Fidelity Brokerage Account Reviews

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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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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.