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The document is a writable PDF application for setting up Electronic Funds Transfer (EFT) for Fidelity Advisor 403(b) accounts. It outlines the process for initiating EFT, including required information such as personal and bank account details, and emphasizes that EFT is only available for systematic withdrawals. The document also includes instructions for completing and submitting the form, as well as important notes regarding processing times and minimum withdrawal amounts.

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

Why is my Fidelity account ineligible for EFT?

at Fidelity.com. Mail your completed transfer form and most recent statement copy to: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036.

How to set up EFT on Fidelity?

Go to Fidelity.com/eft or call 800-343-3548. Use this form to establish standing Electronic Funds Transfer (EFT) instructions on your Fidelity account, including eligible retirement and nonretirement accounts. Do NOT use this form to request a specific transaction.

What is an EFT authorization?

Registered organizations have the ability to pay for queries via Electronic Funds Transfer (EFT). Organizations choosing to pay by EFT must submit an Electronic Funds Transfer Authorization form before EFT payments can be processed.

What is the limit on EFT?

There is no limit to the number of EFTs you can submit per business day. The minimum amount for each EFT deposit is $0.01 for non-retirement and retirement brokerage accounts. The maximum amount per day is $100,000 for withdrawals, and $250,000 for deposits.

Why is there a restriction on my Fidelity account?

Usually the accounts will be locked if it triggers some sort of fraud, AML, or financial policy to lock it. Sometimes people do things unknowingly that can freeze their accounts which Fidelity does it to protect them and to open a case to make sure there isnt no fraudulent exploit or illegal transactions.

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What is an EFT authorization form?

The most common reason why youd see an ``ineligible error message for the Electronic Funds Transfer (EFT) feature is that the account is restricted. With that said, in order to confirm and provide appropriate instructions to correct the issue, we would need to review the account in a secure channel.

Is there a fee for EFT Fidelity?

There is no fee to use the EFT service, although your financial institution may charge transaction fees. There may be a four-day period after Fidelity processes your request to establish EFT, during which the service will be unavailable to transfer funds to or from your bank account.

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Why is there a restriction on my Fidelity account?

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