I recommend Fidelity Investments and the reason I recommended is because I tried doing investments with cash app Wells Fargo brokerage interactive brokers TD trade, E*TRADE, Coinbase, Charles Schwab, and Fidelity. This was over about 10 years during this time I observed who had the best customer service, which was at the best user and the most educational and easy to use. I found it by far. Charles and Fidelity were the best and Fidelity was better than Charles Schwab because they put information right there in front of you quite regularly and they have much better rates on certificate of deposit and they had a much better way of explaining everything right up on your phone without you having to go onto the website or anything or call and ask to speak to Customer Service . I would highly recommend Fidelity Investments for beginner or for someone who is interested in wealth management . read more

Worst customer service on the planet. I had took over POA if my mom's account 8 years ago. They are horrible to work with. I had to submit my POA at l five time. From something as simple as handling a RMD to setting up an online account they were a complete cluster. Having to jump thru a bunch of hoops whenever there was an issue only to find out they didn't do what they said they did. If I could give zero stars, I would. read more

I am very eager to begin my "happy retirement" and have been preparing for the last 30-45 days in speaking with various reps regarding the withdrawal of my funds. As of Friday, 10/31, my account is blocked/frozen/under fraud review. No one will tell me why. I am not able to speak with the fraud department, only told they will call me back in approximately 7 biz days. (But don't quote anyone on this....). My funds have been with Fidelity for over 30 years and when I am transparent and make every attempt to do what is required to use my money-it is held up-with no reason given. In my many discussions no one ever cautioned me that a flag would be raised if I proceeded and to be prepared for a delay in receiving my money. I went to this branch on Friday 10/31. I spent almost 90 minutes dealing with a young woman at the front desk that was of no help. I asked to speak to a manager multiple times and was told that he (Josh?) was very busy. This is greatly distressing and disappointing. In good faith I have done everything I have been asked to do and literally no one is willing to help me-I just have to wait for someone behind the magic curtain to call me. Beware and be warned...should you ever attempt to withdraw your money to use as you wish for your retirement. read more

Revamp your customer service so it actually services your customers. I've been with Fidelity for 19 years and they essentially shit on me for moving money into their accounts. WTF? read more

FIDELITY INVESTMENTS SCREWED UP BIG TIME: On Nov. 18, 2024, we called Alex Love at Fidelity with an order to "pull out of the market" and go to "cash". He scheduled us to talk to Lorenzo Dudley on the 20th. It was a difficult conversation with Lorenzo being argumentative and pushy. We believed the end result was agreed upon that in order to stay in a Managed Account, we would go to 20% stocks and 80% money market aka cash. They didn't do it. Instead they went 20% stocks and 80% bonds. We realized it when the December statement came in and made multiple calls in an attempt to correct the allocation. We did go 100% cash at that point, thank goodness before the downturn. However, Fidelity has declined to even admit their mistake or apologize. Obviously, we are leaving Fidelity. read more

I have been a customer of fidelity for 14yrs and I was a victim of fraud when someone pretended to be a fidelity representative back in July of 2024. Fidelity issues me a new account when they closed the first account, next my account was compromised and the scary part was I never got to activate my debit cards. The Fraud Department told that I can't open account with them again. I was upset and I think fidelity can do better than that. I have been a customer of Wells Fargo for 20yrs and I have had my debit card compromised several times and wells Fargo NEVER told me that I can't open a new account. I will like fidelity to do better business and I would like to have the opportunity to open Brokerage account again. Things happen and it is nothing you can do about it. I just wanted another opportunity again with Fidelity. read more

I wish I could leave no stars, but then I would not be able to warn others to avoid this company, and Nick Carter, specifically. Nick handled our refi and made a mess of it. I got a phone call today, three weeks AFTER we closed, to tell me that we still owe our previous lender over $700. Nick is the escrow officer that handled our transaction. We trusted that he would fulfill his fiduciary obligation to us, only to have him leave us with an obligation read more

It appears that Fidelity Investments may be short changing money out of my 401k IRA account. Using an example: I may have a balance of $80,000 in my 401K IRA account at the market close one day and the next day at the open of the market I gain $5,000 but my balance shows I still have $80,000 or even less. This has happened around 4 times over the last year. I have been with Fidelity for many years with no problems, this is new. I talked to a customer service rep., he said the system may not have updated. That hasn't solved the problem in the past. l will have to move to a different company if this happens again. read more

