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

  82 Devonshire St Boston, MA 02109-3614

• 

  Fidelity Investments

  500 Salem St Smithfield, RI 02917-1288

• 

  Fidelity Investments

  405 Cochituate Rd Framingham, MA 01701-4648

• 

  Fidelity Investments

  801 Boylston St Boston, MA 02116-2625

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:04/25/2025

  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.

  Accounts blocked for questionable reason

  Business Response

  Date: 05/05/2025

  Dear Better Business Bureau: 
  
  Your organization forwarded Fidelity a complaint from ****** ******. We wanted to make you aware we mailed a letter to the client on May 1, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely, 
  
  Fidelity Investments 

• Initial Complaint

  Date:04/25/2025

  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.

  The company claims there was "atypical" activity on my account but never called me to notify.

  Business Response

  Date: 05/05/2025

  To *************************************************** forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on May 1, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments

• Initial Complaint

  Date:04/25/2025

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

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

  Answered:

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

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  On Monday, April 21st, I requested a withdrawal of funds from my *** account. The original contact passed me off to another person by the name of ********. She then started interrogating me about what my purpose for the withdrawal would be for. I answered probably 30 questions that is really none of their business. This is MY money, and I should be able to use it for whatever purpose I choose. They initially were going to deny me the funds, then they told me it would be reviewed. Well, it is now Friday, April 25th, and I keep hearing it's under review. In the meantime, they have blocked me from accessing my account online! I was even told I can not even close my account until they are finished with the review! How can they have that much power? I told ******** that getting the funds are of high importance and would cause major problems if I can't get them. Obviously, they don't care. What if I had someone who needed the funds for an operation? Would I have to wait until they decide if the person gets the operation? If I choose to just give some random stranger all my money, that is my choice and no one else's. I have made contact with them several times and keep getting the same answer. "It's under review, and when it's done, you'll either get a call or get a letter." That means more time is lost waiting for some letter in the mail! By the time all this takes place, the issue should be over and I will have closed the account (IF THEY LET ME), but I wanted to file this complaint and let others know, you're not alone with this bad company!

  Business Response

  Date: 04/28/2025

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

  Customer Answer

  Date: 04/28/2025

  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. 

  The issue HAS NOT BEEN RESOLVED! I am still blocked from my account and they will not allow me to close my account until they are ready to. It is MY MONEY and Fidelity has no right to keep me from 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,

  ********

   

   

  Business Response

  Date: 05/05/2025

  To ********************************************* forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on April 28, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. We ask the complainant to allow 7-10 business days to receive our response.
  
  Sincerely,
  
  Fidelity Investments

  Customer Answer

  Date: 05/06/2025

  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,

  ********

  I had to hire a lawyer to close my account with ********************** and they still haven't closed it. They keep playing games and this is costing me money I can afford. 

   

  Business Response

  Date: 05/29/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******** *******. We wanted to make you aware that we emailed the client on May 12, 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:04/25/2025

  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 have sense march been trying to add a poa to my husband's account so I can do our taxes. This company for a month has gave me the run around. Froze his account, supervisor hanging up on me. Telling me I can't speak or they will hang up on me oh do they. Had low level phone **** arguing with as to why I am calling. Supervisor just Tuesday the 21st Telling me they didn't receive my fax and then had ti file another complaint 72 hrs later magically they have the papers now they just didn't no what account well that funny bc i have called 90 times to check on this paperwork as tax time has come and gone and never an issue just sorry it take 4 week s to read a poa. How is it when i am calling in you don't what account your working with? We just talked about the account for weeks. Is it list do they have it. Is it 5 days 3 weeks 4 weeks. Seems everyone at this company has gotten different training for the same job. Not a company I trust and not a company I want handling my money are they going to loose that too!

  Business Response

  Date: 05/01/2025

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

• Initial Complaint

  Date:04/22/2025

  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.

  Today 4/22/25 im trying to use my Fidelity hsa card to pay for dental work. However, my card is getting declined. I called fidelity and was on hold for 1hr for them to tell me at the end that my account has restricted access because my fidelity account has security concern on fraud...I was told the same 1 month ago when i tried to login from home and they locked my account multiple times. At the moment i still have no idea if someone entered my account or not because security doesnt know anything and HSA fidelity wont transfer me to their manager or anyone for further assistance...So, now i have my hsa card blocked like everything else in my fidelity account. I dont understand how their security team has more rights than me the owner to mandate on how i can use my own money? why is security asking to sell my pc or i wont have access to my own money? Im looking for other ways to find legal action here, because fidelity cant keep me away from my own money without my permision.

  Business Response

  Date: 04/27/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from ******** Campos *****. We wanted to inform you that we spoke with the client on April 23, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  *** H
  Fidelity Investments

• Initial Complaint

  Date:04/21/2025

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

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

  Answered:

