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  • Report:  #924187

Complaint Review: Fidelity 401K Dept.

Fidelity 401K Dept. Torri Jones - 401K representative Did Not Process Withdrawal Financial Transaction - GREATLY IMPACTED MY FAMILY SITUATION! Cincinnati, Ohio

  • Reported By:
    Sonya — Brooklyn New York United States of America
  • Submitted:
    Wed, August 08, 2012
  • Updated:
    Wed, August 08, 2012
  • Fidelity 401K Dept.
    Fidelity Investments, P.O. Box 770001
    Cincinnati, Ohio
    United States of America
  • Phone:
  • Category:

I called early Monday morning 8/6/12 at 9:49am to have a withdrawal taken against my 401K. I was told it would be processed overnight and I would receive the funds Wednesday (today). I thought it was strange that I did not receive a tracking number. I am now told this transaction was NEVER PROCESSED!!!! This colossal error was made by a Mr. TORRI JONES; Fidelity's 401K representative. I no longer have any trust in Fidelity, this has caused a major disruption for me being that these funds were expected today to take care of a dire family matter. I cannot STRESS HOW THIS HAS COMPLICATED MY SITUATION DUE TO THE NEGLIGENCE OF TORRI JONES!!

Whether it be incompetence, inattentiveness, forgetfulness or just an oversight - this individual should not be in a position to "process" loan/withdrawals for Fidelity's customers. As a long-time customer, I rely on the representative to be efficient, capable and effective in processing requests. Anyone that requires a withdrawal or a loan is doing so for important matters. This huge screw-up made by Torri Jones has impacted my family situation GREATLY and now due to this enormous blunder, I am left without funds to take care of my family situation in which I am relied heavily on.
 
Torri Jones - Thank you FOR NOTHING! I will be passing this on and blog to alert others to this failure of a 401K representative.
 
Sonya George

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