Unable to link bank account to Fidelity Roth IRA
Summary of User’s Concerns and Solutions Discussed:
- The user is struggling to fill out the EFT form due to difficulties locating their routing and account numbers for their IRA account.
- Fidelity support directed the user to a link for finding routing and account numbers, which requires logging in to their Fidelity account.
- Once the EFT Authorization Form is completed, the user can submit it via secure email, with a provided link for that purpose.
- When the user encountered issues with their account number being too long for the designated box, Fidelity clarified that they should enter the account number as it appears on their Portfolio page.
- Fidelity confirmed that a bank statement with the account number and owner names preprinted is an acceptable document for proof of account ownership.
- Regarding the setup of Zelle, Fidelity informed the user that it is not supported and offered alternatives such as PayPal and Venmo, along with links for further assistance and account review.
Here’s the full thread
Title
I’m trying to fill out the eft form but I can’t find the routing/account number for the ira account
Can I send the EFT form via email?
@FidelityMichael 
or do I have to mail it physically
Thanks for reaching out, @! (Drip) Phobos. I’m happy to chime in on your question.
If you still need help with the form, you can locate your routing and account numbers using the link below.
Routing and Account Number (login required): https://digital.fidelity.com/ftgw/digital/direct-deposit-information
Once you’ve completed the EFT Authorization Form, you can submit it through a secure email on Fidelity.com below.
Send us a secure email (login required): https://servicemessages.fidelity.com/ftgw/amtd/email/init
Please let us know if you have any additional questions. We’re happy to help! 🟢
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Alright so for this part right here, I’m assuming I have to put in my fidelity account number, however when I put in my account number, it’s too big for the box they’re giving me.
So I’m trying to put in the number on the right but it’s too big
is that the right number to put in?
or do I fill in the boxes one by one until the account number is put in completely
Hi @! (Drip) Phobos, happy to clarify.
For the EFT form, please enter your Fidelity account number as it appears on your Portfolio page. This is often 9 characters and may start with a letter.
If you have additional questions, please don’t hesitate to ask. We’re always happy to help! 🟢
@FidelityLinseynone of the numbers start with a letter, I’ve attached a screenshot that have 3 numbers censored out, can you tell me which one I have to put into the form?
so left, middle, or right?
It should be the one on the left!
thanks
and for the additional document for proof of account ownership, I attached a bank statement to the pdf when I sent the email
is that ok?
Yup! A bank statement with the account number and all owner
names preprinted on it is an acceptable document.
great
If we can be of assistance in the future, please don’t hesitate to reach out. We’re happy to help where we can. 🟢
how long does it usually take for the bank account to show up on the transfer funds option thing?
Thanks for following up with us, @! (Drip) Phobos.
In this situation, it’s probably best if you reach out to us on a more direct channel so that we can take a closer look into your account. Feel free to use the link below.
Contact Us: https://www.fidelity.com/customer-service/contact-us
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Look, it’s taking forever to hear back from them, can someone walk me through on how to set up zelle with fidelity to send myself money?
Hey there, @! (Drip) Phobos.
Zelle is not currently supported as a transfer method; however, Fidelity offers other mobile payment transfer choices, such as PayPal, Venmo, and digital wallets.
See what we currently support here: https://www.fidelity.com/cash-management/mobile-payments
That said, we’d like to review your account in a secure setting so we can best assist. Please reach out to us on another social media platform or by phone at the contact link below.
Contact us: https://www.fidelity.com/customer-service/contact-us
We look forward to assisting you. 🟢