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Do I have any recourse? My financial institution gave me misinformation which has caused me to lose out on the market upturn.
Rye, NY
Viewed 12 times.
Posted 3 months ago in Lawsuits / Disputes
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I had 2 accounts with the same investment co. (Fidelity) each originating from 2 past jobs. Fidelity convinced me to sell positions from one account (an AT&T Savings Acct) in order to merge funds with my other account. They said it would be a wise thing to do before going on to plan an investment strategy thru their Portfolio Advisory Services. I was reluctant to change anything, but they promised me the positions would be sold, then bought right back the next day. Based on that statement, I agreed. They then sent me their strategy recommendation, which I eventually declined because of fees. They never reinvested my funds and never notified me. It's been 4 months and I've totally missed out on the market upturn. And the AT&T positions are no longer available to me.
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