Fidelity Investments

Kelly Cambridgeport 

on Google

3 months ago

I’m providing feedback about a prior in-branch interaction that left me concerned about whether recommendations were fully aligned with my best interests. The interaction felt primarily focused on recommending a large annuity funded through a rollover from a prior employer plan. The recommendation was framed around concerns that I did not have a steady income stream and that a market downturn could significantly reduce my assets. While market risk is an important consideration, the discussion felt one-sided and did not inclu... read more

P J 

on Google

3 months ago

I have had an account at Fidelity for 40 years. The Backbay Branch has to be the worst Fidelity has. I was assigned a Financial Advisor (whom I didn't select) who turned out to be a disaster. When I called to change Advisors, after 15 minutes I was told they couldn't find anyone, but the one I wanted to dump insisted on talking to me. I hung up. He tried calling me even though my account has a "Do not call" on it. I warn everyone not to go near this guy and try to use another Branch if possible. Horrid Branch. Since dumping ... read more

Carlos Eduardo de Vasaconcelos 

on Google

5 months ago

Today I went to the investment daughters to ask for some information about the market, I was very poorly served 

david mccarthy 

on Google

a year ago

They some how lost trades I requested then when questioned I was put on hold and eventually hung up on over and over again and this is with their so called premium service 

Chuck Schwiesow 

on Google

a year ago

Fidelity is great! I’m definitely making money (after learning a few lessons and making some mistakes here and there). My only issue in the last year was purchasing a foreign stock and I was charged a fee on the back end for that purchase, Fidelity noted there isn’t a mechanism to warn you there’s a fee for individual stocks. After a few phone calls I did get the fee reversed, so I think adding a warning / prompt about extra fees would be a great idea. Otherwise it’s a great app and easy to use!