Fidelity

My Fidelity experience has always been positive. There are so many funds to choose from and the fund managers they attract are high quality. My suggestion is when choosing a fund, make sure you check the actual cost to you over time as you hold a fund.

Guru

I had a really positive experience rolling over an old Fidelity 401k to a Fidelity Rollover IRA. Customer service was really knowledgeable; the rep let me know that one of my 401k funds offered institutional (lower) pricing, which wouldn't be available to me in an IRA.

Staff

I have been a Fidelity customer since 2000. I started my account when my first employer offered our 401K through it.

Fidelity offers incredible customer service. There was one incident where a stock I owned spun off a portion of their operations. As a current holder, I received additional shares in this new company. I was oblivious to this and when I called Fidelity they explained everythi…ng to me. They even told me how my shares were calculated and sent me a related article on the business spin-off. I was impressed.

I do agree with others that their tax forms are difficult to read. But that is a slight dent in their shiny armor!
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They seem to do a good job managing my 401k, but I am not happy with their reporting(statement) tool. It calculates YTD change, or change over a specific period of time, but it does tell me performance over the course of an investment. For example, it does not show me what my initial investment is compared to the value of my investment today, and that I think is a pretty basic metric to offer

Staff

They have done a decent job managing all the 401(k)s I've ever used. Good customer service. Sometimes the fund selection can be thin.