Fidelity Investments complaints
Fidelity Investments complaint: Incompetent Fidelity communications with beneficiary
Filed 11 Jan 2021 by Anthony
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 status – Fidelity just keeps sending me the same forms again and again. They are apparently unwilling or unable to provide personalized service. No explanation. No details. Just the same forms repeatedly. Very sad state of affairs.
Report
Discussion
0 comments
No comments yet. Been through something similar with Fidelity Investments? Start the discussion above.
More Fidelity Investments complaints
View all 50Closed account and doesn’t give money back
I opened an account from citibank then transferred to fidelity investment and after I transferred to fidelity the citibank account…
Refusal to respond to requested transfer
I have applied to transfer funds from my Fidelity accounts to my. own bank account 4 months ago. Under the…
Fidelity refuses to acknowledge beneficiaries
Our mother passed away in 2016. It is now 2021. She worked at Stanford and her pension is managed by…