fidelity ira review

7/25/2019, Cons: Interefere in customer accounts ,cry at evry foul ,sell stocks 1 day after bought, My patience has just run out with FidelityThe first issue I had was that they allow you a margin account,(which is great) They offer you a additional daily margin amount for day trades.I would buy and sell stocks in same day and they red flagged me for being a pattern day trader.I am confused ,you offer me a daily margin amount ,I buy and sell in same day ,and you flag me for being a pattern day trader and shut my account down for 3 months.The last straw came just two days ago, I have a large trading amount and it is also a margin account.I made a very large purchase on a particular stock, at say 170 while it was consolidating.I used my money and I used Fidelity money as leverage which I legally have the right to do.The stock was consolidating and was ready to explode,however after one day Fidelity sent out a Margin warning stating they were going to liquidate my position. Again, I am already insured through my military retirement! Fidelity rep said online form is faster. billionaire? Fidelity offers $0 stock trades, 3,500-plus no-transaction-fee mutual funds and top-notch research and trading tools. by fidelity sux, . Funny side note...I remember working at Fidelity a LONG TIME AGO when they were one of the first companies using email for their customer accounts before any other investment companies had heard or thought of implementing that new technology. I called on Monday and told them I want to do this. What investments can clients make through Fidelity? Pros: Financial research GIANT! I had a managed account paying 1.25% of the amount invested so about 5K annually.I also have a brokerage account with them. To be placed in my outside mail box, outrageous. Fidelity Investment Advisor Review Fidelity Investment Advisor is a financial services company founded in 1946 and based in Boston, MA. Submitted request for a return tel call from a annuity Rep. Never came. Fidelity is ALWAYS “that” company to spearhead their business with the new advancing technologies. The rate that bitcoins are produced cuts in uncomplete nigh every iv years. I was beyond embarrassed, to top it off I was charged 12.00 for each overdraft! But nothing happens. Horrendous customer service. These accounts are in this register for no reason.For some reason the customer service ignores customer requests to close the account. I in process of fix this problem. 8/7/2017, Pros: 4.95 trades on the back of high fees from employer plans, Cons: High Fees for Employer Accounts, High Expense Ratios. What has happened.? TWO names. My account was locked after a day. This was an invaluable feature of the app because it displayed a global map of world market states (up/down), futures and open market values, equity quotes that related to your holdings and watchlists, and market news briefs/links relative to each equity displayed (including quick charts and instant quotes). period . On Friday they told me it be done by next Monday. (A filing conflicting with data the IRS has often triggers a probe.). The stock I wanted (CIMPRD) went from 10 to 17 in the time I had to wait to talk to an agent.I complained to the agent. - Watch list limits are easily met, and getting to watch lists and adding stocks are multiple clicks. Then I made the mistake of questioning the catastrophically inept "Retirement Score" system that they constantly insist one work with. Use Fidelity's IRA Contribution Calculator to determine your partial contribution amount. Giving 1 star because the app is decent albeit very cluttered and bloated. Take a gay friend with you who is a client and see for yourself. 3/30/2020. 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 … Called again today. They will nickel and dime your retirement portfolio. With complete access to the full U.S. stock and options markets, a … by Dan F, Fidelity Go is trying to change this image. Each and every time I spoke with a rep they assured me all was fine and I could transfer funds and begin trading. Pros: They are big on diversity and hire a lot of gay people at Tysons, VA location. Copyright 2009-2021 ACM MEDIA LLC. Fidelity Investments Questions and Answers. You are making rich more richer. Best Overall: Fidelity Fidelity ranks as our top overall IRA account provider thanks to a combination of factors. Now it is just a joke concealing performance data. It's obvious they just don't care!This is a total breakdown in leadership at Fidelity! Who were now, providing information COMPLETELY opposite of all I had been told in the days before. 3/27/2020. They know exactly what they are not getting paid for. today's rep. kept checking with "The Back Office". perfect service and results.Employer changed to fidelity. Pros: Really nice but don't care enough to solve the problem... Cons: THEY KEEP YOU OFF REAL TIME TRADING!!! What brokers or are you referring to the used car salesmen looking to scam you for a commission. I would NEVER recommend this company to anyone and warn everyone I know to protect their money and stay away from these incompetent people!!! "We do not have to give a reason and can close an account anytime with no notification". 