By John Kerbey on April 2, 2025 Verified by Google

I know my appearance at 76 is not the greatest but do you have to make me feel that way . Nothing wrong with the value of my accounts I hope ,low millions. " is there anything else?" question makes a person feel unwanted and gives off the under taste of its time for you to leave.
I think I would like to try a female robot who checked my Vital signs and showed me to a lazyboy and gave me a copy of the WSJ . A robot with a little empathy vs a human ex marine without empathy .
I hear a little stress in your voice Mr. customer I notice your portfolio is down 7k today is that the matter sir and would you like to discuss and review problem stocks. I a AI enhanced and have two recommendations the market closes at 3 so we have plenty of time and I am only here to improve your situation.

By Daniel Lemoine on March 4, 2025 Verified by Google

I recently visited a local Fidelity branch (Little Rock – Chenal Office) to deposit two checks from a 401(k) rollover—one for pre-tax contributions and the other for after-tax contributions. Upon entering, I was greeted by an employee named Ron. I explained that I needed to deposit both checks, and he assured me he could assist.

After endorsing the checks, I provided him with the account numbers for the deposits. He took the checks to his desk, but a few minutes later, he called me over and stated there was an issue. He contacted Fidelity for clarification and then informed me that both accounts were closed. Additionally, he began referring to my after-tax contribution as "Roth" money. I corrected him, clarifying that the funds were meant for my after-tax account, not my Roth account. My correction seemed to irritate him.

As I glanced at his screen, I noticed he had pulled up an account ending in 42, which was not one of the account numbers I had provided. I pointed this out and attempted to explain the mistake, but he quickly became visibly frustrated. Without warning, he told me to leave his office.

Shocked by his unprofessionalism, I stepped out but immediately turned back and requested my checks. Instead of returning them, he hastily grabbed a handful of papers, including check stubs, shoved them into my hands, and shut his door. Upon reviewing the documents, I realized he had not given me my checks—they were still in his office.

With no other employees in sight, I called the branch office to speak with a manager. A gentleman answered and said he would transfer me to his superior, but instead, I was redirected to Fidelity’s national customer service line. I called back and spoke with a woman who informed me that neither she nor the manager was in the office, but she offered to send the branch manager a message about the situation.

Shortly after, Ron emerged from his office and rudely slapped the two checks down in front of me, stating he couldn’t deposit them because both accounts were closed. Without further explanation, he turned away, went back into his office, and shut the door.
However, I knew at least one of my accounts was still open—I could see it in my Fidelity app, showing a positive balance—so I called Fidelity’s national customer service line. A representative confirmed that while one of my accounts was indeed closed, the other remained open. As I was on the phone, another employee entered the lobby and approached me. I explained the situation and reiterated that I wanted to deposit at least one of the checks. He took the check and went into Ron’s office.

After a few minutes, he returned with a receipt, confirming that the deposit had been successfully processed.

This raises an important question: Why didn’t Ron simply deposit the check in the first place? While I can’t say for certain, I strongly suspect it was because I corrected him and pointed out his mistake. Rather than handling the situation professionally, he chose to deny me service, seemingly using what little power he had to make things difficult. Given the apparent lack of oversight in the office that day, he likely felt emboldened to act this way.

If I had ever treated a client this way in my own professional career, I would have been severely reprimanded—if not dismissed outright. As it stands, I am seriously considering moving my wife’s and my accounts to another financial institution. If I were the branch manager, I would strongly reconsider who is placed at the front of the office to handle client interactions.

By Justin MacHenry on November 22, 2024 Verified by Google

If you have been automatically enrolled as I have, I'm sorry. I don't know how I'm "automatically " enrolled when I work for myself. They send me a letter saying if I want to opt out to call this number. Then the lady (her name is Asia) won't un-enroll me unless I verify my social security number and a bunch more personal info. However, they shouldn't have that info to begin with, so how are they going to "verify" it?
This company needs to go bankrupt for they way they treat people.

By Jessica Vandiver on September 4, 2024 Verified by Google

Technician Pete Gallo is awesome! He’s very thorough, very polite, very professional and provides all around great customer service! 5 STARS

By Destiny Morrison on August 26, 2024 Verified by Google

Pete did a great job setting up our Wi-Fi despite running into some complications along the way!