Fidelity Investments Support Ticket - Boston, Massachusetts

Need Escalation - Portfolio Advisary Service

Created By: sejones7's Picture sejones7 Last Reply: sejones7's Picture sejones7
Priority Level: [High] Status: [Open]
Created: 9 months ago Last Updated: 9 months ago
Department: N/A Replies: 0
Product: Portfolio Advisary Service

Fidelity had a system glitch that they have admitted to on August 29th that affected my PAS account being partially moved to a money market account. Due to this I have lost quite a bit of money. I was asked to escalate this problem by Bob Caron to Covington KY. I Fed Ex'd the information the first of December and to date still do not have a resolution. I have also been told that I can not listen to the video recording of the original conversation which clearly states I wanted it moved to a no risk money market account.


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