Reviews

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

close

Find a Location

Fidelity Investments has 81 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

BBB accredited

Near

Country

USUnited States

Please enter a valid location.

Filter

• 

  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

Review Details

• Review fromRUTH W

  Date: 05/31/2023

  1 star
  I can not give them a good review. In 2 years they devastated my life savings. I ended my relationship with them. Even as they do a poor job they still take their fees and they are extremely high. They do not care about working people. They ask for our goals but they don't seem to apply them.

• Review fromRobert B

  Date: 05/31/2023

  1 star
  Make it unreasonably burden sum to unenroll from an employer set up 401k plan.

• Review fromRobert W

  Date: 05/26/2023

  1 star
  My wife passed away in February. She had a brokerage account in her name that started maybe 30 years ago and was funded by stock gifts from her employer. Unfortunately, we never took the time to designate me as the beneficiary. So I contacted Fidelity in March to have the account transferred to me. I was contacted by a transition services rep and told I would need to provide them with a small estate affidavit. In the meantime the rep suggested I open my own brokerage account with ********************** to eventually receive the funds from my wifes account. I opened the account right away and provided them with the affidavit within a couple of weeks. One of my biggest complaints is the slow responses from the rep. **** would go by before acknowledging correspondence. The rep would email a link to upload documents. I would use it and I would get a message that the upload was successful. I would wait several days or a week and then be told they never got it. Finally on a second try they got it and the rep told me it would be 5 to 7 days to review what I sent them. After several days they informed me that the wording in the document I sent them mandated payment to a trust. At this point the rep said I needed to open a trust account with them or change my existing new account to a trust account. I opted for the latter and was sent an 11 page change of registration form and a fidelity certificate of trust form which required that it be notarized. My trust attorney had already prepared a certificate of trust for me to use when contacting financial institutions that was notarized. Also, right on the fidelity form it gives an option to send them pages of the trust instead of filling out their form which would save me the trouble and expense of having the form notarized. They refused to accept my certificate of trust and then asked me to submit again the fidelity form or trust pages which I already sent them. This I did. No acknowledgment after 5 days. After 2 months still no resolution.

• Review fromErica D

  Date: 05/26/2023

  1 star
  If I could leave 0 stars, I would! Fidelity has made it almost impossible to grieve in peace with trying to inherit 401ks. It has been more than 6 months attempting to inherit accounts with no communication of when additional information is needed. I have submitted the same documents 6 times from them being lost; not incorrect. The "back office" can't communicate to the front line workers what they need to process request or provide ETAs on when things should be completed. It took 4 months for someone to say that they need proof of an address to open a beneficiary account. It is the least amount of money my mom had in a company, but the most headache I have had to experience. It is disheartening.

• Review fromSteven G

  Date: 05/24/2023

  1 star
  In my opinion and experience Fidelity is horrible company. My pension changed hands from ****** to Fidelity. The first day Fidelity took over they stopped making payments for my pension putting me in a position of financial hardship where I am no longer able to pay for my medications, pay for my medical coverage or pay my bills. Fidelity claimed payments were stopped because I didn't cash my checks. ****** was making payments on the first of every month and I use direct deposit. Fidelity never sent me a check. Why would they send me a check? I HAVE DIRECT DEPOSIT! Then Fidelity said I needed to send in documentation to prove who I am! I did this with ******. My contract was with ******. So the records didn't carry over when my pension changed hands? Without my authorization? Did Fidelity call me? No! Write me? No! Email me? No!Fidelity assured me that within 3-5 days, and this was 7 days ago they would direct deposit my back pay. Nothing has been received. I have been on the phone with Fidelity for 11 months.In my opinion Fidelity is a cruel company. They are managing a significant portion on my money and have held it hostage. If anyone... ANYONE... with an ounce of humanity saw someone drowning wouldn't they throw them a rope? A life preserver? In September 2022 I had a neck injury and due to a malpractice issue the recommended treatment broke my neck. Now because of Fidelity I could lose my medical coverage. Fidelity suggested I take out a early withdrawal from my voluntary investment plan with a tax penalty of 20%. I'm a disabled senior and need every dollar I have. Will Fidelity pay that 20% for the withdrawal? No! Will Fidelity pay for the interest on my credit cards I've had to use because they have refused to pay me? No!If I had a loan on a car and didn't make payments for 11 months they'd repo it.Thanks Fidelity for making an old man, with medical conditions, a broken neck, a disabled senior and on the verge losing everything... cry.

