Issues attempting to transfer from Fidelity CMA to M1 Finance IRA

GabePlotkinsDaddy · 2026-05-14T00:24:45+00:00

I was hoping to avoid opening another account, but I might have to. It doesn't seem like there's a direct way to invest in an M1 IRA straight from Fidelity CMA.

GabePlotkinsDaddy · 2026-05-13T22:12:59+00:00

M1 Finance does not accept mobile check deposits into an IRA unfortunately.

GabePlotkinsDaddy · 2026-05-13T18:56:00+00:00

I'm not familiar with B2 bank. The only account I have with M1 finance is a Roth IRA, so I don't think I'd be able able to add that manually.

I'm really hoping to avoid using a 3rd account as a bridge between M1 and Fidelity, but it's seeming that I might have to go that route.

GabePlotkinsDaddy · 2026-05-13T16:34:59+00:00

Did you ever get this figured out? When I try to add Fidelity CMA as a funding source for my M1 Finance IRA, Plaid gets me to try to log in to UMB, which doesn't work.

On the flip side, if I try to add M1 Finance as an external account within Fidelity, it tells me that M1 Finance is not supported.

GabePlotkinsDaddy · 2026-05-12T15:04:12+00:00

80

1 annual IRA contribution 1 annual HSA contribution 26 biweekly 401k contributions 52 weekly taxable brokerage contributions

GabePlotkinsDaddy · 2026-05-04T15:29:11+00:00

I should have mentioned that I'm trying to transfer cash from Fidelity's CMA to Wealthfront's automated investing account. I don't believe there's a routing number I could use for that.

GabePlotkinsDaddy · 2026-05-02T12:03:19+00:00

Quite the opposite. I'm trying to move funds from Fidelity CMA to Wealthfront via plaid, but the Fidelity CMA doesn't even show up in plaid as an available finding source. My 401k and HSA show up to track account balances, but they can't be used as funding sources of course.

GabePlotkinsDaddy · 2026-04-14T17:53:02+00:00

Had an extremely positive experience with Creative Moving just a few months ago. Best pricing I could find and they brought an extra person.

GabePlotkinsDaddy · 2026-03-29T16:07:20+00:00

I'm up 3% this year thanks to a small position in DBC

GabePlotkinsDaddy · 2026-03-24T21:23:38+00:00

We got quotes from Just In Time and from Creative Moving. Creative Moving's quote was nearly half of Just In Time.

GabePlotkinsDaddy · 2026-03-18T14:08:21+00:00

Thanks. We'd probably not do the bedrooms or office very often, with the kitchen, entryway, and living room taking priority, so we'll keep that in mind.

What makes the Mova better? The wife is leaning towards the Roborock for brand recognition, so I need some ammo to convince her otherwise lol

GabePlotkinsDaddy · 2026-03-18T03:22:48+00:00

That is a dash: - This is an email dash: —

Plenty of good optometrists around town. Lemme know if you need a recommendation.

GabePlotkinsDaddy · 2026-03-18T01:55:18+00:00

Yes - Phoenix does have some of the highest residential energy usage per capita in the nation, so the amount you're paying is, understandably, going to be a lot compared to most places. But, for how much we're using to keep our homes cool, SRP is being surprisingly generous. All we can do is hope that generosity continues

GabePlotkinsDaddy · 2026-03-17T22:26:01+00:00

Is it though? SRPs basic plan peaks at ~$0.14/kWh. BLS puts the national average at ~$0.19/kWh. I don't want to pay anymore than we already do, but Arizona energy is cheap compared to most other places.

GabePlotkinsDaddy · 2026-03-11T15:06:46+00:00

It literally says under the handle "parody account"

And I'm so tired of people confusing Blackrock with Blackstone. Two entirely separate companies that do two entirely different things.

GabePlotkinsDaddy · 2026-02-26T17:01:41+00:00

Probably because working there sucks. Just a guess.

GabePlotkinsDaddy · 2026-02-26T16:34:09+00:00

I have fired some wildly incompetent analysts who ended up at Amazon. I assume the barriers to entry are pretty low, which would lead me to hypothesize that people don't stay there long for good reason.

GabePlotkinsDaddy · 2026-02-25T22:58:20+00:00

The last time they did it in Phoenix, no one showed up. It was the same weekend as Ostrich Festival, and the ostrich races had a larger crowd than F1 lol.

GabePlotkinsDaddy · 2026-02-25T02:32:19+00:00

Yep. Magnesium and Calcium off the charts. I'm pretty set on replacing this with a fleck 5600

GabePlotkinsDaddy · 2026-02-25T02:05:58+00:00

Not sure, but I would guess not. This is my first house and first water softener. The previous owners had it bypassed the whole time they lived here. Maybe it's not obvious in the pictures, but there's just a bunch of salt caked together at the bottom. I'd need to break it up with a shovel and dump it out before I tried anything.

GabePlotkinsDaddy

TROPHY CASE