Posted by klausret8er
As an existing customer with Fidelity I inquired recently about promotions when moving in about $1.1 million from a competing brokerage to Fidelity. The Fidelity responses have been extremely unsatisfactory, slow, unqualified, scattered, template based and unconstructive. The customer is clearly left with the impression that Fidelity is not interested in the business. It appears that I have no choice but to move on and pursue other brokerage options. This experience is a clear disappointment in the Fidelity customer service group and will certainly consider liquidating the existing assets which are currently with Fidelity.