Complaint / review / scam report
Fidelity
I have submitted IRA transfer form via their website on...

Complaint / review text:
I have submitted IRA transfer form via their website on April 22,2009 to transfer my funds from Vanguard IRA to Fidelity IRA Account. On May 18,2009 I chatted with a customer representative and found out that Vanguard was asking my W-9 form. I filled out the form and sent it to them on May 18,2009 including chat discussion. I have not heard anything back from them and I called them on June 2 to find out the status, and the customer representative said they had all documents and should be done very quickly with in this week.

I did not get any response until today, June 12, then I called and talked about 30 minutes with two persons, one of them is a supervisor and his name is Nate. Finally he said that the asset transfer department left the ball and they did not feel this as a priority. Due to this delay, I have sold my assets in Vanguard, and as per Fidelity transfer schedules I had investigated and planned to invest in to other assets. I have lost lots of money. I really appreciate your help in this regards. I have lost almost couple of thousands dollars as I planned to invest into stocks which went up 200% to 300%.

Contact information:
Author: Contact with Author

Offender: Fidelity

Country: USA
Site: www.fidelity.com

Category: Business & Finance

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