ConsumersAdvocate.org
Disclosure: We receive advertising revenue from this partner. Learn more.
Founded in 1946 and headquartered in Boston, Fidelity is a privately-held company that services 27 million individual customers around the world and manages a total of $6.9 trillion in customer assets. Fidelity operates in all 50 states and territories, as well as eight other countries in North America, Europe, Asia, and Australia.
Broad range of investment options
- No account fees or minimum to open
- Offers traditional, Roth, SIMPLE, SEP, and Rollover IRAs
- Physical presence in 38 states through 10 regional offices
- Stocks, bonds, mutual funds, ETFs, annuities and FDIC-insured certificates of deposit
- Provide varied levels of financial advising, which adjust to all types of investors
Latest Fidelity Reviews
I contacted Fidelity six days ago to request that an IRA distribution be wired to my bank. I was assured that the wire transfer would happen on that day. When I saw that it did not occur on that day I called back the next day and explained the situation, and the Fidelity representative read my file and said yes, I have been promised it would go out the day before that it did not happen, and he said it would now be Monday of the next week before it would be wired my bank. Again on Monday the fund transfer did nit occur. He said that it now would be the next day before they would wire the funds. When I told him that this was unacceptable and asked to speak to Management), he told me that he... Read More