Fidelity Investments

"Fidelity locked me out of my own account. When I requested to regain access, they demanded that I provide, e.g. "exact date Fidelity was set up" (it was set up with a previous employer years ago, I don't remember the exact date and can't track this down in my inbox) OR "account number" which is critically only available online through their portal. I am signed up for paperless statements which means my Bills come through an Email Notification which then sends me to a portal to view the actual statement. Note that I don't have access to the account #'s with paperless preferences. The moron Devon with Customer Support stated that this was the only way they could verify my account. He stated that I could call back later when I "find" this information. But when asked whether I would have received a paper-mail copy of my statement, Devon was clueless. Bunch of idiots."

"Ted in the Reno office is amazing Definitely go with Fidelity. Ted makes it happen"

"I drove in, 20 miles, to do a wire transfer, which is what the phone representative said could be done, but the front desk person said couldn’t be done. Although I’ve done wires at Fidelity before, but between them and the banks there are all sorts of hoops, obstacles, and secret incantations to perform first. This transfer could have been done online except that Fidelity has a dollar and frequency limit. So if you are Elon Musk, trying to move $200 billion , it could take 10,000 years to do it. The entire financial industry is completely strangulates us. Who voted for this?"

"Awful customer service. Not knowledgeable, not professional, sometimes even rude. Just to solve a few issues in changing my last name and adding "grandchild" option to the beneficiary list was a nerve racking process. I had to call 5 times and they still have not solved it. Also, Fidelity does not have a user-friendly website. In addition, they apparently don't care about the customer's experience and voice. There is never a follow up phone call, or an e-mail, or text with a survey about our experience. We do not matter. Very frustrated and disappointed."

"This Fidelity Investment branch is located in the Sierra Summit shopping center, which is at the intersection of I-580/US 395 and the Mount Rose Highway. It is appropriate to rate 1) Fidelity as a firm and 2) this particular branch. I had been an investment advisor for 25 years and had exposure to a number of brokerage firms -- Fidelity as a firm is a top-notch organization. Now, as just a "regular" client, I have received the absolute best service from the team at this particular branch. Yes, everyone will experience a snag with this or that. But, as a whole, this branch is top-notch."