Worst experience of my life. I will be advising anyone who will listen to stay away from Fidelity Investments. They had me travel to New York to sign papers in person, and some genius at their NYC branch had me sign the wrong papers. You would think they would offer a more palatable solution to their utter incompetence - but no - they called me a week after I was home in Canada to tell me that I would have to go in person to their branch again (during the Holidays no less) because the papers I signed were not the correct ones. I'm just beside myself as to how this company functions. They offered no better solution that "you need to spend absorb the financial impact of time off work and travel because we don't know what we're doing." read more

I do not understand the negatives as these guys are simply amazing to work with. Look at the Barron's review every year: they are either 1 or 2 in almost every category. Amazing people. Amazing products. If you have enough with them you may participate in ipo's ( ABNB, BABA, DDOG, BYND....yatta yatta yatta). Want more? they have managed portfolios for tax loss harvesting. Access to private equity ( noncorrelated assets) Great technology. ATP is my go to. Heck if you have 100 bucks to deposit you can get their cash card which has no access fees. read more

Fidelity Investments - Investing Near Me - San Francisco, California

Horrible service at shrewsbury center . The people work here are very inefficient I happened to meet assistant manager at this facility. She is useless and not willing to help at all read more

If I could give zero stars, this " service " center would deserve it. At least they had a staff member come to the counter when I approached it. He was new and didn't have the answers to my questions. The female lead was helping a new customer at the ONE IPad terminal they have in the lobby. This customer was elderly. He was kept standing as the lead walked him through opening an account. I waited, idk, at least half an hour before I could use the Ipad to check on some account set up. I wanted to have the lead available nearby in case I had questions. I asked if I could print out information. No, sorry no printer. The lead then quickly pivoted to another older customer who was leaning on the counter. I literally got 2 seconds of her time without the inquiry of "Is there anything else I can help you with?" Poor customer service. Poor set up with the 1 Ipad station. Really for a financial institution I would prefer to do business online or with a bank rather than this in-person experience at Fidelity Investments. read more

They will behave rashly instead of working toward resolving customer issues. They must all hate their jobs because I've never encountered such nasty, bratty, extreme attitudes at any bank for decades like this...may FINRA shut you down. read more

took a loan on my 4o1k & had it auto deducted from payroll. when the year switched to 2025 it stopped coming out of my check. i called and they said it was fixed...it was not. i have called every week or 2 to fix it. they blame payroll, payroll blames them. no one helps. i have been making payments but 1 crossed in the mail & now I'm in default and they still won't fix it. the point of auto deductions was so i wouldn't have to think about it, now i have to. i will be moving my money when my loan is paid off read more

Attempted to create a log in portal to view my credit card statement. I gave up! You need to make 3 security questions, create a photo you will recognize, create a sound you will recognize and I know I won't remember so would have to carry all that with me? No Thanks Cgaryg read more

During these covid times, some businesses have implemented safety protocols for the protection of the employees and the customers. After opening a new individual account online, I needed to drop off a cashier's check to fund the account. Since I was in the City, I dropped by this Financial District location. Upon entering, the lobby was sectioned off with a security guard on duty. For social distancing, he then proceeded to enter through the doors into the main branch floor to observe. On a table, there is a video screen with instructions. You step on the motion activated floor mat and an associate appeared on the screen to help you with "the experience". I signed and put my check in an envelope and placed it into the black drop box. I asked about a receipt, but he said that they cannot provide a receipt but my account should reflect the funds deposited within 24 hours. Miss the direct human interaction, but Fidelity is doing the best it can to allow customers to make deposits at a branch location while promoting health and safety. read more

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I was miserable when I lost all i invested, my account was also closed. 6 months went by feeling so depressed. I got from my office group about secrecoup.com, in no time i was reimbursed, miraculously I smiled again. Cheers*** read more

Been being jerked around almost a month trying to get a dollar amount owed my dads estate from fidelity They said they would call yesterday never did Called them today now they need weeks more for something that can be figured out in 10 minutes Gone over everything now with 6 people Last company I would consider investing with and I have a substantial 7 figure portfolio Welcome to 2023 C'mon people take a few moments to handle this read more

