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:02/14/2025

  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 paying for a managed *** with Fidelity. On multiple occasions after planned meetings with financial advisors have been made and on multiple occasions no-one has bothered to show up on planned arranged meetings. I would like Fidelity to refund the managed *** fee in full. The second meeting was arranged at 2/24/25 at 2.30pm CST after re-scheduling weeks ago and also 2/14/25 at 2.30pm CST no-one bothered to show up for the meeting. It's unacceptable on a managed *** with planned meetings for people not to bother to show up which makes we suspect my *** has not been managed at all. I also want to see evidence that my *** has been managed over the last year and the managed fee refunded in full

  Business Response

  Date: 02/19/2025

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

  Customer Answer

  Date: 02/23/2025

  [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:02/14/2025

  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.

  2/5/2025-2/14/2025 I am rolling over my fidelity 401k to another company. I had an irs lien on the account and it was confirmed that fidelity recieved the lien release on 2/2/2025. on 2/13 i was told by ****** ****** with fidelity that no one has done anything with the account. ****** told me he will be on this and it will be resolved on 2/13. On 2/14 ****** stopped returning my calls and i'm being told it will take 7-10 more days to release my funds for a rollover. My irs agent has spoken with the person who handles the account now and has twice sent him the lien release, again, on 2/14. ***** ***** is now the person of contact, ****** ****** mysteriously isn't. ***** is now telling me maybe next week.They are holding my funds in bad faith.

  Business Response

  Date: 02/23/2025

  To *************************************************** forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on February 21, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:02/14/2025

  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.

  On 12/20, I made a 60 day withdrawal from my **** ***, with the intention of redepositing the funds within the 60 day period to avoid penalty. On 2/5, I electronically sent $88,000 to my regular Fidelity brokerage account and wanted to transfer the funds to the **** to complete the 60 day return in time. I spoke to a representative, and he told me an up to 2 week hold had been placed on the funds, but to call closer to the deadline and Fidelity would help me make by making an exception to get the funds into the ****. I called on 2/13 to request this exception, and was informed my funds would be held for the full 2 week period. I spoke to a manager, and they would not help me out. I've been with Fidelity for maybe 25 years or more. I have multiple accounts, and each of my 4 other family members each have at least 2 accounts. We've never caused any problems for Fidelity. Fidelity's website made no mention of the hold of my electronically transferred funds until after I made the transfer. I am counting on this transfer to avoid serious issues with my **** *** and I have taken every step I could foresee to properly plan, but Fidelity has chosen to think of me as their enemy and hold my money improperly for 2 weeks, and allow me to be hurt financially when the funds will at all times be with Fidelity. I am sad that Fidelity is not the financial ally I have thought they were for over 25 years.

  Business Response

  Date: 02/19/2025

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

• Initial Complaint

  Date:02/14/2025

  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 have called pas to find out what invoices they have mailed or how to find it electronically i cant have monies taken from my accounts this has been a long standing issue and i think i am going elsewhere. not knowing not receiving these invoices cant continue. i need to know in the last 6 months what invoices were sent Port advisry services and if i can get them online if not i am leaving i am exasperated. and i have received nothing in the mail or e mail to notify me.

  Business Response

  Date: 02/19/2025

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

• Initial Complaint

  Date:02/13/2025

  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 processed a partial payout/partial rollover on 2/4/2025. The transaction was cancelled due to my termination date being incorrect under ******* plan. I contacted my old employer and the termination date was corrected overnight so on 2/5 I called again and re-processed the transaction. Confirmation number W785062-05FEB25 - Adrie assisted with this termination request. I was advised direct deposit was not an option and that checks needed to be cut manually due to the internal money movement from Infosys 401k to *****************. Rollover was completed with no issues. Money moved and posted on 2/6/25. For some reason checks were not cut until 2/7 even though TD received was 2.5.2025. Adrie confirmed I would receive the check at Fidelity's expense via Express mail through *** and I should get them on Friday 2/7 due to T+3. I called multiple times from 2/7 through 2/11 and kept getting misinformation. No one could tell me the tracking number for the checks and the checks were not even viewable under payment history until yesterday, 2/12. I am still waiting on these checks. I planned on using the money towards paying off a credit card as well as other things and I am going to be charged interest due to your mistake. I am beyond frustrated with this entire experience and am looking to be compensated for the incorrect processing of my initial request as well as the continued delay for receiving my funds which total close to $15k. I am not sure of the interest I will be charged and once confirmed I will be able to provide documentation for the amount I am looking for Fidelity to cover. I also want someone to verify I did in fact receive 2/5 TD for the manual checks that were cut as I am not sure why they were not processed until 2/7. I expect to hear from someone. Please make sure to pull the calls from 2/5 to confirm ***** offered to pay for the express mail.

