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

  PO Box 832 Boston, MA 02123-0832

• 

  Fidelity Investments

  900 Salem St Smithfield, RI 02917

• 

  Fidelity Investments

  900 Salem St Smithfield, RI 02917-1243

• 

  Fidelity Investments

  900 Salem St Smithfield, RI 02917-1243

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:05/16/2025

  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.

  In April of 2015 I received a letter from Fidelity on behalf of Air ******************** awarding me a Shared Interest pension with Survivorship. Monthly payments are to be made to me for MY lifetime. Despite ***eated conversations and a demand letter from my attorney I have not received a written response to my award letter. Fidelity is stopped payments and will not respond in writing with the documents requested by my attorney. I have also filed a complaint with ***** also. This is a serious error that is impacting me financially. In my initial complaint, a Fidelity *** said they could provide the pension documents. Its been 30 days since my initial complaint, but neither Fidelity **************** has responded in writing with plan documents. I intend to pursue reinstating of the payments that were stated to be for my lifetime. They need to do their federally responsible duty to me as an investor. My initial complaint ID is ********. Please request them to not just open a case and say they are attempting to resolve. They need to actually respond to the demand letter and send the plan documents.

  Business Response

  Date: 05/19/2025

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

  
  

  Customer Answer

  Date: 05/20/2025

  Better Business Bureau:I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ********. 

  The award letter clearly states that I am to receive the payments for my lifetime. It is a Shared Interest annuity with Survivorship. They refuse to acknowledge their error and restore my payments. I will continue to pursue what was awarded to me by the Louisiana court.

  
  Regards,

  ******

   

   

  Business Response

  Date: 05/28/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint under Case ID # ******** from ****** *******. We wanted to make you aware that our position regarding the clients complaint was confirmed in a letter mailed to the client on May 15, 2025. We consider the matter fully reviewed and resolved. We regret if Ms. ******* is unhappy with our response.
  
  Sincerely, 
  
  Fidelity Investments 

  Customer Answer

  Date: 05/30/2025

  Fidelity acknowledged a significant error in the pension award letter that they issued to me in 2015. As I approach full retirement age, the financial consequences of their mistake are irreparable. My retirement plans are severely impacted and will likely be delayedif they remain possible at all.  The apology I received is inadequate, especially since I was misled for an entire decade. Despite the clear misinformation, Fidelity refuses to honor the benefits originally stated in the award letter. Their handling of my complaint is deeply unprofessional. I received no meaningful response until I filed a complaint with the BBB. It took them 5 months to provide a written explanation and the relevant document requested. This reflects poorly on the effectiveness and responsiveness of their complaint management process. I hope that ***** orders an audit of their pension benefit records to ensure that no other client of theirs has to endure the financial hardship caused by their carelessness in producing a defective pension award letter to me. 

  Regards,

  ******

   

   

• Initial Complaint

  Date:05/16/2025

  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.

  Fidelity has completely botched my retirement account with one of my past employers. When I left the job in 2022 I called Fidelity to request a distribution, and nothing ever happened. They finally got around to closing the account in April 2025. I called in March 2025 when I got the notice to request a rollover. The rollover never happened. I recently received a check in the mail for part of the account balance. Taxes were taken out, which is not what I wanted on this tax year. I wanted a rollover so it would all just go into another retirement account that I have. I just called them today to have them void the check and complete the rollover. I was told that they are unable to do that. They said that now all I can do is an indirect rollover but I have to make up the tax amount and the mess is still on me. Their computers show no record of me having called them for a rollover, probably because they have different numbers on all of their documents and website. I requested to speak to a supervisor or manager and the representative refused to connect me. I asked about the missing part of the money which she called forfeited, even though my statement says everything was 100% vested. The representative could not find my contribution summary on her computer. So as it stands, Fidelity has misdirected over half of my account balance to forfeited funds and taxes because they would not do what I requested and apparently their computer records are incomplete. It is downright scary that a company with this level of incompetence is allowed to handle peoples' savings.

  Business Response

  Date: 05/25/2025

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

  Customer Answer

  Date: 05/27/2025

  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 was contacted once last week, when I called the representative back, their mailbox would not take any more messages. I called back again and left a message in the general mailbox at that number. The voicemail message said that someone would get back to me in one business day. No one has gotten back to me in a week now. No one is working on resolving this.
  
