Complaints

This profile includes complaints for Fidelity Investments's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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  Fidelity Investments

  245 Summer Street Boston, MA 02210-1133

• 

  Fidelity Investments

  238 Main St Cambridge, MA 02142-1016

• 

  Fidelity Investments

  44 Mall Rd Burlington, MA 01803-4536

• 

  Fidelity Investments

  155 Congress St Boston, MA 02110-2511

• 

  Fidelity Investments

  200 Endicott St Danvers, MA 01923-3619

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:03/13/2025

  Type:Billing Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I have a Fidelity Cash Management account. I was told by Fidelity that this account is a ******** account. I have a ******** account, and wanted to link my *** Bank account with my ******** account in order to avoid Fidelity from holding my money transferred from Fidelitys website. Recently I tried to link my *** Bank account with my ******** account in ********* website several times, but it was impossible. I contacted Fidelity and asked them to repair this problem, but the representative said my ******** account has no problem. So I contacted ******** and asked them if there was something wrong with my ******** account, and they said that my ******** account does not exist in their banking system. It is natural that my ******** account in question cannot be linked. Thus it has to be said that the reason I cannot link my *** Bank account given by ********************** is that my ******** account has not been established perfectly. I request Fidelity investigate and repair this problem as soon as possible. I think many Fidelity customers suffer the same problem. I have attached the information of my ******** account given by **********************.

  Business Response

  Date: 03/17/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******** *****. We wanted to make you aware we emailed the client on March 17, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments
  

  
  

  Customer Answer

  Date: 03/26/2025

  Better Business Bureau:
  

  On March 24 I visited the nearby branch of ******** and asked them to link my *** bank account with my Citibank ********** was impossible for them to register my ******** account to my Citibank Account as an external bank account. They said that there is nothing wrong with ********* system and that it is Fidelity Investments who should fix this problem.
  
  After I came home from ********, I tried registering my ******** account to my ************* account as an external bank account. I could do so successfully. Now it has to be said that the reason my *** Bank account given by ********************** cannot be linked with my ******** account from ********* website is that there is something wrong with Citibanks banking system. If I report this error to ********, they will not believe me and take a corrective action. For this reason I hope Fidelity Investments will report this problem to ******** and request ******** to fix it?     
  
  I have reviewed the response submitted by the business and have determined that the response does satisfy my issues and/or concerns in reference to complaint #********. I understand that by choosing to accept the business response that my complaint will be closed as resolved. 
  
  Regards,
  
  ******** *****

• Initial Complaint

  Date:03/12/2025

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I called this company multiple times. I requested them to close my account including online access account at ******************************. The last time I called was on 1/27/2024. They even open a work order to close the account; work item no. w118640-27jan25. I also requested them to stop all their communication with me - like emails.Yet at the time of this writing my account has not been closed and I get emails from them offering me to meet with their advisors.I consider this to be harassment and I request them to cease and desist contacting me and close all my accounts including online access account as soon as possible.

  Business Response

  Date: 03/17/2025

  To Whom It May Concern: 
  
  Your organization forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on March 17, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments
  

  Customer Answer

  Date: 03/18/2025

  Better Business Bureau: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; if you do not provide any details, your complaint will be closed as Answered. 

  I am still able to log in to their site ************************** so, the problem still persists. I consider the matter closed when the problem is resolved and it is not resolved at this time. I am not able to get to their message. This communication is on their other site to which I do not have access to. They do not need to send me any communication. I do not want to hear from them. Just disable my online access at ******************************

  The matter will be closed when I no longer able to log in to ******************************
  
  FAQ
  
  Regards,

  ********

   

   

  Business Response

  Date: 04/07/2025

  To *************************************************** forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on March 17, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 04/08/2025

  Better Business Bureau: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 # ******** for the following reason:

  This is the same response they provided in the past - word for word. They stated that they contacted me on March 17 - they sent the message to some site to which I have no access and I was not able to read their message. They stated that they are working on this issue - they have been working on this issue since January 2025. And at the time of this writing, I am still able to login to their site ****************************** 

  So, the matter is not resolved and should not be closed until they fix it. The fix should be: I am no longer able to login to their site ******************************

  
  
  Regards,

  ******** *********

   

   

  Business Response

  Date: 04/22/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ******** *********. We wanted to make you aware we mailed the client on April 9, 2025, and April 21, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved. We regret Ms. ********* is unhappy with our response. 
  
