Reddit · r/personalfinance · 5 days ago
They have used E*TRADE for over two decades with no problems, finding support responsive and accurate the few times they needed it, and they handle most things in the app or on a laptop.
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Fresh experiences from real customers, collected from Reddit, YouTube and blogs and linked to their sources.
Reddit · r/personalfinance · 6 days ago
They opened an E*TRADE account for a sign-up bonus, had trouble logging in, and found the support agent they called very helpful. They received the bonus afterward.
Reddit · r/personalfinance · 6 days ago
They had never needed customer service until opening E*TRADE, where verification problems and an unverifiable phone number meant a long wait for manual review before getting online access. They say it is fine now.
Reddit · r/fidelityinvestments · 7 days ago
Trades on Fidelity and reports lags, glitches, loading issues and sell orders not filling even when the bid fell below the limit. Calls the platform a big piece of trash for active trading and says he would not use it.
Reddit · r/fidelityinvestments · 7 days ago
Says Fidelity sometimes rejects a second market order for the same stock submitted right after the first because it is too similar to the last one, and that it has been like this for years.
Reddit · r/fidelityinvestments · 8 days ago
They call Fidelity Baskets horrible because some of their positions are stuck in limbo. They were told the engineering team would take about a week to respond.
Reddit · r/TheRaceTo10Million · 10 days ago
A partial transfer out to Robinhood did not work and a call to E*Trade could not explain why; they also believe its margin rate is higher than rivals'.
Reddit · r/fidelityinvestments · 11 days ago
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.
Reddit · r/fidelityinvestments · 12 days ago
Meets a free Fidelity advisor about once a year as a DIY investor; the team respects that and has never been pushy.
Reddit · r/investing · 12 days ago
Chose Fidelity to move their Roth from E-Trade and says they are very glad they did.
Reddit · r/fidelityinvestments · 13 days ago
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.
Reddit · r/fidelityinvestments · 13 days ago
Says the Fidelity advisor pushed hard to move their 401k into a managed account for a larger fee and kept calling afterwards, leaving a poor impression.
Reddit · r/investing · 13 days ago
Has a Roth with Fidelity and Robinhood; says Fidelity is great but its only real benefit for them has been being able to call someone, and they have called just once in eight years.
Reddit · r/investing · 13 days ago
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.
Reddit · r/investing · 13 days ago
Recently moved from Robinhood to Fidelity, finding Robinhood's UI much better and still using its app, but preferring Fidelity for its wide range of fund options.
Reddit · r/investing · 13 days ago
Praises Fidelity for international markets, fractional shares, good support and a decently good UI, saying it now handles most of their banking for functional purposes.
Reddit · r/investing · 13 days ago
Consolidated everything to Fidelity, finding Schwab fine but liking Fidelity's interface better.
Reddit · r/investing · 13 days ago
Has used all three of Fidelity, Robinhood and Schwab and rates Fidelity by far the best, loving its UI, low and no cost funds, customer support and ease of setting things up.
Reddit · r/investing · 14 days ago
A former dedicated Schwab user who now finds Fidelity just better, citing cash swept into higher-yield T-bill equivalents and full dollar-amount limit orders, while saying Schwab representatives are smarter.
Reddit · r/investing · 14 days ago
Uses both Schwab and Fidelity and finds Schwab's interface better, since Fidelity needs several refreshes after a trade and lacks a combined account summary with allocation percentages, though Fidelity automatically invests cash.
Reddit · r/investing · 14 days ago
Uses both Schwab and Fidelity and finds Fidelity edges ahead in UI experience and total package, being low friction and powerful once learned, with everything from fractional stocks to T-bills, Roths, 401ks and HSA in one place.
Reddit · r/fidelityinvestments · 16 days ago
Switched to Robinhood six months ago and finds support fine: a requested call comes within a minute and the rep is helpful.
Reddit · r/Schwab · 18 days ago
Notes that buying Irish-domiciled ETFs through Schwab International requires calling the global desk and paying a per-trade fee, though they still prefer Schwab to IBKR.
Reddit · r/Schwab · 18 days ago
Could not get the global desk's per-trade fee waived even as a private client and found it ridiculous.
