Where is Fidelity Investments Corporate office Headquarters
Fidelity Investments Headquarters Address and Contact
Fidelity Investments Headquarters Location & Directions
Fidelity Investments Headquarters Executive Team
Name | Title |
|---|---|
Abigail Pierrepont Johnson | Chief Executive Officer, President and Chairman |
Charles Sumner Morrison | President of Asset Management |
Romain Boscher | Chief Investment Officer of Equities |
About Fidelity Investments, History and Headquarters Information
Fidelity Investments was incorporated as Fidelity Management & Research (FMR) by Edward C. Johnson II in 1946. It is headquartered based in Boston, Massachusetts. By 1984, they started offering computerized stock trading. In 2004, Fidelity opened its office in India. In 2018, Fidelity introduced a separate entity for cryptocurrency trading.
Fidelity Investments Inc. is an American multinational financial services company. Fidelity Investments provides a wide variety of services such as estate planning, life insurance, securities execution and clearance, discount brokerage services, Index funds, annuities, wealth management, rollovers, fund distribution, and investment advice, cryptocurrency, and retirement. It has three fund divisions: Equity, High-Income, and Fixed-Income. This firm has investor centers in more than 140 locations all over the US. It has more than 50,000 employees operating offices located in American Fork, Utah; Greenwood Village, Colorado; Jacksonville, Florida; Covington, Kentucky; Westlake, Texas; Durham, North Carolina; Albuquerque, New Mexico; Cincinnati, Ohio; Salt Lake City, Utah; Smithfield, Rhode Island; and Merrimack, New Hampshire. It also has offices in Canada in Toronto, Montreal, Calgary, and Vancouver.
Fidelity Investments Headquarters Photos
I have been trying since 2019 to get an I.R.A. from my ex-mother in law resolved and only
lip-service from employees reading scripts or going by check-lists. This company is too
big and there is no personal interaction.
Recd ltr from Fidelity about a stale ck that was sent to my mom. Called # in the ltr and gave them the ck # provided, ck date, amount, etc. The rep could not find info. FINALLY located info. Was told my mom has to ok that I can discuss this issue with them. Advised she is in a nursing home. Rep wanted me to call back when I am at the nursing home with her. I advised I have POA, should not have mention that!!! Now the rep wants copies of the POA papers PLUS wants a form printed from their website and have it notarized. Decided to go with the first option and call when I am at the nursing home so my mom can verify it is ok to talk with me about the stale ck. My mom has Alzheimer’s, her sight is poor as well as her hearing. I had her on speaker so I could help her with any questions/answers. I was told by the rep plus her supervisor I could not “coax” my mom!!! This so called company is a hot mess!!!
I have been trying to fix a problem with a company called cim since 2019 and CAN NOT GET HELP…I worked for many years with fidelity and had no problems till now…so mad I will write a letter to Brain Conroy on my experience..yeks
The Fidelity customer website gets worse and less usable for investing each time the website group makes a change. The last change eliminated many useful features and made other changes that make my stock reasearch more difficult, time consuming, and less effective. For a while, it was possible to toggle back to the old format but this was stopped last week. The feature “Equity Summary Score Change” which I used almost daily was totally eliminated with no notice and no recourse. I have used the Fidelity website pages for my accounts for over 20 years and I am so disappointed with their web services that I am considering moving my accounts to another brokerage.
Trying to keep Fidelity from allowing frauds from getting my deceased husbands 401K is a nightmare and Fidelity’s legal department is a joke
You got that right – and no one at Fidelity cares
I wasted hours of calls to the fixed income people for a $40. correction………the difference between accrued interest paid and the interest paid on a Treasury Note. I am a private client that will go to a firm that wants business and gives proper service
Hello I have to ask about the hiring of people, because my story I a little different, but I feel it needs to be heard, I was given a job, but things didn’t work out at that time, was offered another job but background check didn’t go through, so background check was completed and offered a night job, which was ok, but never applied for night job only day, which is still open am just wondering why I haven’t but called, my coats n pants where ordered and am ready to work!!! location 100Millennium Way Durham NC 27709
On Fidelity.com, News and Research/Stocks, the list showing 52 week highs no longer is sortable, and no longer includes the ESS score. It’s now unusable. Please fix it. Thank you.
Looks like I’m not the only one that has seen fidelity go down hill. The sad thing is it looks like they don’t care. All these complaints and no response from Fidelity. WHY. ??
Potential investors beware. I have been talking to 10 different people at Fidelity since July 6, including 4 “supervisors” regarding reimbursement for fraud due to a breach in Fidelity’s security. 10 different people have repeatedly lied about each step of resolution!!! Now it’s time to lawyer up!! This company sucks!!! The SEC should investigate Fidelity’s controls!!
I am an adviser trying to set up a fidelity 539 plan through my company
What a nightmare No one could tell me where the application is a month and half later. All they keep giving me is different phone numbers to call
Where are the good comments?
Today I tried to contact the Palm Beach Gardens Fidelity Office in order to obtain an appt. to assist in some transactions. The nightmare began .I remained on the phone for approximately 40 minutes and then switched to a call center.Although the representative did try to assist me and called the Palm Beach Gardens Office after a long attempt.He stated that they advised I should walk in and then I would be assigned an adviser. This is absurd.They could have at least given an appt. as is good business practice.I have never experienced a situation since I have been with Fidelity for over 20 years.Common sense would advise to have a system in place to advise callers to leave their phone numbers and questions and return calls later,rather than to remain on the phone .
