Cannot link bank account to fidelity

Official Response

Hi, I just opened a roth and a brokerage account in Fidelity, but am having issues trying to link my bank account for EFT transfers. When I try to use Finicity, I am able to select my checking account and then I receive an error during the final connection step. When I manually enter my routing and account #, I am told that "We need more information". My personal information in Fidelity matches my information in my bank account, so I am unsure what is the issue. I have connected my bank acc to other investment platforms multiple times. Please help.

Posted Aug 7, 2025, 12:50 AM UTC

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