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Fidelity Investments

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Reviews Mutual Funds, Investment Management Fidelity Investments

Fidelity Investments Reviews (876)

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted]. 
I received a letter on 9/12/16 stating they feel my issue is resolved. The issue is not resolved since I have to reset my password each time I access the site. The process of resetting my password is inconsistent at best and the system will give me an error preventing me from resetting the password. In the recent past it took me 4 different days to reset my password. Calling them is a joke because they just tell me to "log in online to change my password" even though I clearly told them I cannot login or reset my password. Please close this complaint as unresolved since Fidelity is not interested in resolving the issue since I have no capability to leave them due to my company having all retirement accounts with Fidelity. I will bring my concerns to my company comp and benefits department about how unfriendly this company and the services are. I would like for this complaint to be logged as a warning for others of the poor customer service they can expect at Fidelity. 
Regards,
[redacted]

RE: Revdex.com Case ID #[redacted] from [redacted] To Whom It May Concern:Fidelity received the additional correspondence for [redacted] concerning billing or collection issues. We are currently researching the issue and will respond directly to the client once the research is complete, per our privacy policy.At Ms. [redacted] discretion, she may share the response with you.Sincerely,Fidelity Investments

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted]. Please add your rejection comments below. 
attached are the docs proving our allegation
Regards,
[redacted]

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted].  
 
Regards,
[redacted]

RE: Revdex.com Case ID #[redacted] from [redacted] To Whom It May Concern:Fidelity received the additional correspondence for [redacted] concerning customer service issues. We are currently researching the matter and will respond directly to the client once the research is complete, per our privacy policy.At Ms. [redacted]'s discretion, she may share the response with you.Sincerely,Fidelity Investments

Your organization forwarded to Fidelity a complaint from [redacted], regarding a 401(k) rollover. Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this complaint directly to our customer. At his discretion, Mr. [redacted] may share...

the information we provide with your office. Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in us. I hope this information has been helpful in confirming our intent to contact Mr. [redacted] directly.

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted]. . 
Based on my experience to-date with the vendor (eMoney) I have my doubts that the company will actually contact me directly to discuss the complaint.  I will have to reserve judgment for a short-period to see if they actually follow through on their stated intent to contact me to discuss the issue.
Regards,
[redacted]

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted]. Please add your rejection comments below. 
Same response as weeks ago...delay and ignore...
Regards,
[redacted]

RE: Revdex.com Case ID #[redacted] from [redacted]To Whom It May Concern:Your organization forwarded to Fidelity a complaint from [redacted], regarding service issues.Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this complaint directly...

to our customer. At her discretion, Ms. [redacted] may share the information we provide with your office.Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in us. I hope this information has been helpful in confirming our intent to contact Ms. [redacted] directly.Sincerely,Fidelity Investments

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted]. Please add your rejection comments below. Fidelity did not address the complaint....

 They simply said that they will not discuss the complaint with the Revdex.com.  In my opinion, Fidelity is running a bait and switch scam.
Regards,
[redacted]

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted]. Please add your rejection comments below. 
The response from Fidelity contains no contact information such that I can obtain the information requested. I, nor my spouse,  have been contacted by Fidelity, as they said they would do.  The response provided does not address the stated issue. Regards,
[redacted]

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does satisfy my issues and/or concerns in reference to complaint #[redacted]. I understand that by choosing to accept the business response that my complaint will be closed as resolved. 
Regards,
[redacted]

RE: Revdex.com Case ID #[redacted] from [redacted]To Whom It May Concern: Your organization forwarded to Fidelity a complaint from [redacted], regarding refund or exchange issues.Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this...

complaint directly to our customer. At his discretion, Mr. [redacted] may share the information we provide with your office. Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in us. I hope this information has been helpful in confirming our intent to contact Mr. [redacted] directly.Sincerely,Fidelity Investments

Revdex.com:The company contacted me after you reached to them and has resolved the issue.
Regards,
[redacted]

To Whom It May Concern:Your organization forwarded to Fidelity a complaint from [redacted]., regarding a credit card rewards offer.Please be advised that we have been unable to confirm this individual’s relationship with our firm, which prevents us from completing a review of his claim. If [redacted] is able...

to provide additional information, such as he full last name, we will respond to his concerns.Please note that in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this complaint directly to our customer. At his discretion, he may share the information we provide with your office.Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in us.Sincerely,Fidelity Investments

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted]. 
I am rejecting Fidelity's response due to the fact that they have had every opportunity to call me and update me on the status but they have chosen not to do so.  I understand that Fidelity is concerned with only speaking with me due to privacy concerns and such, however, all they have to do is respond with the date and time of when this will be fixed.  There is no privacy issue to respond such as this.  If this still creates a problem then I expect someone, preferably a manager, to contact me and explain what the problem is with correcting my account.  This should not be hard to do!  A response and a resolution is all I have asked for.  Thank you!    
Regards,
[redacted]

RE: Revdex.com Case ID #[redacted] from [redacted]To Whom It May Concern:Your organization forwarded to Fidelity a complaint from [redacted], regarding service issues.Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this complaint directly...

to our customer. At his discretion, Mr. [redacted] may share the information we provide with your office.Protecting the confidentiality, integrity and security of the personal information we maintain is critical to ensuring the trust our customers have placed in us. I hope this information has been helpful in confirming our intent to contact Mr. [redacted] directly.Sincerely,Fidelity Investments

Please be advised that, in compliance with our Privacy Policy, Fidelity can only respond to the issues raised in this complaint directly to our customer. At her discretion, Ms. [redacted] may share the information we provide with your office. Protecting the confidentiality, integrity and security of...

the personal information we maintain is critical to ensuring the trust our customers have placed in us. I hope this information has been helpful in confirming our intent to contact Ms. [redacted] directly.

RE: Revdex.com Case ID #[redacted] from [redacted]To Whom It May Concern:Fidelity received the additional correspondence for [redacted] concerning delivery issues. We are currently researching the issue and will respond directly to the client once the research is complete, per our privacy policy.At Mr. [redacted]’s discretion, he may share the response with you.Sincerely,Fidelity Investments

Revdex.com:
I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # [redacted].
I requested to hear the recording of my transaction with the Fidelity Representative, however, I was denied and was told to seek an attorney to have the recording released to me.  My objections is that why should I have to pay an attorney when I just want confirmation?  Having to have to seek an attorney for a simple matter suggest that something is wrong. It's a recording of me and their representative not a third party. What privacy are they suggesting when it's I that want to hear the discussion?
Regards,
[redacted]

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Address: 851 E Hamilton Ave #100, Campbell, California, United States, 95008

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