Need to file a complaint?
BBB is here to help. We'll guide you through the process.
Complaint Details
Note that complaint text that is displayed might not represent all complaints filed with BBB. See details.
Initial Complaint
06/26/2024
- Complaint Type:
- Customer Service Issues
- Status:
- Resolved
On Monday 6/24/24 I attempted to log into the Fidelity website and it said I was locked out. It offered to send a text message to one of two phone numbers that I have not had for 15 and 7 years, respectively. I called customer service three times and nobody has been able to get me back into my account. My next contact will be to the Pennsylvania ************************** I want access to my money and I am sick and tired of dealing with the mental midgets in your customer service department and their silly f****** questions.
Business response
06/27/2024
To Whom It *** *************************************** forwarded Fidelity a complaint filed under the above-referenced case ID.
We contacted our client directly on June 27, 2024, and are currently working on a resolution. We consider this matter closed with the BBB.
Sincerely,
Fidelity InvestmentsCustomer response
07/01/2024
Better Business Bureau:I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ********. Please add your rejection comments below; if you do not provide any details, your complaint will be closed as Answered.
I spoke to a female customer service agent that restored access to my account WHILE I WAS ON THE ***** WITH HER. She raised her voice, called me rude, so I disconnected the call. I tried to log in ************************************************************************************ out of my account. I just tried to log into my account and again it says 'Call us to verify your identity. A representative will verify your identity and provide a temporary security code. ************.' I had to do this last time and that rude CSR locked me out of my account again. I would like that phone call reviewed. SINCE I STILL CANNOT LOG INTO MY ACCOUNT I DO NOT VIEW THIS MATTER AS RESOLVED. IT IS NOT RESOLVED.
Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
FAQ
Regards,Christian
Business response
07/03/2024
Dear Better Business Bureau:
Your organization forwarded Fidelity a complaint from *******************************. We wanted to make you aware we emailed the client on July 2, 2024, to address the client's complaint. We consider the matter fully reviewed and resolved.
Sincerely,
Fidelity InvestmentsInitial Complaint
06/24/2024
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
Account Number is ***************** and **************** I received a wire transfer for a settlement and provided valid proof of deposits. c) I came face to face and gave the check to a Fidelity Investment Representative along with my ************************* identification, and proof that I was married at one time and that my name has since been returned to *************************. WRONG DOING BY FIDELITY 3. After my depositing to my Cash Management Account with **********************, the wire transfer came through immediately, but the check from department of treasury was held for 7 days, once it cleared I began to make transactions a) I had to call several times a day because my card kept being blocked everytime I made a transaction. b) I called before making my large purchases to let Fidelity know it was me and still my card was locked. Then later I was told that my entire account was locked and under a maximum 15 day review by Fidelity **************** but it could be unlocked in just a few days. c) I provided the lawyers contact information and the tax transcript and was told that after verifying my documents it would be unlocked..d) that was on May 30 2024, as of June 20 2024 I was told that 15 days is the minimum, there was no other information, I cant talk to anyone in that **** and I still have not been contacted at all by the **** who is supposedly doing the review of my account.e) I have informed Fidelity multiple times that I have 5 kids and bills and am unable to pay anything while my account is frozen, only to be told lies over and over again. f) I have also requested that someone look over my court case on public record and at least allow access to my settlement funds so that I wont be unable to pay bills and that was denied with no reason. , **************** is awful, even on recorded calls i am given the run around and told lies just to hear something different from the next representative. I just want fair and just treatment on this account without stress.Business response
06/25/2024
Dear Better Business Bureau:
Your organization forwarded Fidelity a complaint from *************************. We wanted to make you aware we emailed the client on June 25, 2024, to address the client's complaint. We consider the matter fully reviewed and resolved.
Sincerely,
Fidelity InvestmentsInitial Complaint
06/24/2024
- Complaint Type:
- Sales and Advertising Issues
- Status:
- Resolved
During the month of May 2024 I was assessed two overdraft fees for insufficient funds when I absolutely had enough money in my account to cover the small credit card payments I made. I was again assessed an additional $35.00 fee on June 21 when I attempted to pay a $650 credit card bill. I had $1000 in the account. Again there was absolutely no way there were insufficient funds in my account. I have made numerus calls to Elan Credit Card Services and Fidelity and no one has been of any help whatsoever. I expect these charges to be reversed.Business response
06/25/2024
To Whom It *** ********************************* forwarded Fidelity a complaint filed under the above-referenced case ID.
