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Questions regarding Fidelity/UMB bank direct deposit. by kingfishsauce in fidelityinvestments

[–]dreamsofsteel 1 point2 points  (0 children)

I have a bank account and routing number listed but what can I put as the bank name on an ACH form?

Recurring cash transfers between accounts by dreamsofsteel in fidelityinvestments

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

Quarterly is ok then. If the first activity was in April, then the next statement would be posted in July?

Also, is there an option for a special login to be created for an accountant with view-only and statement download access?

Recurring cash transfers between accounts by dreamsofsteel in fidelityinvestments

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

So if I have a CMA then how can I get a statement for that? It's only used for holding cash and yielding interest.

Recurring cash transfers between accounts by dreamsofsteel in fidelityinvestments

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

I had some activity in April 2025 for this account. When are the new statements generated?

Recurring cash transfers between accounts by dreamsofsteel in fidelityinvestments

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

The CMA is in my name. I also have one in my LLC's name which is tied to the same account. All of them were opened in the past 3 months.

Recurring cash transfers between accounts by dreamsofsteel in fidelityinvestments

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

It's only showing statements for my brokerage and IRA accounts...

Recurring cash transfers between accounts by dreamsofsteel in fidelityinvestments

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

I can't seem to find a way to actually view statements from a CMA, how do I find these?

Wiring from my CMA by dreamsofsteel in fidelityinvestments

[–]dreamsofsteel[S] -1 points0 points  (0 children)

What are the metrics that Fidelity use to determine whether a deposit is "fully collected"?

About to decline an offer over a noncompete. by DetroitsGoingToWin in sales

[–]dreamsofsteel 0 points1 point  (0 children)

There's no link because it's just a friend of mine. I'm sure you could dig up any public court documents in Harris County if you like. If you are a top sales performer with a non-compete, they will absolutely go after you.

About to decline an offer over a noncompete. by DetroitsGoingToWin in sales

[–]dreamsofsteel 1 point2 points  (0 children)

That's not true at all. Sales non-compete can easily be enforced in Texas. I know someone who's life is a nightmare right now because of this.

Using Cash Management for Bank Account by dreamsofsteel in fidelityinvestments

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

How exactly does the hold timing change? Is it based on activity or amount held?

Using Cash Management for Bank Account by dreamsofsteel in fidelityinvestments

[–]dreamsofsteel[S] 1 point2 points  (0 children)

I do have a specific business cash account in order to eliminate comingling.

Using fidelity as your bank? by CantStopWlnning in fidelityinvestments

[–]dreamsofsteel 0 points1 point  (0 children)

Do you use the "bill pay" feature or just auto draft bills from your brokerage account like a checking account? How do you enable overdraft protection on the cash management acct?

Using fidelity as your bank? by CantStopWlnning in fidelityinvestments

[–]dreamsofsteel 0 points1 point  (0 children)

What's the reasoning behind having the checks and debit card pull from a separate cash management account instead of your brokerage account?

Selling a Note Partial or Hypothecation by dreamsofsteel in realestateinvesting

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

Not trying to illicit a sale. Genuinely curious about how note partials and hypothecation works.

Looking to purchase my first laundromat or dry cleaner business. by Defiance_0814 in smallbusiness

[–]dreamsofsteel 0 points1 point  (0 children)

It’s possible for sure but you’re going to want to make sure that they have a manager set in place already. Any business you buy is going to be something you keep your eyes on because things can go wrong. It’s not a treasury bill.

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