Fidelity Investments Customer Service Issues

I recently opened my account at the end of January [redacted], and my tax refund was deposited yesterday, February 10, [redacted]. I used my card to withdraw $[redacted] and made a purchase of $[redacted] at Walmart yesterday. However, upon waking up this morning, I discovered that my account has been frozen without any explanation. The IRS cannot reverse the deposit since I have already spent a portion of it. I have over $5,[redacted] in my account that I am unable to access. I have initiated a trace on the money and I am requesting for the funds to be returned to my card. I am certain that I have not done anything wrong and I am prepared to take legal action if necessary.

Hello, my name is Kendall H. I used to work at Fiesta Title Agency in Phoenix, AZ, around [redacted]. At that time, we had Fidelity Investment's 401k. In [redacted], we merged with another company, and the company name changed to First Financial Title Agency of Arizona. They switched us to a different 401k, which I believe was called The Logs Group LLC. I am seeking information about where the 401k ended up and if that is the correct name. I left the job in [redacted], and the company closed in [redacted]. I have been trying to locate my retirement plan as I am approaching retirement in about 6 or 7 years. Any assistance would be greatly appreciated. Thank you for your help.

I mistakenly included an incorrect account number on a $[redacted] check intended for my grandson's [redacted] account with Fidelity. Fortunately, I now have the correct number and wish to ensure the money is properly deposited. Along with my cover letter mentioning my son's connection to Fidelity, I also included Julian Debono's name. I can be reached at [redacted] (landline) or [redacted] (cell for texting). My email is [redacted]. Thank you.

I am having trouble accessing my Toyo Tire Holding of Americas INC Retirement Plan [redacted]. Previously, upon signing in, I could view my current investments and see the previous day's activity. However, now a "Select account" screen appears and I am unable to proceed beyond that point despite trying all available options. I can still access my daily balance but have lost the ability to view the daily activity details that were previously available to me. I have attempted to contact WK Direct at [redacted] or on my cellphone at [redacted].

I am quite frustrated at the moment. I opened a Roth IRA 7 months ago, which is performing well. However, upon opening a new stock account to make trades, I am confused. I transferred $1,[redacted] from my bank account to my stock account, but it seems to be stuck in a SPAXX money market fund. I am eager to buy Pfizer stock, but my funds are not transferring. I did not intend to place the money in this Money Market Account, and I am disappointed. Is there a minimum amount required to transfer into my stock account? I would appreciate a prompt email or call regarding this matter. Thank you.

I completed an RMD transaction for OLQP Church in Arlington, VA in Jan/Feb. [redacted] for $2,[redacted].24, but I forgot to note the deductions for Federal and State Taxes. Unfortunately, I couldn't find this information on my online account beyond the last 90 days. I need these details urgently to file my IRS Quarterly statements by the year-end. I am aware that mutual funds are swamped with inquiries currently. Please assist me by providing the date of the transaction and the deducted tax amounts via email. Adding the FAX number and email to your HELP section would be beneficial. Thank you. - KB, Account Number [redacted]78

I attempted to close my account with Fidelity. I followed the instructions on the website, which indicated a 6-minute callback time, but no one from Fidelity has reached out after eight days. The website constantly displayed the 6-minute wait time without any updates. Understandably, Fidelity may be overwhelmed, but the lack of response is disappointing. The service experience fell short of expectations, and it seems like there may be issues both with Fidelity and the Get Human platform.

My late brother-in-law, who used to work for Medrad, had his 401K managed by Vanguard before it transitioned to Bayer and later to Fidelity. After his passing, his 401K was split between his four nieces and nephews, including my children, Kaitlin F. and Austin F. While Kaitlin received her Required Minimum Distribution (RMD) after Fidelity took over, Austin did not. Despite contacting Fidelity, they claim to have no record of his account, leaving us unable to access approximately $80K and risking legal issues for missing RMD payments in [redacted] and [redacted]. It has been two years of seeking answers without success, and I am eager to escalate this matter to someone in the company's legal department.

I am experiencing difficulty accessing my account. Initially, I encountered a server error multiple times followed by my account getting locked. Despite providing my participant number, birth date, and possibly incorrect Employee ID, I cannot reset my account/password. I am uncertain which email was linked to my account since the last login in [redacted] coincided with my maternity leave, preventing access to my work data and email. Although I recall my participant number and can verify my identity with my birth date, attempts to use the provided Employee ID to reset my password were unsuccessful. Contacting customer service by phone from Hungary has proven futile, and due to moving addresses since [redacted], I am not receiving mail. My old address was Hungary [redacted] Budapest Párkány utca 44, and my current address is Hungary [redacted] Budapest Üteg utca 49 1/6. The company email I cannot access presently is [redacted], and I would prefer using [redacted] My phone number is +[redacted]0, and I work at Celanese. Your assistance in regaining access to my account would be greatly appreciated. Kind regards, A. H.

