Fidelity Investments Reviews

Fidelity Investments Reviews

Published by on 2021-06-01

Put 70 years of Fidelity’s financial experience in the palm of your hand with
the Fidelity Investments app. Quickly review news about your investments and
interests with your customized Feed. Then trade, manage your money, deposit
checks, and pay bills in just a few taps. You’ll stay ahe...



Table of Contents:
1. Reviews
2. Is it Safe?
3. Is it Legit?
4. App not working?
5. Report Issue


Fidelity Investments Reviews


  • By

    I can’t imagine a better financial service!😊

    I have been a very happy Fidelity customer for 35 years. I tried the big brokerage companies that offer personal service. What did I find out? They grew rich and I barely broke even, even in booming markets. Fidelity gives me the tools and the information I need to make the best financial decisions. My money has grown exponentially so that I can withdraw funds to pay big bills and still see huge gains to my portfolio. It isn’t rocket science. Research the highest yielding funds over the long and short term at the risk level you are comfortable with. Fidelity’s research is sooo darn easy that I can find and print off the research in minutes. I rebalance my funds, drop the dogs, invest in some new winners. It really is that easy. Need money transferred to your bank account? Click, click, you are done. Fees are extremely low too. Need help? Call the 800 number and their very knowledgeable Representatives will assist you quickly and cheerfully. Now I am the one making the money, not my broker. I have taught all of my children to invest with Fidelity and they are light years ahead of their peers financially.





  • By

    This app conveniently always fails right when the morning bell rings & the market is opening

    Not only has it happened numerous times there’s always a delay when you want to purchase stock as soon as the bell rings. A lot of other times you buy stock and you literally typing a specific amount for a limit purchase yet without your permission you end up paying more!!! I don’t understand what the point is of putting in a limited purchase amount per share if it’s just gonna be disregarded!?!?!? Not everyone is an expert in trading so perhaps they should explain why they are allowed to do this instead of just doing it and expecting us to ask accept it with no explanation. There’s a lot of other times when it just fails and I simply can’t get log back in for 5 to 10 minutes most of the time but other times its inaccessible for 30 mins to an hour. One instance this year it was down for 3 days. Again it would’ve been nice had they sent an email out to their customers to let us know that their operating system was completely in operable instead no one sent any notification and we just had to wait and wait and wait. So I hope that never happens again because I know I received 3 good faith violations during that 3 day period resulting in a suspension of certain privileges...all because I couldn’t see any of my normal reminders or warnings!


  • By

    mr.

    Every representative of Fidelity that I have ever had the privilege of being helped by has been very friendly, very willing to explain, help, and see to it that I understand the answer that is given me to the question I have asked. Bottom line, the Representatives of Fidelity are honorable, class act employees. Also, even though I read little of it, a library of helps for Fidelity clients is sent out several times a month. I am new at all of this and what I have written is likely very elementary to the Giants who regularly attend this field of knowledge. I'm just very thankful to have been advised to join what to me seems to be a solid and trustworthy business organization that believes that doing right makes right and ends right. Leadership, in my view is often the real difference between success and failure; leadership is most often the whole difference. So, there must be great leadership running Fidelity. Again, at least in my view, leadership is the difference. Especially when God is intentionally and purposefully at the Top in the hearts and minds of those at the helm! Hopefully, that's the case at Fidelity. God bless!!! Tino Huggins


  • By

    Excellent platform

    First and foremost I can easily buy and sell shares of stocks using the Fidelity platform and now there is no charge to trade . I also appreciate whatever money that is on hold waiting to be invested is automatically placed in an interest earning account that is significantly higher than what I can receive from my regular savings account in my bank . Everything has been very easy and clear from trading to moving money into my brokerage accounts with Fidelity. I use my Fidelity credit card frequently because 2% of that amount automatically goes right into my brokerage accounts at Fidelity per my instructions . There is always personal assistance I can speak to directly if I desire to do so . And lastly there are all kinds of webinars to further my knowledge about trading in general that I can take whenever I have the time to do so. I trust this platform and consider it excellent in executing my trades . I am really a beginner in my second year of trading myself and I love it .


  • By

    Good app for monitoring your IRA account

    I just chose Fidelity to roll my 401k over from a previous employer and they made everything every easy. There’s even a Fidelity Banking center 10 minutes away from where I live so getting to them were easy. I currently am invested in their Fidelity GO option because I don’t have $25k for it to be managed by a broker. Their app is easy to use and they are just a phone call away. You can also deposit your funds into their account via their website or via banking center. I choose them because my some of my previous employers used them for a 401k account and they’ve always been very helpful. However, when it comes to the tools of day trading they lack in this area because they don’t provide you with a detailed chart like td ameritrade but that fine because I don’t say trade with fidelity. I haven’t found a flaw in the app yet and the results have been positive so I have nothing to complain about. Keep up the good job!


