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:03/03/2025

  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.

  Having been in sales for 14 years and owning and managing my own rental properties for 20+ years, I can easily say that Fidelity is of the most difficult companies to deal with. My account was opened with them approximately 20 years ago and has had no issues up until recently, whereby Fidelity has tried to FORCE me into providing my PERSONAL cell phone number for security purposes. Instead of allowing their customers the OPTION of receiving a one-time verification code via e-mail (the same email address that's been on file since the inception of the account) or even asking a series of security questions to validate the account, ********************** REFUSES to accommodate their 20-year customers, somehow believing that their clients are there to "accommodate them". They are not. Further, not one but two of their supervisors who I recently spoke with were exceptionally rude and disrespectful, one of whom continuously tried to speak over me and intentionally hung up and the other who was literally "joyful" when I advised him that I wanted to move all of my assets away from Fidelity due to the mistreatment of the previous supervisor. Never in my life have I experienced such disrespect or malignment from a company that I've been with for approximately 20 years.

  Business Response

  Date: 03/05/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from **** Nickel. We wanted to make you aware we spoke with the client on March 3, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  *** *.
  Executive Office

  Customer Answer

  Date: 03/10/2025

  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.] 
  
  Fidelity Investments - also known appropriately as "Infidelity" - has demonstrated not only a clear lack of concern and lack of appreciation for their clients, but also a deep-seated disdain for them as well.  This "excuse" of a business along with their "leadership" (at least one of whom was clearly chosen due to nepotism and certainly not due to qualifications) have made the conscious decision to lock me out of my account by forcing a password change when none was necessary.  They further refused to provide my account numbers when I called them, even after I answered a number of security questions on a recorded call (which I also have in my possession) whereby I successfully and appropriately verified my identity.  This is unquestionably the most hateful business I have ever had the misfortune of dealing with, run by self-absorbed individuals whose hubris knows no bounds.

  Consequently, I will be moving ALL of my assets away from this spiteful and loathsome company and will also share my experience with as many others as possible.
  
  FAQ
  
  Regards,

  Nike

   

   

  Business Response

  Date: 03/13/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from **** Nickel. We wanted to make you aware we spoke with the client on March 3, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved. We regret **** is unhappy with our response. We will no longer respond regarding this subject.
  
  Sincerely,
  
  *** *.
  Fidelity Investments

  Customer Answer

  Date: 03/13/2025

  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.] 
  

  Infidelity investments not only despises and abuses their clients, but they intentionally go out of their way to make any transition away from their sorry excuse of a "company" as difficult as possible.  The so-called "leadership" of Infidelity intentionally locked me out of my online account and subsequently refused to provide access to my own funds - funds that I had with this UNGRATEFUL company for nearly two full decades.  And all because I complained about the fact that they offered no alternatives to verifying an account other than a phone option (they could have EASILY and SECURELY offered other verification options such as e-mail verification and/or asking a set of security questions, but they flat-out refused).  My advice to anyone who has Infidelity as their brokerage is to transfer your funds immediately.  This haughty and ungrateful business doesn't deserve their clients in any capacity.  I will not address this issue further.  Their "resolution" along with their unprofessional misconduct was completely unacceptable.

  
  
  
  Regards,

  Nike

   

   

• Initial Complaint

  Date:03/03/2025

  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 had a 403B retirement plan through Fidelity with $1,500 in it. Without any notification, permission, or authorization, this money was apparently rolled out of Fidelity to Inspira Financial, a predatory company that ***** away at my money that was inappropriately given to them without my permission and has made it very difficult to retain my money (for reference, it has 1/5 stars on BBB). Speaking with Fidelity representatives was of no value and they denied any fault in the issue. Fidelity stole my money and sold it off to someone else for profit.

  Business Response

  Date: 03/12/2025

  To ********************************************* forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on March 6, 2025, and are currently working on a resolution. We consider this matter closed with the BBB.
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:02/28/2025

  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.

