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 5 out of 5 by bigt happy client
i am very satisfied with my ira.i moved everything to fidelity just so i could have everything in one place.my adviser is so
helpful with this product and all fidelity products.He really does not try to push me into things I am cot comfortable with.
November 22, 2015
Rated 2 out of 5 by IRA Using Fideltiy for your IRA
Other brokers offer more and at a better price point. If you are just buying and holding they are pretty good at that.
November 16, 2015
Rated 5 out of 5 by John P. Great service
When I called the Fidelity representative was extremely helpful. All of my questions were answered and establishingJ the Roth was as easy as it could possibly be.
November 9, 2015
Rated 5 out of 5 by jdlar Completely confident with Fidelity.
I am completely confident with Fidelity, they are true icons in the investment world. I feel safe with them, and never doubt their integrity and professional handling of my transactions, their prompt correspondence and follow up are reassurance of their commitment to total customer satisfaction.
November 3, 2015
Rated 5 out of 5 by EK Roth IRA
Fidelity has exceeded my expectations. Tyna has done a great job.
October 27, 2015
Rated 5 out of 5 by Cher V. Roth
Easy to use. A variety of investments to choose from and I'm the one in control.
October 26, 2015
Rated 5 out of 5 by My Experience with Fidelity Investments Great Tools
Everything just works really well compared to my experience with the competition. Fidelity has great visual tools and dashboards, and clicking on various tabs produces wonderful stock or bond analyses. Love the secure feeling I get from using VIP Access (the phone authentication process) and it's very easy to use. Whenever I talk to my account manager or someone in Customer Support, I feel I get excellent advice, am not rushed and am confident that I can execute my investments properly.
October 19, 2015
Rated 4 out of 5 by Lacii Fidelity Roth IRA - Great Savings Account
I enjoy my account, user friendly online access, helpful customer service.
October 6, 2015
Rated 4 out of 5 by tincada Easy to update
Everything works as advertised. Not much else to say.
October 6, 2015
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