We contacted our client directly on June 25, 2024, and are currently working on a resolution. We consider this matter closed with the BBB.
Sincerely,
Fidelity InvestmentsCustomer response
06/28/2024
I had to file a complaint with the Better Business Bureau in order for them to reverse the fees.
Regards,
***********************Initial Complaint
06/21/2024
- Complaint Type:
- Product Issues
- Status:
- Resolved
I have not been an employee of S3 since April 26, 2024 No one at S3 Partners is reachable to resolve Fidelity Expresses they cannot reach S3 Partners either, which I doubt Fidelity mentions they are only a record keeper and mention just waiting for S3 Partners to respond. What kind of general answer is that from a company like Fidelity?I sense a potential fraud with 401k funds between S3 Partners and Fidelity; either way, I'd like to release my retirement funds either via rollover or close account Ticket Number: ticket number is W149811-10jun24 Fidelity Policy: S3 PARTNERS (85217)According to our records, you are currently still actively employed by S3 PARTNERS, LLC.The FULL PAYOUT option becomes available when your employer notifies us of a change to your employment status. Updates may take up to 30 days from your separation date.Business response
06/26/2024
Dear Better Business Bureau:
Your organization forwarded Fidelity a complaint from *****************************. We wanted to make you aware we called the client on June 25, 2024, to address the client's complaint. We consider the matter fully reviewed and resolved.
Sincerely,
Fidelity InvestmentsCustomer response
07/01/2024
[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Better Business Bureau:
I have reviewed the response submitted by the business and have determined that the response does satisfy my issues and/or concerns in reference to complaint #********. I understand that by choosing to accept the business response that my complaint will be closed as resolved.Thank you BBB in helping to resolve this issue in 48-hours. Having been stuck in limbo for almost two-months on my own.
Regards,
*****************************Initial Complaint
06/20/2024
- Complaint Type:
- Billing Issues
- Status:
- Answered
I originally wanted them to wire transfer to Temu - my account at ************. They didnt instead put restrictions on my account while they verify on 6/18/24. To date (6/20/24) it has not been done. I have notified them to forget it as its already late. Cancel the wire transfers and remove the restrictions off all my accounts. They havent done that either. I just want them to cancel the wire transfers and remove restrictions on MY MONIES AND ACCOUNTS. Thank you. Fidelity's 800 number is **************. I have also been talking to *************** *********************** Financial Consultant View my bio ************************ *************************************** No luck in getting it accomplished with no explanation. Thank youBusiness response
06/25/2024
Dear Better Business Bureau:
Your organization forwarded Fidelity a complaint from *********************************. We wanted to make you aware we called the client on June 21, 2024, to address the client's complaint. We consider the matter fully reviewed and resolved.
Sincerely,
Fidelity InvestmentsInitial Complaint
06/17/2024
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
I have an old 403b from 2003 with Fidelity. I have been trying to withdraw the funds since December of 2023. It has been over 6 months and I still have not received the funds. I have called numerous times only to be shifted around departments. I did all the necessary paperwork. Last I spoke with someone at Fidelity, I was on the phone for over an hour with no resolution. The agent promised to call me back when he figured out what the problem was. That was over 2 weeks ago and haven't heard since.Business response
06/25/2024
To Whom It *** *************************************** forwarded Fidelity a complaint filed under the above-referenced case ID.
We contacted our client directly on June 21, 2024, and are currently working on a resolution. We consider this matter closed with the BBB.
Sincerely,
Fidelity InvestmentsInitial Complaint
06/17/2024
- Complaint Type:
- Customer Service Issues
- Status:
- Answered
To whom it may concern: According to the WWW.INVESTOPEDIA.COM by *************************** (published May 23, 2024): "... the split will affect shareholders of Nvidia common stock as of market close on Thursday, June 6, with investors receiving nine additional shares after market close on Friday, June 7. Split-adjusted trading will begin on Monday, June 10. After the split, there will be 10 times as many shares of Nvidia common stock, lowering the price of individual shares without impacting the total value of investors' *************** or the company's market cap I would like to know whether this is false advertising or some kind of joke because I have yet to receive the extra stocks bonus, according to my conversation on 06/17/2024, I called customer service at ************ at 9:21 a.m. It was an outgoing call that lasted for 50 minutes. I was inquiring about the advertised additional nine (9) stocks (NVDA) but was informed by the Fidelity representative that they had no information about it. The phone call seemed to be useless as I couldn't provide the necessary supporting information for my request. Unfortunately, visual assistance is limited, and the company does not display its email.It is a shame. Thank you.Business response
06/25/2024
Dear Better Business Bureau:
Your organization forwarded Fidelity a complaint from *************************. We wanted to make you aware we emailed the client on June 21, 2024, to address the client's complaint. We consider the matter fully reviewed and resolved.
