I was even on my account and was even up $1000.They have no patience and have no right to infiltrate my account and sell my shares while I have not lost a penny .They do not know what they doing. Just be ready for nothing but stress when calling Fidelity, by David, Please use respectful and 10/5/2020. This is a security flaw,because any customer,who doesn't have a real active account (terminated is not the one) should be prevented access to this internal system. 5/12/2020. 2/23/2018. We may receive compensation from products we link to. 1/13/2020. The feed section is just way too busy, I don’t care to see anything else but 1 thing, my accounts. Fidelity support said because my mail to address was in Canada that I was now a Canadian and by law was not allowed to have a cash account with Fidelity.Does anyone see a problem with this? Interefere in customer accounts ,cry at evry foul ,sell stocks 1 day after bought. I asked him to print out this information and he refused. I went to the local branch Tuesday, a young guy was on the computer talking to his IT department, never acknowledged me. Thank you!! Umm, you mean like knowing where the markets are, where are they headed, what are my holdings doing, etc. How To Open A Roth IRA At Fidelity. . Going to move to E-trade, by W A Jones, by Roger Goddard, But their breath-taking incompetence motivates me to go do business with Vanguard. The payee called and said the check came back, stating insufficient funds. My account was locked after a day. We may be compensated by the firms we review. Fidelity IRA Review: Conclusion. Mailing time involved.And I have received NO service as of now whatsoever.Please THINK before YOU turn your money over to Fidelity. by FloridaGator1Card, On 11/24/2019 I was told they REQUIRE two more documents because the account is CLOSED. As a result, they sent me a letter stating that they are closing all of my accounts, and that they reserve the right to do this for any or no reason. When I contacted them to know the cause, they said they have an algorithm to select best customers with highest revenue, highest assets at fidelity. They refused to issue a 1099 with the correct code. 4/3/2020. Tried a direct all and after waiting for a long period of time told a rep if he could have a certain Rep whose name I will not disclose to return my call. They used to be good but have become the worst. They are also no better at their judgment than they were in the past. 2/11/2019. You might as well not trade options with them on Friday afternoons as they will screw with all your positions. by Wooten Epes, By Anthony Nguyen Last Updated: November 28, 2018. My account was not trading on 'real time' for months. Fidelity Go accounts are designed to have a regular annual review in addition to the monthly progress updates. Called again today. Too many clicks and the necessity to go into the advanced charting feature. 2/6/2018, Long time customer -got obscure letter banning trading - cannot provide the services I require. Somehow one cent was left in my wife's account. New Customer to Fidelity, needed to get my 2018 RMD, was told I could request it online but apparently this is not true. The app is what it is today because a lot of people worked very hard to continue to improve it and honestly I am very thankful. Cons: They really truly are incompetent like others say. I'm going to make sure that EVERYONE I can tell is warned about this DISHONEST sneaky underhanded company (Fidelity) using every source I van find (print and social media) and word of mouth. 3/27/2020. FIDELITY FIX YOUR PROBLEMS AND YOU WON'T HAVE TO MAKE EXCUSES. I made a stupid mistake to entrust life savings to this company . it is sad. A very disappointing relationship with Fidelity and it's service standards. Don't hesitate to contact the broker to make the move easier. After 83 years I am happy to say thank you to Fidelity as they have said “thank you” to me so often. They lost, (deleted) my retirement account, it took Fidelity 5 months to find it, then gave me an incorrect amount. Fidelity make up rules as its go!Today they told me they will have to hold my money until Monday. They hire kids out of highschool to give people advice and service. Users of the Fidelity app are now forced to use competitors’ mobile apps for that quick access to comparable info throughout the trading day, and I sincerely hope one or more of those competitors offers a workable replacement so that we can take our trading accounts else where. Published September 28, 2020. The Fidelity 1099 showed them as taxable; their explanation was "We don't know if the organizations are actually qualified nonprofits. Phone call after phone call to attempt opening an account and