Reddit · r/M1Finance · 20 days ago
Fractional shares and low borrow rates were worthwhile advantages, and transferring everything out proved easy, though hefty fees charged on exit were covered by the receiving brokerage.
Reddit · r/Schwab · 23 days ago
Does not want to spend time squeezing a few extra cents but values that Fidelity's automatic cash sweep earns hundreds of times more than Schwab's 0.01% with no effort.
Reddit · r/Schwab · 23 days ago
Uses a Fidelity CMA like checking and calls the auto sweep the most important feature, since two to three months of expenses now earn interest instead of sitting idle while staying liquid.
Reddit · r/Schwab · 23 days ago
Says Fidelity fails biometric login and makes them redo it now and then, whereas they never had a problem at Schwab, and sees the lack of auto sweep as the one thing Fidelity does better.
Reddit · r/fidelityinvestments · 24 days ago
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.
Reddit · r/investing · 25 days ago
They tried Webull for margin borrowing and found its Premium accounts offer lower rates than Interactive Brokers, but say they are not impressed with the broker at all so far.
Reddit · r/investing · 25 days ago
Tried the desktop platforms for six weeks and found the interface chaotic, while rating the company and its execution as excellent.
Reddit · r/investing · 25 days ago
Holds accounts at both Fidelity and IBKR and prefers IBKR for global trading and reporting.
Reddit · r/MerrillEdge · 26 days ago
The interface looks straightforward, phone support reps have been really nice, and the account came with checks and a black and gold check cover.
Reddit · r/MerrillEdge · 27 days ago
Long-standing Roth IRA was abruptly closed over an unupdated profile, triggering early withdrawal taxes and mailing a check to an old address.
Reddit · r/personalfinance · 28 days ago
They opened a Roth IRA at M1 by rolling over an old 401(k) and picked a premade model pie, then kept contributing. They are unhappy with the modest first-year performance and note the model pie cannot be edited.
Reddit · r/personalfinance · 29 days ago
They were fine with Merrill Edge until a backdoor Roth conversion, when Merrill insisted on leaving a small minimum in the traditional IRA or closing it. They are now considering moving their money away.
Reddit · r/etrade · 30 days ago
Closing an inactive account and transferring the remaining balance drags on for months despite forty-minute security verification calls.
Reddit · r/fidelityinvestments · 30 days ago
Long-time clients with a supposed advisor and team who never contacts them; zero contact is the worst experience in about 40 years with Fidelity.
Reddit · r/Bogleheads · 31 days ago
Calls Fidelity's app absolute garbage compared with Robinhood's and is happy using Robinhood's Gold card and the 3% Roth match instead, saying Reddit is very anti-Robinhood.
Reddit · r/fidelityinvestments · 31 days ago
A customer since the 1990s who noticed a terrible drop in service after being dropped from the Private Client Group, with questions unanswered and promised callbacks that never came.
Reddit · r/fidelityinvestments · 31 days ago
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.
Reddit · r/fidelityinvestments · 31 days ago
Says Fidelity's phone support is amazing, with knowledgeable, friendly reps, in stark contrast to the employer 401k at Vanguard where support is uninformed and gives a run-around.
Reddit · r/Bogleheads · 32 days ago
Treats Fidelity as the primary brokerage they hope never to leave and has used the Fidelity 2% card as their main card for about a decade; tried the Robinhood Gold card for a few months and found Robinhood improved over the horror stories.
Reddit · r/Bogleheads · 32 days ago
Switched most accounts from Fidelity to Robinhood, using the Gold card as the main credit card, because they find the Robinhood UI much easier to use and so easier to keep contributing money.
Reddit · r/investing · 32 days ago
Uses Fidelity for ESPP and personal accounts with basic stock sales at zero cost online.
Reddit · r/fidelityinvestments · 33 days ago
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.
Reddit · r/fidelityinvestments · 33 days ago
First call to Fidelity on a Sunday afternoon reached a human who resolved the issue quickly and even gave a direct number for further help that day.
Reddit · r/fidelityinvestments · 33 days ago
Thinks Fidelity service beats Robinhood and Coinbase and is near Schwab, but at times got incorrect information and had to call several times to resolve a problem or two.
Reddit · r/fidelityinvestments · 33 days ago
Fidelity was always helpful and they moved most things over, but bad and conflicting information before and after a move was only clarified by a supervisor while secure messages went unanswered.
