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Fidelity Investments Customer Service

79 Reviews

Fidelity Investments / FMR LLC

82 Devonshire Street
Boston
Massachusetts
United States - 02109-3605

Customer Support Phone Numbers

Brokerage Accounts, Mutual Fund Accounts & IRAs
Investment Professional
+1 800 544 6666
Retirement Representative
+1 800 544 4774
Fixed Income Specialist
+1 800 544 5372
BillPay® Representative
+1 800 544 5703
Fidelity® Cash Management Account Representative
+1 800 931 9987
International Trading Representative
+1 800 544 2976
Fidelity Automated Service Telephone (FAST®)
+1 800 544 5555
TTY/TDD services for the deaf or hard of hearing
+1 800 544 0118

Employer-Sponsored Benefit Plans
NetBenefits® Representative
+1 800 835 5097

529 College Savings Plan
Fidelity Representative
+1 800 544 1914

Portfolio Advisory Services
Fidelity Managed Account Representative
+1 800 544 3455

ATM/Debit & Credit Cards
Fidelity® Visa® Gold Check Card
+1 800 323 5353
Fidelity® Rewards Visa Signature® Credit Card
+1 888 551 5144

Charitable Planning
Existing Fidelity Charitable Accounts
+1 800 952 4438
New Fidelity Charitable Accounts
+1 800 262 3518

Corporate Stock Plan Services
Fidelity Representative
+1 800 544 9354

Health Savings Account
Fidelity Representative
+1 800 544 3716
Fidelity HSA® Debit Card
+1 888 377 0323

Annuities
Existing Annuities
+1 800 634 9361
AnnuityLink® Automated Service Telephone
+1 800 634 9361
New Annuities
+1 800 345 1388

Term Life Insurance
Existing Policies
+1 888 343 8376
New policies
+1 800 642 6904

Inheritor Services
Inheritor Services
+1 800 544 0003
Plus

Fidelity Investments Complaints & Reviews

Fidelity Investments / withdrawal

Mc
MCasey on Jun 14, 2018

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...

Fidelity Investments / customer service, portfolio management

Li
Linda on Jun 11, 2018

Fidelity tired of my complaining about errors and invisibility of portfolio managers as well as invisibility of account rep. The only time I recd a call was when I initiated it! An instance - staff made an error in my retirement disbursement which affected my tax bracket and increased...

Fidelity Investments / cash management accounts

Ju
Julie Webster on Jun 6, 2018

Randomly, my husband and I try to log in to our online portals and suddenly the accounts are locked. We call, they claim they needs a copy of our drivers license and utility bill. I explain that our rent includes all Bill's paid and they tell me that doesnt qualify to unlock the account...

Fidelity Investments / 401k loan repayment misapplied payments by fidelity

Br
Bret Rodgers on Apr 5, 2018

I have multiple loans against my 401K (long story). Fidelity investments misapplied payments that were mailed from my bank to the wrong loan causing the loan that the payments that should have gone into to go into a default condition and creating a taxable distribution for my 2017 taxe...

Fidelity Investments / breach of privacy

Gr
greg2u on Mar 26, 2018

I have recently had to close my deceased mothers IRA. During this process your company mailed highly sensitive material to someone other than myself. My name and social security number to be exact. This is a breach of privacy, confidentiality and security. At this time I have not obtained...

Fidelity Investments / account

Sh
Shaniki Smith on Mar 21, 2018

Hello my name is Shaniki Smith, I'am file a complaint. I believe you some kind of computer error glitch. Also I notice when clients close there accounts with your banks, it seem to take long periods of time to closes. Almost 30 days. Please suppervise your employees. I know the owner...

Fidelity Investments / unethical dishonest business practices / poor service / miserable to deal with

Fi

Fidelity - horrible service, fraud, incompetence, and unethical business practices Fidelity used to be great for over 30 years with them, now I hate them so much that I am transferring all my accounts to a reputable outfit that cares about customers - Charles Schwab. Fidelity is so nasty...

Fidelity Investments / customer service

Os
Oskeezy1287 on Mar 9, 2018

he reason I am reaching out to you is because I have been dealing with a simple issue with a great impact that has continued to go on for over 2 weeks already. I have spoken with the customer service and debit card services 7 times since Feb 18th. Once on 2/18/18, 3 times on 3/3/18, 1 time on...

