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

  • 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.

Step 3.

Make payments from your account