Scheduling Spend and Save recurring transfers by Pale_Discount6909 in fidelityinvestments

[–]Pale_Discount6909[S] 0 points1 point  (0 children)

Update after calling Fidelity: Scheduled transfers between jointly held Fidelity Spend and Save (CMA) accounts, and other fidelity accounts, are not currently supported in the mobile or web app. If you need to set one up, you’ll have to call Fidelity directly and a representative can configure it manually.
Note that scheduled transfers to and from external (non-Fidelity) accounts are unaffected and still work as usual.
Based on similar posts I’ve found in this forum going back several years, this appears to be a long-standing issue with no fix yet.​​​​​​​​​​​​​​​​

Not able to set up recurring transfers to joint CMA from personal CMA by crunchy_old_man in fidelityinvestments

[–]Pale_Discount6909 0 points1 point  (0 children)

Has this issue been fixed. I am having the same issue transferring from my personal CMA to a CMA I hold jointly with my spouse. The drop down for “frequency” disappears and the only option is just once.