Fidelity Investments

Super nice office. I drop in once a year to drop off a check for my account and the reps are always super courteous and attentive.
Jan 27th, 2024

I needed a signature authorization on a form by "US Treasury Direct" for opening an account.  The branch told me that Fidelity does not authorize signatures even for their own account holders even if it is the US Treasury that needs signature authorization.I am disappointed by this so-called leading financial institution in US.
Aug 8th, 2022

No service..wont return callsno longer helpful and providing less service each year.
Jul 27th, 2022

Jul 7th, 2021

Continued terrible service from this money manager/brokerage. Still not providing any personalized service at their brick and mortar outlets. Had a difficult time even trying to drop off a check with a Fidelity deposit slip. In addition, the person on the Amazon mini screen who was supposed to help asked me to write personal, identifying information on the deposit slip! Who knows where that deposit slip, printed by Fidelity, could end up or in whose hands! Simply an unnecessary and unprofessional lapse of any reasonable security protocols. I have accounts at two other brokerages and they both provide personalized service and do not hide behind false "Covid" excuses to avoid paying for live help at their brick and mortar outlets. If Fidelity wants to be Robinhood and provide only an on-line experience and service it should just say so and stop using the Covid tragedy as an excuse to cut their costs and play catch-up to more nimble competitors. I intend to close this account.
Jun 21st, 2021