Get Started With Cash Management Solutions
We've made it easy to enjoy all the features of a traditional checking account. Learn how to make the move by watching a brief video or following our checklist.
Open a Fidelity Cash Management Account
If you haven't done so already, open a Fidelity Cash Management Account. It's quick and easy. However, you can also fund or make payments with your existing Fidelity brokerage account. Simply follow the steps below to add these features.
Fund your account
- Direct deposit
Have your paycheck or other regular payments automatically deposited into your Fidelity account. You'll need your Fidelity routing and account number to get started. Once you have that information, you can contact your payroll provider directly or send them a direct deposit change form (PDF).
- Mobile check deposit
Deposit checks with the snap of a photo using Fidelity Mobile®. Download the app for your eligible device.
- Electronic funds transferLog In Required
Transfer money quickly and securely between your bank and Fidelity, without deposit slips, stamps, or checks.
Make payments from your account
- Bill PayLog In Required
Pay bills anytime, anywhere with our free, online service.
- Direct debit
You can authorize billers to debit your accounts with this offline alternative to Bill Pay. To learn more about direct debit, please see the question How do I authorize billers to debit my eligible accounts directly?
Get free checks, deposit slips, and online images of your cleared checks when you add checkwritingLog In Required to your account. Note: Although you can start the enrollment process online, you'll need to print and mail the checkwriting signature card form (PDF).
Watch a brief video to see how the Fidelity® Cash Management Account can help you save and earn money in ways that a traditional bank can't.