I'm getting old. Well, I'm already old, but I'm starting to think about retirement. Our company's 401k is through them, plus they do more general retirement services. So I went to their website, and talked to an advisor on the phone, and then came in here for a meeting. Learned a lot at every step. Went through a bunch of options, made some decisions about which direction to head, nothing definite yet but at least I know where I'm going now. The website is easy to use, the phone advisor was good, and the service at this location was good as well. It's convenient near the highway. Comfy inside. Updated with nice furniture and big computer screens to go over options. Jeff was down to earth and knowledgeable. I'll be back. Hopefully soon. read more

Went to the Polaris location to have them fax papers on my account. Lovely reception area. When I called two days later to check on the progress found out the girl only faxed two of the three pages. Then talking to customer service found out I could have scanned it. The original person never gave me that option and said I needed to fax or mail them my paperwork. Such a waste of my time and gas! read more

Extremely poor service, they refused to answer the telephone. Calls are Normally on hold until 5:00 p.m. at which point their off work and hang up. Not a place you want to trust your savings to be held at. read more

I'm moving and so I've been looking into the best options to consolidate my finances. Comparing many different broker/dealers and banking institutions, Fidelity won my analysis hands down. Cheap trades and brokerage products in conjunction with top rate analytical tools and access to advisors if needed. And I don't have to find a bank in my new town, as I've switched to Fidelity checking. Fidelity eats your ATM fees, so basically any ATM is your ATM. I also found out after signing up that they have one of the best cash back credit card deals on the market. Switching over was easy. The online banking is very intuitive and has all the functionality I need, and an iPhone app lets me keep track of all my finances on the go, and if I want, make trades right from my phone. The only reason I haven't given the service 5 stars is I that just switched. read more

I had Dealt with 2 different brokers at this firm both were terrible. They couldn't care less about you! I called them 5 different times and it took them from 3 days to 5 days to call back. One time I never got a call back after 2 calls. read more

been with fidelity for yrs. its seems they are getting worst and worst every year. moving out asap.they got poor services now. I had to call 10 times to get my tax forms.and if you ever call waiting is over 47 minutes on phone.we do not recommend Fidelity at all. read more

Mailed in all documents To Fidelity investments to Cincinnati, OH, 45277 with wet stamps & signed on all copies. Then I call the day after they received it and no one called me. Now when I called they said that I sent in blanks. Then I ask for the original to be mailed back and they DID NOT match my printer even after they said it was the original that were being mailed back. I also was told they shredded them after scanning them in to their system. I said then are you nuts no one shreds original copies to transfer of assets. Then they turn around and said they were not shredded. Now I am on the phone asking for an email to show them what they sent are not the originals and a copy of what my printer made and the receipt of how much it cost to mail them in. They are even refusing to give a email to show them. Now I have transfer of assets with wet stamp and signature floating around inside of Fidelity office in Cincinnati, OH. I am also asking for all 4 phone calls to be reviewed and they are refusing to do that as well. Now after 1 hour and 10 minute still waiting for just the scanned front page of the copy they scanned to be emailed to me and it all can be blank out and they are refusing. They are still refusing to give me just an email to prove my side of the stories and still refusing that. Beware read more

Stay far away from Fidelity. They will lock your accounts at the drop of a hat. I had received in the mail a check for $15 from one of those class-action settlements. This one was from some lawsuit against Facebook. I was happy! Great! $15 isn't much but it's still $15. So I use the Fidelity app to take a picture of it to deposit it into my account. All of a sudden, I can't log into my accounts online. Eventually (after several phone calls), they tell me that their fraud department has locked my accounts because they don't believe the check is real. They wanted me to go to a Fidelity branch with (1) my drivers license or birth certificate (2) the actual physical check, and (3) an original letter from the check issuer stating that the check is valid. All of this for $15! I told them no, I didn't want to go through all that hassle for $15. They wouldn't disregard the attempted deposit and they wouldn't unlock my access. I told them to close my accounts. Today I call to have them mail a copy of my last statement and after answering a million questions, the rep says I failed their authentication process. So I called back and tried again and finally got someone who would put a copy of my statement in the mail - after he cleared it with his supervisors. I've never been so livid with a bank in all my life. They lost a customer over a freaking $15 deposit. Up until this happened, I was a very satisfied Fidelity customer. Now I will proactively warn people away from them. read more