  Sincerely, 
  
  Fidelity Investments 

  Customer Answer

  Date: 04/23/2025

  Better Business Bureau: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 # ********.

   

  The reason is: I am still able to login to their site ****************************** even though they stated to me that they disabled my login access. I attached screenshots showing that I am able to login to this site. Disabling my login access to their ****************************** site will resolve my complaint.

  
  
  
  Regards,

  ********

   

   

  Business Response

  Date: 04/30/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ******** *********. We wanted to make you aware we emailed the client on April 23, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved. We regret that Ms. ********* is unhappy with our response.
  
  Sincerely, 
  
  Fidelity Investments 

  Customer Answer

  Date: 05/01/2025

  Better Business Bureau: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 # ********. Reason: I am still able to login to their site ******************************. My request has been since January 2025 to disable this access to this specific site. This still has not been done. I attached screenshots to prove that I am still able to access their site ******************************

  Disabling this login will resolve my complaint.

  
  
  Regards,

  ******** *********

   

   

• Initial Complaint

  Date:03/12/2025

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I have been an account holder with this company for some years now and it's been a while since I added funds to my account so I called to get some direction. A representative from this company gave me options on how I can move funds into my account from another account that I have. After completing the process I was advised the funds should settle in my cash management account on 3/10/25. When that did not happened I called same day and was advised it should take just a couple more days. Well, the next day 3/11/25 I logged into my account and there was a $0 balance when I had $477 available and $2,079.91 pending. I also transferred $1500 in addition to that as well. I was informed by a representative that $612.00 was taken from me internally. He placed me on hold for over an hour only to come back with no explanation to why someone at their company stole funds out of my account. This ********************** has committed fraud against me and closed down my account to cover up unauthorized charges that they have made. Right now they are holding thousands of dollars that is my money. I just found out from a lawyer that this company is involved in a major lawsuit because of the unethical things they do. I DO NOT recommend anyone deal with this company at all. I have been calling everyday and there is still not answer out of these people. They keep telling me different dates of a resolution and that is unacceptable to me. It's left me with no choice but to seek further action to get what belongs to me. I have gone through a lot of pain and suffering now behind the situation and I have lost money from work dealing with this. This is weighing on my health mentally and physically. It is against the law to steal money from a consumer. This is equivalent to someone breaking into your house and stealing your hard earned money. I will continue to fight to get back what is owed to me plus compensation for my pain and suffering. I need this issue resolved immediately or I will seek legal help.

  Business Response

  Date: 03/16/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ****** *******. We wanted to make you aware we emailed the client on March 14, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely, 
  
  ***** *. 
  Fidelity Investments 
  

  Customer Answer

  Date: 03/18/2025

  Better Business Bureau: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; if you do not provide any details, your complaint will be closed as Answered. 

  [You must provide details of why you are not satisfied with this resolution.  If you do not enter a reason for your rejection, your complaint will be closed as Answered.]
  
  Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
  
  
  I am sending this rejection response because, the information provided back by the business is false. There has been no email contact with me at all regarding a resolution. This company has stolen money from me and the actions are fraudulent. I will be filing a complaint with *****. I have been calling Fidelity every single day trying to get my issue resolved and I have recordings. Nobody is telling me anything about my money that is owed to me. I have suffered greatly behind the fraudulent activity that this company has done. To say that the issue was resolved is really a slap in the face to me, especially when there has been nothing resolved and they have not made any attempt at all to pay me back. I will have to seek legal action against them as well at this point. I have been affected greatly behind the theft against me. They have people who work for them who have told me over their recorded lines that unauthorized charges were taken away from me from someone internally with their organization and this is fraud. You cannot legally steal money from consumers like that. This is very wrong on all levels.

  
  Regards,

  ****** *******

   

   

  Business Response

  Date: 03/20/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ****** *******. We wanted to make you aware we emailed the client on March 14, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.   We regret Ms. ******* is unhappy with our response.
  
