Rated 5 out of 5 by Woody Easy to view, change, and lookup
Not being a super savvy to financial trends I like the ease of talking to customer service, having changes made and the ease of the whole process. I can log into account and check all transactions - again easy to use.
January 18, 2016
Rated 5 out of 5 by Nina L. Pleasant, and trustworthy
The process was easy, as well as educational. Every person I talked to did an amazing job of asking me important questions and walking me through how I could do everything possibly to make my money work for me. Everyone was extremely knowledgeable and very polite. Thanks for making this process easy and comfortable.
January 5, 2016
Rated 5 out of 5 by ETRA Rollover IRA from Profit Sharing
Process was pretty straightforward and simple once we had contacted Vito our Fidelity representative. He set up the Rollover IRA account and outlined the process and defined the address and who the check was to be made out to. The rollover went off without a hitch without me ever taking physical possession of the check which could potentially have resulted in a withholding and even triggerred a taxable event.
January 4, 2016
Rated 5 out of 5 by SuperMom Never Too Early
What a great catch phrase to motivate this Mom to jump back in the game after letting my $ sit for way too long while I raised my children. From the moment I saw the words "Never Too Early" it completely changed my thinking from "It's too late now" to "Why not start right now!". I called and spoke to a Fidelity representative who was literally happy to hear from me. It was like speaking with a long lost friend who was happy I was back in town. He helped me get a fresh new start on my investments & encouraged me to stay in the game while assuring that Fidelity's assisance is just a phone call away!
December 12, 2014
Rated 5 out of 5 by Bucky W Good rollover choice
I started doing some investing with Fidelity because my company had my 401k with them and they seemed like a good choice. The investment side works so well and easily that when I retired, I rolled my 401k over into a Fidelity IRA. That was a quick, easy and seamless process. The breadth of investment choices with Fidelity is excellent, and the online tools to view, report, analyze or change my investments work well.
September 16, 2014
Rated 5 out of 5 by ron66 confidence in Fidelity confirmed
The transition for my retirement accounts from my employer to my rollover IRA couldn't have been easier. The assistance and advice for consolidating my accounts was excellent and the brokerage website and options for investing couldn't be better. I am 100% pleased with the services Fidelity offers.
July 10, 2014
Rated 5 out of 5 by The Old Guy New rollover account
Establishing a new rollover account was simple and convenient online. Then the transfer from another management company to Fidelity was flawless. Special instructions were given when some funds were not able to be transferred in kind. I spoke with an agent when I had questions and was very please with the help.The Old Guy
February 3, 2014
Rated 5 out of 5 by irish8377 Process was streamlined and fast
Fidelity did a great job with my rollover. The process was fast and I didn't have to do much on my end. I have worked for some of Fidelity's biggest competitors and I can confidently say that Fidelity is light years ahead of them in service, technology, and overall customer satisfaction. I have been suggesting Fidelity to all my friends and family as the place to roll over their old assets because of the fast and clean platform to manage their money. Fidelity's reps are always friendly and helpful and do not go overboard in suggesting other products. I vouch for Fidelity. I hope to achiece all my financial goals with them.
November 14, 2013
Rated 5 out of 5 by Lee59 Safe and easy
The rollover was easy. The fees are great. The education options are great and the support staff is wonderful.
July 7, 2013
Rated 5 out of 5 by Elsie2 Very good service - well pleased.
The Fidelity characteristic I like best is the consistency of good customer service. I have had a Fidelity account for many years and have never been disappointed. Also the handling of paperwork and follow up by Fidelity representatives is very good. I have gradually consolidated my accounts with Fidelity and look forward to continued good service in my retirement.
June 27, 2013
Rated 5 out of 5 by Paul IRA Rollover
Everything was handled nicely and loved the financial incentive to roll with Fidelity
May 16, 2016
Rated 5 out of 5 by Pam A good choice
I switched from another investment company to Fidelity last year. I like the fact that they have a local office that I can go in and talk to an actual person when I have a question or concern. The customer service over the phone has also been very helpful and friendly. this was a good choice for me.
