Fidelity Cash Management as a payment option

Heine Ootenvault
Heine Ootenvault Quicken Windows Subscription Member ✭✭

How can I add Fidelity Cash Management as a payment option when using Quicken Bill manager?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Heine Ootenvault,

    Thanks for reaching out!

    Bill Manager requires a checking account to process payments, whether through Quick Pay or Check Pay.

    I recommend reviewing this Help Article. It provides the full context on adding a biller, linking your account, and enabling Bill Pay.

    Once your Fidelity Cash Management account is linked as a checking account, you can enable it for Bill Manager payments following the steps in the article. This will allow you to send payments via Quick Pay or Check Pay.

    Hope this helps!

    -Quicken Anja
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