Looks like I might be the only 1 giving this company a positive review, but...so far...I haven't…read morehad any cause to complain. Then again, I haven't hit my retirement yet so I guess time will tell. The company I was employed with for 23 years once had pensions, but by the time I had gotten there, pensions had gone the way of all flesh, and a 401K was the "happening thing," the "new normal." Don't like it? Not "happening" for you? Tough shite. Pensions have gone the way of the dinosaur. You want a pension? You should have become a cop. After 23 years with that company, I was laid off, along with everyone else in my office (except for 1 guy...the Teamsters were able to secure for him a job as a janitor at the now-pretty-much-empty facility where we used to work because the union really liked him, even though he had less seniority than a lot of us, but that's a review for another time, when I write reviewing Teamster weakness, mendacity and corruption-- Jackie Presser was my president, after all, so we as union members encountered a lot of weakness, mendacity and corruption. Don't worry. That review is coming. And if I disappear before then, well...they never found Hoffa, so I doubt they're going to have much luck...or interest...in finding me. Or am I being overly dramatic, given the near-total emasculation of unions everywhere in America? Am I suffering delusions of grandeur in even jokingly comparing or equating myself with Hoffa...who was a bum but did actually improve the overall lot of the union members he represented during the years he was president of the Teamsters even while he was enriching the Mafia)? Anyway...back to Fidelity.... Ultimately, I secured another job(s), but I definitely worried about the future (providing I got that far) and whatever security that 401K was going to offer me. But I have to say that my experiences with Fidelity haven't been bad so far. They contact me once a year and we go over my "portfolio." I immediately profess my near-total ignorance of the stock-market/bonds/face-value-vs-par-value/trading/fixed-or-variable-rates-of-interest/long-term-capital-appreciation/small-cap-vs-micro-cap/financial-markets/investing/annuities/business-in-general/public-vs.-private/etc./etc. The reps I talk to have been pleasant, thorough, professional. I usually feel some relief after talking to them. (Although I do have to say that 1 rep I talked to was not exactly a "charm school" graduate-- after talking tough about the "volatility" of markets and the possibility of complete financial ruination, she asked, "So suppose you make 84 years of age, or 90, and there's no money left for you? How would you feel about that?" I kept my cool, with difficulty, but I wanted to answer, "How the f*ck do you think I would feel about that? Ebullient! Ecstatic! I'd throw my walker to the side and moonwalk my way with arthritic vigor into oncoming traffic! What the f*ck would you do?!?") I called them recently to lower the "aggressiveness" of my stock portfolio, given that Trump is president (by the way, in terms of criminality, Hoffa and Presser were pikers, in comparison to Trump; I think even Al Capone might have tipped his hat to Il-Douche and said, with grudging admiration, "Well done!"), and a financial iceberg is looming on the horizon. I really hope I'm wrong about that, but I don't think so. Catastrophe is coming, and I'm obviously not the only one who thinks so. The rep I talked to was helpful with my request, and remarked, "You're not the first person I've talked to today to be doing this. And I doubt you'll be the last." Obviously, if I live long enough to retire, and see how efficiently I'm able to sustain life based on what Fidelity has done for me, this review might be updated (if I can still see to type on the keyboard, that is). For better? For worse? Time will tell, I guess. But so far...I can't really complain. So far, at least, they've done their job professionally and efficiently and I'm satisfied.