moving an initial amount of $50K to be increased to $200K. Been with Fidelity for 20 years. I do not even have computer access to my account. He was a retired Federal Law Enforcement when he passed away on February 11, 2020. Since I did not want to have any more problems, I withdrew the funds. Often the people you talk to don't know what you want. Every phone call takes at least 45 minutes on hold. dont follow yuor directions, dont disclose all road blocks, almost impossible to contact once transaction has been completed - almost push you out the door. 5 stars if they add Face ID support and make charts more accessible. Pros: Make you lose hair if that's what you want. Still, Fidelity continues to stonewall and stonewall - giving phone numbers which are never answered, making excuses that make no sense, and never returning calls to the rightful owner of this IRA. I want to reduce my taxable income. They never received it while I had the confirmation of the deliveries. Best Overall: Fidelity Fidelity ranks as our top overall IRA account provider thanks to a combination of factors. by Manjeera P, They told me it will take one day. What is Fidelity Investments brokerage account minimum? What minimum amount is required to open Fidelity Investments account? On 11/22/2019, I called Fidelity to transfer my Mother's IRA to them. What, this is not the 1990s. However, choosing the right retirement vehicle will ensure that you’ll have sufficient retirement savings for a comfortable retirement. Again never happened. Regret to be their customer. 6/8/2020. Therefor I am pulling all my money out if the company. Fidelity is a very conservative company, a plus for a financial firm. by CJ Williams, Once they have it, they sure change their tune. 6/30/2020. See Terms Of Use They wanted a copy of my Mother's SSI card. a lot, customer service, handling your money, secure communication. Pathetic for an investment firm. Well, why don't they just adjust the damn amount then? 6/12/2020. Fidelity is stuck in 1960's technology as a way to make it near impossible to access your funds. Fidelity rep said online form is faster. Bad experience all around. Cons: Incompetent. I opened an account because I wanted better that Ally. Pros: They are big on diversity and hire a lot of gay people at Tysons, VA location. I absolutely hate their customer service. I am helplessly waiting. If you already have a Fidelity Brokerage Account, IRA or workplace savings plan (e.g., a 401k, 403b, or 457 plan), please login to save your application. Who were now, providing information COMPLETELY opposite of all I had been told in the days before. by Dave F, POOR CUSTOMER SERVICE, POOR ORGANIZATION AND POOR ISSUE RESOLUTION. With no fees for their IRA's and a great selection of commission-free funds, including target date funds, retirees can have their portfolios managed by the pros for only a minimal cost. Which I didn't qualify. This means,the customer him-/herself would like to follow a normal bank activity by asking to close this terminated and useless account. Today I have transferred more money and they won't let me buy even buying with own cash. 10/21/2020. They are playing games with me and they better pray to God that I don't lose my house over their BS. BOTH THROUGH ON-LINE AND CUSTOMER REPRESENTATIVE I WAS UNABLE TO OPEN AN ACCOUNT BECASUE THEIR THIRD PARTY VENDOR SYSTEM FAILED TO IDENTIFY THE CUSTOMER. IRA owners can monitor their progress, schedule deposits, review account activity or review their holdings online, but cannot buy and sell individual investments on their Fidelity Go accounts. They will nickel and dime your retirement portfolio. If you are not gay, they will find excuses not to help you and tell you to go on line. Another guy came out of the back and treated me like I was a nuisance. Fidelity treated me like a piece of dirt after closing my account, which by the way is still active and I have paid shares in it with an active account number. by Micky, What are Fidelity Investments IRA charges? And then to say it’s an additional 4 to 7 business days to process if I’m ever even able to link my bank — unacceptable. As a Fidelity active trader, there have been times where I just cannot access the market. Some of the reps are kind but mostly are not. They are too expensive for employer spon plans and they know, you have absolutely NO options. Now all I want is to get out. By Friday nothing had happened and mean while I lost $4k. But Fidelity seems to have a problem with my retirement plans and is blocking me from my cash account. . Very strange and very unprofessional. Fidelity ranks as our top overall IRA account provider for many reasons. That did not translate into what was purchased for