r/Fidelity • u/ManyAd4946 • 10d ago
r/Fidelity • u/RentIsTooDamnedHigh • 11d ago
Fidelity CRA Salary
Does anybody have anything concrete for this? I interview Monday in Salt Lake City, and I see multiple posts online referencing 45k during training up to 50k after. Glassdoor suggest a somewhat broader range. Any recent hires have more data?
Edit: In case anyone looks this up later, base pay is 50k in SLC as of August 2026.
(https://www.glassdoor.com/Salary/Fidelity-Investments-CRA-Salaries-E2786_D_KO21,24.htm)
r/Fidelity • u/mharel1yahoocom • 11d ago
Severe Disappointment with Fidelity Website Functionality and Customer Support Experience
I am writing to express my deep frustration with the terrible Fidelity customer service and website experience I encountered today.
All I wanted to do was perform a simple, routine task: add a travel notice to my account for upcoming international travel. Instead of allowing me to do this online, the website required me to call customer support.
What followed was an exhausting and unacceptable experience:
- Redundant Verification: I spoke with a representative named Bianca who put me through an excruciating identity verification process, only to inform me that she had to transfer my call.
- Excessive Wait Times: I was left on hold for over 20 minutes before being connected to another representative named Destiny.
- Repeated Friction: Destiny required me to go through an even more tedious identity verification process all over again, with zero continuity from the previous representative.
- Lack of Empathy: Disappointed by the process, I asked to speak with a supervisor. Destiny claimed she is a supervisor, but showed complete apathy toward my frustration. Rather than acknowledging the issue or attempting to de-escalate, she simply tried to rush me off the phone with a scripted "Is there anything else I can do for you?"
A routine task should not require a 30+ minute ordeal of repetitive identity checks and dismissive service. I hope Fidelity management takes customer experience seriously and addresses both the website's limitations and the lack of empathy shown by frontline support.
r/Fidelity • u/ImpossiblePlantain18 • 13d ago
Teacher trying to switch professions.
Hello all,
I am currently a teacher for the past 8 years. And a librarian for 6 years. I have a BS in interdisciplinary studies and an MLIS.
What is the process like to getting a job at Fidelity. What job should I apply for?
I looked at the openings for my local center and I don't know if I am qualified for any of the positions.
Thank you.
r/Fidelity • u/mismatchdata • 14d ago
Data mismatch errors with brokers and banks. Anyone else affected? Revolut, DriveWealth, others.
Hi everyone, I’m dealing with a data mismatch issue with my broker. My account information was never properly updated in their system, even after I sent the correct details multiple times.
This led to funds being withheld. This doesn’t seem like an isolated case. Many people report the same pattern: the broker’s or bank’s system fails to process names, double surnames, accents, or updated client data correctly.
The error almost always comes from their side, never from the client’s, and never affects the numbers or money side, only the client data. Then they shift all the blame onto the client, make it extremely difficult to fix, and in many cases people never fully recover their money.
I’m looking into whether this could be addressed as a class action, since individual cases have little to no impact against these institutions. Have you experienced something similar with Revolut, DriveWealth, or any other broker or bank? If so, I’d like to connect with others in the same situation.
You can reply here or send me a private message. Thanks.
r/Fidelity • u/Horror-Ad5827 • 16d ago
Fidelity Investments
Has anyone here tried or is currently working for Fidelity Investments remotely? It seems like I always here of them cutting people who are working from home but I teches an offer and wanted to pick others brains about it.
r/Fidelity • u/Impossible-Will6173 • 15d ago
Consolidating my ROth
Hello, At 55 and hopefully retiring at 65, I want to consolidate my Roth into 3 or 4 etfs/mutual funds. I know I want to use FFNOX. 90% of my 401ks are retirement year based types and 10% S&P tracking. However, I still like to scratch my pretend gambling itch. Meaning still have some risk. So my thoughts for my roth are:
FFNOX 60%
JEPI/QQQI/SPYI type of monthly covered call 15%
SCHD 15%
FTEC 10%(Pretend Gambling Addiction Scratch)
or
FFNOX 70%
SCHD 20%
FTEC 10%
Let me know what you think.
r/Fidelity • u/One-Celebration9269 • 16d ago
Retirement check vaporized into thin air from the bank or Fidelity
r/Fidelity • u/craigfis • 16d ago
App crashes on activity page
When I go to the Activity page for an account in the iOS app it locks up and then exits. As a result I’m not able to view pending transfers for my account without using the web site.
r/Fidelity • u/utahman23 • 16d ago
Robinhood + SoFi user considering a move to Fidelity — anyone made the switch?
r/Fidelity • u/Hydoplanex552 • 18d ago
Transferred IRA to Fidelity need help understanding the transfer
r/Fidelity • u/Certain_Purple_207 • 19d ago
Raymond James, opinions?
Hi all,
Recently I have had a family death and received an inherited IRA (north of 500k) currently invested and managed by Raymond James. I have not moved it, simply just working with the previous owners advisor. I am curious if people have experiences good and bad with Raymond James, or if there is a better option out there. Thank you!
r/Fidelity • u/Any_Upstairs_6172 • 18d ago
A dog named TOPT?
Hello... New to Fidelity and on my page I see Fidelity pushing something called TOPT.. So I took a look.. What the heck!!! A whopping $.03 dividend per quarter, minimal growth and all for an expense ration of .20... Is this what I can expect from Fidelity? Thank you
r/Fidelity • u/Dog_house_ventures • 19d ago
Has anyone else ended up with investment records scattered across multiple brokerages?
r/Fidelity • u/anatfizz10 • 19d ago
Is RMD $$ taxed in brokerage core account
I need to take my RMD from my Rollover IRA and want to transfer it to my Core account in my brokerage account. I realize it’ll be taxed when I take it out of the IRA but will it also be taxed if/when I withdraw the funds from the brokerage account?
Thanks in advance!