To: Fidelity Investments - Corporate Office 245 Summer…read moreStreet Boston, Massachusetts 02210 FIDELITY WORKPLACE SERVICES LLC IN CINCINNATI, OH. DID IT AGAIN. Unjustified, unfunded discrimination and abuse of power of a mildly disable customer on violation of my disability CIVIL rights, abuse of power by a system that is ignorant of disability diversity. I have mild Parkinson' and mild dementia. I am fully competent attested by my UCLA Neurologist. I am prepared to escalate this dispute to external regulatory bodies and legal entities to protect my civil rights, which can end on litigation. On 9/11/26, I called Fidelity Work Place Services LLC to schedule an appointment with a financial counselor to discuss required distributions, investments, update my beneficiary designations and executor. After I asked the representative to speak slower due to mild Parkinson's and mild dementia, I was transferred without explanation to a security associate who restricted and froze my account solely because I mentioned mild dementia. She spoke over me, refused to allow me to speak, placed a hold on my account and demanded a Power of Attorney. Had I been allowed to speak they would have been able to hear me speak eloquently, coherently, clearly and thus acknowledge that I am not demented. Restricting my account based on broad generalizations and perceived cognitive impairment without objective, verifiable evidence violates Title III of the Americans with Disabilities Act (ADA) and California's Unruh Civil Rights Act. I was discriminated under the false assumption of "regarded-as" having severe dementia impairment, which is illegal and a violation of my rights. While I understand that employees must adhere to regulations to protect vulnerable adults, employees overstepped by declining to listen to me and made unsupported assumptions regarding the extent of my capacity. On 10/9, I faxed a 21-page document including a letter from my UCLA neurologist attesting to my full capacity to manage my financial affairs, along with a notarized Durable Power of Attorney amendment. On 10/15 I called, spoke with a supervisor who said the fax had not been downloaded yet and the hold will take an additional three weeks. On 10/19, I called their Tax-Exempt / 403(b) Rollovers & Support department, who restored my account access. While I appreciate that access was restored, the original restriction of my account by Fidelity Work Place Services LLC employees based on perceived cognitive impairment without objective proof was discriminatory, unlawful, unacceptable and an abuse of power. On 10/22, I faxed a letter regarding this matter, I have yet received responses. I requested a formal written apology for the improper hold and mistreatment and financial compensation for the unjust distress, loss of access, and time spent with this issue. Upon trying to access my accounts this morning 10/31, Fidelity has once more illegally frozen my accounts. Be advised again that if this matter is not resolved promptly, I am prepared to escalate this dispute to external regulatory bodies and legal entities to protect my civil rights from unlawful discrimination and abuse of power by Fidelity which can end on litigation.

We've been Fidelity customers for many years and we've been very satisfied. The size of our…read more Fidelity portfolio gives us a personal financial advisor who meets with us regularly (at his office pre-pandemic, on Zoom since) and has been very helpful. We use the website for tracking our portfolio, moving money electronically, etc. If, for example, we need to move, say, $25k from Fidelity to a bank checking account, it takes about a minute on the website, and it will get done by next business day. If we have something more complicated, we phone, someone answers right away, and they find a way to do what we need. (As an example, several years ago I needed to do some fairly complex maneuvers to make cash flow work for a home purchase; Fidelity helped me get it done.) We get small perks like a no-fee debit card that we use for ATM withdrawals because Fidelity refunds us any fee an ATM charges (anywhere in the world). I don't know why other Yelp reviewers have had such unhappy experiences, but we have never run into bad service or a problem that couldn't get solved.

I don't expect them (Fidelity) to read this or care, but this is what I just submitted to the…read moreBetter Business Bureau.... Two out of the three agents I spoke to, on three separate occasions, severely misinformed me, specifically about the estimated time of arrival on which I would receive the funds (paper check that had to mailed) I withdrew from my retirement. Assuming I would have already received the check, because I received the "Distribution Statement" on Monday, July 14th, 2025, I called Fidelity and was specifically told that I would receive the check on Wednesday, July 16th, 2025 (today). Today, I arrived home, checked my mail, expecting the check and it was not there, so I called to find out why. The nice representative that I spoke with today did her due diligence (unlike the two prior), apologized profusely and informed met that the ETA now would likely be next Thursday, the 24th, which is totally unacceptable. The original transaction took place on July 1st and I was told that I would receive the check in "7 to 10 business days, that being said, July 4th is a holiday". Check wasn't even cut until July 7th, not even mailed until the 10th, was verbally told on Monday that I would receive it today (16th), and now the 24th?!!!!!! It is 2025 and it takes 24 days from the date of the transaction to receive a check? This "miscommunication" is going to cost me anywhere from $3000 to $4000. I can certainly understand a 3 or 4 day delay, but we are talking about 14. All these calls were recorded, so feel free to go back and listen. I hope someone does. Fidelity is a huge company, with billions of dollars, and I'm just a nobody, with a small 401K, in their eyes. They need to treat all their customers/clients the same way and make this right!! Thank you for your time.

Fidelity investments - had a tough time initially, but Jenny Lovins went out of the way to be on…read morethe phone for an hour to resolve, figure out what could be issue and resolved so quickly, otherwise i wont be in fidelity today. Jenny is a great asset to Fidelity investments Matt Benz , Altamonte springs , florida was really helpful and nice.he is very sharp-great person. Beverly Masters goes out of the way to resolve any issues.. Suzanne Vehrs was quick, awesome and knows the job., She is very polite, courteous and cares for customers I missed George who knows the job really well

