www.fidelity.com - Open Checking Account With Fidelity Investments

Open Checking Account With Fidelity Investments Go to the Fidelity Investments website www.fidelity.com. At the top of the website in the left margin you will see a link that says "Open an account." Click this link. Scroll down to the link that says "mySmart Cash Account," and right below it click the link that says "Open Online." You now have the option to select whether the account will be individual or joint. Click the button that says "Next." There is a paragraph of information that lets you know that later on you will need to provide your bank account information if the mySmart Cash account is to be funded from another account. Hit "Next."

Then look for the button that says "Continue Application." It is located at the top of the screen on the left side. All new customers should click this button. If you currently have some type of account with Fidelity Investments, enter your Social Security number or customer identification number and your PIN number. Click the log-in button. New customers should now enter a name, Social Security number, email address, daytime and evening phone numbers and the country of your citizenship.

Then enter your legal address. The next section allows you to enter your address, but no post office boxes are allowed. Confirm, by checking the box, if your legal address will also be your mailing address. Hit the "Next" button and answer the identity protection question, then hit "Next" again. You will be directed to a screen that allows you to key in your employment information, source of income, net worth and federal tax bracket. Click "Next." and Review the features you want for your account. The mySmart Cash account comes with a bill pay program, free debit/ATM card and free, unlimited check writing. Each of the three features will have a check mark in the box next to it. If there is a feature you don't want, uncheck the box next to it. You also can get monthly account statements and a shareholder report if you select those options. Decide if you want a beneficiary for your account. Hit "Next."

Then edit your account information. All of the information you have keyed in so far will appear on the next screen. There is an edit button that allows you to make any changes or corrections. Read the terms and agreement box and enter a check mark in it. Hit "Submit."

Then enter your banking information. The next page lets you enter your bank routing number, a nine-digit number on the bottom-left side of your check. You will also need your bank checking account number. This information is needed so your new mySmart Cash account can be funded. Money will be transferred from an account you already have. Hit "Continue" and "Submit." You have completed the process.

Open Checking Account With Fidelity Investments Visit www.fidelity.com