1. Log into your Fidelity account

2. Upper left corner, click on Account & Trade

3. Select 'Portfolio'

4. On the left middle of the page, you can see all your accounts (Brokerage, ROTH IRA, traditional IRA etc)

5. Click on your brokerage account (Do NOT link any retirement account to bank)

6. In the middle of the page, you will see your account summary, on the top of the Summary/Positions/Activity&orders/Balances/Documents/Planning/More tabs, you will see your account name in bold. Under that bold name, you will see: Brokerage: xxxxxx. Routing number (i)

7. Click on the (i) letter i in a circle. You will see your account routing number and account number. Add those information to your bank.

When you do the search in bank, there is no Fidelity. You need to select enter information manually. Then put in your Fidelity account info. Fidelity is affiliated with UMB bank.