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Fidelity Investments

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Reviews Mutual Funds, Investment Management Fidelity Investments

Fidelity Investments Reviews (876)

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 # [redacted]. Please add your rejection comments below. 
 Fidelity has made no attempt to contact me to resolve my concern; therefore, I am not satisfied with the way the company has handled my concern.
Regards,
[redacted]

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 # [redacted]. Please add your rejection comments below. 
Fidelity responded with a canned message saying they cannot respond to my complaint on the Revdex.com site It is just horrendously complicated to deal with them and their customer service ... I just need to call ONE number and NOT be put on hold and talk to ONE personThis morning I called and was passed thru FOUR people for 20 minutes, just to find out that one of my accounts that shows on my dashboard and LOOKS like it is open ...that is not open anymore Regards,
[redacted]

We have spoken to Mr. [redacted] and this matter has been resolved. Joe R[redacted]Director of ClaimsNational Auto Care

RE: Revdex.com Case ID #[redacted] from [redacted]To Whom It May Concern:Your organization forwarded to Fidelity a complaint from [redacted], regarding 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 customer. At his discretion, Mr. [redacted] 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 us. I hope this information has been helpful in confirming our intent to contact Mr. [redacted] directly.Sincerely,Fidelity Investments

RE: Revdex.com Case ID #[redacted] from [redacted]To Whom It May Concern: Fidelity received the additional correspondence for [redacted] concerning customer service issues. We are currently researching the matter and will respond directly to the client once the research is complete, per our...

privacy policy.At Mr. [redacted]’ discretion, he may share the response with you. Sincerely, Fidelity Investments

RE: Revdex.com Case ID #[redacted] from [redacted]To Whom It May Concern: Your organization forwarded to Fidelity a complaint from [redacted], 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 customer. At his discretion, Mr. [redacted] 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 us. I hope this information has been helpful in confirming our intent to contact Mr. [redacted] directly.Sincerely,Fidelity Investments

They have yet to reach out to me. When I contacted them 2 weeks ago. They stated they were not going to do anything about the adjustment. I am curious as to why they are stating they are doing research when they have concluded that the notes and the call they listened to determined that the agent or their system committed the error. Now they are reluctant to talk to me and have not got any correspondence in written.

To Whom It May Concern:Your organization forwarded to Fidelity a complaint from Mr. [redacted], regarding the disbursement of his father’s annuity.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 his discretion, Mr. [redacted] 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 us. I hope this information has been helpful in confirming our intent to contact Mr. [redacted] 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 # [redacted]. Please add your rejection comments below. 
In August 2015 I called Fidelity and requested that my $24,490.44 pension with my prior employer be distributed as $20,000 into an IRA and $4490.44 direct deposited to me. The customer care rep did the exact opposite and requested $20,000 be sent to my bank account and $4490.44 into an IRA. After several weeks of back and forth asking that the error be fixed, I filed a Revdex.com compliant for resolution. A Fidelity employee named [redacted] contacted me ensuring me he would get the problem fixed by having the $20,000 drafted back out of my account and placed into an IRA and the $4490.44 direct deposited. Unfortunately Fidelity made another error and instead of trying to take out the $20,000 they deposited - they tried to take out $24,490.44 which they had never deposited. [redacted] apologized and stated someone put the request in wrong for $24,490.44 and assured me he had corrected to have the proper amount that they had deposited of $20,000 removed. A couple of weeks later they finally drafted out the $20,000 and placed the proper amount of $4490.44 into my account resolving the issue almost 60 days later. Fast forward to 05/10/2016 I receive a letter from a collection agency named Lyon Collections in Nevada stating that I owed Fidelity $24.490.44 because they never were able to draft this amount from my account in September 2015! I immediately called Fidelity and the care rep told me that was wrong, she saw where they drafted the $20,000 and direct deposited the $4490.44 to me (minus taxes). She stated that she would have the rep who worked on this before, [redacted] call me. I waited 2 days and after no call, I contacted Fidelity again to only be told [redacted] would not be calling me because he stated my issue was resolved back in Sept. 2015. I'm blown away on how a company can operate like this and continue to make errors and there is no accountability. Now they have sent to collections for their own error Fidelity must contact [redacted] and have this error removed immediately with no impact to my credit score or report. I also want a written letter ensuring me that this issue has been finally resolved with no debt owed as the $20,000 was properly removed from my account back in Sept. 2015. They never deposited $24.490.44 to my bank account! I also want to make sure that this compliant is also forwarded to [redacted]'s manager so they can see how he failed to take ownership of a problem that was not properly resolved in Sept. 2015. I have contacted Fidelity about this error THEY made over 30 times in the course of 10 months.  Regards,
[redacted]

