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Fidelity Investments complaint: They refuse to complete Beneficiary claim

Open 146 views Financial Services

Filed 22 Mar 2023 by kathy

I am Executrix and a Beneficiary of our friends estate and I have been trying to settle this since November. Fidelity has 7 Death Certificates and 7 Short Certificates all the other information they requested 6 times. I have talked to 9 different people who either tell me the claim is either in processing ( obviously a lie ) or they need ANOTHER death certificate. They are playing games. I was promised this would be completed by the beginning of March. ( another lie ) I was then told definitely it would be done by March 16th and there would be an account open up in my name with the funds in it. NOT !!! I called yesterday 32023 and was told they need another Death Certificate ( that would make 8 of them) I advised them I turned it over to a lawyer how claims this is total nonsense and harassment. I have been promised phone calls and letters so many times I can’t count them. This company is I thought was good but that’s not the case

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