After numerous calls to Fidelity to address the issue in February, I was assured on Feb, 4,2022 by their representative, Jonathan Rojas, that I had met all their needs and my Pension would begin on the appropriate date. I started the process in January of 2022 in order to receive my Pension benefit on April 1,2022. I have called their customer service at least 4-5 times and have been told that my Pension issues were resolved only to receive another notice that data is missing or incorrect. I have spent several hours on their website trying to enter data but I keep getting letters that I have not provided sufficient information. I have been experiencing a great deal of difficulty in getting my Pension Benefits from Fidelity. I would estimate that I have lost $26,000 so far by not being able to unlock my Brokerage account this week! Seriously I might as well try and ask the same questions to my dog. Same thing with requesting an E-mail response. Their Virtual Assistant and live Chat features on their web page are completely useless. It's the only way I know how to resolve my issues. Tomorrow I will have to drive across town to have my questions answered and my account unlocked at as Fidelity branch office. I manage my own 401 and 403 Brokerage Accounts and had amazing service with A Light Financial before the switch to Fidelity. Not true! They put me on hold again and the process starts all over.
When an associate finally picks up they claim they need to transfer me to someone else and they will gladly stay on the line and wait with me. They do not even deserve a 1 star rating! I have 2 phone screen shots of being on hold over 2 HOURS each this week. My employer Advent Health just switched from A Light Financial to Fidelity and it's been a disaster! Fidelity's customer service is by far the WORST I've ever experienced in my life and I'm being very serious.
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