Fidelity Investments - Seattle (WA)

5 /5 Lani Sordello: We have always had excellent service with the Seattle branch of Fidelity. Recently Caro Jimenez has helped us and she wowed us with her professionalism, knowledge and excellent customer service.

1 /5 John Prew: Fidelity sucks. I cant speak for this branch. But I paid my signature card with my IRA, the card was turned off for fraud, and then they lowered the credit from 13,000 to 9,900. This lowered my credit score 200 points. Everything I worked hard for, gone. And Im so sick of the scripted apologies. Yall dont give a shit.

5 /5 Bethany Murphy: My recent session with Devi Makkar at the Seattle Investor Center was a game-changer in my financial journey. Unlike past consultations where I left feeling uncertain, Devi asked the right questions to help clarify my goals, patiently explained complex topics, and identified potential risks with clear strategies to address them. Her calm and reassuring approach made me feel truly understood and motivated for the first time to learn more and take charge of my financial future. I’m grateful for her professionalism and genuine passion for helping clients, and I now feel confident that I can correct past mistakes and improve.

3 /5 N8: I came for a medallion stamp for some documents. There is no one to check in with. I was told on the phone I could just walk in for this service. There is coffee and soft drinks available which is nice. There are three tables in the foyer each with a tablet device inviting you to open an account. I fiddled with one and eventually was presented with a page to sign into my account After signing in there was a prompt to let the staff know that I was here and what I was here for It is not at all clear that this is the check in protocol After checking in I was promptly assisted but my conversation took place in the big open room with other members present. There are two private looking offices in this space that were empty. Clearly other people who came into the space were a little befuddled as well. Fine if you want to use a tablet, but if the tablet is your check in…. It should say CHECK IN HERE and not OPEN AN ACCOUNT HERE lacking privacy

1 /5 Anita Francisco: A few months ago I opened a checking account and rolled my 401k to Fidelity. After a month of using the checking account, my account was frozen without notice. I tried asking what is the reason and I was told that I need to provide my driver license and a social security and a utility bill. That was not enough. After two months, I have not been successful moving my money out. I am asking my law firm how to deal with this company and bring them to court. Stir away from dealing with this company. DO NOT bring your business with them. They are unbelievably sour people. Their fraud department is joke. I regret opening my account with them.