Business Profile

Mutual Funds

Fidelity Investments

This business is NOT BBB Accredited.

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Complaints

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

Customer Complaints Summary

1,357 total complaints in the last 3 years.
588 complaints closed in the last 12 months.

If you've experienced an issue

Submit a Complaint

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:10/15/2022
Type:Product 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 deposited $500.00 in a Fidelity account with a cashiers check. Fidelity chose to close the account. They told me to get the bank to cancel the check, which is impossible because the check was the same as money. They have not returned my money and I need my funds.
Business Response
Date: 10/18/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint from ***************************. We wanted to make you aware we sent an email to the client on October 17, 2022, to address the client's complaint. We consider the matter fully reviewed and resolved.

Sincerely,

*****************
Fidelity Investments
Initial Complaint
Date:10/13/2022
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 placed a fraud hold on my account over 3 years ago when my wife and I briefly separated. Now, I would like to access my account and possibly take out a 401k loan *** Fidelity Investments will not let me. I am the account owner and they will not give me access to my own account. They are effectively holding my own money hostage even though I have repeatedly asked them too remove the security measures that I put in place.
Business Response
Date: 10/24/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint filed under the above referenced case ID.

A letter was sent out to the client on October 20, 2022, and we are currently working on a resolution concerning the issue. We consider this matter closed with the BBB.

Sincerely,

Fidelity Investments
Initial Complaint
Date:10/13/2022
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.
Back in early September, I attempted to purchase $2k worth of ETFs from my Fidelity brokerage account. Since I still had unsettled funds, my account was locked until I spoke with a representative. After I spoke with a rep and they cleared everything up, they gave me the OK to begin trading again. Since then, every-time I log into my Fidelity account, it notifies me that my account is locked and that I need to call a representative. This has happened 5 times now, where I attempt to login but the prompt tells me my account has been locked. And every time I call, I'm put on hold for over an hour (sometimes longer) while they attempt to connect me with a team that can help. Once connected with said team, they tell me that everything is fixed and I am OK to begin trading again. They even disconnected my bank account from the account and told me to reconnect my account. Once I did this, they said my bank account has been blocked from being connected due to the same trading restriction. This has happened 5 times and the issue is never resolved. I've now lost my ability to trade and have been blocked from accessing my funds, connecting my bank account, and transferring money in/out of my account. Personally, I've lost money by not being able to trade and access my funds when needed most.
Customer Answer
Date: 10/27/2022
I have not heard from the business in response to my complaint.
Business Response
Date: 10/31/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint from ***********************************. We wanted to make you aware we emailed the client on October 28, 2022, to address the client's complaint. We consider the matter fully reviewed and resolved.

Sincerely,

Fidelity Investments
Initial Complaint
Date:10/13/2022
Type:Product 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 using Fidelity Investments for almost 4 months. Yet, on September 21, I had to transfer funds to the account to cover my purchase since there was an issue with the bank account. I spent almost the whole night trying to link a bank account to my fidelity account without success. I decided to reach out to them for help, as they have 24/7 customer assistance, I spoke with a different representative on different occasions, and they couldn't help either. One of them told me to download an EFT form and have it sent through a secure email they have, and I did that first thing in the morning.Unfortunately, in return, they said that my account was restricted for 10 business days for fraudulent activities. Thus, they refused to tell me about the wrongdoing, and I lost more than $6,000 since. When the 10 days passed, I reached out back to them, I was asked to send paperwork to them for verification purposes, which I did. In return, they pretended that they couldn't verify my driver's license and told me to go to their local branch in Garden City. I went there 4 times, and every time they assured me that everything was cleared out, and I would be good to go within an hour. On the last day, as I remained blocked from the account, when I went back to the local branch, I wrote them a check, as they asked me to do so, to cover the current deficit, and within an hour I should be good to go.However, the next business day, I reached out back to them, and they asked me to sell out some of my equities to cover another deficit, I consented to do so as I needed to transfer my equities somewhere else. They promised me it was time to initiate the transfer request.The worst scenario is that today, October 13, 2022, they rejected the transfer request from the other platform. When I called them, they asked me for money again to cover the deficit for the third time.I feel tired of these malpractices, and before taking them to court, I need them to release my assets ASAP.
Business Response
Date: 10/19/2022
To Whom It *** *************************************** forwarded Fidelity a complaint filed under the above referenced case ID.

We contacted our client directly on October 18, 2022, and are currently working on a resolution. We consider this matter closed with the BBB.

