Fidelity Investments

110 ratings (103 Epinions reviews)
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  • Fidelity Investments Professional Advisory Service

    Jun 6, 2012 by
    Rated a Helpful Review
    Pros: Good online access, listen politely to my rants regarding performance
    Cons: no participation in individual fund selection, purchases, or sales

    Summary: I notice Fidelity Investments has not been reviewed in quite a while.  My wife and I have essentially all of our retirement savings managed by their PAS group.  They allow us essentially no control over our accounts.  They use a typical ... read more

  • All around poor service

    Oct 31, 2011 by
    Not yet rated.
    Pros: There are no pros to this situation that I can think of.
    Cons: You may not have a choice, however if you do, I recommend you choose elsewhere.

    Summary: I had a Fidelity 401 K that I rolled over into an IRA when I left the corp I was working for.  Fidelity began charging a $12/year "small balance" fee.  When questioned, I was told if I raised my account balance above ... read more

  • Fidelity Brokerage Service: Quick and Reliable

    Oct 12, 2008 by Bryan_Carey is a Top Reviewer on Epinions in Personal Finance
    Rated a Very Helpful Review
    Pros: Great research tools; Trades are completed very quickly
    Cons: Web site needs some changes: Commissions are higher than others

    Summary: Financial markets haven't been very stable as of late and many investors have pulled their money out of stock investments, opting instead for safer investments like money markets, government bonds, and corporate bonds and or their respective mutual ... read more

  • Fidelity is giving me a vibe of incompetence

    Mar 1, 2008 by
    Rated a Very Helpful Review
    Pros: low expense ratios for index funds
    Cons: unreliable customer service, website doesn't allow electronic funding of self-employed accounts

    Summary: I opened a Roth IRA and SEP-IRA at Fidelity, and so far they're giving me a very subtle but clear vibe of incompetence. 1) I sent a question through their website; it said they would reply in 48 hours but they replied in 4 days. No biggie but it ... read more

  • Fidelity is Mediocre to Awful if you Trade often

    Aug 2, 2007 by
    Rated a Helpful Review
    Pros: If things are working, you should be OK.
    Cons: If things are not working, you are screwed. You have no recourse.

    Summary: My problems began when Fidelity's proprietary interface for streaming quotes that sits on the PC failed to work one morning without notice on a crucial market day. No notice, no explanation - it simply did not receive data nor allow me to sell a stock ... read more

  • Fidelity: Making Your Money Work Harder for You

    Apr 24, 2007 by
    Rated a Very Helpful Review
    Pros: Best Index Funds, Easy Interface, Large and Stable Company, Variety of Services, Low Fees
    Cons: Minimize their strengths by steering you into some pricier and inferior investment vehicles.

    Summary: Fidelity is an investment company that runs a plethora of money management services from brokerage accounts, insurance, mutual funds and other devices that by their own admission will "make your money work harder for you". As a matter of fact, so ample ... read more

  • Fidelity, the Cadilac of online brokers (if you want a Caddy)

    Mar 20, 2006 by
    Rated a Very Helpful Review
    Pros: Great customer service
    Cons: Some transactions expensive

    Summary: I have an account with eTrade and have had accounts with Schwab and Ameritrade. Fidelity (which is by no means perfect) is one of the best online brokers I have dealt with. While I stay with them because I like a few of the features they offer (I'll get ... read more

  • Fidelity Investments, total control and freedom

    Nov 17, 2005 by
    Rated a Very Helpful Review
    Pros: Low cost trades and no load mutual funds Great website and customer service
    Cons: None

    Summary: Recently I switched to fidelity from a full service broker. I did not feel that I was getting a level of service that was in line with the VERY high fees I was paying. For substantial investors, fidelity provides extremely low cost investing. Equity ... read more

  • Fidelity: They do not deserve your business!

    May 16, 2005 by
    Rated a Very Helpful Review
    Pros: Apparently large selection of funds. (How can you tell?) Customer support usually reachable.
    Cons: Treats customers in a manner worse than one would think possible.

    Summary: What are they hiding? Use Fidelity as a keeper of your 401k if you want to be treated like you are not even their customer! As the "custodian" for this type account, Fidelity can and will show crass disregard and unmitigated ... read more

  • The Best...

    Nov 14, 2004 by
    Rated a Very Helpful Review
    Pros: Funds, Customer Service, Website, great research tools, more services than I'll probably need.
    Cons: Commissions are more then other "True" discount brokers, but you get what you pay for.

    Summary: Fidelity is the best Broker for "Non Day-Traders" They have the best customer service and the breadth of their services are probably more then i will ever need. (but it's nice to know you have different products available) My first brokerage ... read more

  • I highly recommend Fidelity Investments simply because they are totally professional.

    Aug 17, 2004 by
    Rated a Very Helpful Review

    Summary: Fidelity Investments is a discount brokerage, service which generally means the customer has full control over their accounts, trades and investments decisions. A full-service brokerage is different than Fidelity Investments as they ... read more

  • Knowledgeable Reps Help

    Dec 29, 2003 by
    Rated a Very Helpful Review
    Pros: Excellent Customer Service, Excellent Mutual Fund Performance, Useful website
    Cons: Expensive if you're into trading stocks.