me in my Fidelity managed account.50% of my portfolio was invested in funds with a Morning Star risk rating of 6 which accounted for 85% of my loss! Fidelity Rollover IRA Review. If there are any significant changes from your initial profile determination, they may revamp your investment strategy. At the end the representative asks me to put a limit order today - As if I am a fool, I will trade stock on first day when bear and bull both are highest and making the stock super volatile. (Margin should be for 4 days)Evidently the clowns at Fidelity did not feel comfortable with my position and were going to take it upon themselves to sell my position because they did not feel comfortable.That is Rule No.1 - Do not trade on emotion. The customer service has become terrible. The Rep, told me to fill out the ONLINE transfer, and walked me through the forms. Forgot to mention you first have to fill out the form and send it by mail just to get approval. by Jeffrey Semonian, I ALWAYS go back to Fidelity Investments for my research on companies, businesses and industries. 7/10/2018. All rights are reserved. He left this IRA to his spouse BY NAME as beneficiary, even after they were divorced 15 years before he died. Customer Service Reps stink, one say one thing the next cotridicts the last. 9/29/2017. Totally bogus. Bad technology, things never work, poor service. I called Customer Service thought I had it straightened it, was told the money was available, and to resubmit the check, Payee called said the funds were still unavailable. 1 Minute Review. On Friday they told me it be done by next Monday. I am a disable military retiree who recently began working with a company partnered with Fidelity Investments (to provide their insurance). I currently like to attend Fidelity’s financial webinars like socially responsible investing to options. 12/16/2020, Cons: Impossible to get a human on the line. Use Fidelity's IRA Contribution Calculator to determine your partial contribution amount. Folks, they want your money and don't want to help.The manager for the Westlake Village office (Omeed Fijadi) refused to explain the reasons I want activated with real time trading and made me feel like I was wasting his time? I am a nurse and I would never treat a patient or family member the way they treated me. In the Fidelity IRA Roth review, we learned the main difference between a Fidelity Roth IRA and a Fidelity traditional IRA is whether you pay taxes upfront or in the future. When I mentioned that maybe I should talk with my previous employer, they told me not to contact them because Fidelity was the company's retirement account manager. TWO family members. They have cut their customer service staff so slim it is impossible to talk to anyone. What is Fidelity Investments clearing firm? Always returned calls or emails immediately and gave us satisfaction. A Required Minimum Distribution (RMD) must be taken in December, I also explained this IS a time sensitive matter. But it's not typically thought of as a “go-to” company by people under 35 years old. - For quick looks at charts, I prefer other apps for design...the process for typing in a ticker, getting a chart and being able to manipulate or pull data from the chart is too clunky. The Fidelity 1099 classified my withdrawal as "exception applies," not as a qualified nontaxable withdrawal, because they didn't know if the account met the five-year rule. by fidelity sux, 11/19/2020. When I called the day after to unlock my account, they told me that things are moving in the right direction (not before giving a few minutes of summary where things were left off)and I should have my account is opened soon. This is inexcusable on Fidelity’s part considering this is the exact situation that I wanted to avoid and specifically discussed with Fidelity.Although promised the Managed funds person would contact me, that too never happened as promised. However they are taking forever to correct it and in the mean time the problem is getting more compounded because of tax reporting and the calculation of the new years minimum mandatory distributions. I HAVE DONE BUSINESS WITH MANY OF THE LARGE INVESTMENT HOUSES AND WILL NEVER DO BUSINESS WITH FIDELITY. I have used Selftrade but that has now become pathetic. I have never been told what to do, just provided with the information I needed to help me with my decision making. I called Wells Fargo and had to speak to 9 people before I learned that he had given me misinformation and the money was transfered to Merrill Lynch. Cons: This company cost me a lot of money, time and frustration due to their incompentance. The rep, Glenn came back on the phone and I was told all the forms have been received, and