I have had my investments with Fidelity for over 26 years.. During that time, I have only been to a Fidelity office three times. Once was in New York to deposit a check, the other two times were at the Franklin TN office. After my experience dealing with Luke at the front counter in Franklin, I am ready to close my account.
I needed to go to the Fidelity office to wire money to Mexico since I am planning to purchase property there. During my first visit, Luke acted like it was a big inconvenience to send the wire. Given the difficulty he was having, I sensed he did not do this often.
I returned two weeks later to send money to a different account in Mexico that I would use to purchase the property when it was time to close on the deal. Unfortunately, Luke was still working the counter. This time, he made several odd remarks like : "How many accounts do you have in Mexico". Then he asked what the money was used for because "people" questioned him after the transaction. I said that I told you the purpose during my last visit. Then I asked what he said. He responded "To help a friend in Mexico pay bills". At this point, I was very upset and said no, it was to purchase property. He said, "we'll I didn't remember because I do a lot of wire transfers".. Really, based on his lack of competence, I would say he doesn't do many.
I have received far better customer service at banks where I carry a fraction of the amount I have with Fidelity. I see no point doing business with a company that treats its customers so rudely. read more