Sincerely,
Fidelity InvestmentsInitial Complaint
06/14/2024
- Complaint Type:
- Product Issues
- Status:
- Answered
My husband passed away September of2023. I have been trying to collect my husbands Pension as his beneficiary. They've had all my information since january of 2024.They keep giving me dates that I Will have a direct deposit into my Account and then the date comes and goes , and this has happened 3 times. This is the middle of June. Now they told me. I would have a direct deposit by June 14th..... No Deposit yet and they can't tell me anything over the phone. They will not switch me to the escalation department. They just keep giving me the run around and I'm super frustrated and super tired of it. It's like they want to keep a hold of my money and not let me have it. I'm a widow now with one income.And it's been very difficult and all I want is my money that i'm owed.Business response
06/25/2024
To Whom It *** *************************************** forwarded Fidelity a complaint filed under the above-referenced case ID.
We contacted our client directly on June 17, 2024, and are currently working on a resolution. We consider this matter closed with the BBB.
Sincerely,
Fidelity InvestmentsInitial Complaint
06/13/2024
- Complaint Type:
- Customer Service Issues
- Status:
- Answered
On April 16th I sold stock for $50,284.48 leaving said funds in my Fidelity account.On May 2nd, 2024, I successfully transferred ******** for some investment software. Friday May 3rd, I attempted to transfer $40,000.00 to a ************* but Fidelity declined the transfer offering no reason. I attempted the same $40k transfer on Monday the 6th, again the 7th, 8th, and 9th. Each time I was put on hold for long times, yet each time denied with zero explanation. Finally on the 10th I was successful in having the $40K sent to my local bank account. Unfortunately the delay Fidelity caused resulted in my missing the investment opportunity I needed the $40 k for. I tried for 10 days to save the deal but eventually on May 20th I transferred $30,000.00 back into my fidelity account then attempted to buy back into the stock I had sold on April 16, 2024, but was informed my $30k was restricted.Untold hours have been spent attempting to reinvest the funds as I watched the stock climb approximately $10k with my funds listed as Restricted.I do not owe taxes and I do not have any judgments against me so finally on Monday June 10th I retained an attorney and went through the hoops to get him up to speed and supplied with the Fidelity account paperwork so he could contact their legal department.While Fidelity did not offer my counsel an explanation they did agree to lift the restriction on my account.Now I can see the funds but have no idea if they can be traded. In any case what about the stress and loss of the increase in stock value from April 16th to date and the $650,00. To retain counsel just to have some communication?Business response
06/25/2024
Dear Better Business Bureau:
Your organization forwarded Fidelity a complaint from ***********************. We wanted to make you aware we emailed the client on June 20, 2024, to address the client's complaint. We consider the matter fully reviewed and resolved.
Sincerely,
Fidelity InvestmentsInitial Complaint
06/13/2024
- Complaint Type:
- Product Issues
- Status:
- Resolved
I have been attempting to make a withdrawal from my 401k account with **********************. The first attempt was made on May 1, and since that time, Fidelity has continued to delay payment of the withdrawal, as well as duplicating the transaction which will result in additional taxes and penalties.Business response
06/13/2024
Dear Better Business Bureau:
Your organization forwarded Fidelity a complaint from *************************. We wanted to make you aware we emailed the client on June 13, 2024, to address the client's complaint. We consider the matter fully reviewed and resolved.
Sincerely,
Fidelity InvestmentsCustomer response
06/17/2024
[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
Better Business Bureau:
I have reviewed the response submitted by the business and have determined that the response does satisfy my issues and/or concerns in reference to complaint #********. I understand that by choosing to accept the business response that my complaint will be closed as resolved.
Regards,
*************************
Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business. ↩
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business.