Highest Rated Review by the Community
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May 28 '07
Pros: Best Index Funds, Easy to Use, Face to Face Reps, Small Business Friendly
Cons: Poor Educational Materials, Fund choices vary and many will steer you away from the good.
Summary: What will you be doing when you retire? Retirees are usually very wealthy with hordes of money to burn. It's common for them to drive expensive luxury vehicles to their country clubs where they trade in yachts as they discuss the deal with thousand ...
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Mar 11 '11
Pros: good performance, peace of mind, good communication, low fees.
Cons: no cons
Summary: Contrary to the other posters, my wife and I enjoy having a Fidelity Portfolio Advisory Services account. Our portfolio was up 16% last year (net of all fees paid out) and it is not fully invested in the stock market. I don't think others ...
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Dec 11 '09
Pros: If you are LAZY and will only walk into a Fidelity investment center.
Cons: Lack of performance. Low cost doesn't make up for it.
Summary: Here is an overview of Fidelity Investments PAS: There are 2 main portfolios that they offer. Either all Fidelity Funds and then a blended portfolio of funds. Then you can break it down into taxable or non-taxable accounts. You ...
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Feb 12 '09
Pros: good customer service, easy to manage accounts
Cons: High fund fees reduce returns, High Transaction fees, Many better funds are not available
Summary: I rolled over 84K last year to Fidelity Advisory in June 15. They have nice people at all offices. I was served by nice lady who talked me reviewed my current status and created Investment Strategy. This is the most stupidest thing you will do if you ...
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Aug 10 '04
Pros: Sounds like great customer service and easy to manage accounts.
Cons: High fund fees reduce returns, sometimes actually negating any benefit a 401k provides.
Summary: My situation is this - I have recently accepted a position which uses my MBA degree as well as my previous experience. The company where I accepted the position offers a 401(k) through Fidelity with no contribution matching. Now I realize customer ...
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Jul 27 '04
Pros: Fidelity has a good fund family
Flexible investment controls
Cons: Probable multiple use site, and it shows
Summary: There is little choice in your 401k provider, the decision is generally made by your employer. You also have little control over the subset of features at your disposal, so this review is of dubious value. Having said that, Fidelity is the 401k ...
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Jun 10 '03
Pros: Reduced headaches. Eases administration for HR/Payroll personnel. Easy for employees to use.
Cons: Some communication hiccups from an administrative standpoint.
Summary: As a Human Resources professional, my experience with Fidelity is from two sides: administrator and ...
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Jul 26 '01
Pros: Secure site, updated nightly, easy to navigate and use
Cons: Haven't found one so far
Summary: I recently joined a company who uses Fidelity as their 401K plan manager. From the moment I was eligible to participate in the 401K plan at work, I was able to log on to the Fidelity web site, set my password, and review the investment options available...
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May 20 '01
Pros: Excellent internet site, Great phone support
Cons: Website still needs some refinements to make it quicker
Summary: Fidelity is a very helpful provider for 401(k) services. Their technology is very good. They can help you convert your system data to a format that they can use. This helps because a lot of the information you would want to send takes just a few...
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Apr 02 '01
Pros: Online Control Of Your Own Account
Cons: System down once a week for updates.
Summary: One of the biggest advantages of the Fidelity Investment 401K Services is the fact that your employees and/or you can access your account via the internet. All funds are based on a daily basis at their closing of the market. The system is updated...
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Dec 31 '00
Pros: These guys know what they're doing
Cons: I don't have an account there anymore.
Summary: My 401 was with Fidelity for like 8 to 10 years. There was some room for improvement... I suppose, but not much. It would have been nice to have had more investment choices. Also, they had this strange problem with buying straight company stock for...
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Dec 14 '00
Pros: great research tools, easy to use and understand
Cons: need more choices
Summary: The two smartest financial decisions you can make are to buy a home and to invest in a tax-deferred savings plan. If you think social security (and its 2% return rate) is going to allow you to retire in the lap of luxury you are sorely mistaken. This...
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Nov 27 '00
Pros: Easy to get at information, web/phone/mail all work
Cons: None known
Summary: Fidelity understands how to do 401(k) administration right. The information I want is all available via the methods I want to use. Whether by phone, Internet, mail, or FAX, I can get up-to-date reliable information very easily.
My current...
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- Express Reviews
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Dec 06 '11
Pros: Excellent customer service.
Excellent access to money all over the world.
Decent website.
Cons: Strategic Advisers Funds
Poor Rate of return. Very!
Summary: I hired Fidelity to manage my IRA, Roth and investment portfolio. The cost is approx. $10k a year for their management. So far not so good. Fidelity return rate is always worst than its competition as well as such markets as S&P. As several have
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May 09 '09
Pros: Their telephone support people are friendly and helpful
Cons: Their website is terrible and confusing
Summary: I now have my IRAs with Fidelity, but not for long.Their website is - by far - the most confusing and slowest of any financial institution I have encountered. Either their IT department is run by idiots, or the company thinks that they can
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