Fidelity Brokerage Account Reviews

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Started at Vanguard for simple set-and-forget investing but moved most finances to Fidelity as things got more complex, for its extra services and a better customer service experience.

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Switched from Vanguard and finds Fidelity much more user friendly, with great customer service and a much better app than Vanguard's.

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Over 20 years with Fidelity, with a few hiccups but very good customer service, an interface, trainings and live events they like, rating it 9.5 out of 10.

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They switched to Fidelity from Schwab about a year ago and are happy with the move, in particular praising the customer service they have received at Fidelity.

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Just opened an HSA at Fidelity and was stunned by how poor the website is compared with Schwab's, though customer service was great when they called about the HSA transfer.

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Moved everything from Schwab to Fidelity, finds the CMA great, keeps Merrill only for the BofA bonus, and gets great customer service, buying fractional Vanguard ETFs at Fidelity.

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Finds Fidelity has usually stellar customer service, nearly every account type under one roof, and low or no fees, after leaving Vanguard.

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Holds both firms but finds Fidelity service far better: chat answers immediately while Vanguard takes a week; free advising for premium customers can occasionally become a sales job.

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Moved over from Ameriprise intending to self-manage and found the free advisor calls steered toward paid management and skipped their agenda, though the transfer help was good.

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Meets a free Fidelity advisor about once a year as a DIY investor; the team respects that and has never been pushy.

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Long-time Fidelity customer who does not use its management services and meets the free advisor twice a year; finds him helpful and not pushy about selling anything.

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Keeps all tax-advantaged accounts at Fidelity and a brokerage at E-Trade, saying E-Trade has the best interface but Fidelity's customer service is far better and it would be the one choice.

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After two weeks and over ten hours E*Trade could not transfer an inherited IRA from a Morgan Stanley managed account, Fidelity completed it seamlessly in two days with a knowledgeable agent.

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Moved six accounts to Fidelity over two years, starting with an old 401k, finds the staff extremely helpful and the website among the best, and earns 2% on a Fidelity credit card for household spending.

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After transferring money into a brokerage account from an old work account, got a call the same day from a Salt Lake City advisor who has kept in contact since; calls it pretty good service.

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Brand new to investing, a Fidelity rep spent 45 minutes explaining sectors, index funds versus mutual funds versus ETFs and diversification and walked them through the website; years later they use it easily.

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Rating Fidelity's service 11/10 for a clear US-based call about rolling an old 401k into a Fidelity IRA, versus the old provider ADP whose overseas rep was hard to understand.

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Called about a retirement account and the agent was extremely helpful and friendly, apologized for questions she could not answer, and stayed on the line 20 to 25 minutes, unlike the previous plan provider.

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Has used Vanguard, Fidelity, Schwab and Merrill and rates Fidelity's interface best, and has been happy with Fidelity's phone customer service whenever they have called.

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Likes Fidelity, especially its customer service, but says Robinhood has a better app and offers extras such as rollover matches, IRA match and a 3% flat credit card that make it hard to leave.

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Uses both brokers, finding Schwab's trading platform far superior but Fidelity's execution better and its customer service more helpful, with the automatic cash sweep as the tie-breaker.

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Finds Fidelity customer service better and likes the cash sweep since they rarely watch idle cash, compared with Schwab's tiny interest.

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All-in with Fidelity, which provides everything needed and nothing unneeded; says its customer service is the best of any company they have dealt with, even if short-term trading may be better elsewhere.

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Consolidating most accounts to Fidelity from E-Trade and Wealthfront because it does it all, with top notch customer service and an intuitive, easy to use interface.

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Forty-plus years with Fidelity and a few at Schwab; rates Fidelity's customer service very good, with staff reachable by phone at 3am, and keeps it number one despite better hedging and short rates at Schwab.

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Moved investments from various brokerages into Fidelity and then their three kids' brokerages too, about 25 accounts in all, citing great customer service and Fidelity crediting all the transfer fees.

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Has had Fidelity since 2005 and rolled over a 401k, did Roth conversions and has an HSA; says the staff have been nothing but helpful and every experience has been positive.

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After many years at Vanguard, tired of its crappy customer service and archaic operations, moved everything but the children's college funds to Fidelity, where every call reaches someone who knows exactly how to help.

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Twenty-plus years with Fidelity holding cash, Roth, traditional IRA, HSA and brokerage there; never any issues and customer service is stellar.