    Summary: Background I recently underwent a major change in careers and had a decent sized 401K accumulated at my old workplace. I currently have a Roth IRA with Vanguard, but not wanting to consolidate all my retirement into a single company, after ... read more

  • Fidelity Fee Changes without notice

    Sep 8, 2002 by
    Rated a Helpful Review
    Pros: Great Customer Service
    Cons: High Fees, unscrupulous practices

    Summary: Was a happy Fidelity customer for years, ignored the relatively high fees as the customer service was great. Recently (9/1/02) Fidelity changed the fee structure for BillPay, from being free for account over $30K to $6.95 month unless account over ... read more

  • Fidelity is Fabulous If You Can Afford It

    Jul 8, 2002 by
    Rated a Very Helpful Review
    Pros: World-class customer service, full range of offerings, excellent online account management.
    Cons: High commission fees, no Coverdell IRA, privileges dependent on account worth.

    Summary: There are far more good things to say about Fidelity Investments than bad, so I’ll get my dislikes out of the way first. Dislikes Doing business at Fidelity is not cheap, commission can be as high as $55 per stock trade, ... read more

  • What, I can't rate them a zero?

    Jun 4, 2002 by
    Rated a Very Helpful Review
    Pros: One-stop shopping, comprehensive online account view
    Cons: error-prone processes, abysmal service recovery, general lack of customer concern

    Summary: Executive summary: Save yourself a LOT of pain and do not try to switch or consolidate accounts to Fidelity. Regardless of asset balances, they simply do not seem to want your money. Service recovery is non-existent even when you get into their "Premium ... read more

  • Fidelity Unique: Paying for a Child's Education

    Nov 2, 2001 by
    Rated a Very Helpful Review
    Pros: Tax free growth of the money you invest.
    Cons: May not be able to use it for yourself.

    Summary: Like most people in America, I did not have the benefit of being born to a family of means. Like me, my son also does not have that benefit. If things go as planned, our next child will come in a few years, and he/she won't have that benefit, either. ... read more

  • F'*@#&'n with my money's like F'*@#&'n with my emotions.

    Sep 3, 2001 by
    Rated a Very Helpful Review
    Pros: Excellent customer service. Easy to use website with excellent information.
    Cons: Service is more expensive than others. There are better active-trading services.

    Summary: Like the title says, I'm serious about my finances - I take them very personally. So when I put my money some place they better be just as serious. In this case, Fidelity fits the bill. Lots of Options Fidelity offers a number of ... read more

  • Fidelity - Good Full Service Broker

    Aug 12, 2001 by
    Rated a Very Helpful Review
    Pros: good security, good customer service, good fund portfolio
    Cons: lacks some web features, web report slow to update

    Summary: I invest in Fidelity Select funds, and I trade them about once a month. I haven't had any experience ordering stock through them; I use Etrade for that because it's cheaper. I would say that I am highly satisfied with the aspects of their ... read more

  • Fidelity—A Pleasure or an Insult, Depending on Your Needs

    Jun 13, 2001 by
    Rated a Very Helpful Review
    Pros: Site is multifaceted, powerful--albeit not speedy. Carries more mutual funds than some others.
    Cons: Account transfers may require considerable time. Reps are polite--if you don’t phone too often.

    Summary: Perhaps I will benefit someone by relating my experiences—satisfying and otherwise—with my Fidelity brokerage accounts. In the protracted bearishness of these times, and in light of my depleted portfolio, it truly pains me even to mention stocks, funds, ... read more

  • Fidelity: My Mom Told Me Not to Put All My Eggs in One Basket

    Apr 12, 2001 by
    Rated a Very Helpful Review
    Pros: Friendly customer service
    Cons: Higher costs for trades

    Summary: Diversification! If you are going to play the market, why put all your hard earned money into a handful of stocks when you can spread the risk with mutual funds? That is one of the selling points of Fidelity Brokerage. As well as offering stocks, ... read more

  • They forget the little guy

    Mar 24, 2001 by
    Rated a Very Helpful Review
    Pros: Big, reputable firm with lot's of features to use if you want.
    Cons: Not always airtight in handling my accounts

    Summary: I am not a rich man. My meager IRA account would be laughed at by some, pitied by others. However, I'm relatively young and consider myself to have a fairly respectable financial future. So I actually have a number of accounts with Fidelity, including ... read more

  • A market leader

    Feb 6, 2001 by
    Rated a Very Helpful Review
    Pros: Solid customer service, fast executions, decent research
    Cons: not as configurable as others, marginally more expensive than others

    Summary: I've used Fidelity for over five years and have no reason to leave: they offer all the services I need, including a comprehensive management of all my retirement accounts and active brokerage account, as well as a good place to do research on stocks and ... read more

  • Fidelity Ultra Service Account is best for $ 100K and Up

    Feb 4, 2001 by
    Rated a Helpful Review
    Pros: Great Service, intuitive web site, free bill payment
    Cons: No advice, no private wealth management program

    Summary: I have been with Fidelity since 1989 (I guess I am fidel!), as a brokerage customer. I have also used them for all my banking activity. The Fidelity USA is like a the Merrill Lynch CMA, except you pay no fees here. The free Gold Americal ... read more

  • Fidelity Investments=Quality

    Jan 8, 2001 by
    Rated a Helpful Review
    Pros: Comprehensive and excellent service
    Cons: Reps sometimes cannot answer questions

    Summary: Fidelity Investments has a full range of investment services and their service is always top quality. I have been a customer of Fidelity for many years and have always found them to provide great service and to be reasonable in cost. Their ... read more

  • My favorite overall brokerage

    Dec 30, 2000 by
    Rated a Very Helpful Review
    Pros: Very high quality. A true "Class" broker
    Cons: Just a little expensive compared to some others.

