Rated 5 out of 5 by Stuie Late Starter
I moved my Roth to Fidelity because of the convenience I experienced with Fidelity servicing my 401k & Rollover IRA. I started late thinking about retirement. Fidelity has been there when I had questions and made it easy. I do my own research and trading but they provide so much excellent information in making my decisions.
December 29, 2014
Rated 5 out of 5 by IRA review Best in Class Company
Fidelity is a "best in class" company regarding investments and IRAs. Each customer service experience has been pleasant. Each question has been answered fully and I have not had to call back or contact Fidelity a second time. Fidelity offers thousands of accounts from which to choose, and provides an abundance of information and search options for selecting the right funds or stocks for my portfolio. Fidelity offers it all.
July 1, 2014
Rated 5 out of 5 by JP Freedom of Choice
Unlike a 401K through work, I like the fact that I can choose my own investments. I love the fact that I can choose stocks or even ETFs over mutual funds if I choose. There are few restrictions.
January 31, 2014
Rated 5 out of 5 by AS1224 Great customer service
I love Fidelity products mainly because of Fidelity customer service. It does not matter which option you choose, chat, email, mail or phone they are all knowledgeable and helpful. I also love the ease and convenience of trading etc.
January 28, 2014
Rated 5 out of 5 by squaredancer Roth IRA Account
My Roth IRA account allows me to trade with confidence and reliability. Trading costs are low and trades are handled quickly and efficiently.
June 24, 2013
Rated 5 out of 5 by Brenda_F Easy and Accessible, Perfect for "Rookies"
I am a working mom who wants to secure her family's future. I am not well-versed in financial matters, and I assumed there were no good options for a rookie like me.
Fortunately, Fidelity proved me wrong! The site is easy to use, and best of all, I am not subject to ridiculous fees that can discourage small investors like me. Now, I transfer a small, set amount each month. And when I have a few extra dollars, my first thought is, "Oh, I can't wait to put this towards my IRA!"
Thank you, Fidelity, for this opportunity to invest in my family and my future!
March 8, 2013
Rated 4 out of 5 by DesertDweller Easy to manage. Worry free.
I like the convenience of Fidelity. My agent is helpful and easy to work with. I wish I had stayed with Fidelity instead of straying to other firms. I am back now and very happy.
January 24, 2013
Rated 5 out of 5 by Mark B from Kansas Best Place for a Low-Cost Roth IRA
For several years I have funded my Roth IRA with Fidelity and have been very pleased with the ease and convenience of managing my account on line and on my smartphone.
Last month, I did something I should have done years ago -- I moved my Roth accounts that were being held by other firms into my Fidelity Roth IRA. Now, I am no longer paying custodial fees, and Fidelity offers an incredible array of investment options. I've long been a fan of Fidelity's low-cost mutual funds, and now they're offering 30 free ETF trades, which I'm already taking advantage of.
For Roth IRA investment choices and low costs, Fidelity can't be beat.
February 29, 2012
Rated 1 out of 5 by General M. Lack of Timely Account Management and Contact
I have mutliple accounts with Fidelity both Work Related and many Personal Accounts. Now the accounts are no longer linked in same view through my work account, which makes it harder and less convenient to view all my Fidelity information. I left my Personal Account Representative a very detailed message and all I got in return was a message from his secretary asking if I could call back and give specifics on what I was looking for etc. Obviously this indicated my voice message to my representative was not listened to following me announcing who I was, it must have not even been forwarded to the secretary, otherwise, if either of them had listened to it, they would have heard the SPECIFIC DETAILED QUESTIONS AND HELP I WAS SEEKING. Again I must emphasize that this is not in relation to JUST ONE ACCOUNT, I have at least 6 Accounts minimum with Fidelity. It is disapointing because the representative was so sincere while we set up all the additional accounts, but now I feel I have been pushed to the side now that he obtained those accounts. I have stocks that were suppose to be transfered upon finalization of my father's estate to a brokerage account with Fidelity within the next couple of months. But unfortuneately, I had to make the decision not using that account now based on what my own experience has been thus far in regards to my Personal Fidelity Accounts. I have always enjoyed having my Fidelity Accounts, but now not so much. :(
September 30, 2015
Rated 4 out of 5 by Josh Fidelity Roth IRA
I like the Fidelity Roth IRA; I mostly use the app to check my balance and day-to-day price changes.
However, I do find it unusual that no one has reached out to me to help with my investment decisions. I wouldn't necessarily accept it or solicit it, but I figured that would be a selling point for the company.
August 30, 2015
Rated 5 out of 5 by rothie my review
meets my limited needs
its sunny today and maybe rain tomorrow
August 24, 2015
Rated 3 out of 5 by Brandt K New Format
I would have rated these areas as good to very good. However, the new format is confusing and definitely not convenient. The old format was perfect and I do not understand the advantage of changing it. Maybe I'll get used to it, but for now, it was not a good decision.
