve an issue for over 4 months and now I am being asked to do a prohibited action.

The following items are prohibited from importing into United States Of America

Cash (legal tender - bank notes, currency notes, coins) and travellers cheques

Cashlike negotiable instruments

I am at the point that I can no longer trust the information I get from Fidelity nor do I have any confidence that they can manage my accounts properly.

The level of service is so bad that once I get his issue resolved I will move all my Fidelity accounts and find another organization.

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10:57 pm EDT

Fidelity Investments handling of a deceased account

Fidelity has used a variety of methods to steal the last bit of money in my Dad's 401K account including delay tactics, placing a barrier between customers and decision makers and telling outright lies. I have asked Fidelity several times to help me figure this out but I have been rebuffed each time. As the executor for my Dad's estate I feel that I have let him and my sister down. I intend to register a complaint with the Board of Governors of the Federal Reserve System. I would urge others similarly affected to do the same.

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10:42 am EDT

Fidelity Investments 401 k

Good Afternoon,

I am writing a complaint about Fidelity. I called and spoke with 3 different representatives at 3 different times and days I just wanted to make sure they were providing me the same information before I decided to pay off my loan in full, by the way my decision to pay off the loan was solely based off the information I was provided was accurate.

My question to them was that I was going to pay off my outstanding loan balance, but I first wanted to know if I paid off the loan how much would I be eligible to re- borrow. The only reason I would have paid a loan for over 12000.00 dollars back was that I could re-borrow a larger amount to get my finances under control. I wanted to make sure I was making the best decision; each time I called all 3 representatives provided me with the same information. Once again each representative told me I would be eligible to re-borrow around 30, 000 dollars mind you they put me on hold and did these calculation, so I made the decision to go ahead and pay off the loan in full.

I waited for the check to post on your website. I was made aware that it will be 14 day holds before you can re- borrow which was no problem. I go to the website today and go to loans and it shows on August 1st 2018 I will be able to take out a loan for 13., 800.00 on line, I was livid I can't begin to describe the anger that I have. There is no way that I would have paid over 12, 000 dollars If I wasn't reassured that this was the amount. I borrowed this money and the person who loaned me the money was trying to help me get my situation under control to find out that by the time I repay this loan back I may have 1000.00 dollars.

I called today and spoke with very nice gentleman by the name of Daniel and he explained to me how he came up with the calculations and why the amount was so low. You have no idea how I can possibly be feeling and not even sure if you care, but this is just completely wrong and unfair. I am leaving work I am in destress regarding this entire ordeal. How could this happen I'm a person having a hard time I was depending on this money.

I will be sending a letter to SEC making a complaint.

Shannon Bowman
1833 Plum Hollow Lane Ne
Grand Rapids Mi, 49505
[protected]
Sherwin Williams Stock Purchase (35773)

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12:50 pm EDT
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Fidelity Investments day trading app

I decided 2 day trade w Fidelity's Invest app. I took screenshts of my run'n balances, gains/losses for days I bought & sold stock. I now hve proof I need 2 prove Fidelity robs u of extra $50 when'er u make a trade, as my balances show missing amts from what the days gains & loss says for close of that day. I intend 2 take my evidence 2 an attny.🤬

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10:50 am EDT

Fidelity Investments credit card department

I have attempted to pay, yes pay, my fidelity credit card bill in full six times. The ineptitude of not only base staff, but also supervisory staff has created a problem in which each time I have tried to pay, there has been a problem, and payment has not gone through, despite the fidelity employee setting up the payment. I was told that someone from the executive level was going to contact me, however, that has not occurred, and I have doubts that it will occur. I was told by fidelity I would be contacted... Still waiting.

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12:30 pm EDT

Fidelity Investments cash management account

I sold my car received a check as payment to check cleared in my account it's been a month I tried doing a couple Bill pays and they locked my account excited in my business agreement with him and then decided to demand my identification and proof of residency and a certified signature guarantee from the person that wrote me to check for my car person who wrote the checks not being very cooperative and stating that my bill of sale should be enough and Fidelity refuses to give me my $3, 000 hasn't been returned it's been positive in my account for over a month and they're basically committing piracy to some of the most rudest people I've ever spoke to my life they like to hang up on people and put them in the queue for over an hour and a half on hold

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9:04 am EDT

Fidelity Investments withdrawal

I initiated a withdrawal on Friday 6/8/2018. I am taking a vacation and needed funds. During the process there was NO choice as to where to take funds from, therefore Fidelity chose to sell stock (for added fee of course). Next was the fact that Fidelity had an address listed for me that I have never lived at. I could see that the address listed was mine 1025 Minnie Dr, Raleigh NC 27603. I was told it would take 10 days to correct the address that was never mine. Next I requested express delivery ($25 fee), which was a moot point due to address issue. I then realized my bank account info was not on there, which I had entered 5 years ago. I had to re enter banking info, but told that would take 10 days to process, which is a Real shock in this age of electronics. So, as it stands now, the check is supposed to be sent tomorrow and I get it Monday after I am on vacation. I asked to please delay the processing and direct deposit it on the 19th which is the day I was told banking info would be verifies. I was told that was not an option. Bottom line is I don't get my money for my vacation as I wanted. Very poor customer service. I am not putting my social in this email, but I am sure you can look this up by my address.
Michael Casey

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Fidelity Investments Customer Reviews Overview

Fidelity Investments, accessible through Netbenefits.com, is a comprehensive investment platform that offers a wide range of financial services and products. The platform has received mostly positive reviews for its affordability, ease of use, retirement planning tools, investment options, and customer service.

