Happy customer for 10 years

I ve been a customer for 10 years My experience with Fidelity has been nothing but positive Low or no fees a great web interface an okay mobile app I have referred many people to Fidelity It s hard for to me to imagine a better financial service platform Always frustrated with what other companies have to offer when asked by friends and family to help them manage their retirement portfolios I recently moved a portion of my Roth IRA from Fidelity to an alternative custodian trust and the whole thing was done easily and quickly When I called Fidelity part way through the process they were able to check on my transfer and give me good information One minor quibble is that the local branch location seems pretty useless I ve gone there several times and it always feels like a wasted trip- they tell me to call the customer service number But overall unless something changes drastically I will remain a customer for life