Sincerely,

Fidelity Investments
Initial Complaint
Date:10/13/2022
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.
Unfortunately this complaint as a result of the extremely troubling nature of my experience with multiple Fidelity NetBenefits representatives over the course of approximately 1 week. It started when I initiated a hardship withdrawal request. Not every representative I spoke with was a part of the problem. I didn't initially anticipate the situation would devolve to the extent that it did. I wish to thank *****, ***************************** ID#*******, and ********************************* (Extension *****). I was told that all calls are recorded, and I sincerely hope that in reviewing this complaint Fidelity takes the time to review every call that I had to make over multiple days, in order to have my request fulfilled. 1. I initially spoke with a male individual who started off by telling me that the amount of hardship request I actually qualified for was less than 1/3 of my request. He initiated the paperwork based on what he said was his calculation after placing me on hold. 2. I confirmed with a 2nd person during a follow--up call the next day that he was mistaken and had to initiate a new request.3. I called the following day and initially spoke with someone named "*****" who laughed at me and told me the bill was for a previous semester and didn't qualify. A 2nd female individual "*******" then told me even though I submitted a bill for a future date I needed to pay the bill first and then reapply in order to get reimbursed.4. I then asked to speak with a manager but was told I could not and their managers wouldn't be able to do anything anyway, so I just needed to pay the bill. I called back and eventually spoke with ***** who confirmed that the info "*******" provided was inaccurate.5. I had to make 3-4 more calls during which I was put on hold and hung up on multiple times, and was told there were no notes on my account related to all the previous calls I had made. I eventually was able to speak with *******, who helped to successfully process my request almost 1 week later.
Business Response
Date: 10/18/2022
To Whom It *** ********************************* forwarded Fidelity a complaint filed under the above referenced case ID.

We contacted our client directly on October 17. 2022, and are currently working on a resolution. We consider this matter closed with the BBB.

Sincerely,

Fidelity Investments

Customer Answer
Date: 10/20/2022

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:10/11/2022
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 had a 401K with this company. I called and asked it to be rolled over to my 403B account. They moved MY MONEY into a 401A account and now it is locked up. They record their calls. They will NOT correct their error. IT IS MY MONEY!! THEY MADE AN ERROR and will not correct it. I would like them to correct THEIR ERROR IMMEDIATELY! I have contacted them three times now and asked to speak to someone who could assist with NO HELP WHATSOEVER. My employer uses their services so I can't move my funds which goes to them by payroll deduction. They are supposed to be the caretaker of my funds and now this is worrisome to me. I would like an apology from someone from this company as well. I was on the phone for 45 MINUTES trying to resolve this issue with being told it could be a month before they make a decision.
Business Response
Date: 10/19/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint filed under the above referenced case ID.

We reached out to the client on October 17, 2022, and are currently working on a resolution concerning the issue. We consider this matter closed with the BBB.

Sincerely,

Fidelity Investments
Initial Complaint
Date:10/09/2022
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.
Earlier this year my brother deposited his 9k tax refund check into his fidelity account prior to the deposit he spoke with a fidelity representative just to make sure that they would accept a check of such mass and if it was acceptable for him to simply cash it and withdraw to his regular checking account. There were no issues or concerns with this action from fidlety. My brother then deposited the check and it is approved. He takes out 800$ and then receives a notification that his account is now blocked. Shocked and despaired he reached out to fidlelty and they are an absolute nightmare. They won't tell him why the account was locked they don't give him any opportunity to correct the issue and they will not release the funds which we'll over 8k at this point. So he is asking how the heck is he supposed to get his money and they said that he needs to have the check issues recall the check which is impossible to do because the check has been cashed. There were no mistakes made on the issuers side the check was legitimate and made out to my brother who is the one who made the horrible mistake to choose fidlety for a simple task of cashing a check. The check can not be recalled the funds are being held captive by felidlety and there staff shows no concern for the fact that they are basically stealing money from my brother and his family. What kind of business is this. This is absolutely ridiculous
Business Response
Date: 10/13/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint from *******************************. We wanted to make you aware we emailed the client on October 12, 2022, to address the client's complaint. We consider the matter fully reviewed and resolved.

Sincerely,

Fidelity Investments
Initial Complaint
Date:10/09/2022
Type:Product 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.
8/23/2022, spoke with *********************** in ***************. About my criteria if I moved funds to a managed account, including the fact that my liquid funds would be invested on days with a market downturn.9/1/2022, called ***** with concern that 90% of my funds were invested at once.9/21/2022, asked ***** to return a portion of my funds due to dissatisfaction with the lack of thought regarding big loss in accounts under management.9/23/2022, requested full liquidation and move what was left back to my individual self managed account, and asked for a manager to reimburse management fee due to not taking my consideration of my preferences for prudent implementation.9/23/2022, spoke with manager about refund of management fees, and was told I would be receiving a gift card for $250.00 for due to my dissatisfaction.10/8/2022, received a debit card attached to my brokerage money market account instead of a gift card, called customer service and requested immediate termination of the debit card, and left a message with ********************* about this issue. I am shocked at the lack of consideration of my wishes, and the incompetence regarding the gift card issue. I accept the significant losses I incurred due to no consideration of my wishes, but should at least get the promised gift card. I had a successful career as an upper level financial advisor so am familiar with proper customer care FYI.
Business Response
Date: 10/11/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint from *****************************. We wanted to make you aware we sent an email to the client on October 3, 2022, to address the client's complaint. We consider the matter fully reviewed and resolved. We regret ********************** is unhappy with our response.