I am rejecting this response because: I have attached my contract with National Auto Care. I do not believe that National Auto Care has any intention on reaching out to me in regards to this issue, because they have denied the claim to two different auto repair shops and on the second one they stated that there was already a claim in the system and it was already denied without even sending another inspector out to look at the issue. I do not believe they have any intention of fixing nor solving the issue. The car was originally taken to Lexus for the issue and to fully understand what is going on, per request from Kevin G[redacted] at National Auto Care that also sent me over my contract, because he said that it sounded like it was a factory item that would need to be examined by the dealership since I have a Lexus. I have an all in one navigation unit and that screen went one, which made all of the buttons surrounding the unit inoperable and those buttons control my heating and AC. When Lexus called and said that the whole unit needed to be replaced, because it is an all in one unit and if one item does not work then none of the items work. National Auto Care said they did not cover the navigation unit. When I called and spoke with the representative I told him that I did not care to have the navigation working all I wanted fixed was the AC and heat to work properly as that is included in my contract. They refused my claim twice. I was instructed from the dealership that I purchased the car from ** Cars to bring it into their shop to have them look at the issue and see if they could get the AC and heating working properly. They said the same thing that it is an all in one unit and they can not fix the AC or heat. They called National Auto Care and they said that a claim was already put in and it was denied so there was nothing to be done. If they denied the claim twice already and refused to send another inspector out to look at the issue or resolve it then I do not believe they are going to contact me directly to resolve the issue now.

RE: Revdex.com Case ID #[redacted] from [redacted]To Whom It May Concern: Your organization forwarded to Fidelity a complaint from [redacted], regarding 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 customer. At his discretion, Mr. [redacted] 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 us. I hope this information has been helpful in confirming our intent to contact Mr. [redacted] 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 # [redacted]. 
I am unsure of what the response/intent is of Fidelity Investments.  They stated the following: I hope this information has been helpful in confirming our intent to contact Ms. [redacted] directly.However I have received no contact from them directly.  I expect email communication with regards to my complaint.  Until I have been contacted directly by Fidelity I consider this unresolved.
Regards,
[redacted]

Fidelity didn't address my complaint at all. Below is just a generic response- similar to what they did to me on the phone.  This is just not acceptable. Best,[redacted]  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 # [redacted].
 
Regards,
[redacted]

Your organization forwarded to Fidelity a complaint from [redacted], regarding promotional offers at Fidelity Investments.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 his discretion,...

Mr. [redacted] 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 us. I hope this information has been helpful in confirming our intent to contact Mr. [redacted] directly. Sincerely, Fidelity Investments

RE: Revdex.com Case ID #[redacted] from [redacted]To Whom It May Concern:Fidelity received the additional correspondence for [redacted] concerning service issues. We are currently researching the issue and will respond directly to the client once the research is complete, per our privacy...

policy.At [redacted]’s 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 # [redacted]. Please add your rejection comments below. 
The response does not satisfy my request. I will attempt to further contact Fidelity through their customer service as they requested and then I will report back on findings.
Regards,
[redacted]

RE: Revdex.com Case ID #[redacted] from [redacted]To Whom It May Concern: Fidelity received the additional correspondence for [redacted] concerning billing or collection issues. We are currently researching the matter and will respond directly to the client once the research is complete, per our privacy policy.At Mr. [redacted]'s discretion, he 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 # [redacted].
I have attached a copy of the original purchase contract that I requested cancellation for, of which the merchant refused to comply. Just two weeks ago, I received a deed for a downgraded package, from Life Time Unlimited Timeshare use to a Tenured 36-year use ending 2052. I have no clue how this was determined. The merchant basically went from refusing to cancel my purchase upon request to now attempting to sell me something that was not in the contract. Had the claims processor been reachable several attempts I made before finalizing the claims and deciding in the merchant's favor, I would have made her aware of this new development. Fidelity's response does not provide any resolution. Instead, intent to contact me directly has been stated. I will await the contact and update the Revdex.com afterwards. 
Regards,
[redacted]

I reviewed the response made by the business in reference to complaint ID [redacted] and look forward to having a conversation with upper management.
Regards,

I am rejecting this response because:  To date no one has contacted me directly as referenced in the response.  Due to a family situation I've not had my van repaired yet.  Therefore I would appreciate the dealer being contacted and having the repair authorized so I can proceed.
Regards,
[redacted]

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Address: 851 E Hamilton Ave #100, Campbell, California, United States, 95008

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