  HEY FINRA THIS IS ******** ******** ***** FILILING ANOTHER COMPLAINT ON FIDELITY INVESTMENT SO BACK IN DECEMBER 2024 ON THE 4TH I HAD MY TAX RETURN SENT OVER TO THEM I HAD TOLD THEM AHEAD OF TIME THAT I WAS SENDING MY TAX RETURN TI MY CMA ACCOUNT IN ASKED THEM WOULD THAT BE OK MIND YOU THIS IS MY PERSONAL RETURN FROM THE IRSSSSSSSSSSSS SO THRY SAID OK THAT WOULD BE FINE I WOULD HAVE NO PROBLEM LONG STORY SHORT I SENT MY. ****** DOLLARS TO THRM FROM MY TAXES THEY ACCEPTEDDDDDDDDDDDDD IT I TRIED TO TRANSFER ***** TO MY WOODFOREST ACCOUNT TO PUT MONEY IN BOTH ACCOUNTS MIND YOU I SET UP MY VOICE FIDELITY TO MAKE EVERYTHING MY SECURE THAT WAY I WOULD BE SAFE IN THEY WOULD KNOW ITS ME TRYING TO TRANFEEEERRRRRRRR THEREFORE I MADE THE TRANFER THEY SAID IT WOULD BE A QUICK PROCESS I CALLED IN IN TOLD THRM HEY IM TRYING TO PURCHASE A VEHICLE WHAT WOULD BE THE FASTEST WAY THROUGH THEM TO DO THAT WITHOUT MY ACCOUNT GETTING LOCKED THEY DO ANOTHER BANK TRANFER IN GET A CHECK FROM MY OTHER BANK WOODFOREST SO I CALLED MY OTHER BANK ?? IN **** SAID OK ?? THAT WOULD BE FINE JUST TELL THEM CLEAR THE TRANFER SO LONG STORY SHORT I CALL BACK IN TALK TO *** TO MAKE THE 5000 TRANFER HE SAID OK I CAN TRANFER FOR YOU WE HAVE YOU VERIFIED WITH MY VOICE THANK YOU FOR USING MY VOICE OK BOOMMMMMM WEEEEEEEE MADE THE TRANFERRRRRR AGAINNNNN BUT THEY DIDNT RELEASE THE MONEY TO MY OTHER BANK WOODFOREST THEY CANCELLED BOTH TRANSFERS TO WOODFOREST SO I CALL BACK ABD ASK WHATS GOING ON THEY TELL ME YOUR ACCOUNT HAS BEEN CLOSED WE NO LONGER WANT TO DO SERVICE WITH YOU WE FEEL YOU WILL WE SUITED BETTER SOMEWHERE ELSE SO MIND YOU IM GETTING STRESSED CAUSE THEY HAVE ****** OF MY MONEY IN JUST CLOSED MY ACCOUNT SO I CALL BACK AFTER *** *** BOM IN SOM HUNG UP ON ME THAT MANY TIMES BASICALLY ME ****** ALL DIFFERENT PEOPLE THEY TRANSFER ME SOMEWHERE CALLED THE BACK OFFICE THE BACK OFFICE STARTS BEING RUDE TELLING MY SHOULDNT NOBODY MY AGE HAVE THIS AMOUNT OF MONEY AND ALL TYPES OF OTHER MEAN MIND YOU IM 22 IN

  Business Response

  Date: 03/09/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******** ***** under the above-referenced case ID. We replied directly to the customer in an email sent today, March 7, 2025. We consider the matter thoroughly reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments
  

• Initial Complaint

  Date:02/28/2025

  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 am writing to request your help with an erroneous 1099-B issued by Fidelity for 2023. My 2023 return is not due yet because we are in a declared disaster area, but I need to get this resolved ASAP. The Active Trading Desk already escalated this issue and I was sent a "corrected" 1099-B that unfortunately omitted all the unrealized option positions (box trades) and included nothing but zeros. Obviously, that was incorrect so I asked for a third iteration.I was informed yesterday morning by ****** ******, an Active Trading Desk manager, that Fidelity's Cost Basis and Tax Basis Teams simply refused to amend a 2023 *** reporting form and that it is on my CPA to deal with this matter. He concurred that the "corrected" 1099-B is definitely incorrect and that it is Fidelity's responsibility to report accurately to the **** He also told me that the correct information is now reflected on my 2023 closed positions report. That call was recorded by Fidelity and should be available for your review.Absent Fidelity's assistance, I will initiate complaints with both ***** and the *** since submitting a return disputing Fidelity's 1099 will both significantly increase the workload for my CPA and significantly increase the chances of an *** audit.

