How Do I Transfer Money Online Using Fidelity Investments?

How Do I Transfer Money Online Using Fidelity Investments?

Fidelity Investments is one of the largest financial services companies in the world. They offer a wide range of services, including wealth management, financial planning, brokerage services and more.

When you have an account with Fidelity Investments, you will certainly need to transfer money online at one time or another. There are several ways through which you can transfer money online using Fidelity Investments.

First and foremost, if you have an account with another brokerage or financial institution, you can transfer the entire account and the funds within it to Fidelity Investments. You can transfer all types of accounts to Fidelity Investments, including investment accounts, retirement accounts and workplace accounts like 401Ks.

Transfer Money to and from Your Accounts

You can transfer money online in and out of your Fidelity Investment account in a number of ways, depending on which way is the most convenient for you.

Follow these steps for the fastest way to transfer money from your existing Fidelity account:

1. Open the Fidelity Investments website or mobile app.
2. Log in to your account.
3. Go to the "Accounts and Trade" tab.
4. Select "Transfers" and follow the instructions provided.

You can also transfer funds into your account using Fidelity Mobile's check deposit feature. First, you should use the Fidelity mobile app to take a photo of your check in order to make a deposit, using the following process:

1. Launch the Fidelity mobile app.
2. Select "Transact" located at the bottom of the screen.
3. Tap "Deposit Checks."
4. Use the take photo feature to take a snap of the check and the funds will be deposited into your account.

If you have recurring deposits to be made to or from your Fidelity Investments account, then you can set up automatic transfers to and from your account.

You may also set up a bank transfer if you need to transfer money between your bank account and your Fidelity accounts. By linking the two accounts, you can easily transfer money online between them using only a few clicks.

The process of using the bank transfer is as follows:

1. Open the Fidelity Investments website or mobile app.
2. Click or tap the "Accounts & Trade" tab.
3. Select "Transfers."
4. On the Transfers page, you will be presented with the Deposit, Withdraw or Transfer money options.
5. Click the drop down menu link and select "Link a New Bank."
6. Proceed to select a bank account you have already added. You can now easily transfer money online between the two accounts.

You can also perform electronic funds transfers from your bank account to your Fidelity Investments account.

Personal Money Transfers

Person to person online money transfers are also possible with Fidelity Investments. There are several ways to do so.

The first way is using PayPal. You can do using the following process:

1. Open PayPal's website or mobile app.
2. Log in to your account.
3. Add your Fidelity account using your account and Fidelity's routing number.
4. Once the set up is complete, you can initiate a money transfer from Fidelity using PayPal to other individuals.

You can also conduct personal money transfers from Fidelity Investments using other applications available for Android and Apple devices. These include Venmo, Apple Pay Cash and Square Cash. The process of making the transfers is the same as the one outlined above.

You can make personal money transfers using your digital money wallets which make digital payments easier and faster. These wallets include Apple Pay, Google Pay and Samsung Pay.

For any issues transferring your money online using Fidelity Investments, please contact customer service.