Rated 5 out of 5 by Brian T Easy for research
I like the ease of use. You can research various funds/stocks before you invest. It is easy to view and move between the screens. When I have had to call/inquire about my account, the info has been spot on.
January 12, 2016
Rated 5 out of 5 by TonyJ Great telephone support
I am happy with the Fidelity IRA. The range of investment options is good. Costs are low. Especially good is the telephone support by Fidelity representatives.
January 7, 2016
Rated 5 out of 5 by David G Fidelity is the Best
Fidelity has something for everyone. There is no need to look anywhere else for investment products. Mutual Funds, ETFs, Stocks, Index Funds, whatever you need Fidelity can provide. Their website is easy to use and their monthly statements are easy to read. Having all of my accounts at Fidelity helps with seeing the whole picture of my assets, and whether or not I'm keeping within the stock/bond allocation that I'm comfortable with. While the new monthly statement contains additional helpful info, I miss not seeing the value of each of my positions at the beginning and end of the month instead of just seeing that at the account level. Adding a percent of increase/decrease for each position would also be beneficial.
December 14, 2015
Rated 5 out of 5 by Gil Everything is here
Everything is great:
- all types of accounts
- feeling of security
August 3, 2015
Rated 5 out of 5 by KJS IRA Review
This IRA is easy to navigate, extremely easy to process distributions and the ability to transfer money electronically to an outside account is a BIG advantage.
December 18, 2014
Rated 5 out of 5 by almo Reliability and Service
Fidelity has a excellent display of information for a person to look at its IRA for him/her to administer
by one's own initiative or with the help/guidance of
a Fidelity representative that is very knowledgeable that keeps you updated and well informed.
July 22, 2014
Rated 5 out of 5 by charles97 Good selection of funds
Fidelity is one of the largest retirement planning companies, and with their prominent size comes a wide selection of mutual funds and brokerage services for my IRA. I liked the research tools that compare fund performance and fees, with clear recommendations via fund picks. Contributions are easy to make. I'm happy with the Fidelity IRA offerings.
July 1, 2014
Rated 5 out of 5 by KBean Financial Empowerment
Fidelity's website has all the research there for you so you can feel confident making an informed decision. I spoke to an investment professional who guided me when I wanted to diversify. When I traded/sold it was easy to connect to my bank account, no cost and efficient.
January 29, 2014
Rated 5 out of 5 by Chuckie56 Mr
Great support staff, and one of the best web sites made this my number one investment choice. Fidelity meets all expectations with answering questions , follow up and support from staff. This is my first try of an on line investment company, and fidelity has been a positive example of doing things right. Many on line services are hard to get any personal service when things go wrong, but Fidelity Investments is fantastic. Would recommend to all my friends and family.
January 29, 2014
Rated 5 out of 5 by DrSteve My IRA at fidelity
I love my Fidelity IRA. I can access it easily, it is secure and I can see how my investments are doing over time and day to day. I have been very happy with the service provided by Fidelity, the cost of the account, the price of trades and the depth of information available to research positions. The research information is probably the strongest asset of the account. I do not need to buy a position in order to research its performance. The trades are done quickly, I can access information any time I like, and I can call an account representative if I have a question. Their service over the years has been outstanding. I have had absolutely no complaints about Fidelity.
June 26, 2013
Rated 5 out of 5 by Satisfied Trader Great online research resources
Super representatives and great online research resources. Customer service is always ready to help and very accommodating. All assets have been transferred to Fidelity because they exceed in all areas. Left a broker offering free trades for the convenience, research and customer service I get from of Fidelity.
June 26, 2013
Rated 5 out of 5 by Saabguy328 Fidelity Traditional IRA
I have been a Fidelity customer for about 20 years. I have rolled over all my 401K money from my prior employers into a Fidelity Traditional IRA. You have excellent asset allocation tools, thousands of no load mutual funds and even a very good selection of no transaction fee ETF's to choose from. For someone like me who chooses to manage my own investments, I think Fidelity is hard to beat.
February 22, 2013
Rated 4 out of 5 by Dale C Need ability to sell Call Options
The fidelity IRA is outstanding, I am a strong user of the platform and I think the Active TraderPro is outstanding. But for the IRA we need the ability to sell Call options not just covered calls. This option should be presented to experienced traders.
