Generated from real user reviews
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Verified User
Small-Business (50 or fewer emp.)
3.5/5
"User-Friendly with Great Support, But 401k Reports Can Be Confusing"
What do you like about Fidelity?
What stands out to me is how easy it is to use, along with the helpful support you get whenever you encounter any issues.
Bharat G.
Enterprise (> 1000 emp.)
5.0/5
"Senior Finance Manager"
What do you like about Fidelity?
It is very user friendly and prompt actions are being taken
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
3.5/5
"User-Friendly with Great Support, But 401k Reports Can Be Confusing"
What do you like about Fidelity?
What stands out to me is how easy it is to use, along with the helpful support you get whenever you encounter any issues.
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
1.5/5
"Fine core product but not user friendly"
What do you like about Fidelity?
The general offering was fine - our employees were happy with the contribution set up. The app was a nice feature - better than the website.
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
3.5/5
"User-Friendly with Great Support, But 401k Reports Can Be Confusing"
What do you dislike about Fidelity?
End of reports that are needed can be confusing if you are new to dealing with 401k.
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
1.5/5
"Fine core product but not user friendly"
What do you dislike about Fidelity?
It was incredibly manual - we had to do the contributions every pay cycle and it was not easy to upload so there were often mistakes. Also the impleme
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
3.5/5
"User-Friendly with Great Support, But 401k Reports Can Be Confusing"
What do you dislike about Fidelity?
End of reports that are needed can be confusing if you are new to dealing with 401k.
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
1.5/5
"Fine core product but not user friendly"
What do you dislike about Fidelity?
It was incredibly manual - we had to do the contributions every pay cycle and it was not easy to upload so there were often mistakes. Also the impleme
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
1.5/5
"Fine core product but not user friendly"
What do you dislike about Fidelity?
It was incredibly manual - we had to do the contributions every pay cycle and it was not easy to upload so there were often mistakes. Also the impleme
It is very user friendly and prompt actions are being taken Review collected by and hosted on G2.com.
There is no downside of the Portal as it is user friendly. Review collected by and hosted on G2.com.
What stands out to me is how easy it is to use, along with the helpful support you get whenever you encounter any issues. Review collected by and hosted on G2.com.
End of reports that are needed can be confusing if you are new to dealing with 401k. Review collected by and hosted on G2.com.
The general offering was fine - our employees were happy with the contribution set up. The app was a nice feature - better than the website. Review collected by and hosted on G2.com.
It was incredibly manual - we had to do the contributions every pay cycle and it was not easy to upload so there were often mistakes. Also the implementation was really clunky. It was also really hard to ever get in touch with a customer agent Review collected by and hosted on G2.com.
All of the companies I've worked at have had fidelity 401k, so its easy to roll each into the other, which is always nice. Review collected by and hosted on G2.com.
It can be hard to find the 401k section instead of my personal investments Review collected by and hosted on G2.com.
401k tools to help employees; day-to-day customer service; learning library Review collected by and hosted on G2.com.
Not as easy to use the system; not as modern; more complicated, less concise; price Review collected by and hosted on G2.com.
We are a Registered Investment Advisory firm and have a dedicated Fidelity service team. When we call, we usually will speak to a team member who knows us, and knows our firm. If we have an issue, it can most times be resolved very quickly. If the rep cannot help us, they reach out to the team that can. Review collected by and hosted on G2.com.
I have not had any negative issues with Fidelity. Review collected by and hosted on G2.com.
The default portfolio screen is easy to use. Research links are helpful to determine your next steps. Overall great experience. Review collected by and hosted on G2.com.
It doesn’t allow to save the stock/mutual fund history beyond the time I opened an account with fidelity even if i were to transfer the stock from previous company. Review collected by and hosted on G2.com.
