Fidelity Investments

Task 2: Creating a Manual Account on Sequence

If you have previously created a manual account in Sequence this process should be familiar. If this is your first manual account the steps are listed below.

1. Click this link to navigate to the Sequence login page.

2. On the bottom center of your money map click the Add Account button.

3. Select the Beneficiary & Depository Account

4. In the Search field of the “Select your institution” dialogue box start typing manual

5. Click the Connect account manually button.

6. You should now see the “Connect Account Manually” dialogue box.

7. Enter Beneficiary Name, and the Routing Number & Account Number obtained in Task 1. Click Submit.

8. You should now have an account node on your Sequence money map representing your Fidelity account.

   • You can do the following with this Fidelity account node:
     • Customize:
       • Account name
       • Account description
       • Account icon
     • Route money into this account using Sequence rules and any mix of:
       • Income Source accounts
       • Pods
       • External accounts

The Pull Method: Using an EFT at Fidelity

If you’ve used an EFT (electronic funds transfer) to transfer money from a bank account to Fidelity then this process will be familiar. If this is your first EFT setup at Fidelity, then you’ll find this guide helpful.

The below method has 2 overall tasks:

1. Create a pod in your Sequence money map.
2. Add the pod created in task 1 to Fidelity’s list of eligible EFT sources.

Task 1: Create a pod in your Sequence money map

1. Click this link to navigate to the Sequence login page.

2. On the bottom center of your money map click the Add Pod button.

3. Give your pod a name and select a Beneficiary from the dropdown menu.

4. You should now have your newly created pod visible as a node in your Sequence money map.

5. Click on your pod to open the slide out drawer containing the details view.

6. You should see a routing number and account number for the pod. You will need these for the next task.

Task 2: Add your pod to Fidelity’s list of eligible EFT sources

There are 2 methods for adding your pod to Fidelity:

• Fidelity desktop browser app

  1. Use your preferred browser to login to Fidelity.

  2. You should be on your Portfolio Summary Screen.

  3. On the middle row of the upper navbar hover over “Accounts & Trade” and select Transfers from the menu that appears.

     

  4. On the Transfers page, from the center column called “Manage,” select the first option called “Manage bank accounts.”

     

  5. In the upper right click on the button labeled Link a new bank or recipient

     

     🗒️ Note that as you make selections in the following steps new sections will appear on screen.

  6. Select the EFT radio button and select Myself. Then click Continue.

     

  7. Click Continue on the “Bank transfer to myself” screen.

     

  8. On the “Link a bank” screen select the following options:

     • Select No for “Is this bank a business account?”
     • Select Enter my bank information on my own for “How do you want to add bank information?”

  9. Click Continue.

     

  10. Select a Fidelity account to link. You can add additional accounts later, but you have select one to start.

      

  11. Select Link a new bank for “Linked bank accounts”

       

      1. Select I am the owner for “Bank account owner”
      2. Select Checking or brokerage for “Account Type”

         For the “Who owns this bank account?” section:

  12. 

  13. In the section entitled “What’s your bank information?” enter Routing and Account numbers associated with the pod you created in Task 1.

      

  14. Review the Terms & Conditions. Click Agree & Continue.

  15. Fidelity uses the micro-deposit method to verify your account. This has been confirmed to work with pods. Click send deposits.

  16. Within 3 business days, you should see 2 small deposits totaling less than $1.00 in your pod.

  17. Return to Fidelity to confirm the deposits once they have occurred in your pod transactions list.

  18. After confirming your 2 micro-deposits you should see an entry in you list of bank accounts for Thread Bank with Routing and account numbers that match those of your pod.

  19. You should now be able to pull funds from your pod to Fidelity via an EFT.

• Fidelity mobile app

  1. On your mobile device open the Fidelity App and log in.

  2. On the bottom navbar select “Transact.”

     

  3. From the “Transact” Screen tap on the Transfer icon.

     

  4. Towards the bottom select Link a bank, recipient, or Venmo/PayPal contact

     

     🗒️ Note that as you make selections in the following steps new sections will appear on screen.

  5. Select the EFT radio button and select Myself. Then click Continue.

     

  6. Click Continue on the “Bank transfer to myself” screen.

     

  7. On the “Link a bank” screen select the following options:

     • Select No for “Is this bank a business account?”
     • Select Enter my bank information on my own for “How do you want to add bank information?”

  8. Tap Continue.

     

  9. Select a Fidelity account to link. You can add additional accounts later, but you have select one to start.

     

  10. Select Link a new bank for “Linked bank accounts”

      

  11. For the “Who owns this bank account?” section:

      1. Select I am the owner for “Bank account owner”
      2. Select Checking or brokerage for “Account Type”

      

  12. In the section entitled “What’s your bank information?” enter Routing and Account numbers associated with the pod you created in Task 1.

      

  13. Review the Terms & Conditions. Click Agree & Continue.

  14. Fidelity uses the micro-deposit method to verify your account. This has been confirmed to work with pods. Click send deposits.

  15. Within 3 business days, you should see 2 small deposits totaling less than $1.00 in your pod.

  16. Return to Fidelity to confirm the deposits once they have occurred in your pod transactions list.

  17. After confirming your 2 micro-deposits you should see an entry in you list of bank accounts for Thread Bank with Routing and account numbers that match those of your pod.

  18. You should now be able to pull funds from your pod to Fidelity via an EFT.

Testing

Testing the Push Method

If you would like to test your connection, you can go to your Sequence Activity Log and run a manual transfer by clicking on the “Transfer Manually” button. The button is located in the upper right of the Activity Log screen.

⚡ For faster manual transfers use money already in a pod. Transfers from pods to external accounts are 2x faster than transfers from external accounts to external accounts.

Testing the Pull Method

After ensuring that your Fidelity pod has funds and your pod has been verified at Fidelity, you can run an EFT on the Fidelity Website or in the Fidelity App.