How To Transfer/Send Money From Chase to Fidelity - Full Guide (2025)
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In this video, we’ll show you how to transfer or send money from your Chase Bank account to a Fidelity account using safe and convenient methods in 2025. This guide works on all major devices including Android smartphones, iPhones, Windows PCs, and Mac computers, making it easy for anyone to move funds between these two financial institutions.
We’ll walk you through linking your Chase checking or savings account to your Fidelity account, setting up external accounts, and initiating transfers securely via Chase online banking or mobile app. You’ll also learn how to use ACH transfers, verify your accounts, set transfer limits, and check transaction status. This tutorial covers both one-time and recurring transfers, ensuring your money reaches Fidelity efficiently.
Whether you’re funding an investment account, moving money for savings, or managing financial planning, this step-by-step guide will help you complete your Chase-to-Fidelity transfer accurately and quickly.
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