I'm writing this about Fidelity Investments in general, not the Montgomery St office in particular. I saw all of these bad reviews (while looking for lunch restaurants near that office) and think a corrective is important. I don't like the Montgomery St office either. The staff is under-informed and has been rude to me on multiple occasions. However, the location is not why I still have money with Fidelity. This point needs to be made. Fidelity is a very safe place to keep your money. It's very easy to trade online. Fees are among the lowest, if not the lowest, in the industry. I have accounts with other banks and brokerage houses, so I can compare. Their phone service, while imperfect, is also good compared to other brokerages. You can usually sort out problems quickly. You have to accept the weak points. Montgomery St staff are like time-share sales people: they always push hard, repeatedly, for you to invest in something that you don't want. (Before it was annuities; now it's some sort of private-investing tax-loss-harvesting scheme.) So when you meet with any of them 1-on-1, you have to be prepared for it to be 80% unwanted sales pitch. But the other 20% is often useful information. Montgomery office staff are also horrible snobs. On my last visit the guy told me in no uncertain terms how little my amount of money means to Fidelity, and how much money his important clients have. Got it. BUT he also showed me how to quickly increase the amount of interest I'm getting on my core account. I had to put up with the obnoxious snobbery, but I got something valuable from it. That's not the first time. In short, yes, the Montgomery office is awful. Going there today and maybe once again they will sneer at me because I'm not going in a suit and tie. But the Montgomery office is not Fidelity. read more

Not my favorite Investment company, Much prefer working with Charles Schwab much better customer service.

Just a simple rollover 401k to my account. What an ordeal. A check was mailed to Fidelity with my Fidelity account # from another employer. They held onto it and mailed it back to me 27 days later after I reported lost. They assured me it was mailed out to me. The second check was FedEx to me and I deposited the check electronically as directed by them. Again I was assured it will be deposited in my account. Now six days later still nothing. Hind sight should have sent it to my Vanguard account. A world of difference. Just saying. read more

For many years I was a customer at Vanguard and their service went from excellent to completely unsatisfactory. This caused my change to Fidelity and it is like night and day. Fidelity has been so helpful and so available. I am very surprised by the negative Yelp reviews I am reading about Fidelity since my experience has been uniformly positive. read more

I would not recommend using Fidelity for a cash management account. My daughter set up an account, transferred money into it from another bank, deposited her paychecks into it, setup bill pay, and then got a message saying her account was frozen and she cannot access her money for at least 6 days. Spoke with 2 representatives who could not tell her why. We will submit a complaint to the Better Business Bureau and want others to know this is happening. Have since read other similar complaints. Not having access to money in your own account is very problematic. read more

I took out a large amount of money from my 403b account. Fidelity reps told me that Chase, my personal bank is verified and funds will be deposited within two days. They then issued a check from Deutsche bank which still has not released the funds yet. Fidelity states they corrected the error and Chase keeps stating the funds need to be verified. The funds have been removed from my 403b account 2 weeks ago and I am looking at another week before receiving funds. Fidelity is unethical, and corrupt!!!! Don't invest here!!!! read more

I've been with Fidelity for banking and brokerage for maybe 10 years. It started out so well. But over the years it got rid of all of its fees and this seems to have had a serious effect on its customer service. You can really never get ahold of anyone anymore. If you do manage to get ahold of a human being, they are young, untrained people who seem like they don't know anything. And half the time the call is dropped. You are then stuck back trying to reach someone again. I absolutely DREAD trying to reach Fidelity. You can guarantee it is going to take up your entire afternoon. Additionally, I tried to get Coinbase blocked from accessing my bank account. That place has become absolutely overridden with hackers and scammers and I haven't used it in years but it is connected to my bank. I'm unable to reach a human at Coinbase and their site is so bad, I've been unable to close my account. So I thought I could at least block them from accessing my bank. Fidelity tells me they can't do this and to close my account and then open a new one. As if that wouldn't be a HUGE imposition. So Fidelity has no way of blocking scammers from accessing your info. I will say the trading is easy and I like the auto cash back credit card. But shame to say I'll be looking for a new company in the new year. read more

This review isn't based on the specific branch but Fidelity in general. Inconvenient, not hassle-free and poor customer service. Take your IRA and 401k elsewhere. read more

Worked with Alex Ruffin. He was super helpful with 401k withdrawal. Internet was lame. Great job, Alex!!!

The computer at customer service incapable to answer basic questions. It does not understand P/E!!!! The customer service reps don't write or read English well. He does not understand there is a difference between sector and industry. You ask a question via email, the reply is always the same "Due to currently high volumes, response times to general questions may be longer than usual" read more

This posting is a complaint against Fidelity credit card issued and managed by Elan Financial Services. I agree with the posted negative reviews on Elan Financial Services. I wrote to Fidelity in the past regarding this terrible card but they did not care - did not even bother to respond. My latest negative experience with Elan is they will not help you when you report fraudulent activities and charges from a merchant. They will make up lies in order not to help even blaming Visa why they could not help. They are partial toward the merchant as they collect fees from the merchant from customers using their card. Some years back, Elan insisted even when shown the paid receipt that I did not pay for a purchase. The merchant himself did not even complain to Elan. Just out of the blue, Elan decided to do a harassment endeavor. It took months, endless on hold phone calls, letter writing, and finally a complaint to the Consumer Financial Protection Bureau before Elan backed off. Elan is basically an amateurish dishonest run business existing to rake in easy money. The business should be shut down as others are saying. I will no longer be using this card. Enough is enough. read more