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

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  My office represents Alerus Financial, N.A., as Personal Representative of the Estate of ***** *****, *********************************, ************, Case No. 18-2023-PR-00113. ***** ***** was deceased on April 20, 2023, and Alerus Financial, N.A. was appointed on August 21, 2023. Alerus began administration of the Estate and made contact to all holders of accounts with Decedent. Fidelity had beneficiaries on the account and recognized them with the Estate. The Estate filed Fidelity's beneficiary paperwork first on 7/31/2024. The purpose of the paperwork is to transfer the ********** *** account to beneficiaries designated pre-mortem. By 12/13/2024, Fidelity asked the paperwork to be filled out certain ways and required beneficiaries to create an account for inherited *** and continue business with them, denying them the right to receive disbursements direct from the ********** ***. Fidelity had denied to move forward with the paperwork four times for signature issues on papers. At that time, Fidelity requested new signatures from all beneficiaries because at that time "everything in the applications is correct, but the beneficiaries' signatures are dated too far back."Since December, Fidelity has asked to schedule four meetings (1/30/25, 3/20/25, 4/3/25, 5/12/25), each scheduled a month out after notification from Fidelity that they needed something.Alerus has provided more than sufficient documentation of their ability to do business and serve as executor of the Estate. My office has had over 100+ emails, dozens of phone calls, and sporadic at best communication with Fidelity's representative (who never communicates via email, but leaves "please schedule additional meeting" emails with my office with no reason or explanation of outstanding issues).In my years of probate, I have never experienced this incompetence as an organization and a company drag out the process. Something needs to change.**** ****** ND Attorney (#*****)Olson, Juntunen, & ****

  Business Response

  Date: 04/27/2025

  Dear Better Business Bureau:
  
  Your organization forwarded Fidelity a complaint from **** ******. We wanted to make you aware that we emailed the client on April 24, 2025, to address the client's complaint. We consider the matter fully reviewed and resolved.
  
  Sincerely,
  
  Fidelity Investments
  

• Initial Complaint

  Date:04/21/2025

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

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

  Answered:

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

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Dear Fidelity Customer Service,I am writing to express my frustration and seek urgent assistance regarding my inability to access my Fidelity account.I no longer have access to the phone number associated with my account, and as a result, I am unable to receive the verification code required for login. I contacted your customer service line for help, but was told I needed to provide my account number. The issue isI receive my statements via email and cannot view my account number without being able to log in. This puts me in a frustrating loop with no clear way forward.I find it unreasonable that there is no alternative method to verify my identity or access my account information in this scenario. I am simply trying to regain access to my own account, and the current process seems to lack consideration for situations like mine.Please advise on how I can proceed to verify my identity and update my phone number so I can access my account again. I would appreciate prompt and practical support in resolving this matter.

  Business Response

  Date: 04/22/2025

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

• Initial Complaint

  Date:04/18/2025

  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 October 23, 2024, I requested a withdrawal from my Fidelity Retirement account. I subsequently cashed the check at Ace Cash Express without issue at that time. However, I received a letter dated November 15, 2025, from **************** demanding repayment of $12,030 due to the check being refused for payment, claiming inability to contact me despite my personal information being provided during the transaction. Upon contacting Fidelity for clarification, I was informed that an error had occurred, and the check would need to be reissued. A new check was expected to be sent to me, and I was to provide it to ****************. I was informed that the check should be received by December 2, 2024. However, I never received this reissued check. On January 13, 2025, I received a letter from the Fidelity *************** regarding a "duplicate payment" related to my Elevance Health 401(k) account. The letter indicated that Fidelity had placed a stop payment on the original check based on my request and stated that I would need to reimburse Fidelity as mandated by law. This assertion is incorrect; I have never requested that the check be ********** repeated attempts to communicate this issue with Fidelity have been met with frustration. I did receive a copy of the check presented to Ace Cash Express. Regarding this transaction, I've received both a 1099-R and a 1099-MISC form from Fidelity, the latter of which was submitted to the *** without my prior knowledge. Most recently, ********* Burgess, and *****, a debt collection agency, contacted me regarding this supposed debt owed to Fidelity. I have repeatedly communicated that I have done nothing wrong in this situation and have submitted documentation supporting my claims. I was instructed to go to **************** and ask for a letter stating they had no problem cashing the check and submit this to the agency. This will be done today.

  Business Response

  Date: 04/23/2025

  To Whom It May Concern: 
  
  Your organization forwarded Fidelity a complaint filed under the above-referenced case ID.
  
  We contacted our client directly on April 23, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments
  

• Initial Complaint

  Date:04/18/2025

  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.

  So Ive been having issues with this bank since 2020. The issue first started in 2020 but is still ongoing up until this very I am still receiving emails about my stock that I have with them but my issue is the $1400 that they kept because of a check that I deposited that my friend had got from the government it was a stimulus check. He signed it over to me, and I deposited it into my account for him because he did not an ID for no reason they close my account and said that there was a alert because of this check, I sent in all the paperwork thatthey asked for which was my friends tax papers and also my address verification and ID they proceeded to tell me that they never got the paperwork I faxed it mailed it. There shouldve been no reason why this account was even placed on restriction and set for me to not be able to access ***** friend signed that check over himself it was signed by him and endorsed to me. They still have not given me my money or giving me any kind of result they have not anything about this when I call. They still tell me to send in paperwork that Ive already sent in. Its like a dead end. I even wentinto the bank Fidelity here in ****** and they told me there was nothing they could do. I just want my $1400 and my stock transfer ***** ****.

  Business Response

  Date: 04/22/2025

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

• Initial Complaint

  Date:04/17/2025

  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.

  Fidelity rolled over my husband's 401K account into another type of account without his permission. I have a POA for this account but they apparently won't bother to find it. I have had it for several years. Now, they have blocked his account until he calls them but as I told ******, he is very hard of hearing even with hearing aids and he expects me to handle all accounts. Fidelity is in breach of faith and the two of us have had just about all we are going to take from this company.

  Business Response

  Date: 04/27/2025

  To Whom It May Concern: 
  
  Your organization forwarded Fidelity a complaint filed under the above referenced case ID.
  
  We contacted our client directly on April 18, 2025, and are currently working on a resolution. We consider this matter closed with the BBB. 
  
  Sincerely,
  
  Fidelity Investments