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544. 5703. SERVICE AGREEMENT All account owners must sign below. I/We hereby understand that Fidelity Brokerage Services LLC is the provider of the Fidelity BillPay service. FIDELITY BILLPAY APPLICATION CUSTOMER INFORMATION Owner s Name First Name Middle Name Last Name Date of birth mm/dd/yyyy Account number Joint Owner s name if any Social Security number Owner Joint Owner Owner s phone numbers Evening Daytime Ext. E-mail address Fidelity BillPay enables you to pay bills electronically through ...

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I set up bill pay on Fidelity?

To start using Fidelity BillPay: Add a Payee. Tell us who you want to pay by going to the Add New Payee dropdown menu on the BillPay homepage. From there, simply follow the steps to add the information we need to make your payments.

Can I pay bills out of my Fidelity account?

How does Fidelity BillPaySM work? After you set up your payees, paying bills couldnt be easier. Simply select a payee, enter the amount of the payment and the date it should be sent, and BillPay does the rest. You can pay up to 20 bills at once.

Can I pay bills from my brokerage account?

Most brokerages will let you pay bills with your brokerage cash. Charles Schwab, TD Ameritrade, Interactive Brokers, and many others permit this, and you just need to set up a payment account. Or spend it on your vacation, or get some nice shoes. Go aheadits your money.

What Fidelity accounts are eligible for bill pay?

To establish a Bill Pay account, you must have a Fidelity non-retirement brokerage account (with an individual, joint, estate, or trust registration), a health savings account (HSA), or a 529 college savings account. Note: Portfolio Advisory Services accounts are not eligible.

Can I pay credit card bill from Fidelity brokerage account?

You can use Fidelitys Bill Pay to make a payment on your credit card directly from any eligible Fidelity account. Once you set up Elan Financial Services as a payee you can make the payment right from your account on Fidelity.com or in the Fidelity mobile app.

How do you set up an online bill pay?

Setting up online bill pay with your bank or credit union is usually a quick and easy process. Simply log on to your online banking portal and navigate to the Bill Pay tab. Next, youll need to enter each payees name and information. Your bank may already have your payee saved inside its system.

Does Fidelity have online bill pay?

Fidelity BillPay for Brokerage Accounts is an online service that allows you to receive and pay eBills (electronic bills) from participating billers, pay one-time and automatic bills, review payment history, and setup bill reminders with just a few clicks.

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