    Summary: I started with Fidelity several years ago for their mutual funds and got signed up for a brokerage account later. They have a real nice web site, as they have made some improvements over the years. The trading commissions are a bit higher ... read more

  • Fidelity as a primary bank, mutual fund, and broker

    Dec 5, 2000 by
    Rated a Very Helpful Review
    Pros: service, products, one-stop shopping
    Cons: they are a large corporation (bad for some politically)

    Summary: I have been using Fidelity since I was in college back in the 1980's and have continued to be satisfied with their service, products, statements, publications, and prices. I am now, more than ever, consolidating my accounts from different banks and ... read more

  • Fidelity Investment

    Nov 20, 2000 by
    Rated a Very Helpful Review
    Pros: Responsive to customer needs
    Cons: Talk to many different represntatives

    Summary: Investment planning is necessary part of most people's financial life. Fidelity makes this planning easy, convenient and most importantly, beneficial. Recently I had to make a decision to enter a 403b plan. How to start? What questions do ... read more

  • Fidelity Investments Rated Number One

    Nov 18, 2000 by
    Rated a Very Helpful Review
    Pros: great service and investment returns
    Cons: none

    Summary: Fidelity Investment services is by far the best available in the murky waters of financial investment and planning! They are rated best in my opinion for a number of reasons. I have invested over the years with such financial giants as Vanguard, Legg ... read more

  • How to get Fidelity Trades for only $14.95!

    Nov 13, 2000 by
    Rated a Helpful Review
    Pros: Price & Customer Service
    Cons: Core Account Confusion

    Summary: I transferred all my family's accounts to Fidelity and here's the reason why: With only $30,000, all maintenance/service fees are waived. If you have sub-accounts, such as an IRA with less than $30,000, call a senior representative and he or she should ... read more

  • Focus on Fidelity Investments

    Nov 2, 2000 by
    Rated a Helpful Review
    Pros: User friendly, polite, detailed
    Cons: They can't pick the winning stock for you

    Summary: If you are looking for a place to sock away some extra cash, look no further. Fidelity Investments is the place for all of your investment needs. Detailed and understandable is the best way to describe their statements. The range of products and ... read more

  • Fidelity, more than a mutual fund company

    Oct 24, 2000 by
    Rated a Very Helpful Review
    Pros: Well rounded, a little for everyone
    Cons: Too confusing to navigate

    Summary: Fidelity Investments is the largest mutual fund company in the world. Many people have their 401K's invested through Fidelity whether they know it or not. That said Fidelity is really much more than just a mutual fund company and it can get pretty ... read more

  • Fidelity Investments Online

    Oct 24, 2000 by
    Rated a Very Helpful Review
    Pros: Low transaction costs (not THE lowest)
    Cons: Slow to post daily transactions

    Summary: I've used Fidelity for several years now, and find the transactions reasonably priced, and VERY quick execution. Additionally, their toll free phone service allows me to check up on my stocks, or by following the menu, talk to a real person. These ... read more

  • Great Customer Service, No Real-Time Balances!

    Oct 13, 2000 by
    Rated a Very Helpful Review
    Pros: Great Customer Service
    Cons: No Real-Time Price Updates

    Summary: I just recently switched my online brokerage from NDB to Fidelity - as an active trader, the fee is very close. If you see my previous reviews, you'll know why I switched from NDB. From a customer service point-of-view, there is no better ... read more

  • I like fidelity

    Oct 13, 2000 by
    Rated a Very Helpful Review
    Pros: fast web site, multual funds
    Cons: no ipos of value, poor research

    Summary: I like Fidelity brokerage because of its fast easy to use web site, and its access to very many mutual funds. The electronic transfer services work perfectly. Orders get executed quickly. Costs are a bit high, but frequent traders get a discount to about ... read more

  • Why you shouldn't be a Day Trader using a discount broker

    Sep 23, 2000 by
    Rated a Very Helpful Review
    Pros: Great service and comprehensive research
    Cons: More expensive than most

    Summary: Fidelity is an excellent company to choose for financial services. While they don’t fall into the “discount” category they do justify their higher prices with quality service. If you have read my other reviews you know that I am very cheap, but ... read more

  • Not a day-trader not a buy and holder either

    Aug 25, 2000 by
    Rated a Very Helpful Review
    Pros: Efficient, fast, safe
    Cons: too many mutual funds

    Summary: I have my IRA, Keough and Money Market accounts with Fidelity and am pretty happy. While not a day trader I do trade about 20 times per month using the phone, computer or RIM blackberry pager. I have never had a problem with executions and customer ... read more

  • Solid, reliable and useful

    Aug 6, 2000 by
    Rated a Helpful Review
    Pros: Solid, reliable and useful
    Cons: It can't improve back stocks, but what can?

    Summary: I use Fidelity's Power Street online system to track my stocks and mutual fund investments, and find it to be nearly everything I could want. The service is solid and reliable, which you would expect from the nation's foremost investment ... read more

  • Monolith of the investment community

    Jun 22, 2000 by
    Rated a Very Helpful Review
    Pros: Excellent Administration of Retirement Programs
    Cons: Immense size makes it completely inflexible.

