Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 4565

Personal Finance (Not Investing) • [Split from "Fidelity as a one stop shop" thread - locked or restricted Fidelity account issues]

$
0
0
But my last ACH pull from the bank was hit with the dreaded 16 day hold (which since they are business days, actually works about to be almost a month: pull initiated 9/13, on hold until 10/8).
Could you set up an ACH push from your bank to Fidelity? That would solve the problem. (I’m not justifying what Fidelity has done, just trying to help.

I had a similar set up where I have been pulling from an Ally checking account to Fidelity because Ally’s algorithm freaked out 6 months ago for reasons unknown and Ally had put a 3 day delay on transfers out, and I still had a few things going to Ally that can’t be easily changed to Fidelity because they don’t like the long UMB account number, or insist on logging in rather than using small deposits to verify.

Good luck.
That's interesting that Ally put a delay on pushing funds out. I contradicts the received wisdom that it's always safer to do an ACH push and that it is the way to avoid having issues.

Anyway, I am planning to push the funds from the bank to Fidelity next time, in order to hopefully avoid the long hold. Although I've seen at least two people who claim they pushed funds to Fidelity and still got hit with the 16 day hold.

My bigger issue is what to do with check deposits, which I do need to do regularly. I have been making my deposits at the local Fidelity branch. And in the current situation this is supposed to be better than doing mobile deposits (which I don't do anyway). But I was told by Fidelity even check deposits at the local branch will get a 16 day hold. And, worse, I don't know how I can be sure a check deposit of any sort, even at the branch, won't be a red flag and trigger restrictions--given the level of overreaction that Fidelity is doing now.

I was thinking I could deposit the checks at my old, no longer really used, checking account and then, once the funds post, push them over to Fidelity. But then I saw in a thread, on another website, about what's happening at Fidelity right now, that someone said my bank tends to be weird about people depositing funds and then immediately pushing them elsewhere. I realize, of course this makes sense, because this is exactly what fraudsters are doing right now: depositing checks and immediately withdrawing the funds before the financial institution realizes it's fraud.

So, as far as depositing checks go, it's kind of a catch 22. Sure I can deposit the checks somewhere other than Fidelity, to avoid Fidelity flagging the deposit and overreacting. But that just means the other bank is now the party that will potentially be suspicious and react in some weird way. Ultimately, someone has to take the check and they are likely to be on guard in the current atmosphere. It's hard to really see a way around this problem.

Statistics: Posted by cb474 — Sat Sep 21, 2024 2:45 am — Replies 268 — Views 8960



Viewing all articles
Browse latest Browse all 4565

Trending Articles