1. Fidelity Investments

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Roslyn, NY

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Fidelity Investments

1.5 (6 reviews)

Services - Fidelity Investments

Investment management

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Citibank

Citibank

(1 review)

I opened an account at this branch to take advantage of a new account sign up bonus. I filled out…read moreall the paperwork at the branch and wired in money to establish the account. 90 days later, my account qualified for the sign up bonus. 110 days after opening up the account, I contacted the branch to find out when the sign up bonus would be applied. I was told the account was not W9 verified. But I filled out the W9 form when I opened the account. I was told they didnt have the W9 and I would have to come to the branch to fill out the form again. I went to the branch the next day and filled out the form and headed home. 2 weeks later, I inquired again about the new account bonus. Guess what? I was told the account was not W9 verified. Again, I went to the branch, spoke with a third person, filled out the W9 form and went home. I went on a vacation and contacted Citibank upon my return. We are now in the middle of January. I qualified for the new account bonus in November. So we are 3 months in and once again, I am being told the account is not W9 verified. I will be at the branch again tomorrow to finally resolve this issue. And then I will be closing the account. Oh, and when I try to call the branch directly, I always get voice mail and then transferred to the generic customer service so I can never speak with anyone at the branch. This has been the worst banking experience of my life.

From the owner: Citibank delivers a wide array of banking, mortgage, lending and investment services to individuals…read moreand small businesses. We also support the needs of small and large corporations, governments and institutional investors. In the U.S., we have over 700 branches, complemented by ATM's, online banking and mobile and tablet banking.

Fidelity Investments - investing - Updated October 2026

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