    Summary: Let me first start by saying that I have the following accounts with Fidelity: Brokerage Account (Ultra Service) Retirement Account (Traditional IRA) Retirement Account (Simple IRA) Retirement Account (SEP IRA) Mutual Fund ... read more

  • Long-time and loyal Fidelity Customer

    Jun 16, 2000 by
    Rated a Very Helpful Review
    Pros: Offers many convienient ways to conduct transactions; full featured on-line and automated phone access
    Cons: A little more expensive than some of the new on-line brokers

    Summary: I've been a long time Fidelity Customer. I first opened an account there about 20 years ago. When the new crop of "eBrokerages" first sprouted up, I was tempted to switch. Their rates seemed awfully low, and back at that time, ... read more

  • Informative and Easy

    Jun 5, 2000 by
    Rated a Helpful Review
    Pros: Clear and easy to use
    Cons: High initial deposit for trading

    Summary: I have found this website easy to navigate and filled with useful tools. Although I am far from a day trader, I use the site to handle both my Roth IRA and 401k. The planning features are great and after providing a little info it helps the average ... read more

  • Infidelity Investments

    May 18, 2000 by
    Rated a Very Helpful Review
    Pros: Nice logo, they have a website, they have an 800 number
    Cons: Everything else

    Summary: Let me start this by saying that I am helpless and stupid in the realm of stocks, mutuals, IRA's, etc. Our introduction to Fidelity Investments came when my husband joined the 401K program at work. The plan was managed by Fidelity. We got our quarterly ... read more

  • Thanks for helping me make money

    Apr 17, 2000 by
    Rated a Very Helpful Review
    Pros: simple to use, many choices, helpful publications and staff
    Cons: no cancelled checks

    Summary: When I opened my first mutual fund account with Fidelity, almost 10 years ago, I had little knowledge of investments. Over the years, I have become much more sophisticated. In spite of the fact that Fidelity does not generally give the ... read more


    Apr 13, 2000 by
    Rated a Helpful Review
    Pros: read article
    Cons: read article

    Summary: fidelity might possibly be the biggest and the greatest of all online brokrage firms it is easy to use basic but cna be advanced has incredible featurs such as: power street pro a screen that lets you do everything from trading to ... read more

  • Fidelity Online Good for an E-Trading Novice

    Apr 10, 2000 by
    Rated a Very Helpful Review
    Pros: $100 to open an account, fairly reliable
    Cons: Made a goof-up in our account (it was corrected)

    Summary: Since we would like to retire sometime before we're 90, hubby and I decided to dabble in the stock market. The idea of having to call a broker to make trades was never very appealing, but now that you can do it yourself online, we decided to give it a ... read more

  • They should be shot

    Mar 28, 2000 by
    Rated a Very Helpful Review
    Pros: They have a toll free number
    Cons: customer service

    Summary: Fidelity has the worst customer service. For a company that rakes in billions of dollars it wouldn't hurt to hire a few live humans to assist with phone calls. Instead, you get a series of never ending pre-recorded apologies and bad muzak. I asked to ... read more

  • Fidelity Catalog no longer available in print

    Mar 16, 2000 by
    Rated a Very Helpful Review
    Pros: website
    Cons: lack of printed material

    Summary: My only complaint with Fidelity Investments is that I can no longer receive (without paying for it) their catalog of funds. I used to request one each year so I would have current information about the funds Fidelity offered. This publication is no ... read more

  • Be Informed and Aware

    Mar 8, 2000 by
    Rated a Helpful Review
    Pros: online trading policy
    Cons: only for small share investment

    Summary: Is it really only 14.95? Yes,if your only trading 1,000 shares or less. Let me start off by saying I do not hold an account with Fidelity.I have an account with Ameritrade and Oppenheimer.My husband and I did not check to see how much the exact ... read more

  • No Personality

    Mar 4, 2000 by
    Rated a Helpful Review
    Pros: None
    Cons: Many

    Summary: Well now let me see, where do I begin? In my search for a respectable brand name brokerage company I was seduced by advertisements into believing that Fidelity cared about their investors and was the broker I was looking for. Well believe me they ... read more

  • Fidelity --Through the Looking Glass

    Mar 3, 2000 by
    Rated a Very Helpful Review
    Pros: Lower fees than phone orders
    Cons: Incorrect information

    Summary: After attempting an online fund exchange, and for the third time this year, I logged on to the FIDELITY WEBSITE and found that they got it BACKWARDS. On every occasion I SOLD a few shares and the website showed a PURCHASE instead. Next came ... read more

  • Fidelity Online Fading Fast

    Feb 24, 2000 by
    Rated a Very Helpful Review
    Pros: Well Intentioned
    Cons: Fallen Behind Competitors' Offerings

    Summary: Through early to mid 1999, Fidelity Online offered clients first-rate service compared to the prevailing market. Their infrastructure has changed very little by February of 2000, and that's the problem. While, its competitors have streamlined operations, ... read more

  • Fidelity: Coming From a Normal

    Feb 16, 2000 by
    Rated a Very Helpful Review
    Pros: very helpful, nice to navigate
    Cons: price a little steeper than some

    Summary: "Once I was swimming 'cross turtle creek. Man those snappers all around my feet. Sure was hard trying to cross that thang, with both hands hangin on my....." In comes Fidelity Investments. What's up with the price. Although ... read more

  • S... L.... O.... W....

