Fidelity Investments — Local services in Santa Monica

This happened a month ago: They treat you like a number. Gladly take your money. Just stopped in to ask if I can use the internet to print out something, lady in front gave me a dirty look as if I was begging for food and gave me some BS excuse that none of there stations are plugged to outside net. They have PCs everywhere and their customer rep offices are rarely occupied, later I learned that PCs in the lounge area just require an admin passcode. It's little things like that can hurt service with existing customers. Then stopped at TD down the street where I also trade, no problem got my printout..and later called Fidelity to tell that lady to pull my records so she could ID me, then told her...

The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging father's account, which he granted me years ago but I never filed the papers for.

I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious.

As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but that's how it appears the world...

Worst worst customer service by a financial institution. I wanted to transfer my 401K to fidelity. I wanted my papers notarized. I had to visit three times. At the end they refused to notarize my documents saying, even though you have account with Fidelity and also even if you are transferring to Fidelity and also even though you are showing to submit these papers to us we can’t notarize ‘non Fidelity’ documents. I lost my one and half day vacation time to take refusal. It is their loss as they lost my three accounts and my company account. I will not recommend Fidelity to any one as they are not even loyal to their...