fidelity.com

1.3
1.3 Based on 160 reviews

...

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Cie Dett
I would give them 0 stars if I could. Take your business literally anywhere but here!! It’s not po

I would give them 0 stars if I could. Take your business literally anywhere but here!!

It’s not possible to have an account grossly mishandled the way these people handled my mother’s survivor benefit pension.

They took FOUR YEARS to reach out and alert us of the account, when we had been in contact with Bank of America in the year or 2 following her death. With the exception of the first agent we worked with, EVERYONE ELSE IS INCOMPETENT.

The agents will be very nice on the phone when they are speaking to you, but will lie. Even after I did my due diligence and called 4 times over the following 2 weeks and spoke with 2-3 different agents to confirm they received all necessary documentation.

I get a letter in the mail A MONTH LATER that because I didn’t upload the INSTRUCTIONS sheet, they are unable to pay out the Survivors Benefit until it is uploaded. Adding ANOTHER 6-8 week wait to an already ridiculously long and emotionally distressing experience.

They will also tell you that all updates regarding your progress will come via mail, your email address and NetBenefits account. I did not get ANY alerts to either of those platforms.

I have been dealing with the second batch of agents since DECEMBER and it has been such an unpleasant experience. DO NOT TRUST THESE PEOPLE!!

1
Date of experience: Mar 26, 2026

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