They will put you on hold. It's hard to speak to a rep, even if your portfolio is very substantial. I gave up last year waiting to talk to a rep and didn't complete a transaction which would have made $50K in just a year. Fidelity are bad for your money and your patience! read more

I wanted to establish a Roth account but apparently I do not exist to Fidelity. I tried multiple times and all of my personal information was correct. Maybe Vanuard or Schwab will acknowledge my existence? read more

Fidelity Investments - Investing Near Me - San Francisco, California

Need some customer service but couldn't get any. It used to be good but not anymore. Now, I'm just writing bad reviews until someone answer the phone. P.S. it has been two hours on the phone with no "human" assistance. Let see how many reviews I can write. read more

Be very cautious in dealing with Fidelity Inv. Corporate, so called customer service, no help. They lock you out of your account and have the nerve to demand a personal visit to their office to even consider letting you have access to it. Happened to me. They truly are the worst, can rob you of your money, get away with it too. How is this even possible, but it is. read more

Just moved multiple hundreds of thousands of dollars....was lied to not once but three times over a two week period in setting up a new account. They took no responsibility in their actions, no management ability. They cost me thousands by giving me incorrect and misleading information. With my attorney's now....RUN, DO NOT WALK AWAY from Fidelity Investments read more

I am Dying and desperately ill, alone. I have been a client for many years. I asked agent about online check deposit, specifying the amounts. He explained how. I spent 3 days of my remaining time to arrange deposits, only to find there is a 100k/daily limit. Are you freaking kidding me?! This is the absolute most basic Wrong Information and Not The First Time. Perhaps you're OK with bankers this Incompetent and uncaring. I choose to withdraw my funds and find a Competent company.​ read more

I FINALLY managed to get ahold of a live person at the local OP branch, and asked for an in person meeting since I have not been able to get through onlineTO ANYONE after multiple unsuccessful attempts. I was nonchalantly informed that if I didn't have a $100,000 minimum invested, I could not have an in person meeting. At Fidelity, if you aren't rich, YOU DON'T MATTER. When I opened this account, this was not the way it was ran. THINGS HAVE CHANGED AT FIDELITY, AND NOT FOR THE BETTER!!!! read more

I originally spoke with one representative who was so intelligent & kind, I insisted on continuing working with him. He told me when they received the check, he would follow up with me. Weeks went by & I never got a call. I called & asked for Jared and he seemed to always be busy. I am a loyal person so when another rep offered to help me, I declined. I was told I had 60 days from when my check was received to enter into an IRA. I felt the days were creeping up so I gave up hope and called (knowing that each rep is knowledgeable & licensed) and no reason for me to try and do this on my ow when I can get there help free of charge. I spoke with Jim Cooney who was polite, understanding and explained everything to me in detail! read more

ZERO STARS. One star is one too many. Transition Services Case Manager handling my inherited IRA is not responding to the calls from the beneficiaries. Left voice messages asking to be called back three business days in a row with no response. Emailed with no response. My stepfather is handling a trust set up for my nieces and needs questions answered. He has not gotten any responses either. Instead of replying to our messages, The case manager contacted my sister to notify her that he will be closing the case. My sister doesn't talk to the rest of the family, so not sure why he will only contact her. At Fidelity, they seem to think that returning a phone call in 5 business days is acceptable customer service. It has been 3 days and I have gotten no response. I doubt I will get a call in the next two days either. Not sure if all Case Managers are as unreachable as the one handling my case, but this has been one of the worst customer service experiences I have experienced. They probably treat you better when investing with them, but if you pass... they do not care about the beneficiaries you leave the account to. read more

Definitely not a business you should trust to invest with any amount of money!! $115,000 for the proceeds of my house sale are nowhere to be found apparently! You would hope that when you call to make sure you get the routing and account information to wire funds correctly, any employee could give you that.....I was given the routing and account number incorrectly and now they tell me it will take 2-3 business days to track down where it was wired so it can be kicked out and sent to the right account!!??!!??? How about you start where the employee told me where to have the money wired. 2 days and over 10 calls later they still have not figured out where my money is. Definitely not a good look for a firm that wants to be trusted with your money. I will look forward to ending my relationship with Fidelity and will implore others to do so as well read more

Bad service for 401k every rep gives you different answer, no manager to speak To, horrible experience