Re: Fidelity - link a bank issue

[http://dummy.us.eu.org/robert (Robert)]

Yes, that would be OK.  If they could leave a number to call back, that
would be best so that I can switch to my home computer from my work
computer before returning the call.

 > From: "AltyKosherbek.team" <http://www.fmr.com/~AltyKosherbek.team>
 > Date: Mon, 31 Mar 2025 17:09:24 +0000
 >
 > Hi Robert,
 > 
 > Not sure why the Credit Union hasn't linked the account to us
 > yet. I will have a case manager help you set this up as they help
 > with any service-related tasks. Would it be ok for them to call you
 > today / tomorrow to discuss this?
 > 
 > Thank you,
 > 
 > Alty Kosherbek
 > 
 > Financial Consultant
 > 
 > where-I-livempbell Investor Center
 > CA Insurance # 4301004
 > Schedule an Appointment <https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?advisor=7449196 >
 > 
 > Fidelity Investments
 > 851 East Hamilton Ave Suite 100
 > Campbell, CA 95008
 > Tel: 408.371.4611 ext 61083
 > Fax: 408.371.9157
 > 
 > Prashant Dholakia � Planning Consultant � 408.371.4611 ext 82428
 > Josh Richens � CRM scheduling appointments � 408.371.4611 ext 47294
 > IMC annual reviews � please contact Josh to schedule
 > 
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 > 
 > --
 > 
 > While trying to connect my credit union account to my Fidelity
 > account, I got the below message w.r.t. the Joint WROS - TOD
 > account.  It was connected briefly yesterday, but it looks like my
 > credit union removed the connection after Fidelity declined further
 > deposits.
 > 
 > During our meeting on Fri Apr 4 2025, we'll talk about different
 > options for funding my accounts.
 > 
 > Direct Debit Failure Notification
 > 
 > For account ending in 1947:
 > 
 > An attempt to apply a direct debit to your account in the amount of
 > $0.21 by KeyPoint Credit was unsuccessful because the account type
 > does not permit direct debits.
 > 
 > Because this transaction was returned, it will not appear in your
 > transaction history on Fidelity.com. You should contact KeyPoint
 > Credit to determine the best next steps.
 > 
 > If you did not authorize this transaction, please contact us
 > immediately at 800-343-3548.
 > 
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