May 16, 2016
Rated 5 out of 5 by Bubba Seemingly Secure and mostly reliable
My representative helped me when we
rolled my 401k to an IRA and did a good job. I like personal contact and
unfortunately that is last and only time
I've heard from him. He his collected his commission and that was it ! I only
require a call every couple of months
for a few minutes but without them I
cannot rate your customer service as
highly as I could.
May 16, 2016
Rated 5 out of 5 by Lisa G. Very Helpful
When rolling over my IRA to my current employer's 401(k) plan, the folks at Fidelity couldn't have been more helpful and courteous. My nervousness was all for naught as the process was more delightful than I could've ever imagined.
May 12, 2016
Rated 5 out of 5 by Thomas Anthony Who needs a bank?
Having had investment accounts and banking functions in separate institutions for my entire career, both have now been consolidated under the Fidelity umbrella. Fidelity's customer service, easy to navigate website, and its educational resources are all top-notch.
May 10, 2016
Rated 4 out of 5 by sunpig15 Easy to access, no work required
The rollover process was easy, the account has been managed well. I had to call a few times to ensure that the account didn't stay in a "cash" status and was actually invested into an account, but everyone was nice when I called.
May 10, 2016
Rated 5 out of 5 by J.A. safe and reliable
Fedility is a great company. They have every thing at your fingertips to help you. If you need to go into there offices they are very helpful. There customer service is number one.
May 9, 2016
Rated 5 out of 5 by AV8R IRA Rollover
The process was made easy with Fidelity's help. They were the managers of the 401K also. There was one phone call involved and a little data input. It was done in an expeditious manner and the funds were explained to me. I was able to get the login requirements completed and confirmed before I left the local office.
May 9, 2016
Rated 5 out of 5 by angel great service
The representative was helpful, considerate, and explained all the information thoroughly . and gave us information and options .We were asked our needs in handling investment and worked with us to reach our goals.
May 9, 2016
Rated 5 out of 5 by VicP My IRA
Fidelity needs to upgrade their scheduler. The scheduler needs to be able to know days of the week. Example: deposit my IRA dividends to my checking acct on the 2nd Wednesday. Currently the Fidelity scheduler can only use numeric calender days, example the 10th ( which may fall on a weekend ).
May 2, 2016
Rated 4 out of 5 by ray1 secure
I have invested in Fidelity mutual funds and other mutual funds for a number of years and believe Fidelity provides an acceptable array of options with acceptable returns.
May 1, 2016
Rated 5 out of 5 by John No effort on my part
My son set this up for me and he monitors it. I just look at it from time to time.
April 26, 2016
Rated 5 out of 5 by RoTo easy to use
A very good account with no hassles, it keeps me informed and up todate of what is availiable.
April 25, 2016
Rated 5 out of 5 by Dawn V Easy
It was easy to get this years distribution. I just made a phone call. Thank you.
April 21, 2016
Rated 5 out of 5 by Dan G Reliable
The people is what I have found makes Fidelity Strong.
April 18, 2016
Rated 4 out of 5 by snipermax good response and very professional
good reliable folks to use and deal with to do business
April 17, 2016
Rated 4 out of 5 by Bud M Some data not up to date
The search categories seem to broad. The mutual fund data is sometimes more than a quarter out of date.
April 12, 2016
Rated 5 out of 5 by Retired with a plan Friendly, with reliable investments
I have utalized several investment firms for my IRAs in the past, but have begun moving all of my accounts over to Fidelity because I find that Fidelity is the most comprehensive, informative, and trustworthy firm that I have delt with. The Fidelity website is heads above any of the other firms in terms of accessible information, retirement planning calculators, and other features.
April 12, 2016
Rated 4 out of 5 by moneyhoney Trustworthy with excellent resources
The Fidelity team are customer focused with an array of outstanding on line resources to assist with planning your objectives.
April 12, 2016
Rated 4 out of 5 by Lloyd2 Easy to use
Lots of helpful content across the website. Friendly and knowledgable staff when calling with questions.
April 11, 2016