This is an Amazing company. THERE ARE NO EMPLOYEES. Fidelity is a complex maze of “877” phone numbers to which you cannot speak to a person, nor upload any requested documents. “Your call was unable to be competed. Please call again.” Your request can be “. . . easily initiated on line.” Those are just a few of the hilarious jokes you will hear from their electronic comedy-bot’s performance. Enjoy the show. Remember to tip you bartender.
It’s a shame that I’ve been trying to have your company help me invest my 4 million dollars. Trying to talk with someone is a game that your company must enjoy!
I would like to talk with someone just to tell of my experience..
If you care call me.
Unfortunately, I did not see the comments here or check reviews on external sites until after opening the Fidelity account. I transferred $150,000 from an external bank in order to fund my Fidelity brokerage account. 100,000 was deposited via institutional check and the remaining ACH transfer. Both the check and ACH transaction was processed and $150,000 taken from my external bank account 3dys ago however, I am just now receiving a message stating Fidelity is unable to complete the transfer due to the institutions name missing from the check. If this was the case, why was the 150,000 taken from my external account? THE INSTITUTION, ACCOUNT INFO., AND ENDORSEMENT IS ON THE CHECK. I have been on hold over 1hr for the past 3 days trying to track down my money and now told that the money is held up and I cannot close the account nor reverse the money back to my external account until the matter is cleared up. I am done with Fidelity and would like to close the account ASAP.
I had a “rainy day” account ($49,000+) which had been opened 30-35 years ago. since this wasn’t my primary investment account (which is with another investment company)and was unused, Fidelity sent a letter indicating my account was dormant and thought to be abandoned and that the money would go to the State if I didn’t call them. Long story short: I called a service center in Utah (they couldn’t “verify” me) and then I personally went into an office with my government issued photo ID. The rude lady on the television screen (no live contact) refused to look at my ID and since I was unable to answer 3 questions (including when did I open the account — 30-35 years ago) she said I couldn’t be verified. My cell phone number is not on file with them so they couldn’t send me a one-time verification code. I brought a check to deposit for $10 and asked if that would resolve the matter — she said she couldn’t confirm that they would accept my check. I said that since they couldn’t verify me, or confirm they could accept my deposit, would there be any issue with my writing a check out of that account to close it…. she said that she couldn’t give me that information. She also didn’t tell me what to do next in order to somehow get verified. This is the WORST customer service I’ve seen.
Basically…they think they are too big to care! My issue involved where an agent had to complete an option trade for me. It was due to a technical glitch in my computer and an option trade that would not wait. I removed my portfolio of $20,000 plus because they would not remove an option commission charge of $32.95. I did $50,000 in trades over a period of 6 months…..
but lost me for $32.95! Keep up THE GOOD WORK….Fidelity!
HORRIBLE CUSTOMER SERVICE!!!!! THEY TOLD ME THEY DON’T HAVE ENOUGH PEOPLE TO TAKE CARE OF ALL THE ACCOUNTS>>>> They follow no rules and don’t have answers to easy questions and do what ever they want whenever they want. Your ACCOUNT IS IN JEOPARDY AT FIDELITY!!!!
Don’t Risk your hard earned $…. They are OUT OF CONTROL!!
Poor customer service. I have had a lot of money in Fidelity accounts for at least 15 years. In addition, I advise my tax clients on investment styrategies and recommended Fidelity to them. This week I will be pulling all of my money out and recommending my clients do the same. I am sure Fidelity management doesn’t care, but they need to remember that word spreads and enemies accumulate.
I too have decided to take my (almost – since a month ago) million dollar account and seek elsewhere. I also vow to bad-mouth Fidelity as much as humanly possible
Recently had the same experience for my statements being placed on line without my authorization. They insisted I authorized it. Very poor customer support.
This firm has no concept of customer service. I call the Transition Services contact and only once have a conversation; other times I leave a voicemail message and get a reply within 5 days, maybe. Email messages, via the Fidelity web site, are also ignored for days. I can’t imagine how a financial firm can function with such abysmal response times.
I’m having a problem with my rollover IRA # 231479238. It was rolled over wrongly and now had lost 1500.00 approximately. I was told it would take up to 2 weeks to fix, meanwhile I’m told that I cannot utilize that account till it is the mistake is corrected or I have to take a loss for Fidelity’s mistake. Please help with this issue. I don’t want to take legal action but will if necessary.
Same happened to me. Their gain, my HUGE loss (more than $1500).
Did you really just give all these people your ur account number?
There is a deliberate corporate policy to delay fund dispersal from retirement accounts. Customer service is handled by call centers staffed by poorly trained representatives using outdated technologies (call center manager, David Pauly’s description). This provides the representatives with handy excuses for failing to complete complex tasks like stapling or linking forms for withdrawals , acknowledging receipt of faxs, and requiring 3-5 business days to finalize requests. These customer service representatives are led by managers who regard their supervisors as unavailable, unmentionable, and not to be referred to customers.
I have had the same experience. In 9 years, I have sent three letters, two emails and made two phone calls trying to get them to stop deduction income taxes from my pension check. Money that while isnt a large sum each month, over the past 9 years it adds up to a substantial amount. They have poorly trained customer service and do not respond to emails or letters sent in the US postal service.