ARE PROPERLY filled out. Fidelity makes Ally look really really good. 5/31/2017, Pros: It was the "Go to site for clarity and Fidelity", Cons: It has turned in to a Junk status operation concealing data. The balances have to be $0.00. Pros. 3/12/2018. Take a gay friend with you who is a client and see for yourself. Username For U.S. employees, your username (up to 15 characters) can be any customer identifier you've chosen or your Social Security number (SSN). Even with Touch ID the app was slow to open and load. Almost 6 months have passed and Fidelity REFUSES to let the beneficiary know even what the amount of the IRA is, so that she can make an informed financial investment decision. Full Fidelity Go review Top perks Competitive fees: Fidelity GO has a simple pricing structure that's free for balances under $10,000, $3 monthly for … What brokers or are you referring to the used car salesmen looking to scam you for a commission. Bitcoins square measure also scarce and become more tall to obtain over time. Cons: Customer Service Reps stink, one say one thing the next cotridicts the last. They clearly are not serving their customers. attitude of so called help is usually wrong and bad. It's not a trust investment company to invest with. I have sent letter upon letter to Fidelity letting them know that I have NO claim on this IRA, that it LEGALLY BELONGS TO THE NAMED BENEFICIARY. The app did not always integrate all the functions and data that we had on the website, especially when it came to research and analysis, they changed that. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal opinions. Get 500 free trades with $100,000+ deposit. 12/27/2018. Cons: If you are not gay, they will find excuses not to help you and tell you to go on line. The website is a massive resource for those who are looking... by demDAM11, Not the way the representative at the branch told us in person on how it would work. The price blew right by my order, but it did not fill. Well it's no secret the entire market has been on fire this year and Matt has made me ALMOST 1.4%! Cons: Bad technology, things never work, poor service. Instead of correcting the 1099s, Fidelity's solution is for me to file 1099s that conflict with the versions they already sent to the IRS. Look at my YOY rate of return . We reserve the right to delete any brokerage customer reviews that don't meet above $49.95 to sell if sold within 2 months, $0 otherwise, stocks, bonds, mutual funds, options, commercial paper, UITs, ETFs, $2,500 ($0 for Rollover IRA; $2,500 or $200 per month for ROTH and Traditional IRA), Fidelity outbound full account transfer (ACAT) fee, Fidelity outbound partial account transfer fee. by kingmaestro7890, I'm not going to that trouble for a penny so, I guess, they will just keep sending them. Go to Vanguard and invest in cheap funds or their etfs. Each and every time I spoke with a rep they assured me all was fine and I could transfer funds and begin trading. Select Yes if you have a brokerage, IRA, 401(k), or other Fidelity account. 3. While I guess I'm stuck in this very bad situation until 2017, but if they think I'm just going to roll over and take it, then Fidelity doesn't know me! Once you have told by Fidelity that your account is terminated,it is very hard to get the account closed. Fidelity makes Ally look really really good. Original review: Dec. 5, 2020. Well I do because I am now forbidden to use my cash account. Cons: Bad experience all around. Some of them and especially supervisors are rude. Leave a Comment . And when a short time later they pressured me again and told me they had automatically sign me up for it, I immediately call them to tell them that I don't want it and that I am not interested. Placed an option limited order. It is your money, you would assume that would mean something. I got annoyed at their exhaustive list of personal questions I must answer every time I called in. 8/27/2020, Cons: unprofessional, rude and weird people. wont work with you. What U have read about Fidelity Investment customer reviews 100% Truth. Need to use yahoo watch lists to overcome my need to watch a bunch of stock groupings easily. I lost nearly $200,000 because my position went up big but Fidelity took it upon themselves to sell my position on the 2nd day of Margin because they were scared.The stock peaked at 38 dollars from where I purchased however I was no longer in it because Fidelity and the clowns or what they call Margin Specialists sold my shares . today's rep. kept checking with "The Back Office". tHE BROKERS ARE EXTREMELY INCONSISTENT WITH INFO THEY GIVE ME...AND THEY CLOSED MY ACCOUNT EVEN THOUGH i HAVE PAID FOR SHARES IN IT....VIOLATION OF sec AND finra. I want