Reddit · r/fidelityinvestments · 33 days ago
Moved from Schwab for a rep available anytime, but the advisor grew unhelpful with vague answers and later pushed an SMA three times after being told they were not interested, so they moved to a fee-based fiduciary.
Reddit · r/fidelityinvestments · 34 days ago
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.
Reddit · r/fidelityinvestments · 34 days ago
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.
Reddit · r/fidelityinvestments · 34 days ago
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.
Reddit · r/fidelityinvestments · 34 days ago
Self-manages accounts at Fidelity, finds the website easy with excellent reports, research and learning areas, and a recent advisor appointment was knowledgeable, courteous and helpful.
Reddit · r/fidelityinvestments · 34 days ago
Generally happy with Fidelity support but has learned not to take it as gospel after being told things in error, and says second-tier help is hard to reach.
Reddit · r/fidelityinvestments · 34 days ago
Support and ops were great about researching an unexplained old transfer fee, but the advisor they were sent to belittled their Boglehead investing strategy.
Reddit · r/fidelityinvestments · 34 days ago
Moved IRA, brokerage and HSA to Fidelity three years ago to keep them together, likes the interface, has not needed help, and helped their daughter open a Roth IRA there.
Reddit · r/fidelityinvestments · 34 days ago
Has never had an issue Fidelity could not resolve, likes the cash back card integration with the CMA and the brokerage sweep, and that cash held as put collateral keeps earning interest; wishes it had API access.
Reddit · r/fidelityinvestments · 34 days ago
After a parent's death it took over a month, two visits to different Fidelity offices and countless calls and emails to transfer an IRA to them, so they are moving it to another company.
Reddit · r/fidelityinvestments · 35 days ago
Uses Schwab for limited margin in a Roth IRA, extended-hours order entry and Zelle, while preferring Fidelity's nightly cash sweep.
Reddit · r/etrade · 38 days ago
Dealings with staff were chaotic: a deposit was pushed before arranging an advisor call, a promised advisor went silent, a manager hung up on them, and a fee to move a custodial account out would not be waived.
Reddit · r/Bogleheads · 38 days ago
Keeps their investments at the broker and says they never give it a second thought, noting it has been stable for decades.
Reddit · r/M1Finance · 39 days ago
Holds a Roth, main brokerage and a 401k rollover, and moving extra cash in from a credit union account is easy enough not to worry about.
Reddit · r/personalfinance · 40 days ago
Has Schwab for decades and Fidelity a few years for its CMA, likes Fidelity's interface better, and finds Schwab's 24/7 service and nearby office good too.
Reddit · r/fidelityinvestments · 41 days ago
They use a self-directed (manual) Fidelity account rather than the Go robo-advisor and report that it has been great for them, with zero problems so far.
Reddit · r/personalfinance · 41 days ago
Hates the Fidelity 403b interface: exchanging between funds shows a table with abbreviated names and no symbols and confirming opens pop-ups, and they already messed up one redistribution.
Reddit · r/personalfinance · 45 days ago
Fidelity is their least favorite of three brokers; a fraudulent debit charge on the cash account took months to recover and support was rude and bad on other calls, until they wrote the executive office.
Reddit · r/personalfinance · 45 days ago
Keeps most money at Vanguard but prefers Fidelity because it allows recurring and fractional investing in any fund or ETF, whereas Vanguard forces manual orders outside its own products.
Reddit · r/personalfinance · 45 days ago
Deposit was held for a month after being told three days, with support unable to help and many others reporting similar holds, which pushed them to choose Vanguard.
Reddit · r/personalfinance · 45 days ago
Praises Fidelity customer service, saying they reach a real person on the phone within five minutes every time.
Reddit · r/investing · 57 days ago
They opened Webull a few years ago for a free fractional-share promo, later opened a Roth IRA there, and now buy VTI weekly with dividend reinvestment, though they are unsure after seeing mixed reviews.
Reddit · r/Bogleheads · 57 days ago
Consolidated all investments into Vanguard for simplicity and likes it.
Reddit · r/Bogleheads · 57 days ago
Has kept personal IRAs and brokerage accounts at Vanguard and finds its online interface just OK, similar to Fidelity's.