Discrimination of a mildly disable customer on 9/11 by Fidelity Work Place Services LLC employees,…read moreviolation of disability rights and abuse of power by a system that is ignorant of disability diversity. 9/11/26 Fidelity Workplace Services LLC, a department of Fidelity investments illegally froze my accounts twice based on unauthorized, unverified and unjustified assumptions regarding my disability status and competency level. The unlawful withholding of customer funds, on going restriction of my accounts, repeated abuse of power and illegal disable discrimination based on a perceived and unfounded severe disability claim is a Violation of Title III of the Americans with Disabilities Act (ADA) and California's Unruh Civil Rights Act. My original reason for calling was to schedule an appointment with a financial counselor to discuss investment options for required distributions for next year at age 73 years old and to update beneficiaries and executor designations. I asked the representative to speak slower due to my mild Parkinson's and mild dementia. She didn't say anything, put me on hold instead of accommodating me and transferred me to a security associate who froze my account solely because I mentioned dementia, said it was legal and demanded a Power of Attorney. She spoke over me and refused to let me speak. Is a demented person capable of calling Fidelity to make these arrangements? NO. Had I been allowed to speak they would have been able to hear me speak eloquently, coherently, clearly and thus acknowledge that I am not demented. Restricting my account based on broad disability generalizations, unjustified and perceived cognitive impairment without objective verifiable evidence, due process, violated my civil rights and has caused me great distress. While I understand the need to protect vulnerable adults, Fidelity staff made unsupported and unfunded assumptions about my capacity. On 10/9 I faxed a letter, a Durable Power of Attorney and a letter from my UCLA Neurologist attesting my full mental and physical health competency to manage my daily life and financial affairs. On 10/15 I called a supervisor and was informed the fax had not yet been downloaded and the hold would take an additional three weeks to resolve. Subjecting me to a bureaucratic process of power abuse. On 10/19 I contacted the Tax-Exempt /403(b) Rollovers & Support department, and my account access was restored. On 10/22 I faxed a letter requesting a written apology, a swift response from a Risk Management Supervisor, a Corporate Executive Escalations Specialist and an ADA Compliance Officer to address my complaint and financial compensation demand. alongside the immediate restoration of access to my assets.I received no responses. On 10/31, I noticed my account was once again restricted without justification. While I understand need to protect vulnerable adults, Fidelity continues to violate my civil rights, unsupported and unfounded assumptions about the extent of my capacity, ignores medical proof of my full competence from my UCLA Neurologist and restricted my funds again. Fidelity Workplace Services LLC has not responded as of today 11/1 since 10/9 to my letters and have illegally restricted my account twice. The abuse of power continues. It is my money, not theirs. This restriction is an active violation of Title III of the ADA and FINRA rules governing unlawful withholding of customer funds and has caused me significant distress and Fidelity needs to stop the illegal behavior toward customers. Fidelity needs to review and update their protocols to better serve persons with diverse disabilities. Disability exists on a spectrum, and systems should not rely on a rigid, one-size-fits-all model. Protocols must reflect the diverse needs of individuals with varying degrees of disability. We are not in the stone age. The front-line security staff openly refused to listen to my explanations, talked over me, and cut off my access to my funds without a shred of objective proof that I am demented, being exploited or that fraud is taking place. When customers with minimal, partial, or cognitive disabilities face unfair treatment--such as arbitrary account freezes, denied requests, or aggressive "power of attorney" demands--it constitutes a severe breach of consumer rights and an abuse of power.

Schwab is totally wicked pissah to work with! So glad I found them and combined all my accounts…read more They are so helpful with whatever I need. When old Stinky calls their 800 customer service number...the reps are the epitome of professionalism and I feel treated the way a valued client should be. Wish many other companies could be like that. So helpful and patient in whatever the situation may be. Their checking account and debit card tools are groovy as well! Would not hesitate to recommend them for anyone that needs some simplification and order with their finances. Special kudos to Brian Rogers-Botellio from the Boston office who is always most attentive and a pleasure to work with.

I have been with Charles Schwab for over 5 years and have been very happy with them. I can easily…read morereach a person when I call their customer service line and the representative is always very friendly. The best part is they reimburse all ATM fees no matter what ATM you use. Also there is no account maintenance fee. The website is easy to use and has a lot of helpful features. The $9 trades seem reasonable compared to other online brokerages. Also there is a convient location right in the financial district which makes it easy to deposit checks into my account.

zero stars, fidelity investments, sucks, they will lockup…read moreyour debit card accounts for bogus reason, and say the back office locked it, you will spend 10hours on phone, and 6 hours at a branch office ; still waiting for my money !! update: got money back ,& i closed this lousy account! (DEPT OF FINANCIAL SERVICES, IN NY STATE, will help resolve bank fraud or bank wrongdoing; File one page complaint online; )