  Business Response

  Date: 02/20/2025

  To Whom It May Concern:
  
  Your organization forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on February 20, 2025, and are currently working on a resolution. We consider this matter closed with the BBB.
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:02/12/2025

  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 attached my chat and **** Certified Mail correspondence details to this complaint. I have had a Fidelity Brokerage account for over 10 years. In the beginning, I found it odd that the statements do not provide lot level or expense ration detail. Initially, I had to make two separate requests to see the lot details and another field that I forget in order to track my investments which I found odd, You cannot reconcile a brokerage account without these details, so I do not understand why all the necessary data is not provided by default.After the market correction in or around March 2020, there was a subsequent rebound beyond the original ********* indexes. All of my mutual fund investments were in common stocks traded in the ********* 500. My account value was drastically lower after the rebound. Over the last few years, I had to sell of my investments for financial reasons, Upon further analysis, I realized that I did not have adequate information to fully reconcile my losses. Approximately two weeks ago, i contacted Fidelity through a chat session, requesting a reconciling statement that would show me my losses with the lot level detail and expense ration. The *** could not help (which is strange), and he advised my to send a letter to the executive offices in **********, **. On the same day, I sent a certified letter to OH, as requested, for the statement. I have yet to hear from them on this issue. I need to understand the activity on my account. I don't think the gains reflected on my account are consistent with market trends, and i heard that Fidelity had issues in the past with fraudulent handling of their healthcare funds. I just need them to send me a statement, that I can reconcile to my losses to make sure there was no fraudulent activity. Can you assist? This should be something easy for them to provide. Without it, no one really know if their gains, losses, dividends or any other financial impact on their account is valid.

  Business Response

  Date: 02/16/2025

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

  Customer Answer

  Date: 02/19/2025

  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. 

  Hi, This message is regarding Complaint ID: ********* I received a response from Fidelity, but they just referred me back to the online statements which I have mentioned are incomplete and inadequate to perform a reconciliation. I don't see a way to update my BBB complaint with their response. I have pasted it below: From: To: Topic: Subject: Date: Fidelity ***** ***** Response to Your BBB Complaint 02/14/2025 12:05 PM *************** I am writing in response to your complaint filed with the Better Business Bureau regarding share class changes. I appreciate this opportunity to assist. Upon review, I could not locate any current mutual fund holdings in your Fidelity accounts. In the event of a share class change, investors are notified through proxy voting or official statements. I was unable to locate any activity in your accounts that would indicate a share class change. However, you may review past account activity in greater detail by viewing your statements with the following steps: 1. Click on the "Accounts & Trade" tab 2. Select "Documents" 3. Change the timeframe in the green drop down to your desired period 4. Click on the *** you wish to view You can access up to 10 years of financial statements online. Alternatively, you can review each respective mutual fund holding prospectus. These can be accessed with the following steps: 1. Click on the "Accounts & Trade" tab 2. Select "Documents" 3. Under "Other Documents," choose "Prospectus" 4. Click on the date for the report you want to view You can also view this information by accessing the link below: ********************************************************************************* We appreciate you bringing this to our attention, Mr. ****** For any additional requests, please call us at ************* For your convenience, representatives are available 24 hours a day, 7 days a week. Sincerely, ******* *. Executive Office W323232-22JAN25 Notice: All email sent to or from Fidelity Investments is subject to retention, monitoring, and/or review by Fidelity personnel. Please note that Fidelity is unable to accept orders left over voicemail or email regarding any account. The information in this email and in any attachments is intended solely for the attention and use of the named addressee(s) and may contain information that is considered privileged, proprietary, confidential, and/or exempt from disclosure under applicable law. If you are not the intended recipient of this email or if you have otherwise received this email in error, please immediately notify me by replying to this message or by telephone (you may call me collect). Any use, dissemination, distribution or copying of this e-mail is strictly prohibited without authorization from Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE and ********************************************************************************** ******************** | Fidelity Investments ************************************************************************** 

  Business Response

  Date: 02/20/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ***** *****. We regret Mr. ***** is unhappy with our previous response. We wanted to make you aware we emailed the client on February 20, 2025, to address the complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely, 
  
  Fidelity Investments 

  Customer Answer

  Date: 02/24/2025

  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. 
  

  Hi,

  I read the latest response from Fidelity which states, "We regret Mr. ***** is unhappy..." and "We consider the matter fully reviewed and resolved."  They continue to reference the online statements which are inadequate for reconciling mutual funds at the lot level with backup calculations for the expense ratio.  This means that no American customer knows if ********************** is skimming or redistributing mutual fund losses, gains, dividends and distributions.  Therefore, they have autocratic authority over every Americans life savings at a time in history when citizens are told that the stock market (NYSE) is the path to retirement and corporations dismantled pension plans.  This has to be against *** regulations.  If not, then there is a bigger problem that would require the government. 