  Thanks, 
  ****** *********** 

  Business Response

  Date: 06/03/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ****** ***********. We wanted to make you aware that we called the client on May 21 and 30, 2025, to address his complaint. We consider the matter fully reviewed and resolved. We regret that Mr. *********** is unhappy with our response.
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 06/03/2025

  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
  Mark from Fidelity did call me and we spoke. However, Fidelity is unwilling to reverse a transaction done by mistake. I have always learned that customer service comes first. It may be inconvenient to correct their error, but they are choosing just to shove me off and refuse to help. He acknowledged that I called in 2022 to report that In was no longer with the employer and requested a distribution. They never fulfilled the distribution when I asked for it, then three years later they did not do the rollover. I also asked for **** to email me contact information so I could send screenshot proof that all contributions were 100% vested and that they sent me the incorrect amount anyway. He said he would. He never did. I have not received any followups or way to send them a picture. I have attached a screenshot here as proof. Their representative could not even find this screen even when I tried to walk her through the tabs I clicked to get to it. So as it stands, they did not do what I asked three years ago, they did not do what I asked this year. They are unwilling to correct a transaction. They are missing a call recording and cannot even find a screen on their own website. Then the representative **** never emailed me when he said he would, even though he confirmed my email address on the phone. They have no competence, they have no customer service, and they try to s**** over customers any way possible. I will have to take legal action now because of their refusal to do their job. I am still stunned that such a company even has a business license and is allowed to handle people's finances. 
  Regards,

  ******

   

   

• Initial Complaint

  Date:05/15/2025

  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 submitting this complaint regarding Fidelity Investments' failure to respond appropriately to notifications and documentation related to the passing of my mother, who held an account with **********************. My mother passed away on April 11, 2025. On April 18, 2025, we promptly notified Fidelity of her death. In response, Fidelity requested that we submit a copy of the death certificate and a letter of instruction. They subsequently provided an email with a link to their Life Events portal for document submission. On April 18, 2025, we uploaded the requested documents via the portal and also mailed physical copies via **** with tracking. Fidelity indicated that a response would be provided within two weeks. No response was received. We began calling for updates but were repeatedly informed that no further information could be disclosed. Over the course of several weeks, we made more than six calls, each time experiencing hold times exceeding one hour. Despite repeated inquiries, we were not provided with any clear direction or next ******** ensure full compliance with their requests, I submitted an updated letter of instruction, a notarized affidavit from the Delaware Register of ***** confirming my status as executor of the estate, and a color copy of my driver's license. These were submitted through both the online portal and **** mail w/ tracking. On May 15, 2025, after another extended hold time, I spoke with a representative who stated that no action could be taken until they were notified of the account holders deathdespite the fact that this information, along with all required supporting documents, had been provided multiple times.Despite full compliance and multiple follow-ups, Fidelity has failed to process the estate claim or provide any meaningful response. I am filing this complaint to formally document these delays and lack of cooperation, which are obstructing the proper settlement of my mothers estate.

  Business Response

  Date: 05/18/2025

  To Whom It May Concern: 
  
  Your organization forwarded Fidelity a complaint filed under the above referenced case ID.
  
  We contacted our client directly on May 16, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments
  

  Customer Answer

  Date: 05/19/2025

  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. 

  In particular the response indicates they contacted the client directly on May 16th 2025 and they were currently working on a resolution. The form of contact was a vague email indicating that they received the complaint and were working on it. This is not resolved and should not be closed until a resolution is reached.  
  
  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: 05/25/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ****** *******. We wanted to make you aware we emailed Ms. ******* on May 22, 2025, to address the complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:05/15/2025

  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 am a new Fidelity Investments customer due to the recent passing of my father. My father was also the Power of Attorney (POA) for my cousin, who suffers from advanced Huntingtons Disease and requires full-time care.Under legal advice, I attempted to transfer $11,000 from my cousins Fidelity account at the end of April 2025 in order to spend down assets to help qualify him for ********. The transfer triggered a fraud alert, which I understand, but I immediately called Fidelity and provided full detailsincluding POA documentation, the legal basis for the transfer, and the time-sensitive nature of this spend-down.Despite my proactive communication, it has now been nearly two weeks and Fidelity continues to "investigate." During this time:My cousins debit card is frozen.He cannot buy groceries or pay for essential items.We cannot proceed with ******** qualification, which risks his access to the medical care he urgently needs.This delay is not just inconvenientit poses a serious health and financial risk to a vulnerable adult with a degenerative neurological condition. There has been no clear timeline, no meaningful updates, and no escalation process made available. This level of delay is unreasonable, harmful, and discriminatory toward a disabled individual.I am requesting immediate release of the account hold, or, at minimum, temporary access to funds for basic living and medical expenses, and a full explanation from Fidelity regarding this harmful delay.