One of the key selling points of Fidelity Investments is its affordability. Users have praised the platform for charging low investment fees and providing commission-free trades on a wide range of products. This makes it ideal for both seasoned investors and those just starting out.

Another feature that has received praise is the platform's user-friendly interface. Netbenefits.com is easy to navigate, allowing users to access their accounts and manage their investments with minimal hassle. Additionally, the platform offers a wealth of tools and resources for retirement planning, including calculators, educational content, and personalized advice.

Fidelity Investments is also known for its wide range of investment options. The platform offers access to nearly every type of investment, including stocks, bonds, mutual funds, and exchange-traded funds. This allows users to build a diversified portfolio tailored to their individual goals and risk tolerance.

Finally, Fidelity Investments has received high marks for its customer service. The platform offers phone and online support, as well as in-person assistance at more than 190 locations across the U.S. Many users have noted that customer service representatives are knowledgeable and responsive, helping to resolve issues quickly and efficiently.

Overall, Fidelity Investments is a highly regarded investment platform that offers a wealth of features and benefits. With low fees, a user-friendly interface, a wide range of investment options, and responsive customer service, it's no wonder that the platform has received positive reviews from many users.

Fidelity Investments In-depth Review

Website Design and User Experience: The website design of Fidelity Investments is clean and user-friendly, making it easy to navigate and find the information I need. The layout is intuitive, with clear menus and sections that allow me to quickly access my account and investment details. The overall user experience is smooth and efficient, ensuring a hassle-free browsing experience.

Investment Options and Services: Fidelity Investments offers a wide range of investment options and services to cater to different investor needs. From individual stocks and bonds to mutual funds and retirement accounts, they have a comprehensive selection that allows me to diversify my portfolio effectively. Additionally, they provide access to professional investment advice and guidance, which is beneficial for both novice and experienced investors.

Customer Service and Support: The customer service and support provided by Fidelity Investments are exceptional. Their representatives are knowledgeable, responsive, and always ready to assist with any inquiries or concerns. Whether I contact them via phone, email, or live chat, I can expect prompt and helpful assistance, ensuring that my investment journey is well-supported.

Account Management Tools and Features: Fidelity Investments offers a robust set of account management tools and features that make it convenient to monitor and manage my investments. The platform provides detailed account summaries, transaction histories, and performance reports, allowing me to stay informed about my portfolio's progress. Additionally, they offer tools for goal planning, asset allocation, and retirement planning, empowering me to make informed investment decisions.

Security and Privacy Measures: Fidelity Investments prioritizes the security and privacy of their users' information. They employ advanced encryption technology to safeguard personal and financial data, ensuring that it remains protected from unauthorized access. Additionally, they have stringent privacy policies in place, ensuring that user information is handled with the utmost confidentiality and used only for authorized purposes.

Fees and Pricing Structure: Fidelity Investments offers a transparent and competitive fee structure. They provide clear information about the fees associated with different investment products and services, allowing me to make informed decisions about my investments. Their fees are generally reasonable and competitive within the industry, ensuring that I can maximize my investment returns without excessive costs.

Mobile App Functionality: The mobile app offered by Fidelity Investments is highly functional and user-friendly. It provides a seamless experience, allowing me to access my account, monitor my investments, and execute trades on the go. The app's intuitive interface and responsive design make it easy to navigate and perform various tasks, ensuring that I can stay connected to my investments wherever I am.

Educational Resources and Tools: Fidelity Investments offers a wealth of educational resources and tools to help investors enhance their financial knowledge and make informed investment decisions. They provide articles, videos, webinars, and interactive tools that cover a wide range of investment topics, from basic concepts to advanced strategies. These resources are valuable for both beginners and experienced investors, empowering them to make confident investment choices.

Performance and Returns: Fidelity Investments has a strong track record of delivering solid performance and returns. Their investment options have consistently generated competitive returns over the long term, providing investors with the potential for growth and wealth accumulation. While past performance is not indicative of future results, Fidelity Investments' commitment to research and analysis ensures that they strive to deliver favorable investment outcomes for their clients.

Transparency and Disclosure: Fidelity Investments maintains a high level of transparency and disclosure in their operations. They provide clear and comprehensive information about their investment products, services, and associated risks. Additionally, they disclose any potential conflicts of interest and ensure that clients have access to relevant disclosures and legal documents. This commitment to transparency instills trust and confidence in their clients, allowing them to make well-informed investment decisions.

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www.netbenefits.com

Most discussed Fidelity Investments complaints

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