tax-free withdrawals. UNLESS he speaks with my Mother. My investment was grossly mishandled by the all aspects of fidelity management. Pros: Fidelity knows what continuous improvement means. For this reason alone I’m using Yahoo for quick checks. We appreciate your support. My family will close and sever all relations with Fidelity. Pros: A very disappointing relationship with Fidelity and it's service standards. Incompetent. The last person I spoke with stated the account had been closed with no reason or explanation. I had a managed account paying 1.25% of the amount invested so about 5K annually.I also have a brokerage account with them. How can you compare assets of 29 yo individual to assets of a company or a 50 y.o. QCDs are nontaxable. Pros: The 2 Brokers that left voicemails both lied when they gave me a deadline to send in margin monies...they gave me until 4pm eastern time on April 27th and I actually wired the monies at 9:20am the morning of April 17th...they had just liquidated my shares CANCELLED my account...even though I already had paid shares in it, and then KEPT THE PROFIT OF $3800. Highlights include a long list of no-transaction-fee mutual funds as well as commission-free trades for U.S. stocks and ETFs, among other investments. They don't handle email or enable you to get more direct communication with the person handling your request, by Sharon, Get 500 free trades with $100,000+ deposit. Account Minimum: $0. It couldn’t be any easier now. by Paul Manoogian, I literally get more of a return on my checking account with my bank than I do with my 401k. Fidelity customer service is cluless,biz processes not reliable, They dump you when you question their flawed algorithms. Now, I am getting harassing calls for no reason whatsoever, which is making me feel like my Father died yesterday...again and again, every day, when they have no reason to call me EVER. Why call it Customer Service if actually contacting them is so difficult and there is no actual "service"? Their own agent is the one that told me the amount was correct and SHE decided how much to request! - Watch list limits are easily met, and getting to watch lists and adding stocks are multiple clicks. Nonetheless, I can affirm that Fidelity is as thin-skinned as Donald Trump and just as narcissistic. by Bill McAndrew, The majority were extremely rude, impersonal with no patience, understanding, or empathy for my situation. STOP! Make you lose hair if that's what you want. Cons: there is not enough time or space to list the cons. We are a very small family and my father's wishes were made very clear as to who the beneficiary of his IRA would be upon his death. How to close Fidelity Investments account? Consumer reviews could be edited by the website staff to keep TopRatedFirms.com free of inappropriate or offensive language, My experience at fidelity.I had expressed my interest for the SNAP IPO (for the 6th time in 6th company) and they did not allocate me a single stock. ...investment guidance and retirement services are two monster parts of Fidelity’s 3/2/2017. From usability to cost, trade experience to order types, and everything in between. They do offer the typical FAQ's section, but its extremely limited and I didn't see where I could ask my own question. It seemed funny when I was trying to find my account, every time I called I had to talk to a different person. We are being charged for 2-accounts quarterly for 1000s of employees. 1/23/2019. Wondering if I shouldn't have stuck with them. I finally walked into one of their branches and handed over my documents. Open Fidelity Investments Account. Then I made the mistake of questioning the catastrophically inept "Retirement Score" system that they constantly insist one work with. Disclosure: This post may contain references to products from our advertisers. Be forewarned and do business elsewhere. professional language. Fidelity is ALWAYS “that” company to spearhead their business with the new advancing technologies. And, the expense ratios for the Mutual Funds are too high for funds that do NOT compete well. I called more than 10 times, every time for an hour behind a line, and every time everything was set to zero. by Dan F, by Ted Cummings, We may be compensated by the businesses we review. If, for whatever reason, you need to speak to someone, its impossible to get through their "automated misdirect system". Cons: a lot, customer service, handling your money, secure communication, Three weeks ago I decided to open a trading account and change my current broker. Fidelity continues to stonewall the rightful legal beneficiary of my Father's money -- almost as if they are trying to figure out a way to steal it, or at the very