National Financial Services LLC Customer Service

Phone Number & Contact Info

National Financial Services LLC's Best Phone Number

800-752-7053
Toll-free·Calls Customer Service·Most popular National Financial Services LLC number
Q:

How do I talk to a live human at National Financial Services LLC?

A:Press 1
Q:

Does National Financial Services LLC offer 24 hour customer service?

A:Not at this number; hours here are Mon-Fri 8am-10pm, Sat 8am-8pm, Sun 8am-9pm EST. The least busy day is Sunday, and the most busy day is Monday.
Q:

How long will I wait on hold?

A:The average hold time is 21 minutes. The longest hold times are on Tuesday, and the shortest are on Friday. How is this calculated?

National Financial Services LLC Customer Phone Numbers

Broker/Dealer Line

800-801-9942
Toll-free · Mon-Fri 8am-10pm, Sat 8am-8pm, Sun 8am-9pm EST · Press 1 ·

Privacy

800-877-2410
Toll-free · Mon-Fri 8am-10pm, Sat 8am-8pm, Sun 8am-9pm EST · Calling this National Financial Services LLC number should go right to a real human being ·

Security Department

800-544-6666
Toll-free · Mon-Fri 8am-10pm, Sat 8am-8pm, Sun 8am-9pm EST · Press 1 ·

Corporate Offices

212-335-5000
Mon-Fri 8am-10pm, Sat 8am-8pm, Sun 8am-9pm EST · Calling this National Financial Services LLC number should go right to a real human being ·

How do I get through the phone menu to a live person?

GetHuman researchers routinely call this National Financial Services LLC phone number to document the phone system.
Here is our latest tip for weaving through the phone menu to get to a real person the fastest: Press 1
Below are some clips we've found from National Financial Services LLC's phone menus and tips that help give an idea of what you will encounter when you call. We've highlighted why they are important as well:

Heard when the phone system first answers

"All calls are recorded and may be monitored for quality control purposes. Thank you for calling National Finance Financial, a Fidelity Investment Company. If you are calling with questions regarding investor accounts held at National Financial, please press one. If you are calling to learn more about clearing service please hold while we transfer your call. For privacy information, visit I dot fidelity dot com slash privacy. Your call is important to us. Please remain on the line while we connect you to a representative. If you prefer to wait in silence, please press one now."
Excerpt from a call with National Financial Services LLC
Friday, January 12, 2024 6:17 PM

The first phone menu

"All calls are recorded and may be monitored for quality control purposes. Thank you for calling National Financial. Thank you.
A Fidelity Investment Company. If you are calling with questions regarding investor accounts held at National Financial, please press one.
If you are calling to learn more about clearing services or products, please press two."
Excerpt from a call with National Financial Services LLC
Friday, May 17, 2024 4:48 PM

What are the hours and when should I call?

National Financial Services LLC operates the call center for this 800-752-7053 phone number Mon-Fri 8am-10pm, Sat 8am-8pm, Sun 8am-9pm ET. The short answer is that you should call on a Wednesday. This observation and the following section are based on analysis of a sample set of 547 calls made in the last 90 days using our free, web-based phone (see above).
An important note: busy times vs hold times vs best time to call
When we refer to busy or less busy times, we are talking about the volume of calls. The busiest times are when the most people are calling this National Financial Services LLC phone number (least busy times have fewer people calling). This high call volume does not necessarily mean that you will have a long hold time when you call. Companies like National Financial Services LLC staff their call centers differently based on the time of day and day of the week, so you may experience a shorter wait on hold at the busiest of times. When we refer to the best time to call, we are referring to the optimal combination of lower call volume and shorter wait times.

The least busy time to call

The least busy day to call National Financial Services LLC is Sunday. The most busy day to call is Monday, which averages 1058% more phone calls by comparison. Again, this is based on a sample of 547 calls made with our AI-powered, web-based phone in the last 90 days.
Sun
Quietest
Mon
Busiest
Tue
Wed
Thu
Fri
Sat

The shortest wait on hold

We measured the shortest hold times to be on Friday. The longest wait in the queue on average occurs on Tuesday.

The best time to call National Financial Services LLC

In summation, the best day to call National Financial Services LLC is Wednesday.

Calling this National Financial Services LLC Customer Number

Christian Allen is the editor / author responsible for this content.
Apr 15, 2024

When calling this number, it's important to remember that National Financial Services is a branch of Fidelity Investments. As such, any calls made regarding National Financial Services will fall under the Fidelity umbrella, and will likely lead to speaking with someone from Fidelity.

When I called, I was told that all calls are monitored and recorded and asked if my call was regarding National Financial Services and its investments. I hit the button saying that it was, and I was taken to the next menu for such calls.

Upon reaching this menu, I was told that I would be able to contact the investments line directly in the future, and I was provided with a direct number to them to do so. I was then told that nobody was available to take my call, and I would need to try my call again during Fidelity's business hours. At that point, the system automatically hung up.

Overall, I was not impressed with either the automated system or the information available about this phone number. A search of this number online does nothing to tell you that Fidelity controls this number now, and the first result you get actually comes from a totally different company, National Financial Services, Inc. That site confirms that this is the correct number for National Financial Services LLC, but there is no such confirmation on a National Financial Services LLC website or on Fidelity's websites.

The automated system doesn't offer any kind of help after hours, leaving you stuck if you have to call them outside of standard business hours. That's not very helpful to customers, as the automated system should at least provide some information. Based on this call, I really wouldn't want to use this phone number to get assistance if I needed it.

Christian has been writing about long hold times and customer service call center experiences since 2010. He's been featured in Bloomberg, the Wall Street Journal and the Boston Globe.

