Stephanie S.

In November 2021, I, as the attorney for the executor of the estate, mailed to the Cincinatti, OH office a letter request for a date of death value letter with all required legal documentation and authorization. I received no reply. In June 2022 I mailed a duplicate letter with enclosures by certified mail. I received the green signature card but no written response. I called several times and each time I had to explain from the beginning what information I needed. In the interim, a date of death value letter from Fidelity was sent to the beneficiary but it had the wrong date of death. Last phone call was extremely condescending to me. It wasn't until today, August 18,2022, that the beneficiary delivered the corrected date of death value letter to me that the beneficiary received. Fidelity still has never replied to my law office and it has been nine months after my initial written request. Absolutely horrible service.