• Fidelity

Fidelity

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Overview

Fidelity has a rating of 1.6 stars from 109 reviews, indicating that most customers are generally dissatisfied with their purchases. Reviewers complaining about Fidelity most frequently mention customer service, business days, and financial advisor problems. Fidelity ranks 68th among Brokerage sites.

  • Service
    59
  • Value
    54
  • Quality
    52
Positive reviews (last 12 months): 2.9%
Positive
1
Neutral
0
Negative
34
3
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What reviewers want you to know

Positive highlights

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Critical highlights

  • Error on the side of Fidelity, yet I'm being punished for pissing off a customer service rep.
How would you rate Fidelity?
Top Positive Review

“Futurefees is a trusted platform”

James M.
1/7/22

The support was very patient with me throughout the process of swapping VND back to BTC and also assisted in granting me the required access to sell quickly on the Futurefees platform I am very satisfied and will campaign heavily for my colleagues to use Futurefees in their crypto trading. Been with the company for over a year now and their support system and general services have been top-notch all the years. Friends I advise you use this platform www.Futurefees.com

Top Critical Review

“Customer Service is horrible.”

Myyhml S.
1/28/24

Customer Service representatives are not trained properly. They do not understand the problem and do not know their own systems to provide solutions that work. They do not give ticket number for each problem so at the end of the call you leave without a fix and no idea of is/when the problem will be solved They fail to return calls. The management is aware of many issues but is ineffective is setting higher standards and meeting them. Very bad experiences

Reviews (109)

Rating

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Reviews that mention popular keywords

customer service (33)
Thumbnail of user williamsvioniffer
1 review
0 helpful votes
August 24th, 2023

Good day I would like to leave a message regarding the security in the Loch logan Mall waterfront I assume his name is Vuyo he is a very friendly and kind hearted person if all the security guards where like him the mall would be so much safer...Kindly find my review for his service I'm at peace when he is around.

Regards

Service
Value
Quality
Thumbnail of user victorm844
1 review
0 helpful votes
March 7th, 2023

After long time going from one Company to another FINALLY I went to Fidelity Investments in Roslyn < Long Island and open up brokerage account. What a great success. I received very worm welcome as soon as I enter the office and I was escorted to Mr. Joseph T. Santiillo,Financial Representative of Fidelity. He exceed my expectations in every way. Mr. J.T.Santillo was very professional, well educated and customer orientated.He opened up an account for me in no time and helped me to get familiar with the process of using it.If you need a Financial Representative for any need just go to Fidelity.You will be very happy. Mictor Montenegro

Thumbnail of user benp422
7 reviews
4 helpful votes
March 24th, 2021

You can call them anytime. They make things convenient and have an old school approach to customer service. Only thing wrong with them is their UI on their web, mobile app would be dated 10 years ago. Their active trader program on Mac is some emulated layer on a wine server or something: functional but slow as molasses. They'd make a killing if they embraced normal modern standards.

Tip for consumers:
Don’t rush into trading too much too quickly. Keep your emotions in check.

Products used:
Financial service

Service
Value
Quality
Thumbnail of user eloisee5
1 review
0 helpful votes
June 28th, 2021

My husband and I are so happy w Fidelity. Could not get in touch w the other company. Did not know
Where our money was or how much we had. Clearly Fidelty came through. BEN and his team
We're so helpful and so efficient.
I just can't tell you how much we appreciate Ben DiMaio and his team. Thank you Ben and Diana.
Eloise and Bill Elbert.

Thumbnail of user lucyp94
1 review
0 helpful votes
March 5th, 2020

Did you lose money to your broker? I can tell that is never a good situation to be, because it is something I have personally experienced. You can get in touch with EXPRESSRECOVERYPRO at YAHOO dot COM to get back your money

Thumbnail of user samg117
1 review
0 helpful votes
October 24th, 2017

Been a custome of Fidelity for over 3 decades. The service has been exemplary, always following up, and solving complex situations. My son has been Fidelity customer for two years. He also like their service very much. Now that have local offices, it is easy to get checks made, get Notary Service, enjoy fresh ground coffee, and interact with the pleasant personnel, all free.

Thumbnail of user billc192
2 reviews
0 helpful votes
December 8th, 2017

Am long time, several decades, customer with Fidelity. Their product breadth has grown over the years and one could readily find any investment need on their site. Additionally they provide excellent educational resources for those needing more information. Finally, customer service is very, very strong... always able to handle my questions.

Thumbnail of user janetm132
2 reviews
1 helpful vote
November 9th, 2017

I like Fidelity and they know what they are doing and how to help me work toward retirement. Thank you!

Thumbnail of user joycec64
3 reviews
0 helpful votes
November 16th, 2017

I have an account with Fidelity... My 401K is in safe hands at Fidelity. I have only positive things to say about their service when I've needed assistance.

Thumbnail of user travisw39
5 reviews
0 helpful votes
October 20th, 2017

Been with them for years. Wouldn't have my money any where else. Every transaction has always been a good one. I couldn't ask for a better place to keep my money.

Thumbnail of user mauricem23
24 reviews
36 helpful votes
September 21st, 2015

Have been a client of Fidelity for over 20 years, they are the best.
There when you need them, or complete privacy when not. Thank
You Fidelity.

Thumbnail of user williamh66
3 reviews
11 helpful votes
February 4th, 2014

Have been a long time Fidelity customer. Thanks to the services they offer I was able to close my accounts at traditional banks (use Fidelity Cash Management instead), never step foot in a bank again (all ATM fees reimbursed and checks deposited via mobile app), stop buying Quicken or any other personal finance sofware (use Fidelity Full View online instead), close other brokerage accounts and get expert investing advice online (GPS service) or in person at their local office and manage all my investments, mortgages, bills, rental income, and rewards programs online via Full View. Having lived in 3 different cities since first using Fidelity I have found the folks in the local offices to be very knowledgeable, professional and open to spending time with me when asked. The online and on-site learning sessions cover a wide array of topics, are free and have been informative across the board.

Thumbnail of user stephanien3
91 reviews
225 helpful votes
April 21st, 2014

I have been using them for the last 5 years. Overall I think their phone and in personal representatives are very nice and well informed. Most importantly, I trust them.

Thumbnail of user jimmym43
13 reviews
57 helpful votes
May 14th, 2014

Great tools when you open an account. This site is easy to use, prices to purchase stocks is inexpensive. Why use a broker when you can pay $8 a trade.

Thumbnail of user royr23
3 reviews
3 helpful votes
July 26th, 2013

I have been very pleased with the Fidelity service on my IRA. They have consistently helped me to implement the plans that I have without applying any undue pressure for their own benefits.

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About the business

Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.

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