I am seeking information regarding my deceased brother's account, which I am set to inherit alongside my other brother. Despite our lack of communication, I engaged with a representative over the phone who promised that their supervisor would reach out to me via email. Regrettably, I never received such correspondence. I understand there are constraints on the details Fidelity can provide. Kindly contact me at [redacted] or [redacted] I am keen to ascertain the account balance, whether it is subject to taxation, and if my sibling with power of attorney accessed and depleted the funds by transferring them to a checking account, possibly reducing the estate size. My name is Jim Slevin, and my late brother is Michael Ordean Slevin. Your representative acknowledged receipt of the death certificate, but I suspect my living brother is deceiving me and delaying the probate proceedings. I seek clarity on a few essential matters.

Please provide me with my [redacted] Tax Records. On or around January 19th, [redacted], I received an email from Fidelity stating that my [redacted] tax forms had been mailed to my address on file. Unfortunately, I never received the forms. On October 25th, [redacted], I contacted Fidelity to update my address to my current one: Ronald Broadway P O Box [redacted] Escatawpa, MS [redacted] I believe the tax forms may have been sent to my previous address: Ronald Broadway [redacted] New York Ave. Pascagoula, MS [redacted] I have not lived at that address for over 32 years. I have attempted to access my online account, but it appears to be blocked. I vaguely remember using the account in [redacted] but have since forgotten my login details. I struggle with hearing over the phone and prefer to avoid it when possible. Any assistance with this matter would be greatly appreciated. Thank you, Ronnie

I currently have a [redacted](k) with your company and am considering freezing it to start a new [redacted](k) account. I would like to transfer all existing information to the new account with the option to unfreeze the original account later. I am unsure if my employer's matching contributions or my regular paycheck deductions could be split between the two accounts. Could you please confirm if this service is available with your company? I understand the importance of securing my retirement savings, especially in market fluctuations, and want to explore all my options. Thank you for your assistance. Best regards, Monika C.

Hello, I want to address an issue regarding my Fidelity investment loan that is set up to deduct monthly from my bank account. Since my bank recently merged with another bank, I was advised to update all accounts linked to my old checking account. Although I updated the routing number on Fidelity's website, there seems to be a delay as my bank statement indicates a missed payment attempt. I assure you that I have never missed a payment before, and there are only seven payments left on the loan. I will reach out to my bank tomorrow to address this situation. I apologize for any inconvenience this may have caused and want to rectify it promptly. Thank you for your understanding.

While using my Fidelity Account, I received two messages warning about a security risk endangering my passwords and privacy. I believe the issue lies with the Fidelity Investments website. Despite calling the Santa Barbara CA office seeking help and waiting for about 30 minutes, I received no response. I rely on Fidelity for various financial activities like paying bills, managing my portfolio, depositing pension checks, and accessing tax information. The lack of security on the website has left me unable to conduct these necessary tasks, causing me great distress. I worry about the safety of my data and actions, leading me to hesitate to make any financial transactions. The uncertainty surrounding my money is causing me a lot of anxiety. - Carolyn L. Baker

I am inquiring about the status of the check that was to be sent to me for my RMD two months ago, as it has not reached my address in Bogota, Colombia. I have been attempting to contact you by phone, but have been unsuccessful due to busy lines. Furthermore, my account is currently blocked, making communication even more challenging. Your immediate response to this urgent issue would be greatly appreciated. - A.A. Mutual Fund Account Number: 2BW-[redacted]- Rollover.

Hello, I'm currently having trouble accessing my Fidelity account. I've forgotten my login details and when I try the "forgot username or password" option, I am directed to a page requiring a verification code to be sent to an obsolete email address. I haven't set up an alternative email or phone number for account recovery. Thanks, Shayla

Hello, I'm experiencing difficulties with your website while trying to set my password. The system keeps rejecting my attempts, claiming my password might not be strong enough. I've tried different combinations, including random numbers, to no avail. Today, after another try, it's saying my information is incorrect. I need to access my account without getting locked out. Your help would be appreciated. Thank you.

My husband's account with Fidelity Investments has been closed for two years, and he has since passed away. Despite this, I continue to receive mail addressed to him. I am unable to find an email address to contact them, and calling customer service is not an option since the account no longer exists, and access to the website is no longer available. I would appreciate any guidance on how to stop these statements, considering the account has no remaining balance. Thank you for any assistance.