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

• 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?
• Checkwriting
  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).