16
Reviews
I was a beneficiary I was the beneficiary Jay Conrad Roy he left me a 401k an IRA stoks bonds and cds , I had a multi-million dollar lawsuit and other things that was left to me on my side of the family land property and Ira a retirement fund and when I got into my account I did not like the way they treated me when I talked to the advisor the broker they did not explain anything to me and nothing they even asked me how I found out about it because they didn't even try to find me for 5 years they ran on this money and invested and did what they wanted to with my money without my permission please people whatever you do do not trust them do not leave anything for your family with them if you're going to do anything invest and go silver medals but don't trust them that's why they only got one and two stars because they're sorry excuse for a business that I've ever seen in my life go to Charles Schwab I don't believe there is bad as stability and things like that matter even though there's still affiliated but they have their own policies but please if you want to leave your family anything or Legacy don't leave them to do it fidelities Legacy because they will never get any money you intended for your family or friends. don't put money in their Banks or Investments with your family will never get it they'll never look for them that's how they make you live frugal as they live in million dollar homes and drive nice cars and stuff but they want you to live Frugal without nothing even if you have multi Fidelity is the worst regret I've ever had that's why they only have one two stars with your money that everyone else is trying to tell you don't because of them stealing from the dead which is the most disgraceful act you can do taking away someone's Last Wish.
The occurrences involving Fidelity Investments utterly astonished me. I placed my trust in this company, believing I could gain returns by investing my hard-earned capital in their investment programs. I was unaware that they would deceive me and other unsuspecting investors! I was going to lose all my money when I discovered M𝐄𝐑𝐑𝐈𝐋𝐋𝐏𝐀𝐓𝐇. Thanks to their amazing effort, I was able to obtain my money back and gain more knowledge about protecting my future investment decisions.
I made a large deposit after being convinced by constant updates and “profit proofs.” The moment I requested a withdrawal, my account was locked. Messages were ignored, and I started to panic. I came across Ǎ l ę t h i c v e r d ă n t while reading Reddit threads about frozen investments and got them on Trustpilot here. They guided me to recover around 90% of my funds. If your account is locked after a big deposit, it’s rarely an accident.
Ever since the recent up(down)grade using the Fidelity site has been a nightmare. Some of the links to "fund provider" (even for their own products) don't work and when seeking to do several different checks one is frequently taken to the "Investment Finder" page instead of to the "Fund prices" page. And, maddeningly, the latest price is often not viewable on the main listing - only by clicking on the link to the individual fund - but then using the back button just takes you to the general search again.
The digital investment issue was confusing at first, but with some patience and clarification from V𝐞r𝐢t𝐚s r𝐞d𝐫e𝐬s, I was able to recover my funds.
I have been with Fidelity for 40+ years and very satisfied in all aspects of their business. They constantly upgrade their services and their software tools. Their guidance as well as training videos and opinions are of high quality and reliability.
𝕀𝕟𝕧𝕖𝕤𝕥𝕚𝕘𝕒𝕥𝕠𝕣~~ℝ𝕒𝕛 is capable of helping you get your money back from this company as he did for me. 100% assurance guaranteed.
First they sent my pension to wrong account after I called and confirmed the update account was on file . then had to wait for it it bounce back for week to issue a paper check since they no longer could use the correct account. Then somehow they mailed it to wrong address after i told them all the correct information and online showed correct people can’t read . Once again canceled that check wait issue new check . You would think a company like this would have it together but definitely not . The reps have no clue and each one tells me something different . Complete mess and still waiting on lump sum check for the 3 rd time with internal mistakes. They said will overnight it. They could not provide my a tracking # said it was sent will be there next day. I had to call usps to dig deep see if i had anything arriving on my account . They stated a shipping tracking number created but waiting on sender aka Fidelity. So you didn’t even send it just created a tracking number and to lazy to drop it off to USPS. This was Wednesday and I called about this on Friday and rep said we don’t send over weekend . I said great Wednesday when it was created was not a weekend last time I check once again internal is a mess no responsibility. Will never deal with this company ever. Closing my other accounts and glad a pulled my 401K 6 months ago which was another headache won’t even talked about I hope someone with executive level reads this and takes actions.
I regret there is no zero stars to give to Fidelity Investments and their supervisor Thomas that literally hung up the phone when I asked if I could get...not the name of his supervisor, but a title of the supervisor!!.. I asked is it a manager or director of "customer services department.. I want to address them". Thomas said: NO.. Thomas was so rude on Jan 29th, 4:20 pm call, I was shocked. NO APOLOGIES for giving incomplete wiring instructions. No nothing. Awful company! The worst customer service. DO NOT TOUCH this company!! You will lose your money
When repeated delays left my $3,760 inaccessible, 𝘉𝘭𝘰𝘤𝘬𝘛𝘳𝘢𝘤𝘦𝘭𝘢𝘣𝘴 helped trace the transaction path and clearly confirmed that the issue originated from the platform rather than any mistake on my end.
