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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.

Video tutorial

Watch this brief video to see how to move your checking account to Fidelity.

Watch now. (04:06)


Step 1.

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.

Step 2.

Fund your account

Step 3.

Make payments from your account

Additional resources

Getting started with Fidelity BillPay® (6:25)
Watch a brief video to see how Fidelity BillPay can streamline many of your financial tasks with just a few clicks.

Managing your money & payments on Fidelity.com (5:07)
See how the Manage Money & Payments view can help you easily manage and monitor day-to-day expenses alongside your investments.

Fidelity® Cash Management Account vs. Your Bank (1:33)

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.

The Fidelity Cash Management Account is a brokerage account designed for spending and cash management. It is not intended to serve as your main account for securities trading. Customers interested in securities trading should consider a Fidelity Account®.
Fidelity is not a bank and brokerage accounts are not FDIC-insured, but uninvested cash balances are eligible for FDIC insurance.

Thank you for choosing the Fidelity® Cash Management Account


Add Checkwriting to your current Fidelity account.