Sincerely,

*****************
Fidelity Investments
Initial Complaint
Date:10/07/2022
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.
On 10/05/22 I was referred to this investment broker by the World Economic Forum site and invested more than $50 to receive the promotional $100 as advertised.On 10/07/22 I checked my account and it stated the account was locked and to contact them via phone.I spoke with a customer service representative who said "the account was closed and they do not have to give a reason and to try calling them back in 10 days."I contacted my bank, ***** Fargo, and had the funds reversed and blocked from future payments.In my opinion, as advertised, they still owe me $100 if they do not wish to leave the account open and have attempted to steal the investment money. You can mail me a check to the address listed on the account.This business is obviously a scam and should have its business rating reduced.I will also be reporting the website as a scam.
Business Response
Date: 10/12/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint from **********************. We wanted to make you aware we emailed the client on October 11, 2022, to address the client's complaint. We consider the matter fully reviewed and resolved.

Sincerely,

Fidelity Investments
Customer Answer
Date: 10/14/2022
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.

FAQ

Regards,
********
Initial Complaint
Date:10/07/2022
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.
September 19th I called Fidelity to inquire on the steps for me to withdraw the $1300 from my husbands account. I have a valid power of attorney, because he has been incarcerated for 3 years. I told them that it is an emergency and time sensitive matter because we have to give this money to our attorney for a down payment on the $3500 retainer before she will even respond to the sellers attorney regarding his letter claiming we defaulted on our contract for deed. He said that I have to first be added to the account. To add me I needed to #1. fill out their durable power of attorney, Affidavit and Imdemnification, Annuities #2. Have the completed form notarized #3. Fax the notarized fidelity form and my Power of attorney. They said it would take no more than a week. Then it would take a few days to process the withdrawal to process. Sept 23 at 10:06 after paying $20 that I couldnt afford, I faxed the completed, notarized the Fidelity Form and my power of attorney to the fax number they provided . A few days later I called to follow up. They couldnt find it and had me repeat the fax i sent to. It was correct and I have the successful print out. I was then told I couldnt get any information on the status since I wasnt on the account. I reminded him the whole reason we were even talking is because they lost the paperwork to add me. After he spoke to someone he confirmed it was received and said it would be complete no later than Friday Sept 30, If it wasnt then it meant there was a problem to be corrected. I gave them a few extra days and called on Tuesday Oct 4th to follow up. again, I am being told that they cant find the paperwork anywhere and said the only thing he knew to do was to fax it again or go to a fidelity office. I told him I was not spending more more money to fax paperwork that they had already received and there were no fidelity offices closer than 200 miles. It is unacceptable for them to be so negligent when they hold people's money.
Business Response
Date: 10/11/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint from ***********************. We wanted to make you aware we spoke with ****************, on September 27, 2022, to address the complaint. We consider the matter fully reviewed and resolved.

Sincerely,

Fidelity Investments
Customer Answer
Date: 10/12/2022
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 spoke with Fidelity by phone on September 19th,(1 hour 3 min) September 26th,(4 min) September 27(35 min) & October 4th (43min). At no time was my complaint resolved. On the September 27th conversation, I was told that at first that they never received the fax , and then I was told I couldn't have any information about anything regarding the faxed paperwork since I was not on the account. After reminding them that I sent in the fax to get my name on it, I was put on hold, and he came back and said he confirmed the fax was received and that it was being worked on. They said it should be done by Friday Sept. 30th, and to call back Friday. I gave them extra time and called back on Tuesday October 4th and was again told that they never received the fax and they preferred it to be mailed. I told them that I was not spending another dime on sending paperwork that they had already received and promised to have completed. He said there was nothing else he could do. That is not handing the complaint nor trying to make things right. After we hung up on the 27th, I got a call from my husbands previous employer who he had the account through, She said that Fidelity had requested that they confirm some information with me so they could complete the request. The HR lady at Timber Automotive said she has never been asked to call and verify info and send it in like that. It was things like How long was the power of attorney good for? It was all things that they knew the answers to because they had the documents! I know for a fact that they received the documents because I uploaded them to my complaint and you forwarded them with my complaint. Since they have the documents now, the resolution is to complete the task of adding me to the account so that I can withdraw my husbands money, that is also my money, because we are married and I have a legal power of attorney. He cannot withdraw the money because he is incarcerated and that is why he gave me legal power of attorney so that I could take care of things at OUR home while he is gone. I am asking again to please add me on the account with the power of attorney in a timely fashion and notify me through my bbb complaint when the process is complete so that I can withdraw the money and save our home.