  Business Response

  Date: 03/09/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******* ******. We wanted to make you aware we emailed the client on March 7, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments
  

  Customer Answer

  Date: 03/10/2025

  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 # ********.

  Fidelity has an obligation to provide accurate informational returns to the **** Unfortunately, they seem to think that ignoring that obligation is acceptable.

  Their response in early March was a "corrected" 1099-B that contains zeros instead of the requisite data for my TAXABLE unrealized gains/losses on open option positions at year-end. They propose that my CPA file my taxes disagreeing with their "corrected" 1099-B and substantiate the same with data from Fidelity's own year-end statement. Even the manager of Active Trading who attempted to help me get this corrected agreed that the problem was definitely not resolved. 

  Absent Fidelity's assistance with this matter, I will be forced to escalate to the *** and my attorney.

  Regards,

  *******

   

   

  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 7, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved. We regret Mr. ****** is unhappy with our response.
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 03/16/2025

  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 reject Fidelity's response quoted below:

  "We are unable to correct the section 1256 options contracts for this tax form. However, you can use the information on the original filing, which is available online in the tax forms section. If you require further assistance with this, we suggest consulting a tax professional."

  Fidelity's response makes it obvious that the 1099-B informational return form requires correction. It is Fidelity's responsibility to make that correct, not mine.
  
  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 from ******* ******. We wanted to make you aware we emailed the client on March 19, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved. We regret Mr. ****** is unhappy with our response.
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:02/27/2025

  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 contacted Fidelity due to a fraudulent withdrawal of money from my ***. I contacted them the same day it happened. The money was wired to a person that had a account at ***************. I did not authorize this withdrawal.They were pretty helpful at first. They changed all my account numbers and had me put some further security measures on my account.They told me that they have protection against fraud and I was not to worry. They said it could take up to 30 days to investigate. I have made weekly calls since then but when I call they say it's under review. Never get to talk to a fraud person. Last week I asked to speak to a supervisor. Was told the same thing! It has now been 3 months. I need to file taxes but without this being resolved it's going to put me in a financial bind because I may have to pay taxes on money I never received! It was a substantial amount. I am at a loss, having many sleepless nights. This is not what a expected from them based on the information I received when it first happened.

  Business Response

  Date: 03/03/2025

  To *************************************************** forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on February 28, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:02/26/2025

  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 switched to an account with ********************************************* thinking they are an upstanding and professional platform after closing my ******* ****** brokerage and after closing my ******* ****** they sent me my remaining balance in 2 checks In which I deposited one for $100 into fidelity brokerage ending in 7283. While waiting for the check to clear fidelity closed my account telling me its a fraudulent check and also telling me they cant discuss this account any further so I called a ******* ****** ***resentative and put the call on 3 way in which the ****** *** verified the check and also said it has been cleared and cashed so there is nothing they can do, while fidelity still said they are not releasing my funds or disclosing any information about my account. I would like my funds issued to me

  Business Response

  Date: 03/03/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******** ***. We wanted to make you aware we *************** on February 28, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments
  

  
  

  Customer Answer

  Date: 03/04/2025

  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.]
    Fidelity emailed to a secure email inside of ************************** messaging center in which I have no access to access the email, they have wrongfully obtained my funds and did not attempt to resolve the matter at all and no response will acceptable unless it is a refund of my $100
  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,

  Marquise

   

   

  Business Response

  Date: 03/11/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******** ***. We wanted to make you aware we emailed the client on March 10, 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. 

  [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,

  Marquise

   

   Fidelity is lying and scamming to protect their selves. They lied and told me my check was fraudentl which in fact it came directly from ******* ****** and now they are saying they messaged me to a fidelity private message in fidelity account tin which I have no access to. Fidelity is lying and refuses to accept accountability. My next step will be a lawsuit 

• Initial Complaint

  Date:02/26/2025

  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.

  Had three brokerage accounts with **********************. THEY decided to restrict the accounts and sugesred I move them. I have moved 2 so far and was charged a $125 closing fee on both EVEN THOUGH IT WAS THEIR SUGGESTION. They refuse to refund any if these fees

  Business Response

  Date: 03/03/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******* ********. We wanted to make you aware we emailed the client on February 28, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 03/04/2025

  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.
  
