You have gotten so large that customer service is no longer a corporate priority. Pasquale Paladino from Burlington, ON Dec 22, 2018 20 Fidelity consistently proves to be non-caring of its customers and unaware of the tax implications of closing a 401K plan. After following their customer...
401k Customer Service800-835-5095 Toll-free· Mon-Fri 8:30am-8:30pm EST· Ignore prompt for social security number; press ###· Enter your net benefits username if you have one or enter your social security number followed by the pound key.· Free tools available: Talk for me, Skip ...
Customer service from Fidelity is horrible. I had issue with my 401k excess distribution and they gave me hard time. I visited local branch and they say they dont know anything about 401k. I expected them to give me proper guidance but they havent. Also customer reps say they will call ba...
Fidelity Health Fidelity Health℠ Fidelity HSA® Resource Listing for Plan Sponsors Our goal is to support you in administering your HSA program. This document highlights an array of resources that are useful to have at your fingertips.The materials listed below are designed to assist you with ...
Once your 401k is rolled over to Fidelity, you’ll be able to invest in a wide range of investment options. There are also no fees or account minimums. Roth IRA Fidelity also offers aRoth IRAfor those who are looking to minimize their tax liability upon retirement. ...
Since I’ll probablyopen up a Self-Employed 401kwith them as well, this will let me keep some accounts at the same place. I have spoken to their reps a lot over the past few weeks and continue to be happy with their customer service....
Overall, I like the app and I probably open it 10 times a day to check on my investments etc. I’m deeply entrenched into the Fidelity financial ecosystem. I have a brokerage account, 401k, Employer RSU, Fidelity Visa credit card and also a cash management account and it’s all managed...
(6 vs 8 year duration), although the Fido fund has only been around since May 2012 and has a tiny $50 million in assets vs over $20billion with iShares. I also hold these in a tax-deferred Solo 401k account at Fidelity, so I don’t have to worry about capital gains. The fee ...
Step 1 Log in to your account, by visiting TIAA-CREF's website. Video of the Day Step 2 Click the link that reads "contact us," once you are logged in to your account. Step 3 Click on the send an email option to send a secure email to a customer service representative. In the ...