FAQ

Regards,
*****

Business Response
Date: 10/17/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint filed under the above referenced case ID.

We contacted our client directly on October 14, 2022, and are currently working on a resolution. We consider this matter closed with the BBB.

Sincerely,

*****************
Fidelity Investments
Customer Answer
Date: 10/19/2022
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 have attached the email correspondence from October 14,2022 between ************** and I ,regarding an attempt at a resolution. The attachment will serve as proof of our discussion and what my responsibilities were compared to his in order to obtain an expedited resolution. Please note that I have followed through with what he requested of me to do in order to resolve this matter, including, paying for his companies mistake even though it was unfair to me. The email also outlines his responsibilities and his promises for an expedited resolution I would like to add that I did not mention an annuity account to the customer service rep,, as ************* suggested and even if iI was mistaken about the account type, the Fidelity customer service representative had the account information in front of him and it was his responsibility to verify the account types and forms needed. In addition, I have also attached the correct notarized Affidavit and Indemnification forms, including my power of attorney document, and proof that I sent it by overnight mail. I paid additional fees for it to be certified, return receipt with a signature required. I felt that the extra expense was necessary due the companies previous negligence regarding the proper handling of documents which resulted in the documents being lost, and causing an unnecessary delay.. The cost of sending the documents today, including notary fees, was $40.15 which is In addition to the $20.00 I spent the first time I sent in the paperwork. This is a total of $60.15 that I have paid to ensure that not only the forms are received quickly, but also providing proof of the documents being sent and received by Fidelity since the forms were misplaced the first time. Fidelity is expected to receive the forms by 6pm tomorrow., with guaranteed overnight delivery It is now up to ************** to ensure that he works with the employees that are responsible for completing the task of adding my name to the account, and initiating a withdrawal of funds to me in an expedited fashion. I was told the first time it would take no more than a week to process the **** and a couple of days to request and receive the funds. The written policy on their website also states that within 5 days of receiving a valid power of attorney that the account will be amended. ***************** refusing to give a timeframe to have this completed is unacceptable. I have provided multiple times a valid **** that shows I am authorized to act on my husbands behalf. The affidavit that I have provided certifies the validity and effectiveness of the signature on the *** granted to me, so there should be no issues with the ***. In conclusion, I respectfully request that the BBB keep the case OPEN until ************** and Fidelity have followed through with their part of the resolution, and I have received the funds. By closing the case before resolution is provided it is allowing the company to continue to procrastinate and cause unnecessary financial harm to myself and my husband due to slow processing of the change to my husbands account.
Sincerely,
***********************

Business Response
Date: 10/24/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint filed under the above referenced case ID.

We contacted our client directly on October 14, 2022, and again on October 17. We consider this matter closed with the BBB.

Sincerely,

Fidelity Investments
Customer Answer
Date: 10/24/2022
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.

Dear BBB,
The contact mentioned in their latest response on the 14th and 17th is irrelevant. Nothing has moved forward on their end and I continue to be denied the right to make a withdrawal. I was contacted after the dates that they mentioned by phone on October 21st by fidelity with the phone # of ************. Once again, I was told that they were sorry to tell me that they needed more information. 1. They needed page 11 of the **** I explained that page 11 was blank because it was only a notary page. The forms were signed while he was incarcerated during covid, and it was not possible to obtain a notary at that time. This is why I was told to fill out the affidavit in the first place.2. For the third time I was told that I had sent in the wrong forms. I let him know that the forms that I had overnighted were the forms that ***************** with the executive office sent me by email, which I attached as proof in my last response. I gave the caller until 5 pm to figure out the issue and correct it or I would be filing a complaint with the SEC. In 30 minutes he called and apologized and said he "found" the correct forms. He apologized and promised that he was in the process of processing the forms and expediting it. It is now October 24th with no resolution. They have failed to follow through with any resolution and continue to be neglectful in their responsibilities to their client. Again, I would like the resolution to be followed through with and my name being added to the account, in addition to, the withdrawal to my account to be completely processed before considering this case closed.

Regards,
*****

Business Response
Date: 10/26/2022
Dear Better Business Bureau:

Your organization forwarded Fidelity a complaint filed under the above referenced case ID.

We contacted our client directly on October 25, 2022, and are currently working on a resolution. We consider this matter closed with the BBB.

Sincerely,

*****************
Executive Office

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Fidelity Investments is NOT a BBB Accredited Business.