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Fidelity Investments complaint: Will not transfer my cash to my bank

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Filed 20 Sep 2022 by Jules

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 getting my money approached me that day and I signed papers not knowing what was on it just to get rid of them. The witness also did not see the paper I signed but signed she witnessed the signature.
That person opened an account at Fidelity Investments and they have had the account restricted ever since that time. I have been to the St Petersburg office many times, initially with an id and my passport. They are playing games to avoid transferring the cash to my Navy Federal Account. Games include, do this and we will transfer the funds. We have completed their request many times but the transfer is still not done. Of course, it is their behavior that first made me want to transfer my account because I did not have access to the funds for trading. You see in the attached documents that even after sending me a msg that the restriction was off it really was not and still is on today.

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