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 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
Rated 4 out of 5 by Fritz Ease of use
I wanted to start a Roth IRA at an advance age and it was easy.
June 15, 2015
Rated 5 out of 5 by Suzanne Solid
I like the choice of investments available, especially for low fee funds. Only difficulty I have had has been transferring an old Roth IRA to a new Fidelity account, but I eventually got the help I needed- the forms were a bit difficult to find.
June 15, 2015
Rated 5 out of 5 by Bill L Nice and Easy
My Fidelity Roth account is an essential piece of my investment portfolio. I have had it for many years and the only regret I have is that I didn't start sooner and put more money in it. I am not required to withdraw these funds, even after I reach 70 1/2 and is a fairly simple way to leave money to your heirs. I highly recommend this investment.
June 9, 2015
Rated 5 out of 5 by sammy k great service hassle free
Had an ira with another service was deceived about what type of investment I had, decided to move to Fidelity on a referal from my brother was a fantastic move they are great!!
June 8, 2015
Rated 5 out of 5 by pappoose New Opportunity
The Roth IRA was a new investment opportunity for me. Prior to recent changes in law I was unable to benefit from the Roth IRA offerings. Converting assets to a Roth insures my tax position is more favorable in my later years.. My thanks to the Fidelity Investment Advisor for bringing thisopportunity to my attention and helping me through the exchange.
June 5, 2015
Rated 1 out of 5 by Fido..bark bark new site is outdated and worse than the previous
Fidelity thinks they improved their site ...but only made it worse than before...hate the site...
June 3, 2015
Rated 5 out of 5 by April T Fidelity Roth IRA
A Roth IRA is an excellent investment but it is a small part of my portfolio. I wish they had them when I started my first 401K and traditional IRA. My tax bracket has not really decreased since I was in the work force. I am pulling my retirement from my traditional IRA and having to pay taxes.
June 2, 2015
Rated 5 out of 5 by Cyndy Roth Ira
I am happy that my account advisor helped me choose the right Roth IRA for my needs. I have been a Fidelity customer for many years but I did not know about the Minimum required distribution rule that affects traditional IRA's had I known I woud have started investing in a Roth IRA sooner.
June 1, 2015
Rated 5 out of 5 by Jean Y. User friendly
Opening up my Roth IRA was the easiest account I have ever opened on-line.
May 27, 2015
Rated 3 out of 5 by Patsys girl Secure and Relaible
I found that their services offered where convenient and help. However wishing their was more guidance provided such as financial advisors.
May 26, 2015
Rated 5 out of 5 by Bob R. Cost effective
Fidelity Roth IRA was easy to set up and inexpensive to maintain. It would be better if it could have some self-directed options.
May 26, 2015
Rated 4 out of 5 by SS wish I had started conversions from traditional IRA earlier
When you accumulate a decent traditional ira and begin to understand minimum distribution tax consequences ... add ss to the mix... FOR some it pays to begin converting funds (and pay the taxes earlier in your life) to avoid having to pay the tax on SS.
Easy calculation/./ Wish I had started earlier.. that way I would have maximized returns and minimized taxes.
Remember too much Minimum distribution not only causes taxes on SS but also on how much you pay for Medicare when you start to receive it.
May 25, 2015
Rated 3 out of 5 by DR Reliable
The trading time window can be more, the delay on the non ETF trading can be less.
Funds on the clearing can be much faster.
Overall a great product and good service keep up the good work.
May 19, 2015
Rated 5 out of 5 by BW Ease of Use
Very user friendly and convenient to use on-line. Support is readily available be phone if necessary.
May 18, 2015
Rated 5 out of 5 by Fino Best ever
Love fidelity! Best value and great staff members!!!
May 18, 2015
Rated 4 out of 5 by Bonnybu Fidelity IRA
Like investing with Fidelity. I just wish they would give you personal guidance on what to invest in instead of having to read so much information on the website.
May 16, 2015
Rated 4 out of 5 by Willis Great service, alot of choices for investments
I had a Roth with another Investment brokerage and was not pleased with their website or service. I brought my account to Fidelity and have been very pleased.
May 11, 2015