For several years I have been trying to claim inheritance in the form of a retirement account my late mother had with Fidelity. Despite filing the paperwork multiple times - including notarized ID documents and notarized copy of legal inheritance... Read more

Our mother passed away in 2016. It is now 2021. She worked at Stanford and her pension is managed by Fidelity. Since 2016 we have been (re)submitting the Beneficiary Affidavit. We have had the entire set of documents notarised by... Read more

I transferred all IRA holdings after retirement in July 2020 and asked the advisor's assistant to set-up the stock as dividend reinvestment for all three accounts. Only one was set-up correctly. When I called to ask for correction,... Read more

I did a mobile deposit over a year and a half ago. The deposit was for 1110.94. Fidelity froze my account and told me to get a letter from the gentleman who wrote the check over to me. So I... Read more