  I do not think that we will make any progress with Fidelity, so I not want to waste any more of your time unless you have other ideas on getting them to respond in a way other than, "check the online statement".  Unfortunately, I am not wealthy enough to sue which I think is their exact plan and modus operandi.  It's definitely consumer fraud and likely unconstitutional.  The sad part is that if this was taken up as a class action law suit, the law firms would get all reward and the consumers would have spent their whole working for less than they deserve.

  If you have any influence or advice for getting an actual response rather than a diversion tactic from Fidelity, I would appreciate it.  I understand that BBB is limited in their ability to resolve this problem.  I appreciate your time, and I hope have a good week.

  Thanks,

  *****

• Initial Complaint

  Date:02/12/2025

  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.

  Unauthorized withdrawal of my 401K amount ($2838.61) on 11/11/2024, which caused me to pay federal taxes and lose my chances to transfer my account to *** or any other retirement saving plan. They did not even send me a letter along with the check to explain why this decision was made without my authorization and what other options I have to avoid any tax complication or how to transfer to any other retirement saving plan. I called Fidelity customer ******************** when I received the check; and they told me sorry you did not receive a confirmation letter, and nothing can be done at this point. Then I called Fidelity legal department ***************) on Wednesday 2/12/2025 at 9:15 AM. I explained to them again, and they told me that their action is correct based on the plan, and nothing can be done at this point.

  Customer Answer

  Date: 02/24/2025

  I have heard from the business in response to my complaint.

  I received a call from Fidelity on Friday 2/14 at 12:04 PM. The lady spoke to me in a rapid pace and forceful with intimidating tone which made me feel pressure and anxious. I believe she intended to prevent me from interjecting or even speak. All what she said is they did the correct action and basically there is nothing that I can do. I am asking to have any further communication to be done via email so I can accurately respond with what I want to say and avoid misunderstanding. Please note: (they have my email address on file which is: ********************************************).
  Thanks in advance for all your help.
  ******* ******
  ***************
  ********************************************

  Business Response

  Date: 03/05/2025

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

  [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.]

  My complaint against Fidelity because their action against me as they made unauthorized withdrawal to my 401K amount ($2838.61) on 11/11/2024, which caused me to lose my chances to transfer my account to *** and or any other retirement saving plan or any other investment and caused me to pay more federal taxes. I did not receive any notification prior or after their action, they just send me the check. This decision was made without my knowledge or my authorization. When I called Fidelity customer ******************** when I received the check; they told me sorry you did not receive a notification letter, and nothing can be done at this point. Then I called Fidelity legal department ***************) on Wednesday 2/12/2025 at 9:15 AM. I explained to them again,and they told me that their action is correct, and nothing can be done at this point. Their action caused me financial stress and a big loss, and they have not done anything to correct it.
  I received a call from Fidelity on Friday 2/14 at 12:04 PM. The lady spoke to me in a rapid pace and forceful with intimidating tone which made me feel pressure and anxious. I believe she intended to prevent me from interjecting or even speak. All what she said is they did the correct action and basically there is nothing that I can do. I am asking to have any further communication to be done via email so I can accurately respond with what I want to say and avoid misunderstanding. Please note: (they have my email address on file which is: ********************************************).
  Thanks in advance for all your help.
  ******* ******
  ***************
  ********************************************

  FAQ
  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.
  Regards,

  Mostafa

   

   

  Business Response

  Date: 03/11/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ******* ******. We wanted to make you aware we called the client on February 14, 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: 03/13/2025

  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.]
  
  My complaint against Fidelity because their action against me as they made unauthorized withdrawal to my 401K amount ($2838.61) on 11/11/2024, which caused me to lose my chances to transfer my account to *** and or any other retirement saving plan or any other investment and caused me to pay more federal taxes. I did not receive any notification prior or after their action, they just send me the check. This decision was made without my knowledge or my authorization. When I called Fidelity customer ******************** when I received the check; they told me sorry you did not receive a notification letter, and nothing can be done at this point. Then I called Fidelity legal department ***************) on Wednesday 2/12/2025 at 9:15 AM. I explained to them again, and they told me that their action is correct, and nothing can be done at this point. Their action caused me financial stress and a big loss, and they have not done anything to correct it.
  I received a call from Fidelity on Friday 2/14 at 12:04 PM. The lady spoke to me in a rapid pace and forceful with intimidating tone which made me feel pressure and anxious. I believe she intended to prevent me from interjecting or even speak. All what she said is they did the correct action and basically there is nothing that I can do. I am asking to have any further communication to be done via email so I can accurately respond with what I want to say and avoid misunderstanding. Please note: (they have my email address on file which is: ********************************************).
  Thanks in advance for all your help.
  ******* ******
  ***************
  ******************************************** 
  
  FAQ
  
  Regards,

  Mostafa

   

   

  Business Response

  Date: 04/02/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ******* ******. We wanted to make you aware we called the client on February 14, 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: 04/10/2025

  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.]