    Feb 10, 2000 by
    Rated a Very Helpful Review
    Pros: name
    Cons: slow and unreliable

    Summary: I trade through Fidelity for my parents. I can say I would never open an account with Fidelity and I am in the process of getting my parents to come to their senses to transfer to another company. They charge $25 for a trade and they don't ... read more

  • Fidelity Investments are Fabulous

    Feb 7, 2000 by
    Rated a Helpful Review
    Pros: Excellent service, good return on investments.
    Cons: You can be on hold for a while with the phone system.

    Summary: About 5 years ago, I was put in the position of organizing a trust account for my children. After being bombarded with information from various sources, I cam across an article in "Bottom Line and Personal" that really raved about the Fidelity ... read more

  • Fidelity Works!!

    Feb 3, 2000 by
    Rated a Very Helpful Review
    Pros: ease of use, great reports
    Cons: none

    Summary: I have been using Fidelity on-line investing service for almost 5 years now. The service has improved every year to the point that it is a real joy to use. Buying and selling stocks or even stock options is a breeze with immediate confirmation. Almost ... read more

  • Fidelity Utility Makes You Big Money no matter what

    Jan 24, 2000 by
    Rated a Very Helpful Review
    Pros: Excellent Growth and Earning, Safe Investment
    Cons: None

    Summary: I have been investing in Fidelity Utility Mutual Fund for my 2 children for the last 10 years. I selected a this fund to ensure that the money will be safe in a utility fund although it would not earn as much as other risky mutual funds. For some reason, ... read more

  • Fidelity - Big, Efficient, Conservative

    Jan 22, 2000 by
    Rated a Very Helpful Review
    Pros: Big, Many Mutual Funds, Great Commissions
    Cons: Not a lot of online depth - like E*Trade.

    Summary: I have had a Fidelity account for seven years and while I admit they have not been as quick as others to adapt technological and online content, they have made some great leaps this past year with PowerStreet. I have always found their S&P ... read more

  • No Help From Fidelity

    Jan 22, 2000 by
    Rated a Very Helpful Review
    Pros: none
    Cons: No help they are only money hungry

    Summary: About 3 years ago both my grandparents transferred some stock to me under Fidelity Investments. I have never followed the stock market and had idea about investing. While my stock was with fidelty it did a massive drop. Of course I freaked out I mean ... read more

  • This is the only true sight for the real trader!!

    Jan 21, 2000 by
    Rated a Very Helpful Review
    Pros: Easy to use
    Cons: expensive

    Summary: This sight is outstanding sight for any real investor. This is what all other sights should be held up to. A real trader will always use this sight. It is great for any person who has a lot or a little knowledge of trading or the internet. The only ... read more

  • Fidelity is AWFUL

    Jan 21, 2000 by
    Rated a Helpful Review
    Pros: STAY AWAY from Fidelity - it's awful
    Cons: Bad, bad, bad....BAD site for trading

    Summary: Fidelity's online site and phone service has gotten so bad that, after 10 years with the company, I am CLOSING my investment accounts and moving them elsewhere. I have experienced too unreliability on the site, both in terms of symbol ... read more

  • Make $$$$$$ with Fidelity!

    Jan 19, 2000 by
    Rated a Very Helpful Review
    Pros: Great Customer Service!
    Cons: N one

    Summary: I have been with Fidelity Investments for over two years after being with a traditional broker. I have more than quadrupled my money with Fidelity and investing on my own. When I was with the traditional broker, I did not do my own research, and depended ... read more

  • Fidelity.Com - Clunky At Best

    Jan 17, 2000 by
    Rated a Very Helpful Review
    Pros: Quality Company behind the site. Very good customer service.
    Cons: Unresponsive, slow to post changes, poor research tools

    Summary: Note: This review does not cover cost of personal investing, merely the functionality of the site. I don't do much personal investing, but I do have an old work-sponsored IRA through Fidelity, and a current one through Schwab, so I've had ... read more

  • Fidelity Rocks

    Jan 16, 2000 by
    Rated a Very Helpful Review
    Pros: Service, Prices, Execution
    Cons: none

    Summary: Fidelity is the true leader in the financial industry. From their funds to their brokerage it is a completely first class operation. The rates are reasonable, the service is better than expected, and your security is beyond question. Generally, I use ... read more

  • Good for newbies

    Jan 14, 2000 by
    Rated a Very Helpful Review
    Pros: on-line access
    Cons: always scary to have on-line access! :)

    Summary: Being new to the 403B scene, I have found Fidelity to be quite user friendly. I have received requested information via the mail and e-mail and have had my questions answered fairly thoroughly by their staff. Fidelity appears to have a broad ... read more

  • Lives Up To It's Name

    Jan 14, 2000 by
    Rated a Very Helpful Review
    Pros: amount of stock information,courteous reps,timely service
    Cons: cumbersome web-sight,high trading fees

    Summary: The definition of "fidelity" as defined in Webster--1.a faithful devotion to duty or to one's obligations or vows; loyalty; faithfulness. 2.accuracy of reproduction. Being an investor with Fidelity since 1995,I find that ... read more

  • Fidelity Is Da Bomb Yo!!!!

