Sunday, Nov 3rd, I was referred to Fidelity to open a RothIRA. I went to the site where it prompted me to enter all my data including my SS#. Once I reviewed my info, I hit continue where it gave me a new customer account number for the IRA, however before transferring funds, it prompts you to be texted to validate the account. When I moved to the next screen,the phone number listed was not mine (not even close or remotely close). I took a screenshot. It wouldn't let me edit the number either.I panicked and called customer service. They said I already had accounts with Fidelity (none IRA) and that it would be better to go in person to an office. I did so. I was told that I had old inactive
accounts and they told me that the new account number I had is someone completely different. Here's the issue- I entered all my data - name, address, phone, email, ss # that generated a "new" account number belonging to someone else and a phone number belonging to someone else. Where did ALL my data go? How could that happen? The Beaverton office had connected me with a CS phone call while there. Fidelity showed 0 concern that someone else's account number and their phone number generated on my social security number and told me that there was no relationship between that person and me. Thank God,but in my head, I was thinking....where did my data go? The prize winning comment was, "I'm sorry, do you want to connect with IT?" Really? I thought, you guys should be concerned that while opening a new IRA account under my social, someone else's info populated. I told her it was she that should be concerned, submit an IT ticket and flag the call and conversation. I have all evidence if this comes back to bite my credit. Vanguard, here I come. Not one Fidelity employee showed concern for my online experience. They might have malware or spyware attached to their new online applications to extract people's personal info and they showed 0 regard.. i will be sure to share this with those who referred me initially. Information read more