  • By

    Deposits work 50% of the time

    I loved this app. I only needed the deposit feature and being able to check my balance now and then. I deposited my checks twice a month. Now in the last few months it is hit and miss when I can get the deposit to go through. No different internet and no different phone. Same check look also. Something updated and now I have to attempt the checks to be updated at least a dozen times sometimes waiting till the next day because I don’t have the time to sit there. My checks are handwritten and the closest fidelity is not close. So I’m stuck begging it to not error on the picture and then go through and accept the deposit. Thankfully I only have to do this twice a month. I like the banking and the interest for my account which I’m not sure is worth the hassle of the deposits and no close bank to run it to when I don’t have the time to keep trying hoping it will accept it. :(


  • By

    Good app with some bugs

    Overall, the app is useful and intuitive. Only problem is some bugs and annoying irrelevant notifications. Bug: The alerts function used to work great but is now broken. I can’t see or manage the alerts I have set. They seem to fire fine, but I don’t know what alerts I have active, so I end up putting them in multiple times to ensure they exist. Irrelevant notification every sing time I use the app: I get a push notification that the app has logged out after 15 min of inactivity. I don’t need my phone or watch to buzz and interrupt me to tell me that. If I go to use the app again after a long pause, THEN show me a message that I have been logged out. But don’t bother me with an alert 15 min after every time I use the app. Makes Fidelity alerts less meaningful — and I want to keep these turned on to be alerted of stock movements.





  • By

    Terrible Choice for Active Traders

    This release leaves much to be desired for the active trader. It's fine for those who hold long and strong, but for swing and daytraders it's functionality is rudimentary at best. Fidelity really needs to put out a mobile version of their desktop Active Trader Pro software, which in itself is quite cumbersome. This mobile app lacks any serious charting functions, and what they call "advanced charts" are extremely limited in any sort of analytic tools, and don't even update in real time. Anybody planning on using Fidelity's very stable platform for active trading is therefore forced to use third-party applications to do the actual charting and everyday work required of the successful trader. I personally use TD Ameritrade's Think or Swim mobile application for charting across multiple time frames, and use this app to execute trades. In addition, it is impossible to place conditional orders within this app, which is ridiculous. In other words, one cannot place both a stop loss and sell limit order on the same security/option. This severely limits the speed at which one can execute trades. Seems like most of the other online brokerage houses have apps much more sophisticated when it comes to charting and chart analysis. This app only allows one lower analysis tool at a time, and the choices of tools are EXTREMELY limited. IMO, fidelity is falling way behind in regards to the sophistication of their mobile applications.


  • By

    Phone ‘help’ terrible but in branch help was excellent

    I needed to add my second last (given) name to my account to link my bank account and the woman at the help desk on the phone told me I could not update my name online and had to go to a branch to do it. She gave me some ridiculous explanation that made no sense, saying that its possible to update your married name online but not your given name. This was very annoying, and I later found out incorrect. When I went to the branch the woman there was very helpful and informed me that it’s actually slower to update it at the branch than online, making the inconvenience of having to go to the branch not only unnecessary, but detrimental to my goal of making a 2017 contribution before April 17. Luckily, the lady at the branch was extremely helpful and expedited my name update and then followed up with me when it went through in a couple hours. Please train your help phone staff as well as your in branch staff.


  • By

    What’s the point!!!

    I have been a customer for many years and am very close to changing to another firm. Every time the change there website I have to call customer service and spend an hour sorting out why it isn’t working. The last time was when I was using an app that did not work with my account anymore. They said the change had taken effect a year before but someone in IT decided to lock out all the non conforming accounts. They did not alert the users or the representatives that I called who waisted over an hour trying to log me in. Then today I was traveling and got on my iPad and was told that I needed change my password and that I could only do this on my desk top. I tried to call customer service and was informed that it be approximately 30 minutes to talk with someone. Have to catch my plane so I guess I will not accomplish what I need to today. Why don’t you leave what is working alone until you can get apps launched that actually work.


  • By

    Workplace Fidelity Representative.

    Hello, Our workplace Fidelity Representative, at Atrius Health in Needham, is wonderful in every way imaginable. His name is Dan Shea, our retirement specialist. I have booked numerous appointments with him over the years to discuss my retirement savings. Dan is a true professional and very well informed about the economy and its impact on the stock market, taking the time to answer targeted questions with a smile. He does not hesitate to go above-and-beyond to provide additional information based on my concerns. That day, instead of keeping my 4:00 pm appointment, I stopped by to ask him if I could come earlier to see him, to avoid traffic going north that Friday night. He was very understanding and accommodated my request on the spot. In closing, I hope that Fidelity provides him with an ‘extra special bonus’ this year for his dedication and devotion to the company and to the clients he joyfully serves.