    Jan 13, 2000 by
    Rated a Very Helpful Review
    Pros: Great, Reliable Service
    Cons: Can be expensive

    Summary: If you are thinking about which brokerage service to use then think no longer. I have the answer for you. Fidelity In vestments is the best. I have been using it for two years and have never been disappointed. It has good rates, and you never get ... read more

  • Fidelity Making Itself BETTER!

    Jan 6, 2000 by
    Rated a Very Helpful Review
    Pros: PowerStreet NOT up to snuff for active traders - SLOW trades
    Cons: Sometimes delivers inaccurate quotes, SLOW, slow, SLOW, executions, takes FOREVER to reach a human at "customer service", intermittently fails to recognize common symbols!

    Summary: This is an update of my earlier posts on Fidelity. This one written on July 1, 2000. Fidelity has been making slow but steady progress in improving its site's dependability and usability. Both POWERSTREET for active traders and its regular site are ... read more

  • research brokers before you settle on one

    Jan 2, 2000 by
    Rated a Very Helpful Review
    Pros: none
    Cons: not interested in low level investers , poor personal service

    Summary: Fidelity Investments.... I am a middle age women who didn't have a huge amount of money to invest. I went to Fidelity with a $30,000 bankroll to invest. I wanted it to go into a retirement account. I have worked my entire life and never was really able ... read more

  • Could be friendlier

    Jan 1, 2000 by
    Rated a Very Helpful Review
    Pros: Complete range of services
    Cons: slow access to site, price of trades

    Summary: I have 2 Fidelity accounts, an IRA and a 401K, I have had the IRA for about a month and the 401K for over a year. My experience with trades has been that they were executed quickly, although usually at a higher price than immediately before or after the ... read more

  • Fidelity a safe bet

    Dec 30, 1999 by
    Rated a Very Helpful Review
    Pros: Fair prices, lots of services
    Cons: slow web site (its improving)

    Summary: I am very familiar with Fidelity and their operations. I must say that while they may experience problems at times, they are temporary issues. Fidelity is always striving to improve. They are able to be trend setters at times because they ... read more

  • Investing,Making Money, and Doing it the Way we Make the Profit we are Looking For!

    Dec 30, 1999 by
    Rated a Very Helpful Review
    Pros: Not the Biggest they Wanna Talk!
    Cons: May have rates ytou may not understand there kinda big!

    Summary: I worked for a investment company in Los Angles ,and there is one importrant thing that makes all your decision that you make come easy and are very important fro the reason you make the decision.#1 When making a decision on a company usally dont jump ... read more

  • excellent service

    Dec 28, 1999 by
    Rated a Very Helpful Review
    Cons: NONE


  • Fidelity makes money for it's subscribers

    Dec 24, 1999 by
    Rated a Very Helpful Review
    Pros: tremendous facilities, well organized, reliable
    Cons: none to speak of

    Summary: I’ve had an IRA account with Fidelity since about 1985 and I’ve traded stocks and mutual funds on-line through Fidelity Investments for about 3 years. In 1999, I have made approximately 90 on-line stock trades within my IRA through Fidelity. I prefer to ... read more


    Dec 23, 1999 by
    Rated a Very Helpful Review
    Pros: powerstreet, excellent assistance,after-hours trading,bricks&mortar,longevity
    Cons: slightly difficult navigation for first time users

    Summary: Trust, confidence and stability is what Fidelity has been to me for over 15 years. With approx 40 trades per year qualifying me for Powerstreet I have been very satisfied. Though It is not the easiest system for the first time trader, I find that ... read more

  • T.rex of online brokers

    Dec 23, 1999 by
    Rated a Very Helpful Review
    Pros: Wide variety of stocks can be traded
    Cons: Rapid trading impeded by slow executions and account updating; complicated and high commission structure

    Summary: A glaring deficiency in Fidelity's online service is that they do not record updated changes in positions or balances immediately upon transaction completion. Instead 3-5 days elapse before you know the correct status of your holdings. I say 3-5 days ... read more

  • Fidelity - Simple but Slow

    Dec 22, 1999 by
    Rated a Very Helpful Review
    Pros: Great Services at minimal prices
    Cons: Slow internet but improving

    Summary: Fidelity Investments is truly a service oriented brokerage firm. Having done investments for over 20 years I transferred to Fidelity a year ago and can only say I am very HAPPY! The Fidelity monthly statement is complete and simple to read. ... read more

  • Good Managers Many Options

    Dec 21, 1999 by
    Rated a Very Helpful Review
    Pros: Strong research, good management, many options
    Cons: Too many options? Try Fidelity Monitor.

    Summary: I have been investing with Fidelity Funds for over a decade, primarily with the aid of the unaffiliated Fidelity Monitor by Jack Bowers, a newsletter well worth checking out. The philosophy of the Fund managers is generally careful and conservative, and ... read more

  • The Most Recognized Name

    Dec 20, 1999 by
    Rated a Very Helpful Review
    Pros: a supermarket
    Cons: complete lack of professionalism

    Summary: I have been a customer of Fidelity Investments since at least 1990. Normally I would use the term client, except for the fact that at this organization...they prefer customers as opposed to clients. They are very much geared toward the individual ... read more

  • Fidelity is a hit with me.