• Review fromDana F

  Date: 05/15/2023

  1 star
  Fidelity Investments has destroyed original documentation numerous times. They refuse to give access to a beneficiary/spouse after submitting all necessary documentation 3 different times over a course of several months. They admit they destroyed and poorly scanned original documentation repeatedly. They froze the accounts to a spouse listed as a beneficiary as the accounts lose money. It should not take 7 months to gain access to financial information.

• Review fromSusan G

  Date: 05/08/2023

  1 star
  I have never jumped through so many hoops to close a custodial 529 and transfer funds to a new 529! At the end of March 2023, I received a letter that my daughter will be of age to own her own 529 account and we need to call to have her open up the new account in her name to transfer the funds. Sounds pretty straightforward, however, this is Fidelity and their process is not so much. I am not exaggerating when I say we have spoken to a Fidelity representative (both on the phone and in person at a local office) every week for the past month and a half and still the transfer is not done! Each and every time there is a new form to be filled out, new application, new authorization, texts, phone calls to verify identity, mailings, etc, etc, all the while our $$ is being held hostage when all they need to do is transfer it to the new account. Each representative promises that they will see to it that it is all taken care of and then nothing happens. I have wasted time rehashing this frustrating situation, expended energy that I do not have during a work day, gasoline driving to and from the Fidelity office and I am absolutely sick! Fidelity would not have been my first choice EVER, but the state of CT automatically transferred all the **** 529s to Fidelity to handle years ago. We were never given any other choice at that time and I am kicking myself for not pulling the $$ out and transferring it to another 529 institution then. This problem IS STILL NOT RESOLVED! I wonder how difficult it will be for my daughter to withdraw the money when her college tuition bill is due. After all, it is taking MONTHS to just transfer from one Fidelity account to another ********************** account. I told the latest representative that if after tomorrow, this is still hung up, then the conversation will change and we are going to set up a 529 at another financial institution and request paperwork to transfer OUR money. I WILL NEVER DO BUSINESS WITH FIDELITY AGAIN & I advise you as well.

• Review fromDorene C

  Date: 05/05/2023

  1 star
  This is a horrible company with horrible customer service. Trying to rollover my son's money from them because he left his job into another investment account and they gave me a hard time about speaking for him and blocked him out of his account. Now we have to get a POA just so I can get his money rolled over for him and ***** the manager there told me that *** take up to 30 days after faxed and the other company says you got 60 days to do rollover. When I asked ***** who her supervisor was, she claimed she had none, she was the manager, the top dog. Sent a letter of complaint in writing 3 days ago with no response back. Talk to **** at the ***** number there today and told him about it, long story short, he sends me right back to the very customer service number that gave me the hard time the first time. Horrible, horrible people to deal with! Do yourself a favor, NEVER deal with them purposely, you'll be sorry! Am going further to the proper authorities about their business practices and their so-called "customer service!"

• Review fromSarah C

  Date: 04/25/2023

  1 star
  Where to begin. I've attempted a simple rollover into Fidelity from my previous institution, and have received nothing but poor guidance and dismissal. The process started in September of 2022 and we are now at the end of April ***************************************** I was told the check could be mailed direct from my previous institution. Which they did. However, Fidelity immediately sent me the check back with a letter stating the application had to accompany the check. But what I was told is that it could be mailed separately.When I mailed the check and application back together I received an email stating to call Fidelity about an issue. When I called I was told I would need to fill out the form AGAIN as I did not specify the enclosed contributions (I was told that could be left blank previously). The representative on the phone told me the check would be held and I could mail in the application separately. I called Fidelity again as I did not hear word of my application being received or see the rollover deposited to my 401k. I was told they only held the check a week (which I was not informed of on the last call). The check was mailed back to me. The last application I mailed, I detailed my issues in a brief letter and asked that someone call me if there is an issue.which of course no one did. My first application even included a note to hold the application and the check would be coming separately- this was also ignored. They however have these on file as I am told by current support trying to "help" **** once again I paid for 2nd day mail to track the delivery of my check and application for a FOURTH time. It was delivered and time stamped 3/23/2023, it is now almost May, and four calls later and a "full investigation underway" they can only tell me that my rollover check was once again rejected...but no one knows why. I have yet to receive it in the mail.

• Review fromjohn s

  Date: 04/25/2023

  1 star
  Fidelity is decades behind similar investment platforms in policy as well as technology, and their customer service leaves much to be desired. Their phone AND chat support teams are not given any ability to fix issues.