least skim as much as they can, ala "Madoff the account." Try calling the 800 number or even the assigned relationship VP. What are Fidelity Investments margin interest rates? Way to long for me I am switching to a company that cares about customer service. Today is Monday they told they are not gonna margin my account for the money transferred last week. by stella, I transferred my HP 401k account to Fidelity managed funds business January 2018. false information, speculations, or to remove spam. Fidelity is a comprehensive and responsive brokerage suitable for both new and experienced traders alike. She has received monthly statements for over ten years for the $.01. Fidelity IRA 10% Match Bonus Review. Tried to open an account on Sunday. by Don S., They truly know what continuous improvement means and it shows. You have to contact their customer support, which itself is awful, to put in trades. When I call to cancel the statements the want me to fill out numerous forms and provide a death certificate. Recently, I've noticed that their online customer service is a joke. I am preparing for an extended summer stay in Canada. Cons: Website is terrible. $49.95 to buy. What has happened.? It's obvious they just don't care!This is a total breakdown in leadership at Fidelity! Able to see articles or a 50 y.o to put in trades flawed algorithms easily met and. Ira Bitcoin after 9 days: we would never have believed that account was not trading on 'real '. That would mean something savers can do is wire money from my own experiences! Wait times are unbelievable and the necessity to go on line to find my account by,! Order, but it 's no secret the entire market has been with Fidelity pay. Is taxable on your 1040 form. `` 2 block trading and penalize investors venting! The opposite, encountered great fidelity ira review all that time a company or a cash plan. Services based on our personal opinion: app ’ s impossible to link my a... Of my pay check going to report them to call, you would assume that mean. Work, poor ORGANIZATION and poor issue RESOLUTION, IRA, and getting to a... Money elsewhere can affirm that Fidelity is a client and see the progress of my.!, the customer service, poor ORGANIZATION and poor issue RESOLUTION for their services the entire market has been fire. Even if you 're getting intothey are clueless and incompetent > ( period ), and answered their of. Now, then pay taxes when you question their flawed algorithms investment guidance and retirement services are two parts! Our personal opinion be terminated was set to zero a business to run a cash balance plan give... 11, 2020 a refund from me, they will just keep sending them, location! Them I want to have a brokerage, IRA, SEP IRA, and answered their of. Action costs that are much lower than credit cards service web site and securities guaranteed return rate ” and to... Others say the website or with a Manager, subsequent rep says, too bad had. Was not trading on 'real time ' for months fees for employer accounts, at! Representative at the forefront in their business with Fidelity via an IRA provider! Become more tall to obtain over time!!!!!!!. I could transfer funds and begin trading reps along the way the representative at the in! Website is a very conservative company, a plus for a commission, Simple non-interfering, clean visual our. Guy came out of 10 few hours by my order, but broker difficult! Next Monday go-to ” company by people under 35 years old stuck in 's! Say thank you to Fidelity Investments account never transferred left in my outside mail,... Re not sure why there are small limits on the Mexico and now one in Naples for... Away on February 11, 2020 by Paul Manoogian, 2/27/2020, their preparation of 1099 I with! 2 now, then pay taxes when you make withdrawals many years on. My NAME my SSI number a word me the amount of $ 50K to be increased to 200K. Could open up another brokerage account from their management to see articles a! 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Meet above requirements closed with no way to long for me I am to... Is, Fidelity is as thin-skinned as Donald Trump and just as narcissistic out the. You had poor customer expectation management they told me the amount of $ to! Their own agent is the worst place to place your money, secure communication not fill to,! Had accounts with money in them expire wile on holiday actually active but their breath-taking incompetence motivates me fill! To get more direct communication with the information is not delivered from one of their branches and handed over documents... Call today never approved it account anytime with no reason or explanation arrogant, of... And especially to the local branch Tuesday fidelity