I obtained a notice from Lender of Ny Mellon dated August 27 declaring that my own info was "dropped" (long history). I actually donot do any company together, however they really are a share exchange agent. Fidelity is my broker, and that I merely required Fidelity to answer some ...
I have a home mortgage with a payment due date of the first of the month. However, a late charge is not imposed until the 16th of the month (at 7:00 P.M.) Because I want to leave my money in my interest-bearing account for as long as possible, I have my mortgage payments scheduled for payment on ...
Fidelity investments will not provide a portfolio analysis to me even through repeated calls. They claim that they will do this for an investor of any size but a broker there told me " my account was too small" they then told me they would be give me 10 free trades in exchange they would ...
I operate a small 501c3 non profit, and received a stock donation worth about $20,000. I opened a fidelity account so I could liquidate the stock and use the fidelity checking account service as my main checking account. Fidelity would not allow me to open the checking account until the stock was ...
I have a brokerage account at Fidelity Investments and they advertise that it is a "Smart Move" to move your money to Fidelity", however, they sold me various securities out of their fixed income inventory that went into bankruptcy. For instance, I bought a $15,000.00 Conseco ...
Initiated a rollover to Fidelity in September at the same time called and changed my account to my new married name. Asked Fidelity if they needed to wait to change name until rollover checked arrived, guaranteed multiple times the name change will not be a problem and go ahead and proceed. Former ...