Bill Turney sent a message to Abigail Johnson that said:
Dear Ms. Johnson, I am and have been a very happy and enthusiastic client of a Fidelity for several years and have enjoyed excellent customer service. However, recently that level of service has evaporated. On Thursday, October 17, 2019 at approximately 4:30pm I called the 800 number to verify that my wifeâs IRA had a untalented RMD balance of approximately $6700. Since we can not access her account on line for RMD transactions, I have to rely on Fidelity. I was shocked to be told that she had already taken more than her RMD and was scheduled to take even more! Since we had talked with a Fidelity advisor in late August and were told that she had needed to take approximately $13000 in RMD before year end we were shocked. At my suggestion the customer service person listened to the recorded conversation back in August and agreed that the advice was just flat wrong and he said he would have a manager call me the following morning. It has now been over a week and still NO COMMUNICATION from Fidelity. I donât want to be forced into taking any kind of additional steps and I just want Fidelity to communicate what you think is appropiate. My account advisor here in Houston cannot seem to get any action either. Please help. Thank you
