RMD transfer
Complaint from Vasanthi on 22 October 2022 about Fidelity Investments.
Last month, I took RMD from my traditional IRA and requested to move to my Trust account in Fidelity. It is still not moved. Why?? Read more
Our sentiment meter has detected that Fidelity Investments complaints over the past 28 days have remained within our normal fluctuation range, showing a change of 0%. While some customers might experience challenges with Fidelity Investments, the steady level of complaints indicates that there hasn’t been a surge in widespread issues recently.
Sentiment data last updated on May 3, 2024
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We have received 9 complaints about Fidelity Investments over the last 12 months. The graph below shows a monthly breakdown.
Curious about Fidelity Investments's track record in addressing complaints within the Financial Services category? Dive into the all-time complaints data right here!
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You can contact the customer service of Fidelity Investments by calling 1-800-343-3548. If you want to reach out to Fidelity Investments through their own website, you can use their contact form.
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Authentic experiences shared by our community for your benefit.
Complaint from Vasanthi on 22 October 2022 about Fidelity Investments.
Last month, I took RMD from my traditional IRA and requested to move to my Trust account in Fidelity. It is still not moved. Why?? Read more
Complaint from ZOEYHUTCH on 18 October 2022 about Fidelity Investments.
I had an account with the last four digits ...2571 with Fidelity. My account was closed just about December 3, 2021. I was locked out of the account. At that time, it had $16,205 which remained in the account. In... Read more
Complaint from larlin5659 on 13 October 2022 about Fidelity Investments.
After many times put on hold while Jason tried to determine what to do about my problem,I tried to explain it to him after many other times,he hung up on me. Read more
Complaint from JeanetteRod on 06 October 2022 about Fidelity Investments.
I started my 401k in Wisconsin but am now being told it’s out of Puerto Rico so I can not withdraw my funds even after waiting the required 30 days. I’ve gotten several different answers in when this will... Read more
Complaint from Jay2018 on 20 September 2022 about Fidelity Investments.
After selling my business and when escrow took place on August 8, 2022 I was in the hospital for one week with COVID. Upon release from the hospital on August 11, 2022 I was still sick but someone interested in... Read more
Complaint from a man on 31 August 2022 about Fidelity Investments.
A. Fidelouity wired my money from my Retirement Account to IRS without my consent. B. They indicated that they have to file with IRS and paid the money from my Roth IRA, charged me for they are late filing under... Read more
Complaint from JimEpp2 on 22 July 2022 about Fidelity Investments.
As requested, I sent in a legal court order naming me Legal Guardian for my mother, Mary Epperson. Haven't heard anything. I called today and was told it in process. How in the world can something take... Read more
Complaint from Andrew Valdez on 25 June 2022 about Fidelity Investments.
After 27 yrs of employment with Mercy Medical Center, and being forced to retire at 71yrs old due to a work related back injury and surgery in 2021. Mercy Medical puts their employees retirement accounts into Fidelity Financial... Read more
Complaint from Suzanne Evans on 24 June 2022 about Fidelity Investments.
My husband has worked for Mercy Hosipital in Durango for 27 yrs. They are owned by Catholic Health Initiatives. They carry all employees 401K match accounts, as well as company funded pensions. In 2014 ( my husband started employment at... Read more
Complaint from grievingandstressed on 01 May 2022 about Fidelity Investments.
Fidelity Workplace retirement team and transition services has repeatedly dropped the ball and have not transitioned late spouse's retirement accounts into my name despite frequent communication and compliance with all document requests. The death was first reported 12522 and... Read more
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