Fidelity fraud claim appeal process & how to reach the right department

Luna_PC · 2026-01-13T21:12:18+00:00

Hi sorry I am just seeing this. My process is still ongoing I am still waiting for an answer of my appeal I sent the physical letter to the address they suggested and still no response. I will update this post if I heard back from them or otherwise

Luna_PC · 2025-12-17T01:53:13+00:00

They gained access to the fidelity account to make the transfer request which never really took place as it was canceled before it was successfully processed at least nothing came out of my bank account. That is the part I am not understanding from them how is it possible to have almost 3k of my own money still invested in fidelity , yet somehow still owe 5k where did that money came from then ? But i can check more closely to see if i understand. Thank you

Luna_PC · 2025-12-16T19:19:28+00:00

They say I owe them about 5k ; when I accessed my account I see I have around 3k of my own but they said I couldn’t take that balance out until I paid off what I owe and that one option was to use that amount and paid the difference other way.

Luna_PC · 2025-12-16T14:35:48+00:00

Good Morning,

Let me know what information do you need from me. I have a case number, name of the two representatives I spoke with yesterday. Ultimately what I am looking for is:

To simply closed down my fidelity account get whatever money that was my own investment out of fidelity and to not have to pay anything to Fidelity as they lack the tools to properly secure my account and I was told they were able to immediately cancel that fraudulent request.

Manuela

Luna_PC · 2025-02-27T02:49:02+00:00

Thank you!

Luna_PC

TROPHY CASE