Fidelity Investments - Irving (TX)

1 /5 Kimberly Watson: We went in to make a deposit and upon entering, were not acknowledged nor properly greeted. When one of the men decided to look up and ask how could he help us, he passed us on to another broker. We were seated in the first office and witnessed each customer given a friendly welcome and offered refreshments upon arrival. Of course, those who received such reception were not of our complexion. It wasn’t until they saw the amount that we were depositing that people were introducing themselves and shaking my husband’s hand. Even though this location is closest to our home, we will not be returning. Hopefully, the next branch recognizes that our money is green like everyone else’s.

1 /5 E John Inan: I’ve been to this branch a few times, and I don’t think the receptionist, in particular, knows how to greet or be polite to clients. I was there to deposit a check into my account. For this process, they make you stand at the front desk while they take your check, go into a room to deposit it, and then return with a receipt. During this time, I asked a couple of questions, but the person wasn’t very friendly or helpful with their responses. Another thing I’ve noticed is that every time I visit this branch, the windows outside are extremely dirty. You wouldn’t believe this is a Fidelity branch—people inside are barely visible through the dirt. It even made me wonder if the branch was closed.

5 /5 Erik Brown: Great place and helpful advisors! Scheduling an appointment was very easy. The advisor I met with was very knowledgeable and helpful, but also not pushy in any way. Their app is very useful as well, and allows me to get insights at anytime and transfer in and out with no hassle whatsoever.

1 /5 Bea Shaw: Christmas is here and bills are piling up, however I knew I could borrow against my 401k to help with rent. I got an eviction notice and called fidelity to request a hardship withdrawal on 11.27.23. It is now 12.11.23 and I still dont have my money. When I call they say your money was sent by check, when I entered my direct deposit info they still sent it by check. The agents say they cant stop the check and reissue my money by direct deposit. It has been about 3 weeks and now Im in jeopardy of loosing my home. They say the mail is slow...no problems from Amazon or family members sending stuff for Christmas, so that excuse doesnt fly with me. I just need my money. I am beyond frustrated with this company and just need my money!!

1 /5 Karl Ninh: It was the worst, most discourteous service. Front desk lady was very courteous. She apologized for me having to wait for her to get someone to help. She said many people were out of the office. She offered me water a couple of times while I waited. The person she got to come to help me wasnt so courteous. She never introduced herself. She never shook hand with me. She had me in one of the offices. She tried to help me because I wasnt able to open an account online. There were some problems with her back office system. She wanted me to go back out to the lobby to wait. She spoke to me in the lobby about what I wanted to do beside opening new accounts. I couldnt tell you why we couldnt talk about that in the office. Then she invited me back to another office after a while. We had to open accounts by filling out paperwork instead of doing it online because the back office issue still wasnt yet corrected. I asked her about certain things with trading. She went and found me a business card of the person who could answer my questions. I didnt know why she couldnt introduce me to that person that day. Finally before I left, I asked for her name and we shook hand. She said her name was Don. Didnt say what her last name was. Didnt offer her business card. Quite a negative experience with Fidelity.