Quote:
Originally Posted by tturedraider
That’s a cool idea. I imagine Fidelity has more flexibility to do something like that, because they are not a federally regulated bank. I won’t say with 100% certainty, but with 99.99998% certainty a bank could not make such a transfer between two “unconnected” accounts where there was no common ownership. I’m just mentioning this so folks don’t get an expectation their bank might to do an intra-bank, inter-account transfer.
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Yeah I don't think it's a common thing. We had to both speak with the rep and do identity verifications. She was able to do a one time transfer so our accounts wouldn't be linked. Overall, it took about 15 minutes to setup. You're right though, probably unlikely unless you both have the same bank. Even then it takes a customer service rep.