Does fidelity investments accept zelle

Does fidelity investments accept zelle DEFAULT

Re: Zelle at fidelity

Postby MmmmYah »

Hi guys - please continue requesting Zelle integration. Here's my chat transcript:

Chat Transcript with Fidelity Support - James Yaws 10/20/2020 18:05 hrs EST
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Please wait while I prepare to connect you with a Fidelity representative.
Fidelity:
I’ll connect you with a chat representative. What type of question do you have?
Buttons below are suggested questions:
I have a question about my account e.g., moving money, investments, etc.
I have a technical support issue e.g., access, device, etc.
I have a question about my account e.g., moving money, investments, etc.
Fidelity:
Please share details related to your account issue so we can support you efficiently when you're connected with a rep.

>> I'd like to request a feature that MANY other Fidelity customers have asked for - integration with Zelle

Fidelity:
Please wait a minute while I connect you with a live chat representative. There may be a brief delay before the chat appears.
Session has been authenticated
Thank you for contacting Fidelity Investments. All interactions are subject to recordkeeping and monitoring. Brokerage chat representatives are registered with Fidelity Brokerage Services LLC and are unable to accept any trading requests to buy, sell or exchange securities in ANY account, or to process any transactions in your retirement saving or benefit plan, nor do they provide legal, tax or investment advice. Fidelity Brokerage Services LLC, Member NYSE, SIPC 866914.4.0
New party 'William Furr' has joined the chat
Fidelity:
Welcome to Fidelity Investments. How can I help you today?
There is most likely an internal feature request - can you please escalate some management attention on it? Here's a thread that talks about many others requesting Zelle integration: viewtopic.php?t=286658
Fidelity:
Let me see if I can get you to the appropriate team for that.

>>ok

Party ('William Furr') has left the session
New party 'James Yaws' has joined the chat
Fidelity:
Good afternoon Mr. M. Thank you for contacting Fidelity Investments. One moment while I review the previous chat notes.

>>ok

Fidelity:
Thank you for your patience. I understand you would like Fidelity to be compatible with the Zelle service?

>> that is correct
>> it's something many Fidelity customers have requested in the past

Fidelity:
Yes, I have received the request before myself, and I can certainly leave your feedback that you would like that made available in the future.

>> Is there a way I can get email updates as the product team evaluates feature requests from customers and puts them in their roadmap.. is there a product manager?

Fidelity:
I can also request that updates be sent out, but I do not have the name of any product managers who would be reviewing this feedback, unfortunately.

>> ok is there an internal tracking number for this request that I can reference should I check back in?

Fidelity:
No tracking numbers either, but it will be attached to your profile so any Fidelity associate can check the feedback status. Our web development team review all submitted feedback for potential product enhancements, though, and work to implement as many features as they can.

>> It's more of a higher level decision though on when to implement - requires some exec to sign off on someone doing the integration work with Zelle.. I'd like that person to know that many customers are asking for this..
>> Maybe you can have your manager reach out to them if you're not aware?

Fidelity:
I understand, but beyond leaving feedback and submitting requests we do not have access to any "higher level approval," either here in technical support or through the Service team you were just speaking with.

>> I understand.. can you please check with your manager ?

Fidelity:
Mr. M, if I had any information on this that I could share, our managers would have let us know already, given the widespread requests for this feature. At this time, I do not have any additional information, and my manager would not have any to share either, at least that can be public knowledge.

>> OK - is there a ticket number for this particular session
>> Don't want to be a pain but would greatly appreciate anything you can do to drive this internally

Fidelity:
No, but as with your feedback, it will be attached to your profile.

>>Please also add in feedback that I'd like a way to regularly review product requests with your product development managers thanks

Fidelity:
I understand, Mr. M, and I am doing all I can in my role to submit this request. I will also submit your other feedback regarding reviewing updates as well.
Fidelity:
Thank you for investing with Fidelity, Mr. M. Is there anything else I can assist with today?

>> That was it thank you much appreciated

Fidelity:
My pleasure. Have a good day.

947407.1.0
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Sours: https://www.bogleheads.org/forum/viewtopic.php?t=286658

Zelle®

Find Zelle in your Fidelity Bank app.

Log in and go to your menu. Scroll down until you see “Send Money with Zelle®“. Then, enroll with your U.S. mobile number or email address to get started.

Send.

 Select someone from your mobile device’s contacts (or add a trusted recipient’s email address or U.S. mobile phone number), add the amount you’d like to send and an optional memo, review, then hit “Send.”

Request.

 Send your friend a request and a way to pay you back directly with Zelle. Just enter their U.S. mobile number or email address, the amount they owe you, and hit send (if your friend isn’t enrolled yet, you can only send a request using their email address). When your friend responds, the money will appear in your Fidelity Bank account.

Split.

 Zelle makes it easy to quickly split the bill with a built-in calculator. Just tap the ‘split’ button, select the people in your group and enter the total amount you want to split. Zelle sends a request to everyone for their share (If your friend isn’t enrolled yet, you can only send a request using their email address).

Sours: https://www.fidelitybank.com/zelle
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Investments accept zelle does fidelity

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