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 1 out of 5 by Justin Worst Customer Service / Funding Process
Opened a new IRA with Fidelity and the funding process is horrible. You can either verify your account via mail or go to one of their investment centers. Was told by rep on the phone investment center is fastest way to do it. Drove 40 miles round trip only to find out that it still takes 3 business days to even process the form, and now being told 7 - 10 business days to verify the account is mine plus an additional 4 business days for the money to be available. Little more than 3 weeks from open to my money working for me. Have been told by multiple reps different time frames and each has a different excuse for why it takes so long. Last one blaming the weekend. Opened another IRA with a different company and from open to funded in 3 days.
February 1, 2016
Rated 2 out of 5 by gbdusmc More needless problems executing simple transactions
Simple transactions (e.g., sending wires to existing savings or checking accounts, which are already used for funding or receiving funds) is needlessly complex and requires extra needless steps. The workers are always courteous and want to be helpful. I find other major funds are more reasonable.
February 1, 2016
Rated 5 out of 5 by Richard B (Don't understand this request)
Excellent choice of investments, and quick execution of trades. Love the moment by moment price updates. My only concern is navigating the client website once I'm on it. There are too many extraneous choices, and it's difficult to discover how to reach someone I can briefly speak with. I'm a $500,000+ "premium" account, and I couldn't even find the special telephone number allotted for these. All in all, a great firm though.
January 31, 2016
Rated 3 out of 5 by JJ Stable but could improve
Would like better listing of nonFidelity mutual funds which would be available for IRA. Also, would like to see expenses for funds reduced to level given to established corporate 401k plans.
Disappointed that the new account reports do not show month over changes in fund values.
Like having a local account representative to speak to intermittently.
January 17, 2016
Rated 4 out of 5 by why fidelity reveiw
I find he IRA and other Fidelity accounts convenient and easy to use. I do not like the informational notes that arrive as emails and do not link to the specific pertinent information. they merely link to the same generic comment as is in the email and I have to go searching for the important message.
January 4, 2016
Rated 5 out of 5 by CherSue Secure and Reliable
I find Fidelity to be a wise and safe way to invest one's IRA. I also appreciate the frequent updates via email.
December 28, 2015
Rated 5 out of 5 by Sid accounts
online is excellent. Telephone service is hard to get past robot answering.
December 17, 2015
Rated 5 out of 5 by Tamara laboratory scientist
friendly, knowledgeable representatives that are secure and reliable.
December 7, 2015
Rated 3 out of 5 by Pete O Secure and Informative
Happy with IRA . Customer service was very helpful in my set-up. I fine with my numbers so far and the information that is made available to me.
November 30, 2015
Rated 5 out of 5 by CFT Well managed during difficult times
I am very pleased with the advice and guidance I have received from Fidelity.
November 22, 2015
Rated 5 out of 5 by Old Dominion Well Satisfied
I received outstanding financial advice on how to manage my retirement money. I wanted something conservative, and I ended up with the perfect solution -- after reviewing options with the fixed income team..
November 15, 2015
Rated 5 out of 5 by my regular ira my regular ira with fidelity
it meets my current needs.
Only negative is that with the current transfer into Fidelity this calendar year, even though I input the MRD, the system won't catch it and track it.
November 4, 2015
Rated 5 out of 5 by Tony V Great company
I have found Fidelity to be very honest and helpful. They have been very good at getting me better prices then expected.
November 3, 2015
Rated 5 out of 5 by ABE67 Excellent convenience and value online.
I FIND THE SITE QUITE USEFUL AND EASY TO NAVIGATE AROUND. CUSTOMER SERVICE IS HELPFUL ALSO EXCEPT A NUMBER OF TIMES I'VE WAITED 20 MINUTES OR MORE AND THIS IS A PROBLEM.
November 3, 2015
Rated 5 out of 5 by Alan J. Easy to navigate
I find the ability to drill down and see the value, gain/loss and cost in an easy to read format very helpful
November 1, 2015
Rated 3 out of 5 by Mickie M. Good and bad
The computer software to monitor the account is great. The lack of personal follow-up concerning advise is poor to nonexistent.
The Fidelity professionals should contact the account holder at least once a quarter. Offering on line investment topics to listen to is not a substitute for individual service.
October 26, 2015
Rated 1 out of 5 by Tech Savvy Cannot set up EFT on-line despite hours
phone reps unhelpful and just transferred me around.
October 19, 2015
Rated 5 out of 5 by EraldiSC Great choice of investment. Trustworthy
I have always viewed Fidelity as trustworthy. Their IRA has only helped sure me about their commitment. I love the vast range of choices for investments.
October 19, 2015