Starting the TOA process (login required). Source: over 1 year ago

To transfer it back to fidelity, you go to this site here (you might need to be logged in, if the link doesn’t work, search how to transfer assets to Fidelity in their help section and you should be able to find the link there). Answer the prompts and then choose if you want to transfer all or you can choose specific number of shares to transfer back. Source: over 1 year ago

Transfer an Account to Fidelity: https://digital.fidelity.com/ftgw/digital/transfer-of-assets. Source: over 1 year ago

The easiest way to transfer shares into Fidelity in by initiating a Transfer of Assets (TOA). TOAs typically take about 5 to 7 business days for your assets to be transferred. If you have an open Fidelity account with the same registration as your Cash App account, you can initiate a TOA on our website here (login required). Source: over 2 years ago

I initiated DRS today after dragging my feet. I was able to easily initiate the transfer to Fidelity from Vanguard. Fidelity makes it easy to do without even having to call but I did have a preexisting account. They recommend uploading a copy of a statement from the brokerage you are transferring from, and they make it easy to do do. Then the timeline to CS is much shorter and that was my biggest worry... Source: over 2 years ago

Has anyone thought about using Digit's bank account? Seems like it has a lot of similar features to One/Simple. I'm definitely intrigued! https://digit.co/. Source: about 2 years ago

Also, just want to point out for anyone else who's reading that I'm not sure how well this would work for microbudgeting — e.g. gas, food, power bill, etc. — feels like that would be tedious to use with this UI. For me, I'm just setting aside rent, an emergency fund, credit card payments, and "fun money" so they're separate from my main balance. It's more like Digit than YNAB. Source: about 3 years ago