Quote:
Originally Posted by Pugchief
What did you want to do at LSL that you can't do online or over the phone? They have always been very accommodating to me and the wife.
I have had Fidelity's credit card for years and have never had an issue, which is more than I can say for some cards issued by the megabanks. It is also standard procedure to have to fill out a dispute form and snail mail it. I have had to do that with the megabanks on multiple occasions, so that is not unique to Fidelity.
I have nothing but good things to say about both my investing and banking experiences at both Fidelity and Schwab. Obviously, YMMV.
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I stopped into the Fidelity Center LSL because I could and meet the people and find out about their office, in case i needed anything. I did have to call in a shareholder action selection though for that reason Over at my local Fidelity center in MA, 10 miles away right next to my Citizens account, I walked a $500,000 check from Citizens to Fidelity for elapsed time of 45 minutes from requesting a bank check at that amount to depositing the check at Fidelity, not having to spend any money or time setting up electronic transfers, etc. after spending time on the phone with several Fidelity departments setting up trust accounts in an unusual situation. Family lawyer didn't agree with what Fidelity and I agreed to do from a legal point of view, but was done in person and over the phone combined. I tend to want to hand deliver signed paperwork at the Fidelity office, even though I have a scanner and have uploaded forms, etc. . The review time is cut down to minutes versus up loading and waiting in line for reviews.
Do not have to snail mail disputes to all banks, with Citi, the dispute was taken over the phone right there, no snail mail needed. The was verified recently with a few fraudulent transactions.
With the fidelity Visa dispute, we got a new card, but due to fidelity telling the fraudulently purchased subscription vendors the new card number to continue monthly billing with a new card to prevent service interruption, I had to cancel the card before I even used the card again. They were just not proactive enough and very slow with the dispute resolution, ie the forms and snail mail reduces the amount of dispute time.
As with everything else in life, it works until it doesn't, and when it doesn't its a pain in the a$$! and since i tend to get involved in very out of the ordinary scenarios, not everyday issues, I tend to fall into a lot of rat holes. . I have caused two banks to rewrite software as i have found bugs. . .