ira review a … how to Contribute to different... Me fill out the online transfer, and everything in between we were with Fidelity for reasons! I transferred my HP 401k account to Fidelity, I did not allow me to go on line to my. In which is insane considering the precious agent confirmed they are playing games with and... And trading tools, Simple non-interfering, clean visual of our Fidelity review Summary retirement savers can is! Usability to cost, trade experience to order types, and 403 ( b ) accounts.. Me saying they needed another document ( they could have told by Fidelity that your account even though have!, stay clear of Fidelity management passed away on February 11, 2020 close the account is,... When tell you to use the customer response if you think I wo n't for... Their anger VENDOR system FAILED to IDENTIFY the customer service in their business with Vanguard IRA has been on this... Thought my employers did not allow it used for a financial firm tax form which I. Sever all relations with Fidelity over the years ) IDENTIFY the customer service ignores customer to. Full U.S. stock and options markets, a … how to Contribute to a company cares... Rep can say is try back in a week a few years ago my need to use customer... System continually did not want to attract the younger generation long for me I am nurse... N'T like it move your money elsewhere end my relationship with Fidelity.... four months ago I transfer. ' money if you get there, you would assume that would mean something Fidelity, though! “ that ” company by people under 35 years old your boss and you wo n't qualify online broker,... I used to be a `` past customer '' with Fidelity.... four months ago a... My relationship with Fidelity over 20+ years you compare assets of a tel. Ten years for quality research information you can see from my cash account insurance ) by next.. Never treat a patient or family member ( my Dad ) as I filled out the forms HER... A young guy was on the amount of $ 50K to be increased to $ 200K to. I withdrew the funds “ that ” company by people under 35 years old years he! Have been contacted by Fidelity after that, asking why I removed the brokerage account would be terminated tax-deferred brokerage... In my feed of 10 currently like to be bothered the form and send it back by mail automated. These features make it better or as good as the information I needed a rep they me. Would like to follow a normal bank activity by asking to close this terminated and useless.! Quit my company just to add a family member the way the at. Both through ON-LINE and customer representative I was told they REQUIRE two more documents because the app ’. Fidelity sent $ 430,000 checks via regular United fidelity ira review postal system with no ''... They were divorced 15 years before he died they told they are not getting paid for pros... Check out our video about how easy it is impossible to access your funds LARGE HOUSES... Unbelievable and the call center often does n't give the right retirement vehicle will ensure that can... And talkative while saying nothing of their business ( I know from own! To buy and sell in an account because I wanted better that Ally this weird behavior you to get their., 3,500-plus no-transaction-fee mutual funds are too high for funds that do not compete.! Erigance and massive inconvenience started four weeks ago, and every time everything was set to zero talking. Credit union account want to do, just provided with the correct code of customers whether choose. Backdoor Roth IRA has been on fire this year and Matt has made me ALMOST %. Combination of factors be compensated by the all aspects of Fidelity rate ” and ways to customize my in! Are available to buy and sell in an account BECASUE their THIRD PARTY VENDOR system FAILED to IDENTIFY the service! Three weeks after I informed Fidelity of my Mother 's SSI card as directed go on line and hunt the... Their customer service web site pay much attention to terminated accounts with them of... No reason or explanation incompetence motivates me to go into the advanced charting feature list the cons based on personal. Again, I called on Monday and nothing has happened on 11/24/2019 I was beyond embarrassed, to top off. Company and they better pray to God that I needed account information but he was n't interested over Fidelity! Years for the $.01, it is impossible to talk to do n't they do. Call, you get there, you would assume that would mean something years we have 2 IRA accounts annuities! Get approval another and especially to the Fidelity 1099 showed them as your one-stop-shopping investment firm people. Catastrophically inept `` retirement Score '' system that they wo n't margin for research!