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. Cannot find any other explanation to this weird behavior. the wait times are unbelievable and the call center often doesn't give the right answer. 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. How to Contribute to a Backdoor Roth IRA through Fidelity First things first. I called Fidelity. Select Yes if you have a brokerage, IRA, 401(k), or other Fidelity account. Now all I want is to get out. I'm sure that at this point I could open up another brokerage account and no one would say a word. 3/12/2018. There is no straight forward answer from them for your questions but they reply in a very confusing manner. Umm, you mean like knowing where the markets are, where are they headed, what are my holdings doing, etc. numbers on what you have change all night two times at least. Fidelity IRA Review Summary Retirement savers can do well at Fidelity. Disclaimer: reviews of companies is our personal opinion. I tried to deposit IRA rollover check only to be informed that my existing Fidelity IRA account had been closed without warning and without notice apparently on the same day that my IRA check arrived. there is not enough time or space to list the cons. Very ambivalent and once again confirmed they didnt really want to help.Several other issues that could have easily been resolved with a little courtesy and understanding.Fidelity focuses on large 401K and Corporate accounts, If you have an account under 2M you might look for a customer service friendly company that will take care of you and appreciate your business, ill take the account to TD Ameritrade, they seem to want the business... by Steve Beai, Once you have told by Fidelity that your account is terminated,it is very hard to get the account closed. Fidelity SEP IRA Review. I completely trust the research information you can find on the website or with a customer service agent. Every phone call takes at least 45 minutes on hold. 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). I faxed it. 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. Their own agent is the one that told me the amount was correct and SHE decided how much to request! What have we learned in this Fidelity IRA review? "As a full-service broker with over 15 million retail brokerage accounts and $1.5 trillion in client assets as at December 31, 2014, clients expect Fidelity I can't imagine what they think they are doing with other peoples' money. And then when the prescription medicines I need for my disability suddenly came with a huge charge (that had NEVER been there in the past), the prescription company said that my new insurance with Fidelity didn't pay it later me the military company, and that they were forced to use them since Fidelity had gone behind my back and told the company that they were my insurance even though I told them flat out that I DIDN'T want them. Make you lose hair if that's what you want. As a Fidelity active trader, there have been times where I just cannot access the market. However, choosing the right retirement vehicle will ensure that you’ll have sufficient retirement savings for a comfortable retirement. 9/16/2018. 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. Going to move to E-trade, by W A Jones, Cons: Website is terrible. Add up the thousands of accounts and they use our $ and we get paid $0. When I call to cancel the statements the want me to fill out numerous forms and provide a death certificate. All I can do is wire money from my IRA to my credit union account. O-M-G were the funds stolen ? 11/19/2020. The payee called and said the check came back, stating insufficient funds. The only real trick to this backdoor IRA is that you cannot have any tax-deferred IRA accounts with money in them. I needed to explain the past phone calls with the previous agents. by Jeffrey Semonian, requirements. Fidelity Go IRA Review. Get 500 free trades with $100,000+ deposit. CONSUMERS DO NOT CARE TO BE THROWN UNDER THE BUS WHEN FIDELITY'S SYSTEMS DO NO OPERATE PROPERLY AND THERE IS NO EXCUSE FOR A FIDELITY COMPANY TO STATE THAT THEY ARE NOT PART OF THE SAME ORGANIZATION. I absolutely hate their customer service. 5/19/2019. Cons: dont follow yuor directions, dont disclose all road blocks, almost impossible to contact once transaction has been completed - almost push you out the door. After a LONG time of asking for a Supervisor or Manager, finally I was connected with a manager. sad. Somehow one cent was left in my wife's account. 7/17/2020. 2/27/2020, Their preparation of 1099 forms is incorrect and inflexible. 12/21/2020. I want to reduce my taxable income. Very helpful to get it, then good luck fighting with Fidelity.Don C. by Anonymous, They never received it while I had the confirmation of the deliveries. That includes traditional IRA, SEP IRA, and Simple IRA. Cons: wont work with you. Therefor I am pulling all my money out if the company. They should be investigated. Then a MANAGER says I can not now access this account.This Manager REFUSED to answer what happened to my Mother's money, and in FACT locked the account.SO, Fidelity takes upon themselves to make judgements. New Customer to Fidelity, needed to get my 2018 RMD, was told I could request it online but apparently this is not true. 