August 17, 2015
Rated 5 out of 5 by JPM Great resources
My Roth is composed almost entirely of stocks, and it's important to me to be able to find current and reliable information on both value and growth stocks. Fidelity provides quality resources as well as low-cost trades.
August 16, 2015
Rated 4 out of 5 by Jennifer R. Great Service & Convenience
Fidelity gives great customer service and is very easy to use. I called the customer service line and had a great experience with the financial representative I spoke with. I appreciated how I wasn't transferred a bunch of times to people who were poorly trained like most customer service numbers.
August 15, 2015
Rated 4 out of 5 by droopy accessable
All orders were filled in a timely manner.Accounts updated regularly.
August 11, 2015
Rated 5 out of 5 by Roth IRA Secure with great interface
I like almost everything about my 401k and Roth account with Fidelity. They're secure with an excellent app user interface that is simple and intuitive. I have only one complaint. When I log in to the app I would like to be able to see a year-to-date return % on my Roth account. My 401k account provides one right there with my balance, but not my IRA account. Surely this can be accommodated
August 10, 2015
Rated 5 out of 5 by Lee MKE Easy to manage
I'm gradually converting IRA to Roth IRA and paying the taxes owed. Fidelity makes the process easy, of converting to Roth, and recharacterizing when necessary to return funds to IRA. No problem.
August 10, 2015
Rated 5 out of 5 by RICK C ROTH IRA
The account is easy to access, researching potential purchases provides a wealth of helpful information. Costs are fair
August 3, 2015
Rated 4 out of 5 by Papa G. Confidence
This security is valuable and reliable. I will recommend to some my friend.
August 3, 2015
Rated 5 out of 5 by kda Convenience
Active Trader Pro is a major reason I like fidelity for trading. Without it, I would rate convenience one bar.
August 3, 2015
Rated 5 out of 5 by MaximizeRetirement Quick and Easy
Quick and easy to set up . . . from electronic account opening to transfer of assets using a service rep, it all went smoothly.
August 3, 2015
Rated 5 out of 5 by Vic from Florida Best financial decision I've ever made.
As many other people, I began late (early 30's) to notice the painting on the wall. Fidelity has been there for me every step of the way, and the reps are very knowledgeable and always explain things very efficiently. I always recommend Fidelity to anybody that talks about retirement planning to me. What I like about this company the most is the flexibility to do just about anything financial related with them. If you are thinking about retirement, do yourself a favor and just open an account ASAP. The younger the better! You will not regret it.
July 31, 2015
Rated 5 out of 5 by Charleston Flash reliable retirement vehicle
No better retirement vehicle out there other than a pension, gives one an opportunity to grow retirement funds without the tax consequence
July 29, 2015
Rated 5 out of 5 by Jim Superb assistance from Fidelity for Rollover IRA
Fidelity remains tops in customer service. Always a well qualified, articulate and eager to help person to make business transactions easy and pleasant.
July 29, 2015
Rated 5 out of 5 by Steve Roth IRA
Like ability to transfer Rollover to Roth IRA on line
July 29, 2015
Rated 4 out of 5 by karanpmc nice and simple
no major issues - would like to see how my fees and performance compare with others in fidelity
July 20, 2015
Rated 5 out of 5 by D Louis Roth Overview
At first I was apprehensive about setting up a Roth IRA and converting my traditional IRA to a Roth, but it was a very simple, straightforward and intuitive process.
July 8, 2015
Rated 4 out of 5 by Al Easy to research and screen
I enjoy how easy it is to screen the stocks and ETFs I want compared to another bank. The layout of the website is also appealing, simple, and straightforward. I also enjoy how you have periodic tips.
June 29, 2015
Rated 3 out of 5 by Disgruntled Miss the personal touch
I have walked into a couple of your offices trying to meet with someone and only to be put on the phone with a call center.
I was also offered by a receptionist to leave my name and number and a particular agent who handles clients of my size would call me. It didn't happen.
My children are in their early 20's and starting to think about investing and IRA's but I have mixed emotions about recommending Fidelity
June 24, 2015
Rated 5 out of 5 by Happy Camper Great Tools, Good Help
Fidelity has great tools for working with my IRAs. Contributions are easy to transfer from my checking account. The automated withdrawal tools seem to provide flexibility. I have been moving shares from my Traditional IRA to my Roth IRA to increase my taxable income to the top of the 15% bracket. Fidelity has a facility that lets me move all or a specified number of shares to the Roth the moment I choose without help.
When I have over done the transfers to my Roth or have questions, their people have been first rate.
Costs? What costs? Costs are limited to transaction fees or mutual fund fees as they would be in any other account.
June 15, 2015