Fidelity Reviews

Best telephone support of any brokerage

Best telephone support of any brokerage firm in the industry Reps are knowledgeable friendly It a pleasure to speak with them

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

This is what customer service should be

I use Fidelity for my own individual investment accounts and for my company s Simple IRA plan Their website and the customer service are exemplary especially given the complexity and diversity of their investment and other financial offerings Number one their website customer chat is about the only one that works in my experience - you get a representative right away and it is clearly a human who is not frantically working 10 customers at the same time and has not been mandated to copy-paste stock gibberish instead of providing real help Number two there is no hard sell - they provide direct answers to your questions and do not try to push anything else or follow up until you buy whatever financial product you ve inquired about Imagine that

ABSOLUTELY AMAZING CUSTOMER SERVICE

I have YET to have had a bad experience with Fidelity in regards to their customer service Every single customer service rep is knowledgeable kind patient and goes above and beyond in helping It s amazing how consistent across the board they are in regards to understanding my problem patiently working through the problem with me describing step by step how they can help and if they cannot help - pointing me to the correct person who can do so I was having trouble rolling over an investment account from another brokerage and for the past 2 months EVERY SINGLE TIME I called Fidelity I felt like I was well taken care of and in good hands by the end of the call It is such a feeling of relief when dealing with my finances

1 star reviews are fake I m pretty sure

I have no idea what is up with all these 1 star reviews but half of them don t even make sense Lost money but luckily was able to get my money back -- lost money on what an investment That wouldn t be Fidelity s fault I ve been investing with Fidelity for 15 years and not once have I had a single issue with them The only complaint I have is that their website s UI isn t all that great but as a company I am extremely happy with them I know a lot of people have been switching to them from RobinHood lately and I ve not heard anything other than praise for their customer service Didn t plan on leaving a review here but after seeing all the 1 stars which I assume are some kind of attack I felt it was only right to do

The Best Brokerage by Far is Fidelity - Believe Me

Have been a customer of Fidelity Brokerage for many years currently a customer of Fidelity E Trade and Interactive Brokers Previously was a customer of TD and Scott Fidelity is by far and wide the best brokerage out their Fidelity has great customer service good prices not the cheapest but very good great research tools plus good mobile and web apps Their trading app Active Trader Pro is great E Trade is OK but their customer service is not a good as Fidelity and ET s trading prices are much higher Interactive Brokers IBKR is a you get what you pay for brokerage meaning you pay very little and you get nothing good in return but cheap prices

Big Thank You to Fidelity Employees

Fidelity employees are fantastic My mother died recently and the level of care efforts put forth were phenomenal The took the time to explain the whole stocks and what not with me and I even set up a checking account with them I m thinking of leaving BOA and moving all my banking to Fidelity I ve been with BOA for 21 years and they treat me like a lesser human being I ve had a direct deposit going to that account for 21 years I m pretty certain I m ready for a bank like Fidelity who treats their customers with polite patience I didn t need more headaches when my mom passed away Fidelity made it much less daunting figuring everything out I m pretty sure I ll be switching to them for ALL my banking needs

Honestly I have had a great time with

Honestly I have had a great time with this company I have always wanted to invest in the stock market but I never knew where to start I was always afraid that I would do something wrong and never be able to make money and I would just lose a ton or get caught up in contracts that made my bank account go negative Fidelity has not only helped me invest but has also helped me learn how to trade stocks and save I have made lots of money using fidelity and while it s not guaranteed that you will make anything they give you the right tools to make sure that you can

Excellent quality service

I ve always had very positive experiences with Fidelity This is a high-end company in the way that they handle their customer service and the services they provide I never feel awkward about asking accounts or investments that are small sums of money and they treat me the same as if I was working with 7 figure transactions Always quick response when I call and always someone who is a native English speaker and highly knowledgeable regarding the type of investment I am inquiring about Glad to be a customer of theirs