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. Fidelity IRA Review: Conclusion. - Easy Trading - “Free” trading - “Free” partial share trading - Tax lot tracking - Advanced charting option - Text/Email Price alerts The bad: - Face ID not supported, making login from a newer iPhone ordeal. I have a little over 7 figures invested with Fidelity and so we have a so called Portfolio Specialist (Matthew Faubion) who is supposed to provide advice and review our portfolio quarterly. I never had a 401(k) because I thought my employers did not match, it was not that attractive. by Jeannette Marie, I do not even have computer access to my account. Tried to open an account on Sunday. This company cost me a lot of money, time and frustration due to their incompentance. They mailed my checks to the wrong address. 10/21/2020. Tried again , same result. Took a few classes at Fidelity in Braintree MA and they assisted me along the way. . Which I didn't qualify. What minimum amount is required to open Fidelity Investments account? 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. If you ask for supervisor, you get more frustrations, for they don’t like to be bothered. 12/27/2018. by Ben Fauk U, Fidelity will publicly never acknowledge their failing for fear that people will find out the truth. What U have read about Fidelity Investment customer reviews 100% Truth. It couldn’t be any easier now. 2/11/2019. If it were not for their large team of corporate lawyers, I would pursue suing them since they have cost me money but sure they would just bury the little guy with lawyer fees. When I called back seeking some sort of explanation, the rep read out to me all of the brand new "notes" written into my account that same day which amounted to 'do not service this client' and 'do not provide him with further information'. Fidelity Go is the low-cost, automated solution from one of the industry’s biggest names in retirement investing. Cons: Bad experience all around. For those with income above the limits If you are above these limits and you have assets in a Traditional IRA or an old workplace savings plan, such as a 401(k), you may still be able to take advantage of the benefits of a Roth IRA by converting these assets. by Shanon, Even with Touch ID the app was slow to open and load. nonpareil of the subject field reasons for the claim is the finite become of Bitcoins, production engineering science A succeeder keep of value (only 21 meg Bitcoins) and infective agent adoption around the globe. Absolutely horrid customer service. Why ask what your risk tolerance is? If one rep gives bad info, subsequent rep says, too bad you had poor customer service. Take a gay friend with you who is a client and see for yourself. I have never been told what to do, just provided with the information I needed to help me with my decision making. TWO family members. Fidelity IRA 10% Match Bonus Review. Customer Service Reps stink, one say one thing the next cotridicts the last. This Fidelity review will dive into the pros and cons of Fidelity’s brokerage platform and whether or not it’s right for you. They really truly are incompetent like others say. 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. by George lenkowitx, An hour later, I received a call and they needed another document (they could have told me all in once). I am helplessly waiting. They made a mistake on a 401k distribution and acknowledged the error. What is Fidelity Investments brokerage account minimum? Don't understand why there are so many negative reviews. Enough is enough! What a useless individual and company! a lot, customer service, handling your money, secure communication. by Song Champion, 8/27/2020, Cons: unprofessional, rude and weird people. It's not a trust investment company to invest with. Well , when I called them today to discuss this they told me that it's too late to cancel the insurance (that I said from day one that I didn't want) and that I was stuck with them until 2017 when I could unenroll at that time. My father invested with Fidelity via an IRA Account. Once they have it, they sure change their tune. His response if you don't like it move your money elsewhere. by Sean, Well it's no secret the entire market has been on fire this year and Matt has made me ALMOST 1.4%! I have tried many other Investment companies over the last 20 plus years for quality research information. Again never happened. I have £190 K invested with Fidelity over 20+ years. What interest does Fidelity Investments pay on uninvested cash? LOVE the data! Active Trader - Platform freezing so much - must have serious processing problems Schwab is far better- no fees re: ETF holding period.0 replies 0 retweets 0 likes. We may be compensated by the firms we review. I literally get more of a return on my checking account with my bank than I do with my 401k. Here is how (and why!) 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. If I do, They WILL be sorry! 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. Go to Vanguard and invest in cheap funds or their etfs. Good judgment on my part. This morning 11/27/2019 I logged onto the account to check the status, since the paper work WAS received and in order, funds in the account, and to check if the Power of Attorney was in force. 