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.


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