  Sincerely, 
  
  Fidelity Investments 
  

  
  

• Initial Complaint

  Date:03/11/2025

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  My husband passed away 11/24/24. Married 34 years. I am working on receiving 401K from Fidelity Investments where his account was held through his workplace. I am not getting solid information and timeline below:11/27/24 Contacted Fidelity at the number supplied by his work. Phone : **************. Was told that i would receive Survivor Forms in mail in about 2 to 3 weeks. Never arrived. Spoke to T 12/18/24 Called spoke to C. She said T never put in death notice but she did and to wait 1/21/25 Received email from Fidelity and uploaded Death Certificate to website as requested 2/7/25 Called for update and told still under review- L 2/14/25 Called and told still under review M 3/6/25 Told they still need more info and will send email to portal B Portal did not show needed info 3/7/25 Physically went into branch in ********. The *** could not help as they do not deal with 401K accounts but she ( B )called Life Events person ( T at Ext ) at Fidelity who said she needed 24 hr to review and would call me 3/11 at 10 am. No call happened. I called them to speak to ******* but she was busy. I was told she would call me later in day at 1:30pm which she did not.I called customer service and she again was too busy but the call person ( C ) told me that in notes my file was "processed" 3/10/25 with documents needing more information was mailed. I have full names of each representative I spoke with and dates and Extension of the Life Events person who did not follow up with me on 3/11/25 in my documentation

  Business Response

  Date: 03/24/2025

  To ********************************************* forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on March 24, 2025, and are currently working on a resolution. We consider this matter closed with the BBB.
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:03/11/2025

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I requested a loan from my 401k on 4/28 in the amount of $8,000; approved on 4/30.I opted to have the funds sent via **** incorrectly assuming it would require a signature which it did not. *** delivered the package ~5/1/24, however, I did not receive active tracking until days later by which time the check had been stolen and cashed.I opened a case with Fidelity on 5/10/24, ticket #W513361-10MAY24, and was told resolution takes ******* days. I was also advised that I would be responsible to pay back the loan during the investigation, I.e., paying back money I never received. I called several times a month for status updates and was told repeatedly that everything required for the investigation had been received. I called 3/3 and was told at that time the bank of first deposit (B of A) needed Fidelity to resend the affidavit and that I did not need to take any action. I called again today, 3/10, and was advised that I needed to resend the original affidavit as the notarized affidavit that I provided was a copy. I've been told that once provided, it's possible that the process starts over again and can take another 6 months which, of course, means a year. Several people - Customer Experience or Case Managers - have stated they would call me back with updates which has not happened once. Every step has been initiated by me and all information I receive is because I am calling. Come May, I'll have paid back the loan in its entirety and still not received the check. 1 year, no closer to resolution. My next step is seeking legal recourse.

  Business Response

  Date: 03/17/2025

  To *************************************************** forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on March 17, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:03/10/2025

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I sold stocks and they settled 3/5/25. I have done this before and it was fine. I told them to send to my chime account afterwards, again I've done this before no problem. All of a sudden my chime checking account disappeared. I called today 3/10 as it's a Monday and Business day after trying to add it back through the app. I was told by the *** it was deleted from my options as it was flagged as a 'non transactional' account. i was told I needed to get a letter on chimes letterhead hand signed. Chime is not brick and mortar bank. This hasn't been an issue and now I need to jump through hoops to get my money. They are sitting collecting interest on what they know is a valid account they can see the history. I am tempted to stop contributing to my companies 401k and pull all of what's in there. This seems very fraudulent and unnecessary and just an attempt to hold onto money for interest.

  Business Response

  Date: 03/12/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******** *******. We wanted to make you aware that we emailed the client on March 11, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments
  

  
  

  Customer Answer

  Date: 03/12/2025

  Better Business Bureau: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; if you do not provide any details, your complaint will be closed as Answered. 

