hkcj wrote: ↑Tue Mar 28, 2023 1:21 pm
muffins14 wrote: ↑Tue Mar 28, 2023 11:58 am
manlymatt83 wrote: ↑Tue Mar 28, 2023 11:45 am
Has anyone ever used their Fidelity CMA to have Amex auto-debit a credit card payment? Work ok? Did you use long or short account number?
DW and I are going to be setting up a joint Fidelity CMA and the joint credit card is with Amex. Want to make sure we won't have a problem setting up Autopay with Amex.
Not with Amex, but I have done it with Chase and Fidelity Visa cards. Long account number. If you click on some button like "show account and routing number" on your Fidelity page, it will show you the account number and routing information that you plug in when setting up auto-debit for online services.
I pay my credit cards and utility bills with this
I had to search for "direct deposit" in help, which then linked to
this page with the routing & account numbers. They have a new (anti-helpful, IMO) direct deposit feature they try to send you to now which will attempt to automatically set up such things for you.
I've never heard of that before, but that page seems fine too.
When I log into Fidelity website on a computer I am on a page that has big letters and says "All accounts". There are subheadings like: Summary, Positions, Balances, Activity & Orders ... On the left side of the page there is a row for each of my accounts (Brokerage, Roth, 401k, HSA etc).
If I click on brokerage, the page that loads is a similar format, and says "Brokerae" in big letters, along with the subheadings Summary, Positions... etc etc.
Immediately to the right of "Brokerage", there are 3 dots. If you click on them, it shows me the routing number and account number
On the mobile app, you can click on one of your accounts like "Brokerage", and then if you scroll to the bottom there is a link that says "View Account and Routing Number"