May 2, 2016
Rated 5 out of 5 by Dave o. Trust and prosperity
Great programs that support investing wisely. Good incentives to transfer in funds. Most important to me was my advisor, who is very knowledgable and gets the job done when I need help. He is the reason that I have consolidated funds from other investment firms to Fidelity. I trust Fidelity and my representative.
May 1, 2016
Rated 5 out of 5 by billy QUITE PLEASED
I've been online with Fidelity for quite awhile now. Frankly, I like the entire website. It is easy to use, informative and the research available is great. I will continue to use it and upon pending retirement I will access it even more frequently.
April 26, 2016
Rated 5 out of 5 by K and S No worries IRA
Both in person and online availability, ease of online transactions and Fidelity offerings to keep you up to date on your accounts and retirement goals.
April 25, 2016
Rated 5 out of 5 by Gertie M. Accountable and diligent
Your choice of staff gives me confidence in the continuing care of my account!
April 17, 2016
Rated 5 out of 5 by JAM YES IT IS
USING YOUR SITE IS INTUITIVE. THANK YOU FOR ALL THE WORK YOU PUT INTO IT TO MAKE IT EASIER FOR US TO UNDERSTAND.
April 17, 2016
Rated 5 out of 5 by Barbara W. Easy access
I am pleased with Fidelity IRA. I have only had it for a short time.
April 13, 2016
Rated 5 out of 5 by webfoot satisfied
Very satisfied with overall objective. Hope the market continues in its current way.
April 11, 2016
Rated 5 out of 5 by Don H easy to trade and execute distributions
I find the Fidelity website easy to use for trading, distributions and research.
March 28, 2016
Rated 5 out of 5 by SBhost Office advisor
The advisor I ended up with was very helpful in making choices about my investments and respected my concerns. The person I was supposed to meet with did not sound very respectful of my positions and I was very glad he got ill and I ended up with someone else. I am only rating the person I met with. He was also very helpful with the paperwork.
March 28, 2016
Rated 5 out of 5 by Chief Appropriate and informative
Excellent, not "dumbed-down" or "overly complex" given the ability to provide too much info to those without a PhD or MBA in business.
March 28, 2016
Rated 4 out of 5 by Winford Good IRA's with Moderate Fees
Fidelity offers a wide variety of IRA choices with excellent customer support. Fees are moderate.
March 28, 2016
Rated 5 out of 5 by Soon To Be Retiree Providing Everthing Necessary For Our Investment Needs
After searching for many years to find investment professionals that we could trust, we struck gold with Fidelity. They offer all forms of investments at fair prices. With patient & expert guidance to help explain our options and point us in the right direction Along with a fabulous easy to navigate website with all the information we need right at our fingertips. We now feel very secure knowing that our investments are in the right place as we near retirement.
March 21, 2016
Rated 4 out of 5 by monty easy access
I like the fact that your customer service is extremely friendly and helpful, along with being able to make transactions on line.
March 14, 2016
Rated 2 out of 5 by Roth IRA First Rep not value-add No value-add
Gary was not as helpful as I had wanted - he seemed rushed and not allowing me to explain my situation - he skipped around and did not provide step by step guidance I was seeking.
I am still confused on the EFT process to deposit into my ROTH IRA and if there are any restrictions for my contributions since I am a HCE in my employer 401k plan.
March 8, 2016
Rated 5 out of 5 by RD Traditional IRA
Fidelity® Traditional IRA I have had my account for over a year. And love all the tools for doing your own research. Making a portfolio of your own likes and dislikes. You can be in total control of your investments, which I prefer. Or you can get a Fidelity agent to work with you advising. Any questions you may have about a online trade you have made and have a question help is just a chat online or a phone call away. Very pleased with them. And your own online trades are just $7.95 per transaction. And print out all documents for your own record file
February 24, 2016
Rated 5 out of 5 by Justin Easy to manage
My experience has been that Fidelity IRA's, both Traditional and Roth accounts, are easy to manage via the internet. I have recently started receiving monthly distributions, via direct deposit to my bank account, to satisfy Required Minimum Distributions from my Traditional IRA.
February 21, 2016
Rated 4 out of 5 by JR Great Research Tools
I very rarely utilize Customer Service. Not quite sure what Fidelity's Customer Service provides!
February 15, 2016