Fidelity Investments 4+

I have been with Fidelity for nearly 12 years and have nothing but praise for them. I have my lifetime investments in mutual funds and also have a credit card through them where my reward dollars are reinvested into one of my accounts. Their tool to evaluate and compare hundreds of mutual funds based on whatever criteria one can imagine is priceless. When starting out with my investments I received a very professional call from them asking if I needed help in choosing my investment options. We had a very good conversation reassuring me that I had made wise choices based on my strategies but was also assured that they would always be there for me to assist when needed. Because of their tools I have done VERY WELL. For me I chose products that had the potential to pay a lot over time and they have done just that. (With these high yield products one must be able to accept their values dropping tremendously when the market drops knowing that over time they will recover and then some.) I don’t ever anticipate even considering a move to another investment firm. Fidelity is top notch in all regards year after year!

Not only has it happened numerous times there’s always a delay when you want to purchase stock as soon as the bell rings. A lot of other times you buy stock and you literally typing a specific amount for a limit purchase yet without your permission you end up paying more!!! I don’t understand what the point is of putting in a limited purchase amount per share if it’s just gonna be disregarded!?!?!? Not everyone is an expert in trading so perhaps they should explain why they are allowed to do this instead of just doing it and expecting us to ask accept it with no explanation. There’s a lot of other times when it just fails and I simply can’t get log back in for 5 to 10 minutes most of the time but other times its inaccessible for 30 mins to an hour. One instance this year it was down for 3 days. Again it would’ve been nice had they sent an email out to their customers to let us know that their operating system was completely in operable instead no one sent any notification and we just had to wait and wait and wait. So I hope that never happens again because I know I received 3 good faith violations during that 3 day period resulting in a suspension of certain privileges...all because I couldn’t see any of my normal reminders or warnings!

I have been a very happy Fidelity customer for 35 years. I tried the big brokerage companies that offer personal service. What did I find out? They grew rich and I barely broke even, even in booming markets. Fidelity gives me the tools and the information I need to make the best financial decisions. My money has grown exponentially so that I can withdraw funds to pay big bills and still see huge gains to my portfolio. It isn’t rocket science. Research the highest yielding funds over the long and short term at the risk level you are comfortable with. Fidelity’s research is sooo darn easy that I can find and print off the research in minutes. I rebalance my funds, drop the dogs, invest in some new winners. It really is that easy. Need money transferred to your bank account? Click, click, you are done. Fees are extremely low too. Need help? Call the 800 number and their very knowledgeable Representatives will assist you quickly and cheerfully. Now I am the one making the money, not my broker. I have taught all of my children to invest with Fidelity and they are light years ahead of their peers financially.