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