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Customer Service

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Open an account and general questions 800-343-3548
Personal accounts (e.g., brokerage, IRA) 800-544-6666
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Forrester, 2011 Voice of the Customer Award, CXPA 2012 CX Innovation Award, Tempkin Group, 2012 CX Excellence Award

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1. Forrester Research, June 2011. Over 40 companies were rated. Results based on ratings in the following categories: clarity of approach, business value to the organization, positive impact on customer experience, innovation, and potential for other companies to repeat the practice.
2. CXPA Release, June 2012. There were 6 winners chosen out of 100 entries. Results based on degree of innovation, strength of the business/organizational results, and the potential for the innovation to be more widely adopted.
3. Temkin Group, January 2013. Fidelity was 1 of 5 winners of the award. Results were based on transformation and results in the following areas: purposeful leadership, compelling brand values, employee engagement, and customer connectedness.