  FAQ
  
  Regards,

  *****

   

   

• Initial Complaint

  Date:02/26/2025

  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.

  Initiated a 401k disbursement on 2/20. Entered wiring routing number and account number. ********************** unknowing sent funds via ACH which was rejected by *************** due to mismatch of routing number. Fidelity states I need to wait 3 days to 3 weeks for approximately $203,000 to be cut by check. Also, Fidelity withheld an additional 4% NC state tax on top of the flat tax rate of 4.25% resulting in an additional $15,000 being withheld. Was told to allow 10 business days for recorded call to be reviewed and will refund if applicable. Closing on my house is 2 days from now, and Fidelity is providing no accommodations other than overnighting the check.

  Business Response

  Date: 03/03/2025

  To *************************************************** forwarded Fidelity a complaint filed under Case ID #******** for ****** *****.
  
  We contacted our client directly on February 27, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 03/05/2025

  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. 

  our issue has not been resolved by Fidelity.  They are still in ownership of our $218,147.27, 401k disbursement, and have set an untimely expectation of 6 days for resolution.  Neither ****** ******** at the **************** nor ****** ********, case manager, have met the request to expedite the issuance of funds or next day air them, despite the multiple errors made in disbursement which exceed the original complaint filed. 

  Business Response

  Date: 03/09/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint rebuttal from ****** *****. We wanted to make you aware we emailed the client on March 7, 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   

• Initial Complaint

  Date:02/26/2025

  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 in contact with fidelity for almost a year now about an issue I am having with the ***. They are claiming I have an account with ********************** for which I owe tax on due to unreported income. However, both I and fidelity have found out that there is no such account. The *** requested that I provide an official letter from fidelity stating that they agree that there is no such account. The last time I spoke with fidelity they had me write and send a letter to their client services in ********** and said I would have a response within 7-10 days. It has now been over a month and I still do not have a response. If Fidelity could please just provide me with a letter stating that I don't have an account with them we can both move on to a new chapter in life. Thank you!

  Business Response

  Date: 03/09/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint under Case ID # ******** for **** ******. We wanted to make you aware we emailed the client on March 6, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Please note that Fidelity Investments previously received a complaint about the same matter from the BBB under Case ID # ********. We previously addressed the issue with the client on September 10, 2024.
  
  We regret if Mr. ****** is unhappy with our responses.
  
  Sincerely, 
  
  Fidelity Investments 

  Customer Answer

  Date: 03/10/2025

  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 Investments contacted me and provided information stating that ******************* is who I have to deal with. I am currently in contact with them as well but the new letter from the *** states Fidelity Investments exclusively. I hope we can reach a better solution soon, one that does not include shifting blame towards another entity. Thank you.
  

   

  [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,

  Syed

   

   

  Business Response

  Date: 03/13/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint rebuttal from **** ****** under Case ID #********. We wanted to make you aware we emailed the client on March 13, 2025, to address the client's rebuttal. We consider the matter fully reviewed and resolved. We regret Mr. ****** is unhappy with our response.
  
  Sincerely,
  
  Fidelity Investments
  

  
  

• Initial Complaint

  Date:02/25/2025

  Type:Order 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.

  Fidelity is continuing to acrue interest on my pension and for almost 2 months now I can not get them to start paying me my monthly pension as I continue to get told its being expedited now for 2 plus months

  Business Response

  Date: 03/03/2025

  To *************************************************** forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on February 27, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 03/04/2025

  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.]I have received several calls from Fidelity in regards to my pension and have tried to apply for it but still cant get in their system and yet another person I spoke to "promised" to get back to me today again to try and resolve it but as of now I am not satisfied by their response and not being able to acquire my funds yet
  
  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: 03/11/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ****** ******. We wanted to make you aware we emailed the client on March 11, 2025 to address the client's complaint. We consider the matter fully reviewed and resolved.  We regret Mr. ****** is unhappy with our response.
  
  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. 

  [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.]As of today, March 12, 2025 I still have not received a payment from Fidelity which I was told I would start receiving by Feb1, ************************************************** my bank account their so-called "promises" that everything is done and taken care of remain hollow to me as this has been going on since December of 2024. No one should have to wait and jump through the hoops that they continually add on!! Fidelity's word is worthless and until I get actual results, aka my monthly pension, their emails and words are meaningless!! 
  
  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,

  ******