Last night I went to bed at 9:15, got up several times during the night, can’t say I slept well but we’ll see.
Teresa returned from her gym class at 7:30 and made
breakfast. After breakfast I went back to bed for maybe an hour.
Happy Birthday, Papa Bear!
After conferring with ChatGPT again it appears my best option
might be to open a Fidelity Cash Management Account when I’m in Chicago in
September.
I understand Punxsutawney Phil saw his shadow so there will
be 6 more weeks of winter.
I vegged out the rest of the day on the recliner. Having
just finished the book, I watched the first four episodes of Fool Me Once on
Netflix.
We had rain off and on throughout the day. When it wasn’t raining,
we heard jackhammers breaking up the old sidewalk down the street.
I watched The Rachel Maddow Show, then read a bit and
went to bed at 10:30.
RELEASE ALL THE
EPSTEIN FILES NOW!
FUNNY
Setting up this Fidelity CMA is more difficult than you think. You do comment my advice as being ‘long’ but all I am trying to do is include all the information that might be relevant. Again from Gemini
ReplyDeleteFidelity typically verifies your address for a Cash Management Account (CMA) using a two-step approach: an automatic electronic search followed by a manual request for documents if the first step isn't conclusive.
1. Automatic Electronic Verification
When you apply online, Fidelity runs your information (Name, SSN, DOB, and Address) through public records and credit bureau databases.
* How it works: They compare the address you provided against records like the USPS database, voter registration, and your credit report history.
* The Result: If your address has a long, established history in these databases, your account is often approved instantly without you needing to send anything.
2. Manual Verification (If Electronic Fails)
If you recently moved, are a young adult with little credit history, or if your address doesn't match public records, Fidelity will ask for physical documentation. You will usually see a "blocked" or "restricted" status on your account until these are uploaded via their Secure Message Center or Status Tracker.
Acceptable documents usually include:
* Utility Bill: Water, gas, electric, or trash (usually must be dated within the last 3–6 months).
* Bank/Credit Card Statement: A recent statement from another financial institution showing your full name and the address you provided.
* Government-Issued ID: A valid Driver’s License or State ID with your current address.
* Lease or Mortgage Statement: Documentation of your current residence.
Common Issues to Watch For
* PO Boxes: You can use a PO Box for your mailing address, but federal law requires Fidelity to have a physical residential address on file for your legal/tax records.
* Address Discrepancies: Ensure the address on your uploaded document matches the one you typed in the application exactly. Even small typos (like "Street" vs. "Avenue") can cause the system to flag the document for manual review by a person, which takes longer.