  • By

    Fidelity Investments very good service.

    Good day to you. Since establishing My Individual Retirement Account with Fidelity Investments seven months ago I have experienced the highest quality service overall. The personnel, face-to-face at the Park Avenue, NYC location is very professional, knowledgeable, clear and helpful. The personnel over-the-phone, is also quite helpful in answering all questions I have as well as helping Me to favorably resolve My financial matters. Overall, I am very pleased to transact business with and have My finances grow and prosper with Fidelity which insures that I, as a person/client, am highly respected and valued. In My experience with various financial companies over the decades I must say, very low overall quality service is commonplace these days, I will even say that good customer service is absent. Clientele is an afterthought, and increasing profits is their singular concern which attributes to such deplorable service. Fidelity Investments outshines other companies because, in My experience, they maintain each person/client as the singular priority, thereby superb, long term profitability is assured. I am very pleased that for the many decades ahead, Fidelity is My choice for the financial advice and prosperity of Me with My wife and Our family. For all of your excellent service I thank you Fidelity Investments. Ray Nice Cruz Bronx, NY El


  • By

    investor

    Have been with Fidelity for over forty years. We started investing when we had our first two thousand dollars to get started. We were very frugal and managed to get our savings increased until we have enough money to buy stocks. From then on, we patiently kept investing, spent less on material things and it still amazes us how we could have become this rich. Fidelity has been very good to us. All the personnel we dealt with were very knowledgeable, kind and treated us kindly even we never look like millionaires. I have recommended Fidelity time and time again to those who are willing to listen. I have always gone to your seminars. At one time I drove all the way to Dallas to listen to Mr Ned Johnson so I can meet him personally. Never got a chance to talk to him to let him know how I think highly of the campany.


  • By

    Ridiculous

    Slow response time! I have voice verification and they even can tell me who I am when I call, but the system didn’t recognize my apple phone update, so they locked out my account and made me physically drive to a branch office and present my ID, before they would unlock my mobile phone access spent 1/2 hour on the phone with two separate call centers then another our driving to and from their office presenting my drivers license to prove who I was. They didn’t accept my correctly answered security questions, I am a doctor and had to get this fixed during my busy day of patients. Not only this but it’s earnings season and I have over two million fully invested in the market with fidelity and took losses over $20,000 before they would simply unlock my access to trade. The totally absurd thing about their system is they said they would be happy to place a trade for me by telephone WITHOUT verifying my ID but would not unlock the phone I have been using for FOR weekly and daily trades over two years, in order to do the trades myself.


  • By

    Best Company Ever

    I rarely write reviews but whenever I deal with Fidelity, I am always so happy with their service that I felt compelled to do so. I’ve been investing with Fidelity for 6 years in various capacities (Brokerage, Cash Management, 401K, Roth IRA) and can confidently say I have never had a bad experience with them. Their app and website and very easy to navigate and filled with tons of useful information. When I have had to call their customer service for various questions, I have been blown away. Their customer service agents are the BEST that I have ever dealt with. They are very professional, knowledgeable, and personable no matter what department you talk to. I have recommended Fidelity to all of my close friends and family and will continue to do so since that are that amazing of a company. Keep up the amazing work!



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Is Fidelity Investments Safe?

Yes. Fidelity Investments is very safe to use. This is based on our NLP (Natural language processing) analysis of over 1,620,737 User Reviews sourced from the Appstore and the appstore cumulative rating of 4.8/5 . Justuseapp Safety Score for Fidelity Investments Is 53.6/100.


Is Fidelity Investments Legit?

Yes. Fidelity Investments is a totally legit app. This conclusion was arrived at by running over 1,620,737 Fidelity Investments User Reviews through our NLP machine learning process to determine if users believe the app is legitimate or not. Based on this, Justuseapp Legitimacy Score for Fidelity Investments Is 53.6/100.


Is Fidelity Investments not working?

Fidelity Investments works most of the time. If it is not working for you, we recommend you excersise some patience and retry later or Contact Support.




Have a Problem with Fidelity Investments? Report Issue

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Why should I report an Issue with Fidelity Investments?

  1. Pulling issues faced by users like you is a good way to draw attention of Fidelity Investments to your problem using the strength of crowds.
  2. We have developed a system that will try to get in touch with a company once an issue is reported and with lots of issues reported, companies will definitely listen.
  3. Importantly, customers can learn from other customers in case the issue is a common problem that has been solved before.
  4. If you are a Fidelity Investments customer and are running into a problem, Justuseapp might not be the fastest and most effective way for you to solve the problem but at least you can warn others off using Fidelity Investments.


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