  I have not received an email from Fidelity. I am attaching screenshots of both my spam emails folder and my inbox from the present through 3/10/25 as  Fidelity states they sent on 3/11/25
  
  Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
  
  FAQ
  
  Regards,

  ********

   

   

  Business Response

  Date: 03/20/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******** *******. We wanted to make you aware that we emailed the client again on March 18, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments
  

  
  

• Initial Complaint

  Date:03/10/2025

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I contacted Fidelity around October of last year, to inquire on product/services in which they would manage investment strategies for me. I was provided a model in which was very attractive by *** ***** Team in ******, **. Once I learned what the fee was to have ***** team managing the investments, I decided to go with the other option he offered in which was through the customer service national team. I agreed. Within the first month of having the services professionally managed by Fidelity, I have lost over 10K.

  Business Response

  Date: 03/12/2025

  To *************************************************** forwarded Fidelity a complaint filed under Case ID # ******** for ***** *********.
  
  We wanted to make you aware we called the client on March 11, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 03/12/2025

  Better Business Bureau: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; if you do not provide any details, your complaint will be closed as Answered. 

  I never received a call from the executive resolutions team.? 
  
  Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
  
  FAQ
  
  Regards,

  *****

   

   

  Business Response

  Date: 03/19/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint rebuttal under Case ID # ******** from ***** *********. We wanted to make you aware we emailed the client on March 19, 2025, to address the client's complaint rebuttal. We consider the matter fully reviewed and resolved. We regret if Mr. ********* is unhappy with our response. 
  
  Sincerely, 
  
  Fidelity Investments 

  Customer Answer

  Date: 03/19/2025

  Better Business Bureau: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; if you do not provide any details, your complaint will be closed as Answered. 

  Fidelity never reached out via phone call as requested to discuss potential options to move investments 
  
  Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
  
  FAQ
  
  Regards,

  *****

   

   

  Business Response

  Date: 04/02/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint rebuttal under Case ID #******** from ***** *********. We wanted to make you aware we called the client on April 1, 2025, to address the client's rebuttal. We consider the matter fully reviewed and resolved.
  
  Sincerely, 
  
  Fidelity Investments 

• Initial Complaint

  Date:03/08/2025

  Type:Service or Repair Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I have been trying since January 2025 to get a full distribution on a 401K that I was named the beneficiary. I was told by Fidelity Investments that the company, DriveTime, has put a hold on all distributions. I have spoken to representatives of DriveTime and have been assured that they have made all of the changes necessary to release the funds. These were funds left to me by my son who passed away Jan. 5, 2025 to pay bills that are due for his estate and to care for his 2 daughters. I am getting no resolutions from Fidelity Investments. My son has over ***** in this account and nothing. A work Item was issued on Feb 24th reference # W963519-24Feb25. On Mar. 5 there is still no action taken. This ordeal has been stressed beyond reason. I need help!

  Business Response

  Date: 03/19/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******* ****. We wanted to make you aware we spoke with the client on March 18, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 03/19/2025

  [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.]
  
  Better Business Bureau:
  
  I have reviewed the response submitted by the business and have determined that the response does satisfy my issues and/or concerns in reference to complaint #********. I understand that by choosing to accept the business response that my complaint will be closed as resolved. 
  
  Regards,
  
  ******* ****

• Initial Complaint

  Date:03/07/2025

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  My fidelity investment account has been locked for 3 years with about ********* in it. I have called them numerous times faxed in documents that were requested like ID, etc., numerous times and have still yet to get an answer about this account and why it is frozen and cannot access my money

  Business Response

  Date: 03/13/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ***** ******. We wanted to make you aware we emailed the client on March 13, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:03/06/2025

  Type:Billing Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  This company has refused to tell me how my HSA contributions in 2021 and 2022 were excess and subject to a 6% additional tax when I did not fund over the limits, and removed the funds when prompted by email! They literally lie about funding your *** from your bank when it sets you up for violations! They owe me $403! ($198 extra tax in 2021 and $205 extra tax in 2022)!

  Business Response

  Date: 03/12/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on March 12, 2025, and are working on a resolution. We consider this matter closed with the BBB.
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 03/12/2025

  [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.]
  
  Better Business Bureau:
  
  I have reviewed the response submitted by the business and have determined that the response does satisfy my issues and/or concerns in reference to complaint #********. I understand that by choosing to accept the business response that my complaint will be closed as resolved. 
  
  Regards,
  
  ********* *******