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Fidelity As ACH HUB

bobert456
  |     |   187 posts since 2022

I tried to set up an ACH external bank link for WELLBYFINANCIAL, using the manual add. It fails, because WELLBYFINANCIAL is doing an immediate external verification link (to my cell) .... so it fails the Fidelity process. They want me to proceed with a laborious "fill out a form with copies" verification process (too much for numerous accounts) -

ALLY BANK works and does send out the trial deposits for verification .... but Fidelity cannot seem to do that.

SO, beware using Fidelity's process to set up bank links for ACH

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2


txFish1
  |     |   479 posts since 2023
I must have been lucky as I have 3 Credit Unions and one Bank linked through the Fidelity website with no issues at all.
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5
sams1985
  |     |   781 posts since 2022
The paper EFT form is annoying but it can now be uploaded on the fidelity secure messages page and gets processed very quickly. I had to do it for Advancial and All in CU.
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4
bobert456
  |     |   187 posts since 2022
when I called Fidelity, they acted like this PAPER REQUIRED is a rare thing instead of trial deposits. When I told them the same link goes through on ALLY, they still acted like it was MY problem to live with it.
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1


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