Reddit · r/fidelityinvestments · 58 days ago
Almost 30 years as a customer, account locked for three months when trying to withdraw.
Reddit · r/Bogleheads · 67 days ago
Pays most bills from a Fidelity CMA but has the paycheck go to a local bank for branch services and a backup, moving money to Fidelity once a month.
Reddit · r/etrade · 68 days ago
Two stints with a taxable account and an IRA have gone without issues, with easy transfers from an outside bank and a smooth 401k rollover into the IRA.
Reddit · r/Bogleheads · 68 days ago
Has a Vanguard IRA and a Fidelity 401k, and also opened a Fidelity CMA and brokerage account because they value Fidelity's customer service.
Reddit · r/Bogleheads · 68 days ago
Has been consolidating E*Trade and Fidelity brokerages into Fidelity, partly after learning how hard inheritors found getting money out of E*Trade, and likes the simplicity.
Reddit · r/Bogleheads · 68 days ago
Has retirement accounts at Fidelity and Ally, generally prefers the Fidelity platform, but finds Fidelity's fees for some mutual funds such as Vanguard and Dodge & Cox exorbitant compared with free at Ally.
Reddit · r/Bogleheads · 68 days ago
Started a Roth IRA at Vanguard but opened one at Fidelity because planned conversions and having a brick-and-mortar office to visit if needed has value to them.
Reddit · r/etrade · 69 days ago
Debit card was declined about 70 percent of the time even for basic purchases like gas, and the accounts were frozen nearly every other week, including once after a PayPal flag, leaving no emergency access to money.
Reddit · r/Bogleheads · 70 days ago
They keep their assets at Merrill mainly for the elevated Bank of America credit card rewards perks and would not trade that for a Robinhood transfer bonus, citing Robinhood's weak customer service.
Reddit · r/Bogleheads · 70 days ago
They moved their assets to Robinhood for a large transfer bonus and say it was totally worth it.
Reddit · r/Schwab · 70 days ago
Moves money in and out of a money market fund daily around purchases in their Schwab IRAs without fees and finds Schwab chat support great.
Reddit · r/Bogleheads · 72 days ago
Has used both Merrill and Fidelity and likes Fidelity better, including that it allows trading fractional shares.
Reddit · r/Bogleheads · 72 days ago
Calls Fidelity awesome, praising the analysis tools, monthly statements, exceptional ease of use and fast transfers.
Reddit · r/Bogleheads · 72 days ago
Uses Vanguard, Fidelity, Schwab and Robinhood and likes Fidelity's UI best by far, holding T-bills, money market funds and IRAs there; says Robinhood is easiest to start with but layered with prediction markets and ads.
Reddit · r/Bogleheads · 72 days ago
Has used Robinhood, Webull, Betterment and Fidelity and says Fidelity all the way.
Reddit · r/Bogleheads · 72 days ago
Likes Fidelity's customization options, being able to link multiple accounts, and a clean user-friendly interface, though disliked the FullView changes; hopes Fidelity keeps responding to community feedback.
Reddit · r/Bogleheads · 72 days ago
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.
Reddit · r/Bogleheads · 72 days ago
Likes Fidelity well enough, but its app stopped letting them log in a few months ago and some interfaces are frustrating, though they managed to link and label most accounts.
Reddit · r/dividends · 73 days ago
Automated pie investing is easy, though there is a sign-in glitch and it invests every deposit unless a minimum cash holding is set.
Reddit · r/Schwab · 74 days ago
Plans to move all Fidelity assets to Schwab after finding administrative tasks a nightmare, with reps giving different answers each time, the back office dropping the ball, and archaic manual forms as power of attorney.
Reddit · r/Bogleheads · 76 days ago
Uses Fidelity because their dad does and really likes the interface, though not enough to move everything over from Vanguard.
Reddit · r/Bogleheads · 76 days ago
Spent about eight months at Schwab but went back to Fidelity because Schwab would not automate ETF and stock investing and limited fractional shares to the S&P 500; likes Fidelity for set-and-forget investing.
Reddit · r/Bogleheads · 76 days ago
Joined Vanguard, then moved to Schwab and found it could not do fractional shares, then moved to Fidelity, which they call the king.