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
Rated 4 out of 5 by Zee Monthly Statement
The Monthly Statements are very long, repetitive and a waste of paper -- 11 pages for a single account. The useful needed information should fit on 2 pages.
Despite the lengthy format, one piece of information is missing. I would like to see the previous month's value of each entry so I can see which one increased and which one went down and how much.
February 11, 2016
Rated 4 out of 5 by Usually grumpy OK
Nothing to brag about, nothing worse than many others.
February 8, 2016
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
Rated 3 out of 5 by James H. Need more information about fund choices
Wish I could talk to a rep at Fidelity about better choices regarding retirement funds for a late 50's investor.
October 4, 2015
Rated 5 out of 5 by Bill H Secure and Easy
It is so easy working with Fidelity. I trust them and find their web site easy to navigate.
October 1, 2015
Rated 4 out of 5 by Bill Good offerings, reasonable costs, excellent customer service
I have been happy overall with Fidelity's Traditional IRA. The offering are good with reasonable costs, and with excellent customer service.
September 30, 2015
Rated 5 out of 5 by burgundy Love My IRA
Easy to contribute money. All the investment options one could want.
September 15, 2015
Rated 5 out of 5 by Seb Excellent service!
I've been with Fidelity for a very long time and their accuracy, documentation, and service have been excellent!
September 11, 2015