How to Check and Set Up Overdraft Protection with Fidelity
Here’s a summary of the main problem and solutions discussed in the conversation:
- Main Problem: The user wants to check if their Fidelity managed checking account is set up with overdraft protection, specifically concerning auto payments.
- Solution: To check and set up overdraft protection, the user should log into Fidelity.com and follow these steps:
- Select the “Manage Cash” tab from the Cash Management Account (CMA) portfolio view.
- Choose the applicable CMA on the left-hand side, then click “Account services.”
- Click on “Cash manager tool,” and then select “Set up now” on the next page.
- Additional Resource: The user can visit the provided link for more information about Fidelity CMA and the Cash Manager feature.
The user expressed gratitude for the navigation assistance and successfully accessed the necessary information.
Here’s the full thread
how can i see if i have my fidelity managed checking account set up with overdraft protection?
@yoda_daenerys are you talking about debit cards? If so, your card will decline if you do not have sufficient funds in your account. Your balance will not go negative.
no, auto payments coming out of account.
What type of account? Brokerage? Im pretty sure It just stops.
Hey there!
You can set up as well as check if you have Overdraft Protection by logging into http://Fidelity.com and doing the following:
1. Select the “Manage Cash” tab from your Cash Management Account (CMA) portfolio view
2. Chose the applicable CMA on the left-hand side of the page, then click “Account services”
3. Click “Cash manager tool,” and then on the next page, choose “Set up now”
Follow the remaining prompts to set up Overdraft Protection. Feel free to check out the link below, which discusses this feature in further detail.
Learn more about Fidelity CMA and Cash Manager here: https://www.fidelity.com/spend-save/faqs-cash-management-account
As always, if you have any additional questions, be sure to let us know! 🟢
thx, i struggled a little with the navigation on the web, but got to it using your advice.
I’m glad I was able to help! 🟢