  Business Response

  Date: 05/19/2025

  To *************************************************** forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on May 19, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:05/14/2025

  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.

  Brokerage account was frozen without notification No information provided Not allowed to close account

  Business Response

  Date: 05/18/2025

  To Whom It May Concern: 
  
  Your organization forwarded Fidelity a complaint filed under the above referenced case ID.
  
  We contacted our client directly on May 15, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  *** *.
  Fidelity Investments

  Customer Answer

  Date: 05/19/2025

  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. 

  [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:05/14/2025

  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 recently got a new job. My previous employer sent my 401k monies to fidelity to rollover funds. After receiving the check, I was then informed that their policy changed in regards to how many days it takes to clear a check. Its 10 business days and it used to be 1-3. This is a problem and I told them that because I needed my funds and would have sent them a different way had I known the check was going to take that long to clear. I have a financial crisis right now and need my money asap, and fidelity wont release my funds until 10 business days even though they never alerted their clients to that policy change. Ive asked for part of my funds and they wont give me anything. Its really unfair to the customer that they can change policies and not say anything, then hold our funds longer making a more financial gain for them.

  Business Response

  Date: 05/18/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ******* *****. We wanted to make you aware we emailed the client on May 15, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely, 
  
  Fidelity Investments 

  Customer Answer

  Date: 05/19/2025

  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 

  I believe Fidelity to be in the wrong in regards to handling a large sum of money for me. They changed their policy on how long it takes to withdraw your fund but they never told their patrons! I would never have sent a check knowing I would need those fund ****. Instead I have to wait an additional two weeks! Also it takes 10 business days to clear, they have Saturday date or 5/24 for my funds to be available. This makes no sense. 

  
  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: 05/22/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ******* *****. We wanted to make you aware that we emailed the client on May 22, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved. We regret that Ms. ***** is unhappy with our response.
  
  Sincerely, 
  
  Fidelity Investments 

  Customer Answer

  Date: 05/22/2025

  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:05/13/2025

  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.

  On June 4, 2024, I contacted the Fidelity Investment company requesting a "Full and Complete" Rollover of my GE 401K balance to be forwarded as a check to me so that I could roll the amount to my **************** company **** I received this check after several days and was able to accomplish this with no problems - So I thought.On April 10th, 2025 I received notification from Fidelity regarding my ****** pension. I logged in and was shocked that Fidelity had credited my GE 401K $6.78 from a dividend, then noticed that they had failed to forward this amount as an additional rollover check and took $5.00 for a recording fee on April 1st, 2025.I called the Fidelity Investment company and complained with them about why they didn't send me the ENTIRE BALANCE as I had requested on June 4, 2024. Additionally, they couldn't answer what happened, why it happened and escalated the problem with an account Supervisor. I eventually spoke to Supervisor ******* ****** and he escalated the issue. Furthermore, I requested the remaining balance of $1.78 to be forwarded to me as a rollover check and thought that I would have received it within 7 to 10 business days. ******* sent me a Tax information email on April 30th, 2025 which I acknowledged receiving, confirmed by phone and thought the check would be sent. I never received ********, I spoke on the phone with ******* ****** and he stated that the investigation came back and that Fidelity was not going to credit me back $5.00 for the recording fee. That recording fee wasn't taken consecutively September 1st 2024, nor on January 1st 2025, but was taken away from me on April 1st, 2025. Furthermore, Fidelity was notified by me that I wanted a "Full and Complete" Rollover back on June 4, 2024, and no one from Fidelity contacted me about the credited dividend balance, and ask me if I wanted the amount sent to me to rollover into my **************** IRA!!******* ****** refused to provide me with his Supervisor.I. A. *****

  Business Response

  Date: 05/21/2025

  To Whom It May Concern:
  
  Your organization forwarded Fidelity a complaint filed under the above referenced case ID.
  
  We contacted our client directly on 05/21/2025, and are currently working on a resolution. We consider this matter closed with the BBB.
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 05/22/2025

  Better Business Bureau:I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ********. Please add your rejection comments below; if you do not provide any details, your complaint will be closed as Answered. 

  [You must provide details of why you are not satisfied with this resolution.  If you do not enter a reason for your rejection, your complaint will be closed as Answered.]
  
  Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
  

  I have not received any resolution by Fidelity Investments regarding my complaint. They merely state that they "Assigned a case number and are currently waiting on a resolution". They are refusing to reverse the record fee charge that they missed after I had demanded a "Full & Complete" *** rollover check back on June 4th, 2024. Again, they didn't charge me the record fee untill 3 quarters later. They failed to charge me immediately after my initial rollover check was mailed and failed to send me a supplement check with the entire remaining balance to close the ** Retirement account!!

  
  Regards,

  ****** *****

   

   

  Business Response

  Date: 05/29/2025

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

  Customer Answer

  Date: 06/02/2025

  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 ************************************************************ Company responded and stated in a "Generic way" that they are looking into the matter. Fidelity did not address exactly what they intend to do to rectify this matter. These funds were fully and completely demanded as a direct *** rollover last year and Fidelity negligently failed to send ALL funds to me, the requestor. These remaining funds were in the possession of Fidelity where after the 3rd consecutive quarter, Fidelity took a "Record Fee" instead of sending these funds directly to me as an *** ********* The Fidelity Investment Company had a fiduciary duty to act when I instructed them back on June 4th, 2024, and they completely failed. Now, Fidelity is wasting more time and dragging this issue out without a clear resolution. This matter must remain open until Fidelity agrees to send me this *** rollover amount immediately with an apology.
  
  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,

  Irving

   

   

• Initial Complaint

  Date:05/13/2025

  Type:Billing Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

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

  Answered:

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

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  ******** is necessary to purchase one share of stock from ***, SPTN, **** GNTX, CMS, ****, ***, but on my Z ******************* account online when I tried to purchase these stocks, I received a message, as:critical (******) The account specified in this order is restricted. Please call a Fidelity representative at **************.So, I called Fidelity on the phone and the agent wanted me to assign my account with a POA, but I am the only authorized person on this account and I never want to give this account to another person. Also, see my updated phone number and location attached to this BBB complaint, thus seeking resolution.

  Business Response

  Date: 05/25/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from **** *********. We wanted to make you aware we emailed the client on May 23, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 05/27/2025

  Hello.

  Would you, provide a duplicate of the information that was supposedly sent on May ******* to my E-Mail, since I looked at my E-Mail and never found that information that Fidelity communicated that they sent to me on May 23, 2025.

  Sincerely,

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

   

   

  Business Response

  Date: 05/29/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from **** *********. We wanted to make you aware we emailed the client on May 29, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:05/12/2025

  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 filed a withdrawal request for assistance with .medical bills. I actually have filed four request and continue to get the run around with Fidelity Net Benefits 401k where I have my money. On the application it shows bills and explanation of Benefits are accepted items. I sent in both due to I have not received bills for some items. Those explanations are on my insurance carrier Cigna site. It takes a while to receive actaual bills and I needed to start paying them. They are taking me through it to get my money. Now they are asking for bills to go with them. It takes a while to get them and I promised to start paying on 4/15/25. I have been going through the ringer with this company starting on 5/5/25 calling every day with no resolution. If an explanation of benefits by itself is not acceptable then they need to remove it as a requested item and have bills only. I have a heart issue and am out of work due to left hip replacement surgery. Short term disability isn't enough to pay the bills or eat so I need more assistance. This whole experience has me physically ill and they are making it hard to help me. I've called every day and it's still as issue. I'm scared because of how it's affecting me physically and mentally that I have to go through this to get a portion of my own money to assist me. The amount I would receive is already lower than what I need. I was offered today to only accept a lesser amount for the explanation of benefits and not the other bills I have along with them. That's not acceptable at all. This experience has me wishing I didn't have a 401k with this company. I am suffering big time because of this and it's slowing down my healing process. I have been sick everyday since I started this process along with lack of sleep. I'm very worried as to how to pay all the medical bills that are piling up on me.

  Business Response

  Date: 05/21/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from **** *****. We wanted to make you aware we called the client on May 19, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:05/12/2025

  Type:Sales and Advertising 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.

  They are preventing people from trading stocks just like when GameStop stock soared a few years ago because this morning it was on the news that the USA and China had a partial trade agreement so the market was going up I went to log in and trade stock it says log in cant be completed across 3 different logins website and net benefits/ fidelity investments. Its just not right that they can prevent you from trading because they might possibly lose money.

  Business Response

  Date: 05/13/2025

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