Cash Management Account (Fidelity-UMB Relationship)

ByAmara5

Here’s a summary of the main problem and any discussed solutions:

  • Main Problem: The user is seeking clarification on the relationship between Fidelity and UMB regarding Cash Management Accounts (CMA), specifically whether a CMA is an account at Fidelity or at UMB that Fidelity brokers.
  • Solutions Discussed: No specific solutions were mentioned in the post; the user is looking for information to understand the account structure better.
Here’s the full thread
Professor stonkman
03/14/2023 at 12:02:33 PDT
For Cash Management Accounts (CMA), please help me understand the relationship Fidelity has with UMB. Specifically, is a CMA an account at Fidelity, or an account at UMB that Fidelity brokers? Just trying to understand where the buck stops. TIA.

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