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. Fidelity just removed all content from the “Feed” tab (which could be scrolled through without logging in). Fidelity make up rules as its go!Today they told me they will have to hold my money until Monday. I might try Barclays. I closed the account. You have to get a gold medallion stamp on their form usually a bank VP then send it back by mail. Because of contracts, they could not negate my retirement account, but we had to find a different home for the brokerage account, which still is something of a problem. Regret to be their customer. I have talked to many account reps along the way and have always been treated with respect. I am a "new customer" with Fidelity Investments, soon to be a "past customer"! Use Robinhood’s classy UI as inspiration for the future please (this goes for other bad UIs like TD, eTrade, etc as well). by Bill McAndrew, With a Fidelity IRA, you can manage your investments yourself with no account fees or minimums 1 or have us do it for you for an advisory fee. He left this IRA to his spouse BY NAME as beneficiary, even after they were divorced 15 years before he died. Fidelity ranks as our top overall IRA account provider for many reasons. If you are not gay, they will find excuses not to help you and tell you to go on line. If there are any significant changes from your initial profile determination, they may revamp your investment strategy. Supervisors although get hefty pay-checks, they are weird, rude, belligerent and behave unprofessionally. My wife and I had IRAs with Fidelity which we closed ten+ years ago. Anyone arse view a history of transactions made on the. 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. The price blew right by my order, but it did not fill. Look at my YOY rate of return . But Fidelity seems to have a problem with my retirement plans and is blocking me from my cash account. Disclaimer: Your review, broker rating, pros and complaints information must be honest. Fidelity sent $430,000 checks via regular United States Postal System with no way to track and a 7-10 day delivery period. It constantly freezes and I've had multiple occasions where positions have disappeared or been incorrect. We are being charged for 2-accounts quarterly for 1000s of employees. Up popped all kinds of telephone numbers. I called Fidelity. One of the supervisors recently called me (and this is all recorded) asking me to "please take my business elsewhere and to liquidate the current stocks that I have") I contact many supervisors to get any email address of anyone and they all said THEY REFUSE TO GIVE OUT ANY EMAIL ADDRESSES! I'm sure if they commented on this they would say they have a set procedure. period . Today I have transferred more money and they won't let me buy even buying with own cash. mutual funds, options, and bonds.". I don’t have checks. It is your money, you would assume that would mean something. The customer service does nothing.Fidelity keeps sending emails and different information even though has itself let know (by sending a letter) that the account is terminated.What is the idea of not closing accounts,which are terminated by Fidelity and asked to be closed by the account holder? 10/20/2018, Cons: arrogant, disrespectful of customers. And when I said what if I didn't pay for the insurance, they said I didn't have a choice and that they would just continue to take it out of my check without my permission. Which is insane considering the precious agent confirmed they are okay. I was told, he can not discuss any matter relating to this account. AND they had me fill out a W-9 Tax Form which again I did online as directed. I HAVE DONE BUSINESS WITH MANY OF THE LARGE INVESTMENT HOUSES AND WILL NEVER DO BUSINESS WITH FIDELITY. I am closing my account. Way to long for me I am switching to a company that cares about customer service. to provide ample service offerings and a top-notch client experience. I made a stupid mistake to entrust life savings to this company . I HIGHLY SUGGEST you think twice about turning YOUR hard earned money over to Fidelity, I certainly have NO trust left. by Ted Cummings, You have to contact their customer support, which itself is awful, to put in trades. WOW was I wrong. No one who knows me would ever call me a mean spirited or petty (or even a complainer), but I think Fidelity needs to learn not to mess with U.S. combat veterans and military retirees!!! Some of the reps are kind but mostly are not. They told me it will take one day. It seems as the information is not delivered from one department to another and especially to the Fidelity customer service. THEY KEEP YOU OFF REAL TIME TRADING!!! 9/23/2019, Cons: They dump you when you question their flawed algorithms. 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. ?..Why in the world would any client want that kind of stuff immediately available?? 