Good customer service
Our club has decided to switch from TD Ameritrade. WE are looking at Fidelity. I was wondering if anyone uses Fidelity and what has been your experience... especially customer service when there is a problem. Thanks in advance
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We use Fidelity. You can get them to give you 50 free trades and then keep asking for more when needed by offering to switch firms. The only negative thing I can say about them is that if you change officers, they make it very difficult to fill out all the forms to make the switch, especially if you are going to buy and sell options. Each officer must register to log in using their SS# and their e-mail address and a password. If someone already has an online account with Fidelity, they would use the same log-in info to see both their personal account and the club account. If you change officers every year, the new officer cannot see the older statements. It can take months to get them to change the officers. I don't know if other firms make it easier.
Linda
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of MALIKIA GABAY
Sent: Tuesday, May 13, 2014 12:10 AM
To: club_cafe@bivio.com
Subject: [club_cafe] Good customer service
Our club has decided to switch from TD Ameritrade. WE are looking at Fidelity. I was wondering if anyone uses Fidelity and what has been your experience... especially customer service when there is a problem. Thanks in advance
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We use folio; works well.
On May 13, 2014, at 12:10 AM, MALIKIA GABAY wrote:
Our club has decided to switch from TD Ameritrade. WE are looking at Fidelity. I was wondering if anyone uses Fidelity and what has been your experience... especially customer service when there is a problem. Thanks in advanceSent from Surface Pro
Malikia,
I have been with Fidelity on a personal basis for over 20 years and I have had our family investment club there for 2 1/2 years. My/our experience has been very good. Whenever there is a problem (which is very rarely) they handle it very professionally and efficiently.
I have been at Schwab even longer personally but I do not have a club account there and I think I have read that they are not doing new clubs anymore. I think Schwab and Fidelity are both good and are on an even par with each other (except Schwab may not do club accounts anymore).
Hope this helps,
Paul
On Tue, May 13, 2014 at 12:10 AM, MALIKIA GABAY <mgabay279@outlook.com> wrote:
Our club has decided to switch from TD Ameritrade. WE are looking at Fidelity. I was wondering if anyone uses Fidelity and what has been your experience... especially customer service when there is a problem. Thanks in advance
Sent from Surface Pro