Banking
We will be starting our fulltime adventure in Jan or Feb of 2019 or whenever our home sells. Trying to get all of our info together. Must be honest we are very overwhelmed right now because it seems s...
Forum Discussion
1. I have keep my credit union account in OH for 10 years of FT. All my "banking" is by internet or auto-drafting.
2. I do have a Bank of America account that I open before I started to FT only in case I need to ever walk into a real bank.
3. I also use Fidelity's (where I have a small mutual fund account) Cash management to pay bills online out of my "savings" account.
Most important once you FT I have found that if you do any "banking" type activity like open a new account. It is best to leave the PMB # off you address since a number of financial transactions are required to check that your address is a real address. Thanks to 9/11. If you leave the PMB off or replace the PMB with Apartment # all works ok. Once you open the new account you can then add the PMB number.
2. I do have a Bank of America account that I open before I started to FT only in case I need to ever walk into a real bank.
3. I also use Fidelity's (where I have a small mutual fund account) Cash management to pay bills online out of my "savings" account.
Most important once you FT I have found that if you do any "banking" type activity like open a new account. It is best to leave the PMB # off you address since a number of financial transactions are required to check that your address is a real address. Thanks to 9/11. If you leave the PMB off or replace the PMB with Apartment # all works ok. Once you open the new account you can then add the PMB number.
