Fidelity Investments complaints
Fidelity Investments complaint: Incorrect set-up of my stock accounts and non-response to concerns
Filed 18 Sep 2020 by Elisa
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, the calls were not returned. I called the main number and was told a Supv would not speak to me and I should file a complaint. The next day someone called from RISK Mgmt. called and told me Fidelity was ending their relationship with me and to move my holdings within 30 days.
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