Their website automatically logs you out every 15 seconds. Yes, seconds! Unable to access credit card site, " access denied". Try to get anything done in less then 15 seconds. Only solution from "customer service" was to turn off VPN. Because, you know... who in this day and age would possibly want privacy for their financial data! Of course it's not them, and they can't explain how every other bank and financial site works, except theirs! Totally out of touch!
a lot of scam reviews advertising recovery companies. only trust those reviews that aren’t trying to advertise something else. trustpilot should ban this crap!
I have done business with them for years without issues. This time despite a smaller amount I put in that has been on pending since some months ago, I was told to wait two weeks with no explanation. They have already completed their part, yet I am still stuck waiting. I expect clear answers and fair treatment. Making the move to #Stovex #Global #Inc after understanding their system brought a noticeable change, with dependable results showing up week after week.
We had our 401k with Mosaic managed by Fidelity. We never received any sort of email or a letter in the mail and not even a secured message. They rolled our account without giving us any chance to avoid the stock market dropping almost 900 points on January 20th 2026. We ended up losing over 3.5% on My wife's portfolio. I plan on filing a complaint with the following agencies. I asked AI who would handle the complaints and if this helps anybody else out this is what AI says to do when you're feeling like you got bent over backwards by an investment firm: To report shady investment practices and recover losses, file complaints with FINRA, the SEC, your State Securities Regulator, and potentially the CFPB, while also considering FINRA Arbitration/Mediation, contacting the FBI (IC3) for fraud, and potentially hiring a securities lawyer for larger cases, as these bodies investigate and provide avenues for resolution and restitution. [1, 2, 3, 4, 5] Key Agencies & Bodies: 1. FINRA (Financial Industry Regulatory Authority): Handles most brokerage firm issues; file online for disputes, misconduct, or fraud by brokers/firms. 2. SEC (Securities and Exchange Commission): For broader fraud or issues with investment advisors and funds; use their Investor Complaint form. 3. State Securities Regulator: Your state's regulator handles local issues and can take action against bad actors. 4. CFPB (Consumer Financial Protection Bureau): For complaints about financial products/services, including some investment-related issues. 5. FBI's Internet Crime Complaint Center (IC3): Report online investment scams or business fraud. [1, 2, 3, 4, 5, 6, 7, 8, 9]
I would give 0 stars if I could. Having to deal with a 401k Power of Attorney. Submitted the documents and was told it would be 3-5 business days to process and even have an email showing it. Called Customer Service and they didnt care and told me the process was up to 4 weeks! This isn't using the funds for my benefit its for someone else. No one takes accountability - and no one is willing to do anything to help or make up for the misinformation besides they could put a note that I was requesting it to be expedited despite the fact that I have to be the one calling in order to get any communication whatsoever. When I talked with a manager all they said was to call back in in a few days to see if there was any progress - again asking me to follow up! No accountability whatsoever. What an awful company experience.
I am highly impressed by the technical acumen JᵘsₜIᶜEfiᵉLD applied to my case. Their role in my financial recovery was an undeniable reflection of their disciplined professional framework.
Incorrect information sent multiple times, did a 401k loan 2 weeks ago still no funds! Going to be filing with the BBB THANKS
I invested because the platform looked professional and the support team was always available. When I asked to withdraw, they said I needed to pay a “security deposit” first. After I paid, the support team suddenly became vague and kept changing the rules. Every time I thought it was sorted, they introduced another requirement, like “system maintenance fee” or “bank verification.” It left me feeling confused and frustrated. I searched online and found 𝐃̳𝐢̳𝐠̳𝐢̳𝐭̳𝐚̳𝐥̳𝐄̳𝑣̳𝒊̳𝒅̳𝒆̳𝒏̳𝒄̳𝒆̳𝐵̳𝑢̳𝑟̳𝑒̳𝒂̳𝒖̳. Their team reviewed my case, explained the scam pattern, and helped recover almost 90% of my invest. It was a relief to finally feel supported.
I've been a Fidelity Investment customer for 15 years. I've traded with them and I also have a cash account with them. Last year, I was able to mobile with no deposit a check for about 30k with no issue. My check was verified and made available within 2-3 business days. I deposited a check for only 1k this week, and after the 3rd day the check was still pending. When I called Fidelity, they advised that they would be HOLDING my funds for 2 weeks! Would not explain why, just 2 weeks. I reach out to the check issuer to put a stop on the check to settle for ACH or wire transaction, only to find that Fidelity has already CASHED the check a few days ago, and still holding my funds (which feels illegal). I have already filed a complaint with their management and now filing with the Better Business Bureau, as these practices do not seem legal. Holding already cashed funds....