Fidelity Investments

RE: Revdex.com Case ID #*** from *** ***To Whom It May Concern: Your organization forwarded to Fidelity a complaint from *** ***, regarding customer service issues.Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this
complaint directly to our customerAt her discretion, Ms*** may share the information we provide with your office. Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in usI hope this information has been helpful in confirming our intent to contact Ms*** directly.Sincerely,Fidelity Investments

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ***Please add your rejection comments below.
Fidelity's legal department already refused to speak to me directly on this matter yesterday 12/28/when time was of the essence to make the RMD before the end of the year.I highly doubt I will be contacted by them or that they will do the right thing and accept our perfectly legal POA document as my mother intended without requiring us to comply with their unreasonable and unnecessary demandsBasically they refuse to release money that belongs to my mom, who needs it to cover care expenses and since they refuse to allow the distribution, she will be penalized by the IRS. I have zero confidence in their desire to resolve the issue and they are citing privacy concerns in order to avoid being transparent about their practices. NO ONE SHOULD PUT THEIR RETIREMENT FUNDS IN FIDELITY INVESTMENTS BECAUSE WHEN YOU NEED IT OR YOUR LOVED ONES NEED TO ACCESS IT TO PAY FOR YOUR CARE, THEY WILL REFUSE TO ALLOW ACCESS IF YOUR POA DOESN'T MEET THEIR RIDICULOUS STANDARDS
Regards,*** * ***
*** ***

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Revdex.com:
I reviewed the response made by the business in reference to complaint ID 12246669, and find the resolution is satisfactory to me
Regards,
T*** ***

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ***Please add your rejection comments below.
Fideity failed to notify me before and at the time that I spoke with them about cashing out my Retirement A week after I cashed out my and days after I filed a complaint with the Revdex.com I received a letter in the mail ( see the attachment) The letter indicates that should I wait til June 30, that I will not forfeit the unvested portion THIS ARRIVED A WEEK TOO LATE! NO ONE AT THE FIDELITY CALL CENTER MADE ME AWARE THAT IF I ONLY WAITED TIL JUNE 30, THAT I WOULD NOT FORFEIT THE $ I have not heard anything else from Fidelity except that since I cashed the check already that they can not help me They have made no attempts to correct this error on their part As a result of their neglect and failure to inform me -- I am out of $that is rightfully mine The only solution I will be happy with is for Fidelity to send me the money that is owed me after June 30,
Regards,
*** ***

RE: Revdex.com Case ID #*** from *** ***To Whom It May Concern:Your organization forwarded to Fidelity a complaint from *** ***, regarding billing or collection issues.Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this
complaint directly to our customerAt their discretion, *** *** may share the information we provide with your office.Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in usI hope this information has been helpful in confirming our intent to contact *** *** directly.Sincerely,Fidelity Investments

RE: Revdex.com Case ID #*** from *** ***To Whom It May Concern:Fidelity received the additional correspondence for Ms*** *** concerning her account accessWe are currently researching the issue and will respond directly to the client once the research is complete, per our privacy policy.At Ms*** discretion, they may share the response with you.Sincerely,Fidelity Investments

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ***Please add your rejection comments below.
Fidelity claims they are researching the information How long does it take to research the information and get back to me with a resolution This is unacceptableI was told that I would receive correspondence from the business; but this never happened

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ***.
I can't login so how can I communicate without logging into my account?
Regards,
*** ***

RE: Revdex.com Case ID #*** from *** ***To Whom It May Concern:Your organization forwarded to Fidelity a complaint from *** ***, regarding customer service issues.Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this
complaint directly to our customerAt her discretion, Ms*** may share the information we provide with your office.Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in usI hope this information has been helpful in confirming our intent to contact Ms*** directly.Sincerely,Fidelity Investments

RE: Revdex.com Case ID #*** from *** ***To Whom It May Concern:Your organization forwarded to Fidelity a complaint from *** ***, regarding a request to stop marketing mailings.Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised
in this complaint directly to our customerAt her discretion, Ms*** may share the information we provide with your office.Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in usI hope this information has been helpful in confirming our intent to contact Ms*** directly.Sincerely,Fidelity Investments

Fidelity's response is that they still will not transfer the asset as they said they would. second they are charging us dollars if we move the asset from the account making it empty/close. We did not want the account and were told that it would cost us nothing. at that time they were aware of us wanting to transfer the account and they never disclosed the charge for the account if we moved the asset. this is a modified *** *** actionmake you open an account you dont want and then charge you to close the account. they were fully aware of what we wanted to do and did not tell us. ***Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ***.
Regards,
*** ***

Thank you for forwarding Mr***'s comments to us. We appreciate the opportunity to review the matter and will contact Mr*** directly to address his concerns. For privacy reasons, we are unable to post our response here for public viewingThank you, Joe R***Director of
ClaimsNational Auto Care

To Whom It May Concern:Your organization forwarded to Fidelity a complaint from *** ***, regarding beneficiary designations for his account.Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this complaint directly to our customer
At Mr***'s discretion, he may share the information we provide with your office.Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in usI hope this information has been helpful in confirming our intent to contact Mr*** directly.Sincerely,Fidelity Investments

RE: Revdex.com Case ID #*** from *** *** To Whom It May Concern:Fidelity received the additional correspondence for *** *** concerning advertising issuesWe are currently researching the issue and will respond directly to the client once the research is complete, per our privacy policy.At Mr***’s discretion, he may share the response with you.Sincerely,Fidelity Investments

Revdex.com Case ID # *** from *** ***To Whom It May Concern:Fidelity received the additional correspondence for Ms*** *** concerning tax formsWe are currently researching the issue and will respond directly to the client once the research is complete, per our privacy policyNo further response will be given to the Revdex.com regarding this matter.At Ms***’s discretion, they may share the response with you.Sincerely,Fidelity Investments

Dear *** *** Thank you for forwarding *** *** comments to us. We appreciate the opportunity to review the matter and will contact *** *** directly to address her concerns. For privacy reasons, we are unable to post our response here for
public viewing. Thank you, Joe R*** Director of Claims National Auto Care

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ***
Business has not contacted me by telephone, email, or voicemail or regular mail with a response
Regards,
*** ***

RE: Revdex.com Case ID #*** from *** ***To Whom It May Concern: Your organization forwarded to Fidelity a complaint from *** ***, regarding customer service issues.Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this complaint
directly to our customerAt his discretion, Mr*** may share the information we provide with your office. Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in usI hope this information has been helpful in confirming our intent to contact Mr*** directly.Sincerely,Fidelity InvestmentsClearing, custody or other brokerage services provided by National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC

RE: Revdex.com Case ID #*** from *** ***To Whom It May Concern: Fidelity received the additional correspondence for *** *** concerning product issuesWe are currently researching the issue and will respond directly to the client once the research is complete, per our privacy policy.At Mr***’s discretion, he may share the response with you. Sincerely, Fidelity Investments

RE: Revdex.com Case ID #*** from *** *** JrTo Whom It May Concern: Your organization forwarded to Fidelity a complaint from *** *** Jr, regarding refund or exchange issues.Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised
in this complaint directly to our customerAt his discretion, Mr*** may share the information we provide with your office. Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in usI hope this information has been helpful in confirming our intent to contact Mr*** directly.Sincerely,Fidelity Investments