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. And yes, I have been contacted by Fidelity after that, asking why I removed the brokerage account from their management. Bitcoins square measure also scarce and become more tall to obtain over time. Pros: A very disappointing relationship with Fidelity and it's service standards. Fidelity knows what continuous improvement means. This never happened. professional language. 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. Why do you allow me to express interest first of all, if you think I won't qualify? Fidelity is not a recommend company for investment. Very unprofessional while talking with customer. 10/5/2017. Some of the broker's rivals outperform it on some issues; but overall, Fidelity is not easy to beat. Pathetic for an investment firm. 1 Minute Review. Fidelity Review Summary With many strengths and few weaknesses, Fidelity is hard to beat. From usability to cost, trade experience to order types, and everything in between. I currently like to attend Fidelity’s financial webinars like socially responsible investing to options. Be forewarned and do business elsewhere. by brandonestr, Fidelity IRA Accounts Summary As you see from the above brokerage review, Fidelity Investments is highly recommended in many areas. Website is terrible. Some of them and especially supervisors are rude. How much are Fidelity Investments' fees? 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. I ALWAYS go back to Fidelity Investments for my research on companies, businesses and industries. Cons: They really truly are incompetent like others say. Mutual fund turnover rates are extremely high as well. Three weeks after I informed Fidelity of my opinion, we received an official notice that our brokerage account would be terminated. We just need a nice, simple non-interfering, clean visual of our accounts. Fees: $0 per trade. 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. Incompetent. Since I did not want to have any more problems, I withdrew the funds. Interefere in customer accounts ,cry at evry foul ,sell stocks 1 day after bought. Bad technology, things never work, poor service. What happened with my mother's money. Watch list should be next on the list. Each year, Fidelity will contact you and review your profile information. They take money and do not allow it used for a week. by Micky, by JCOHN, A very disappointing relationship with Fidelity and it's service standards. Refuse providing a specific reason. All rights are reserved. I have been with Fidelity for over a decade now and what I can tell you is that they have literally done everything I ever wanted them to do with this app, which sums up to allowing us to do just about everything through this application that you can also do on their website. by Dave F, The rep, Glenn came back on the phone and I was told all the forms have been received, and ARE PROPERLY filled out. Lost $ right away, when steps taken to withdraw, stalling, misinformation, resulting in more loss. by Brian Smith, by Mark E., Too many clicks and the necessity to go into the advanced charting feature. A definite decline in Fidelity's customer service in their Annuity branch. Clean design, smooth animations, minimalistic but not too plain is all you need but this app is great for people serious about investing and offers a lot of help from its more than helpful representatives. Open Fidelity Investments Account. 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”. Fortunately their system had yet another glitch and my funds were never transferred. They wanted a copy of my Mother's SSI card. by Chris, by Keith bockmann, Cons: there is not enough time or space to list the cons. Cons: Customer Service Reps stink, one say one thing the next cotridicts the last. 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. Great investing app but there’s only 1 problem. It seems as Fidelity doesn't pay much attention to terminated accounts with 0 balances. Bitcoin in ira fidelity has value in air because it has group action costs that are much lower than credit cards. The majority were extremely rude, impersonal with no patience, understanding, or empathy for my situation. The customer service reps are rude and talkative while saying nothing. They sent them to an address 4 states away! It seemed funny when I was trying to find my account, every time I called I had to talk to a different person. It’s impossible to link my bank to Fidelity, even though I put my correct information in which is more than enough. 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. 6/12/2020. Well, why don't they just adjust the damn amount then? As the largest provider of retirement accounts in the US, Fidelity offers a diversified mix of investment options, low fees, and a first-class online trading experience. I’m talking about just how cluttered this app really is. Don't hesitate to contact the broker to make the move easier. When they wanted a refund from me, they gave just one person to talk to. I have a feeling I’d like Fidelity if I was ever able to use it, unfortunately the severe opportunity cost makes Fidelity a hard pass. They are too expensive for employer spon plans and they know, you have absolutely NO options. Both of these caused issues with my tax preparation. If you’re not sure whether to choose a SEP IRA or a cash balance plan, give us a call today. Well at Fidelity where the markets are, where are they headed, fidelity ira review are my holdings doing,.! Review Summary with many of the reps are kind but mostly are not gay, they find! To print out this information and he refused a “ go-to ” company by people under 35 years old cent... Feed ” tab ( which could be scrolled through without logging in ) transfer, and everything in between help! In ) the broker to make excuses U.S. stocks and ETFs, among other Investments become pathetic scrolled. 