    Dec 19, 1999 by
    Rated a Very Helpful Review
    Pros: Great customer service, very good on-line trading and reporting.
    Cons: my only "con" was a hitch in my withholding processing.

    Summary: When it came time for me to retire (and it came all too quickly), I went on a hunt for help in managing the funds from my 401-K after I rolled it over. Fidelity worked out to be the brokerage I chose and they have lived up to all my expectations. The ... read more

  • The Best - considering -

    Dec 18, 1999 by
    Rated a Very Helpful Review
    Pros: lots of service
    Cons: frequent trader screen often fails

    Summary: FIDELITY is the best - considering what's out there! A+ for service, whether on the phone or visiting a center. A+ if you have lots of money because you get goodies like lower trade rates. I've recommended Fidelity to my younger family members. ... read more

  • Perfect for a Starter

    Dec 15, 1999 by
    Rated a Very Helpful Review
    Pros: customer service, online assistance, automated phone assistance and additional information provided
    Cons: none as of yet

    Summary: When I started investing, I really had no choice as to which broker to use. My company chose it for me. Fidelity was the choice of the international company I was working for at the time and I am very glad they were the "chosen one". One of ... read more

  • Avoid Fidelity At All Cost

    Dec 12, 1999 by
    Rated a Very Helpful Review
    Pros: Wide range of services, good customer service
    Cons: Many web site problems, poor executions, very conservative margin rules

    Summary: Fidelity has a lot going for it for non-active traders, including a wide range of services, generally good customer service, nice statements, etc. But as an increasingly active trader (sometimes 12 trades per day, sometimes 5 per week) I have grown to ... read more

  • Good, but not the best

    Dec 5, 1999 by
    Rated a Very Helpful Review
    Pros: Great service
    Cons: Expenses could be lower

    Summary: I've had a generally good experience with Fidelity Investments. The customer service is excellent and the website is easily navigable. The ability to access account information online is definitely a plus. Part of the reason that I'm reserving more ... read more

  • Fidelity, constant quality

    Dec 5, 1999 by
    Rated a Very Helpful Review
    Pros: Phone system, quality of funs, low cost
    Cons: voice recognition system, cost not the lowest

    Summary: I've been a Fidelity investor for 5 years now. All of the funds I have (and there are 12 of them) have been above average for returns. Sure some have been tops and others just average, but on balance you can diversify and get a good return on your money. ... read more

  • So You Want To Be A Billionaire

    Dec 3, 1999 by
    Rated a Very Helpful Review
    Pros: quality funds, easy to start
    Cons: online lagtime

    Summary: In October of last year, I started up an IRA account at Fidelity Investments. It couldn't have been easier. It was a simple 4 step process: I called up Fidelity Investments; they sent me information and an application; I filled it out; and I mailed it ... read more

  • Fidelity Brokerage going forward

    Dec 1, 1999 by
    Rated a Very Helpful Review
    Pros: Great Products
    Cons: Unknown Pros

    Summary: In a very short time, Fidelity Investments has risen from a middle of the pack brokerage firm to the brink of #1. Using marketing strategies that focus on brokerage products and more recognizable celebrities, Fidelity has shed its stale image. In the ... read more

  • Good Enough

    Nov 15, 1999 by
    Rated a Very Helpful Review
    Pros: reputation; reliability; customer service
    Cons: probably not the best service for day traders

    Summary: For the amount of trades that I make (roughly 10-15 per year), Fidelity is more than adequate. I've heard more active traders complain about Fidelity's limited access to IPOs, but for me and any other casual long term investor, that isn't much of a ... read more

  • No InFidelity Here

    Nov 11, 1999 by
    Rated a Very Helpful Review
    Pros: Mature, well-known company, good web site
    Cons: commission fee a little higher than others

    Summary: Fidelity Investments, as a brokerage account, has never failed me. I've had an account with them since the early 80's and trade 10 to 15 times a year. In the last couple of years, I've used their web interface exclusively. I think their web site is ... read more

  • Fidelity - not the cheapest, but has no weaknesses

    Oct 23, 1999 by
    Rated a Very Helpful Review
    Pros: good service, unlimited options, "one stop" investment account
    Cons: Online trade cost $20 per trade which is higher than the other well known competition

    Summary: I hear a lot about Ameritrade, e-trade, daytech etc, but I think Fidelity is still the best way to go even though online trading is $20 a trade in comparison to the $8 to $10 a trade from the other companies. Fidelity may cost a bit more on the trading, ... read more

  • Not Bad Online- Great Phone Support

    Oct 18, 1999 by
    Rated a Very Helpful Review
    Pros: Phone Service
    Cons: Product Breadth

    Summary: I've been trading online with Fidelity for two years. Overall I get pretty good service for the bargain price of $14.95 per trade, or $19.95 if I leave a limit order. A few months ago they seemed to be experiencing volume delays online all the ... read more

  • Inconsistently Good

    Oct 13, 1999 by
    Rated a Very Helpful Review
    Pros: Financially secure, usually dependable web connection
    Cons: need to keep a close eye on account due to ignorant Fidelity errors

    Summary: My experience with Fidelity has been an irresponsible, undependable, and ultimately mediocre one. I will start with the positives. Fidelity gives me good fills. What this means is that when I enter a market order, I tend to get filled ... read more

  • wouldn't recommend

    Oct 12, 1999 by
    Rated a Very Helpful Review
    Pros: there's quality and consistency
    Cons: it doesn't offer much amenities; it's antiquated and misguided

    Summary: Access to IPOs used to be great but now they've restricted it to people with 500k or greater in assets or people who trade over 36 times per year. also now the ipos just come from lehman brothers so they're not as great. Research is decent but you've got ... read more

  • This is the PLACE!

