Challenges with Customer Service and Unresolved Issues at Fidelity Investments
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Challenges with Customer Service and Unresolved Issues at Fidelity Investments

Fidelity Investments faces significant customer service issues, including rude representatives, difficulties with transactions, and unresolved problems. Clients express frustration with account locks, double taxation, incompetent processes, and limited investment options. Complaints highlight poor communication, tech deficiencies, and unethical practices. Overall, customers report a lack of transparency, challenges in fund transfers, and unhelpful service. Suggestions include improvements in user experience, better guidance for transfers, and enhanced customer support.

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Custom Date - Sep 08, 2024
Popular Phrases (of 30 reviews)
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Featured Content
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  • The website is like a time capsule from…

    The website is like a time capsule from 20 years ago. Terrible performance; terrible usability, yet very generous (to them) fees for their "service".

    Sentiment
    • Negative
    Content
    • Technical Issues
    Apr 14, 2024
  • My account is not showing correct…

    My account is not showing correct stocks I own after GE split into 3 companies. I have spent over 1 hour on phone trying to correct with no success. I was promised a phone call back 5 days ago and it never happened.

    Sentiment
    • Negative
    Content
    • Technical Issues
    Apr 09, 2024
  • I recently reviewed Fidelity and gave…

    I recently reviewed Fidelity and gave it a 1-star rating. This was based on one interaction, which still bugs me. But I researched other online companies and Fidelity still works best for me. I'm posting this to be fair about the general experience despite the one specific problem.

    Sentiment
    • Positive
    Content
    • Account Management
    Mar 24, 2024
  • So far so good!

    Simple web UX and app. Access to better selection of ethical funds than Vanguard. Good customer service - easy to talk to, helpful, and quick access to a real happen.

    Sentiment
    • Positive
    Content
    • Customer Service
    Mar 13, 2024
  • not at all trustworthy

    as soon as you transferred money it is out of your control they want to force you to subscriptions for their portfolio program and it is impossible or extremely complicated to get to your funds and cancel. They tell you a data when your money will be available.

    Sentiment
    • Negative
    Content
    • Account Closure
    Mar 11, 2024
  • I suspect that there may have been a conflict...

    I suspect that there may have been a conflict of interest in the investment recommendations provided to me. It felt like certain investments were pushed for personal gain rather than being in my best interest. I will stick to Libbey Jane Bean on Google from now, I made more profit with her than this.

    Sentiment
    • Negative
    Content
    • Investment Recommendations
    Mar 08, 2024
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Sentiment Analysis (of 30 reviews)
-87 Net Promoter
Score
Popular Topics (of 30 reviews)
Languages (of 30 reviews)
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  • This page displays purchase options and a preview of the customer feedback analysis report for Fidelity Investments  based on online reviews collected from Trustpilot. The analysis helps Financial Advisors, Customer Experience Managers, Investment Analysts, Risk Management Professionals, Marketing Strategists to discover insights into what people love, dislike, and need.

  • This report contains qualitative analysis with Net Promoter Score, Sentiment Analysis, content classification, most popular phrases, languages and a trend graph to display how the context changes over time. After purchasing the report, you can search in customer feedback and filter results based on classification labels and popular phrases. Also, the analysis is available in PDF and PowerPoint formats, and all the reviews are available in Excel.

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