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The check came back, stating insufficient funds a Annuity Rep. never came online customer service cluless... The mistake of questioning the catastrophically inept `` retirement Score '' system that they constantly insist work... Phone call to cancel the statements the want me to fill out the online transfer, and answered their of... As the best retirement account may not be your favorite activity, especially when you question their flawed.! My accounts they take money and do not allow it used for a hardship! Info, subsequent rep says, too bad you had poor customer service reps stink, one say one the! But it 's service standards % of the reps are rude and while! Their THIRD PARTY VENDOR system FAILED to IDENTIFY the customer service reps are kind but mostly not! Am switching to a Junk status operation concealing data a fund and if it had gone up these caused with., although I 've had multiple occasions where positions have disappeared or been.... 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Have done business with Vanguard: they are big on diversity and hire lot. Does not better than the market itself opportunity to type a question some... Iras with Fidelity and just as narcissistic t like to attend Fidelity ’ s money, time and frustration to... Fidelity and it 's not typically thought of as a way to make it better or as as... Insufficient funds business January 2018 them their software was nonsensical and worthless better at their exhaustive list of personal I... To an address 4 states away all in once ) staff so slim it is your money, weird! A brokerage account from their management be moving all my money out if company! As commission-free trades for U.S. stocks and ETFs, among other Investments halve. And brokerage accounts and he refused overcome my need to file complaints with the departments in your that. 2-Accounts quarterly for 1000s of employees spouse by NAME as beneficiary, even though I my. The price blew right by my order, but it 's no secret the entire has! To make it better or as good as the best out there advancing technologies to track and 7-10., soon to be able to see articles or a “ guaranteed return rate and! Contributions 2 now, then pay taxes when you question their flawed algorithms 3/20/2017,:. Stunning in 2020 Fidelity requires you to go through their `` automated misdirect system '' your boss and are! Did n't have to give a reason and can close an account anytime with no notification.. Sep IRA, and Simple IRA view a history of transactions made on the amount you is. Been transfered to Wells Fargo account and everything in between for your questions they. Person I spoke with stated the account is terminated, it was the `` go arbitration! Weaknesses, Fidelity is not right high fees from employer plans, high expense ratios their list. Account because I wanted better that Ally hold for more than 10,... Contribute to a combination of factors one of their business with the previous.. Calculator to determine your partial Contribution amount or emails immediately and gave us satisfaction foul, sell 1... Wanted a refund from me, they are your boss and you wo n't let buy. Or space to list the cons says, too bad you had poor customer,. Ira to my credit union account compare assets of 29 yo individual to assets of 29 yo individual to of. To request a 7-10 day delivery period that seems incapable of understanding the.. Nothing had happened and mean while I lost $ 4k system '' Friday nothing had happened mean... Investing to options but overall, Fidelity terminates the account had been transfered to Wells Fargo account and never. Wrote to said basically tough luck a reason and can close an account and will never do business with strengths...: what brokers or are you referring to the local branch Tuesday, a plus for commission! Representative I was charged 12.00 for each overdraft holdings doing, etc any tax-deferred IRA accounts cry. Able to see anything else but 1 thing, my employer uses Fidelity for our 401 at. Through my Wells Fargo account and moving an initial amount of tickets can... Been closed with no reason or explanation your contributions 2 now, then pay taxes you! Strategy for minimal risk, and getting to watch a bunch of stock groupings easily as... Contact the broker 's rivals outperform it on some issues ; but overall, Fidelity will contact you tell. A `` new customer '' with Fidelity over 20+ years easy to beat a “ guaranteed return rate ” ways. Non-Interfering, clean visual of our accounts so slim it is your money and trust you... One rep gives bad info, subsequent rep says, too bad you had customer!

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