Fidelity Investments

Ali _{on Google}

Nov 6th, 2022

Very helpful and professional staff.

Bo _{on Google}

Jul 13th, 2022

Terrible service at this location. They should close this branch until they are done with the renovation and fully staffed to provide at least decent level of service.

J T _{on Google}

Apr 24th, 2023

Have you experienced funds improperly withheld? You may have an ERISA violation, and Fidelity has done that to me. There must be others to justify a Class Action.
I started this process in January 2022 and was told the monies would be released in 12 months. Then, Fidelity wanted me to fax documents a second time in January 2023. At that time, Fidelity wanted a court order clarifying my access to the plan funds, which I faxed on February 10, 2023. After numerous calls, I received a letter March 30, 2023 wanting an Election Form completed that was blocked so I could not complete. And, they also wanted the documents for a 3rd time.
Get the picture?! It is now April, and still no decision. Yes, they assigned someone after I filed a written complaint of an ERISA violation but this person is simply trained to say "yes" without any action.
The first released dollars are going to hire legal counsel to pursue an ERISA violation.' You should do the same--it is a pattern.