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Finds Fidelity customer service excellent and the family financial advisor top notch, with time for questions, never rushed and prompt responses.

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Keeps most money at Fidelity across a CMA, taxable account, Roth and the credit card, has never had a customer service issue, and loves the cash sweep and free wires, though the CMA not working with Zelle is a drawback.

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Very pleased with customer service after transferring several IRAs and a joint account; fired their financial planner and feels confident investing with Fidelity's assistance.

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After working with Fidelity for years and firms like Capital Group, Schwab and T. Rowe, says Fidelity is by far the best for service, low fees and products.

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More than 50 years with Fidelity and would choose it again in a heartbeat, rating its market information, education, customer service and trading expertise as first rate.

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Trusts Fidelity and in nearly 40 years has never had a problem that customer service could not solve.

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Thirty-plus years with Fidelity through employers; saw some shortcomings but the help desk addressed them, and consolidating accounts across Fidelity, Merrill and Schwab with Fidelity getting the lion's share.

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Would pick Fidelity overall: buying and selling munis, treasuries and CDs is easy and customer service is first rate; the only complaint is the new desktop trade ticket and pre/post-market ticket.

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Went from Robinhood to M1 Finance to Schwab to Fidelity and stayed for the ease of use and friendly, responsive customer service, feeling their assets are safe with a stable company.

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Uses both Fidelity and Schwab, liking Fidelity's customer service and saying its app has improved greatly over the past couple of years; Schwab is kept for banking and thinkorswim.

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Loves Fidelity's customer service, flexibility and security, saying even credit card problems are resolved nearly instantly with short waits; the only complaint is the lack of push notifications.

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Loves Fidelity for fractional shares, a wide ETF range, and refunding transfer fees on transfers of $25K and over.

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Merging old 401ks was easiest at Fidelity with nicer phone reps; only issue is no crypto account.

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20-year customer with above-average support that looks out for them.

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Finds Fidelity easy to use on site and app with really good customer service.

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Comparing Fidelity with Merrill and E*TRADE, they say only Fidelity agents followed up on their own to update them on fee reimbursements they had negotiated.

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Transferred accounts from Principal to Fidelity and the rep immediately credited the transfer and closure fees when told about them; has used Fidelity for about 15 years and is happy with them.

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Was really pleased with Fidelity's customer service for the 401k at work, and so moved IRAs from Vanguard to Fidelity, also disliking Vanguard's new buy and sell flow; Fidelity refunded the $100 closure fee.

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Runs all finances through Fidelity with a local credit union backup, rates Fidelity service the best, but stopped using the credit card because Elan's service is far worse.

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Manages about 20 Fidelity accounts for family over 30 years, including HSAs, Roths and UTMAs, and calls it an amazing brokerage with great service, though the credit card did not work in Quicken.

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Reactivating old accounts at the big three after coming into money, only Fidelity could verify them and made the process easiest, with amazing service reps.

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They keep most of their money at Fidelity and praise its customer service and lack of gimmicks, saying some reps taught them a lot about personal finance. They only move money out for other brokers' transfer bonuses.

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They couldn't exit a large floating-rate note elsewhere for months, then Fidelity quoted it in minutes and sold quickly. They also praise free wires and say concerns about Fidelity advisors are overrated.

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As a self-directed investor in Fidelity's Private Client Group, they say their advisor never tried to sell them anything and calls go to a separate service team with short holds and polite, capable reps.

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A new customer who uses Fidelity customer service often and finds it far better than Vanguard's, which could not resolve a simple matter for a tax client in hours.

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Keeps the bulk of their money at Fidelity and finds its customer service superior to Vanguard's, while noting Fidelity Zero funds are not portable in a brokerage account and Vanguard may suit wealth management better.

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Has had nothing but positive Fidelity service experiences, after Vanguard's slow, poor support during an account-creation glitch pushed them to try Fidelity.

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Recently switched from Vanguard to Fidelity, which reimbursed Vanguard's $100 transfer fees for Roth and rollover IRAs after a simple request, noting it requires about $25k transferred or already held.

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They use Fidelity exclusively, finding it simple with a great learning section and intuitive app layout, and report only five-star interactions with its customer service.

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Has been with Fidelity about 14 years, never gets sales calls, and found the rep who answered a question friendly and appreciative.

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Chose Fidelity for better customer service and finds individual reps excellent, but daily position CSV downloads are never a clean import and policies feel hostile to anyone not a long-term investor.