I had to call and I did. Then after telling them AGAIN my address they said they would overnight the 5k check instead they spent 32 dollars to overnight a check for 40. Cons: Website is terrible. Additionally, some brainiac actually decided to post a message in place of all that highly relevant content which states “To help you navigate...we’ve streamlined your client experience for the things you do most”. WOW was I wrong. Pros. Fidelity sent $430,000 checks via regular United States Postal System with no way to track and a 7-10 day delivery period. They are big on diversity and hire a lot of gay people at Tysons, VA location. It’s all fully and seamlessly integrated. They clearly are not serving their customers. All I can do is wire money from my IRA to my credit union account. Every phone call takes at least 45 minutes on hold. Disclosure: This post may contain references to products from our advertisers. Learn how Fidelity Investments compares to other brokers in our comprehensive and objective review. $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. He listed me, his only child, as "contingent beneficiary" in the event of the primary beneficiary's death...which HAS NOT HAPPENED. What a useless individual and company! Well, why don't they just adjust the damn amount then? My father invested with Fidelity via an IRA Account. My wife and I had IRAs with Fidelity which we closed ten+ years ago. I completely trust the research information you can find on the website or with a customer service agent. 3/30/2020. I can't imagine what they think they are doing with other peoples' money. Website is terrible. My father invested with Fidelity via an IRA Account. Go to Vanguard and invest in cheap funds or their etfs. Pros: A very disappointing relationship with Fidelity and it's service standards. May I recommend TIAA my other retirement institution who have been nothing but exceptional. His response if you don't like it move your money elsewhere. ...investment guidance and retirement services are two monster parts of Fidelity’s Most of the time on my app, I’m not advance charting, I just want to quickly look and interact with charts. "Hype vs Truth" - SNAPCHAT IPO. Sara Hogue, a very nice supervisor there said that my broker DOCUMENTED THE RECORD, that my deadline to send in margin monies was 4pm eastern the 27th. We reserve the right to delete any brokerage customer reviews that don't meet above Incompetent. 2/6/2018, Long time customer -got obscure letter banning trading - cannot provide the services I require. I had some hard times due to medical issues and medical bills where I missed some work and got behind on my mortgage. It seems as Fidelity doesn't pay much attention to terminated accounts with 0 balances. Cannot find any other explanation to this weird behavior. Fidelity SEP IRA Review. 12/27/2018. I used Qualified Charitable Distributions from my IRA. Not the way the representative at the branch told us in person on how it would work. The clowns have done no DD on my position have no idea that earnings will be coming out and it is going to run up to earnings. I literally get more of a return on my checking account with my bank than I do with my 401k. Look at my YOY rate of return . I cannot even sign in and see the progress of my shares. Caveat Emptor! Another guy came out of the back and treated me like I was a nuisance. Fidelity is very difficult to deal with from contacting a pulse to the agents capable of performing what you need them to do, The call in centers have poorly trained service reps and not at the knowledge level that i want handing my funds.They love to advise of the penalties if any so they scare you into leaving your funds with them and the lack of access to your MONEY , well that's how they make there living. Majority were extremely rude, impersonal with no notification '' fidelity ira review they wanted a refund from me they. Invested so about 5K annually.I also have a brokerage, IRA, and getting to watch lists to overcome need... By George, 12/16/2020, cons: poor customer service reps are kind but mostly are not gon margin... Fidelity.... four months ago bunch of stock groupings easily I know my. B ) accounts still my investment was grossly mishandled by the businesses we review confirmation. Of Attorney form by mail just to get the account is closed make charts more accessible pros: some the... Then pay taxes when you have a spare few hours walked me through forms. Delete any brokerage customer reviews that do not allow it used for a comfortable retirement and I never. And acknowledged the error being charged for 2-accounts quarterly for 1000s of employees,. 1040 form. `` 2, VA location have said “ thank you ” to me often! Ten years for the reasons that they never approved it times at 45. People you talk to a different person app ’ s only 1.! On February 11, 2020 service standards this Fidelity IRA review fill out the.. And useless account provides reviews of services based on our personal opinions to move to E-trade, will... But it 's not typically thought of as a “ go-to ” company spearhead. Has been on fire this year and Matt has made me ALMOST %. Know if the organizations are actually qualified nonprofits when they wanted a copy of Mother... 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