  My complaint against Fidelity because their action against me as they made unauthorized withdrawal to my 401K amount ($2838.61) on 11/11/2024, which caused me to lose my chances to transfer my account to *** and or any other retirement saving plan or any other investment and caused me to pay more federal taxes. I did not receive any notification prior or after their action, they just send me the check. This decision was made without my knowledge or my authorization. When I called Fidelity customer ******************** when I received the check; they told me sorry you did not receive a notification letter, and nothing can be done at this point. Then I called Fidelity legal department ***************) on Wednesday 2/12/2025 at 9:15 AM. I explained to them again,and they told me that their action is correct, and nothing can be done at this point. Their action caused me financial stress and a big loss, and they have not done anything to correct it. 
  
  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,

  Mostafa

   

   

• Initial Complaint

  Date:02/10/2025

  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 cancelled all these orders and the last one filled somehow???????? and i got ****** cause i thought i had these shares the whole time, i log in in the afternoon to find out my shares are gone and the stock is sitting at 13$.. i been waiting to get these for a week now and the stock was at 50$ when it hit IPO.. this is f***** insane, FIDELITY wont even help me. switching over to someone and having everyone in my family do so cause if something gets ****** they are of no help.

  Business Response

  Date: 02/12/2025

  To ********************************************* forwarded Fidelity a complaint filed under the above referenced case ID.
  
  We contacted our client directly on February 12, 2025, and are currently working on a resolution. We consider this matter closed with the BBB.
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 02/14/2025

  They didnt help at all, pretty much blamed me for there systems fault. What a garbage company. I am removing funds and is the rest of my family members.

  
  
  Regards,

  *****

   

   

  Business Response

  Date: 03/09/2025

  To Whom It May Concern:
  
  Your organization forwarded Fidelity a complaint from ***** Zeaitir. We wanted to make you aware we responded by email to the client on March 6, 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 # ********. Please add your rejection comments below; if you do not provide any details, your complaint will be closed as Answered. 

  They pretty much admitted that there system was at fault and still proceeded to say there stance wont change and wont help me, I lost close to 35000$ in profit cause of these guys. Their agent said not to touch the money to rebuy shares so I didnt and that messed the whole thing up for me. What  a terrible Company. Do not use this.

  
  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:02/10/2025

  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 opened a Fidelity Investments account Jan. 20, Jan 21 of 2025. I have transferred $75,000 from my bank to Fidelity and invested $25,000 of that. Jan. 30 2025 I log into my account to find out its blocked with a message that says I need to call **************. Call the phone# the robot tells me my account is closed with no possible re-opening. When I spoke to call center I was told the people in the "back end" is who I would need to speak with (they are on on East coast time only, I live in WA state.) I was told this because apparently there is a note on the account that states they can't/won't tell me anything. When I call again and get ahold of someone in the "back end" I am told absolutely nothing other than I need to either Mail or Fax my entire Identity to this company. (Which I am really uncomfortable with, not faxing that much personal info and certainly not mailing that kind of information with no confirmation it is received anywhere) . After this conversation I called again got the same thing but was told I would receive an outreach call by 2/8/25 it is now 2/10/25 with no response. I understand they can close an account for any reason they deem fit. But to hold money that is not theirs after closing an account seems shady (I could be wrong but I'm confident they collect interest off the money during this holding period). I am brand new to investing. The day I opened account was my 1st try at investing. To have account closed like that with no warning and no information about what to do is extremely frustrating. I can't believe this is legal to hold money like that. I just want my uninvested money back and the investments I did make rolled into a new brokerage account. Thank you for taking the time to read this.TLDR; Created new Investment Account Transferred money to it The company closed account and has yet to return money or help with transfer into different account or explain anything as to why it happened

  Business Response

  Date: 02/12/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ****** ******. We emailed the client on February 11, 2025, to address the client's complaint. We consider the matter thoroughly reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:02/10/2025

  Type:Product 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.

  On Nov 12th 2024 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: 02/16/2025

  To Whom It May Concern:
  
  Your organization forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on February 14, 2025, and are currently working on a resolution. We consider this matter closed with the BBB
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 02/18/2025

  [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,
  
  **** *******