    Oct 11, 1999 by
    Rated a Helpful Review
    Pros: Reliable, great reputation, quick and easy to use online
    Cons: none that I've found

    Summary: A little over a year ago, I suggested to two of my siblings that they switch their investment accounts over to Fidelity. The listened to my suggestion, and have seen their accounts increase by over 20% in the one year that the accounts have been open. ... read more

  • on-line investing

    Jul 11, 1999 by
    Rated a Helpful Review
    Pros: safety, price, accuracy,easy to use,future improvements
    Cons: more free information needed

    Summary: is a very good choice for the serious, active, on-line investor who makes at least 36 trades a year. Fidelity Investments offers an easy to use rapid and reliable trading program at a reasonable fee. Reliability is very important ... read more

  • Express Customer Reviews

  • Totally Worthless With Address Changes or Moving Money

    Mar 19, 2011 by
    Rated Show
    Pros: Nothing
    Cons: Calling in for Address change
    They bury the phone number

    Summary: After changing jobs, I wanted to get my money in one place where I could have more control over it. Clicking on there website to change my address, they suggest I call the benefits office of my former employer. I call them, they refer me back to ... read more

  • Disappointing Follow Through and Customer Service

    Mar 4, 2010 by
    Not rated yet
    Pros: Great website that provides terrific information -- it's intuitive and easy to use. 
    Cons: Customer service is a major issue.   You never talk to the same person twice.

    Summary: Major problems with Fidelity accounts two years in a row.  Simply trying to get two accounts (one managed, one not) held in a joint trust (mother and father) to report under my mom's SSN vs my dad's SSN following his death.  Huge headaches and ... read more

  • Unprofessional and unreliable

    Jul 9, 2008 by
    Rated Show
    Pros: All persons spoken to are polite
    Cons: Totally unreliable in the purchase of securities outside of their own holdings.

    Summary: I opened an account with Fidelity Investments, transferred a sizable amount of money into the account, and then attempted to buy municipal bonds once the funds were available. During the next 3 days, I purchased bonds in the morning, was told that it ... read more

  • Best of Breed

    Feb 13, 2007 by
    Rated Show
    Pros: Great customer service, fair pricing, many mutual fund choices and user friendly online trading.
    Cons: .015 additional commission per share on trades over 1000 shares.

    Summary: I have been with Fidelity since 1993 and have to say the customer service is second to none. Their online portal is easy to operate and their streaming ticker is better than most. The only thing I have an issue with is the .015 additional commission ... read more

  • Fidelity provides knowledgeable, friendly service.

    Dec 31, 2006 by
    Rated Show
    Pros: Fidelity reps are courteous and knowledgeable.
    Cons: I can't think of any cons.

    Summary: I recently opened an account with Fidelity because my type of account with Merrill Lynch was being phased out. During this process, Fidelity provided outstanding customer service. I opened an online account and the rep patiently stayed on the phone ... read more

  • Faithful to Fidelity

    May 10, 2006 by
    Rated Show
    Pros: Good online services, good customer service, all around good.
    Cons: Walk-in offices are not as available as regular banks.

    Summary: Moving to Fidelity was one of the best financial moves I've ever made. The online services are extremely easy to navigate. Making trades is a breeze. In transfering our money to Fidelity, the bank that currently held our funds (Chase) did not want to ... read more

  • Among the Best

    Mar 5, 2006 by
    Rated Show
    Pros: Best in Class, very user-friendly online experience, most fees are very reasonable.
    Cons: Some high fees Fees charged for some Mutual Funds is too high ($75!)

    Summary: The Internet Brokerage industry has changed so much in the last five years that I believe most of the reviews about Fidelity are obsolete as far as being reflective of current services and benefits go. The rates for buying and selling shares are very ... read more

  • Arrogant, Uncooperative Snobs

    Dec 16, 2005 by
    Rated Show
    Pros: They're in the lovely city of Boston.
    Cons: Their interest is NOT with the investor. They are slow, unresponsive, and uncooperative.

    Summary: God help you if your retirement account is with these people. They make every conceivable action in your account as complex and obscure as possible. User-Friendly is an alien concept to them. And if there's a glitch in your account-- whether it's your ... read more

  • First Rate Service

    Nov 19, 2005 by
    Rated Show
    Pros: Great 24 hour customer service; Superb web site
    Cons: Their $19.95 trade fee could be lower

    Summary: I've been using Fidelity now for about six months and I am extremely please with them. I keep a close eye on my investments with them, mainly various mutual funds. And every time I have spoke with them, whether over the phone, in person, they have been ... read more

  • Recommended

    Oct 6, 2005 by
    Rated Show
    Pros: Cheap if you have many trades. Easy to use.
    Cons: Expensive if occasional trader. Occasional quirks in navigation.

    Summary: Fidelity provides a good mix of research and trading info. Their site is well laid out and easy to use. I like the ability to trade stocks and options at same ... read more

Showing 1-103 of 103 reviews

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