Why Customers Call National Financial Services LLC

If you have time to do a bit of reading before you call National Financial Services LLC, we recommend you read over some of our problem-specific articles.

What are the fees associated with National Financial Services LLC accounts?

The fees associated with National Financial Services LLC accounts vary depending on the type and nature of the account. Common fees may include account maintenance fees, transaction fees, and wire transfer fees. It is important to note that these fees can vary and are subject to change. To provide a comprehensive understanding of the specific fees applicable to individuals, it is recommended to consult the account agreement or contact National Financial Services LLC directly. It is always prudent to review the fee structure, terms, and conditions associated with any financial service to make informed decisions based on personal financial needs and goals.

What services does National Financial Services LLC offer?

National Financial Services LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, wealth planning, retirement planning, estate planning, and insurance solutions. The firm helps clients in creating personalized investment portfolios and implementing tailored financial strategies to achieve their short-term and long-term goals. National Financial Services LLC also provides comprehensive financial planning, assisting individuals in developing an effective roadmap for their financial future. Additionally, the company offers guidance on retirement savings strategies, including 401(k) plans and individual retirement accounts (IRAs). With a focus on holistic financial well-being, National Financial Services LLC aims to assist clients in achieving financial security and success.

Does National Financial Services LLC offer retirement account options?

Yes, National Financial Services LLC offers a wide range of retirement account options to help individuals plan and save for their future. Whether you are looking for a traditional Individual Retirement Account (IRA), a Roth IRA, or a 401(k) plan, National Financial Services LLC provides a variety of choices to suit your needs. These retirement account options allow you to take advantage of tax advantages and compound interest to grow your savings over time. With our user-friendly online platform, you can easily manage your retirement account, monitor your investments, and make contributions at your convenience. Our team of financial experts is also available to provide guidance and answer any questions you may have regarding retirement planning. Start planning for your retirement with National Financial Services LLC today.

Top National Financial Services LLC customer service problems

Click the link above to get answers to just about any National Financial Services LLC customer service question, including step by step guides for the most complex issues. You can also detail a new issue and get answers instantly.
Below is a sample of recent calls to National Financial Services LLC, and their purpose. Are any of these similar to the reason you are trying to call?
Verify charge on account: "Caller questioning legitimacy of $6,000 charge from National Financial Services LLC."
- From a call lasting 6m 13s , May 17, 2024 4:48 PM
Confusion about checks: "I'm getting these checks every week and I have no idea why."
- From a call lasting 15m 52s , May 14, 2024 6:32 PM
General inquiry: "Just confirming the phone number I dialed."
- From a call lasting 6m 6s , Apr 18, 2024 3:34 PM
Check replacement request: "I have a rejected check dated December twenty eight twenty twenty three that needs to be replaced."
- From a call lasting 3m 40s , Apr 5, 2024 5:44 PM
Missing 1099 form: "I don't seem to have gotten my ten ninety nine for this year."
- From a call lasting 8m 6s , Apr 4, 2024 4:31 PM
Identity verification: "My name is Jim Brekel."
- From a call lasting 3m 5s , Apr 3, 2024 2:35 PM
Confusion over account information: "I'm trying I'm I'm I'm not sure if they to deal with that."
- From a call lasting 12m 35s , Apr 2, 2024 2:59 PM
Tax exemption request: "I'm calling to make my uncle's monthly check from National Financial Services tax free."
- From a call lasting 7m 4s , Mar 27, 2024 5:07 PM
Question about tax form: "We received a ten ninety nine form from you guys and we're just trying to figure out what this is for."
- From a call lasting 6m 34s , Mar 25, 2024 5:10 PM
ZIP code error: "I was trying to submit my tax return, It said that that's the wrong ZIP code for that area."
- From a call lasting 5m 59s , Mar 25, 2024 4:01 PM

More National Financial Services LLC Customer Service Contacts

There are of course other ways to contact National Financial Services LLC customer service besides the phone. Below we list the best ones, by medium.

National Financial Services LLC Customer Help Desk / Web Support

prcwebs.com - Customer Service
Online customer service support
As a last, sometimes only, resort- National Financial Services LLC customer service can be accessed through their website. This can entail digging through help articles before finding a form and "being allowed" to submit a problem to their team, and rarely leads to a real-time conversation, which is why GetHuman does not recommend this unless it's the only way.

Conclusion and closing notes

This is National Financial Services LLC's best phone number, the real-time current wait on hold and tools for skipping right through those phone lines to get right to a National Financial Services LLC agent. This phone number is National Financial Services LLC's best phone number because 31,740 customers like you used this contact information over the last 18 months and gave us feedback. Common problems addressed by the customer care unit that answers calls to 800-752-7053 include I received a 1099-R from a com and other customer service issues. The National Financial Services LLC call center that you call into has employees from Southlake, TX / Honduras and is open Mon-Fri 8am-10pm, Sat 8am-8pm, Sun 8am-9pm ET according to customers. In total, National Financial Services LLC has 5 phone numbers. It's not always clear what is the best way to talk to National Financial Services LLC representatives, so we started compiling this information built from suggestions from the customer community. Please keep sharing your experiences so we can continue to improve this free resource.

GetHuman does not provide call center services or customer support operations for National Financial Services LLC. The two organizations are not related. GetHuman builds free tools and shares information to help customers of companies like National Financial Services LLC. For large companies that includes tools such as our GetHuman Phone, which allows you to call a company but skip the part where you wait on the line to get a live human rep. We continue to work on these tools to help customers like you (and ourselves!) navigate the messy phone menus, hold times, and confusion with customer service. As long as you keep sharing it with your friends and loved ones, we'll keep doing it.

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