Fidelity Investments / active trader pro

Nm
nmsesq333 on Mar 5, 2018

On or about February 6, 2018 I attempted to place a market order for a security in my IRA through Active Trader Pro. The site did not acknowledge that i placed the order. I then went to the website which was down and the mobile app which was also down. I could not find acknowledgment of my...

Fidelity Investments / unacceptable service - delay in rolling of funds

Je
JenP17 on Feb 9, 2018

I am doing a rollin to my employee sponsored plan. I spoke to Andrew Seitz on Feb 7, 2018. He stated my two checks from JP Morgan were there and had been since Feb 1, 2018. NO ONE contacted me to let me know an additional rollin form was needed. Andrew stated to fill out the form and email...

Fidelity Investments / fidelity visa rewards card

77
777renonv on Feb 3, 2018

Received an offer in the mail concerning The Fidelity Rewards Credit Card. They were offering 2% cash back plus an offer of $100 if you charged $500 in the first three months. I have charged over $1000 and called today (2/3/2018) to inquire about how to receive my $100 bonus. The...

Fidelity Investments / cash withdraw/ cash disappeared

Ma
Maria Claudia Dominguite on Jan 25, 2018

In Dec 7th I've requested through Fidelity/Net Benefits website to withdraw USD 5514 to my account in Brazil. However, this money has disapeared and after inumerous calls to Fidelity and to the local bank, I finally received the money on Jan 24th. The amount received was UDS 5374 instead...

Fidelity Investments / cash management services

Na
Naterpenguin on Jan 8, 2018

I had my bank do eft. Recently I decided to move all money from my Regions account to my fidelity account. I called customer services because I wanted to know how it would take and when it would become available. I talked to the deposits side and the guy told me if I used the same bank in...

Fidelity Investments / 401k

Ri
Richard VanDyk on Nov 30, 2017

Fidelity allowed the unauthorized withdrawal of approximately $550 from my 401 K account this week by my previous employer. Moreover they nor the previous employer did NOT inform me of this transaction. When I called to inquire I received the run around. Agents leaving the phone for 15 or...

Fidelity Investments / pension payment stopped

Mu
Muriel Collins on Nov 20, 2017

I called and faxed papers to fidelity October 9th asking that they look into what was the incorrect payment I should have been getting more money after that and phone calls my pension check that I was getting stopped, can someone look into this the pension was from Kimberly Clark.I have...

Fidelity Investments / fidelity investments, horrible dishonest customer services

Lo
LoisLane911 on Nov 17, 2017

A terrible experience all around. I moved my investments (over 700 grand) in June 2017 and started out optimistic with some promises of good service made. I was assigned a financial consultant who left abruptly -- but no one informed me about this. I had great trouble reaching this office...

Fidelity Investments / disrespectful employee

Dy
Dylan Landanger on Nov 14, 2017

Fidelity Investments, Three weeks ago, I opened an account with you. Today, November 14th, I tried logging in, only to find that it had been locked. Okay, no big deal, so I call and I get to talk to some friendly representatives, which I do appreciate, however, the woman I was talking to...

Fidelity Investments / reversing my money!

33
334Woman on Nov 14, 2017

On 10-8-17, xfinity prepaid removed a total of $60 from my cash management account, in 4 payments of $15. They were only suppose to receive $15, so I contacted Fidelity on Monday morning and the rep told me it was nothing that could be done until the payment post or I could call xfinity...

Fidelity Investments / missing fund

Ma
Man nguyen on Nov 8, 2017

October 7 my balance of close was 16700 I woke up only 15500 I'm missing 1200. I call them to find out why I'm missing 1200. They say I loss on securities I purchase after hour. But the lost of purchase will reflect of balance of 16700 not 15500 minus the loss. I spoke with three...

Fidelity Investments / resolving disputes

Ha
hankmc on Nov 8, 2017

Although I have provided clear evidence (enclosures) of a computer processing error wherein a transaction fee was improperly applied, Fidelity does not empower their representative to review and make a decision. Rather they force an otherwise fact situation to be process thru the time...