I have checking accounts at brokerages. These are not really pseudo checking since they allow checks to be written against a balance and are "real" checking accounts. As such create a new checking account independent of the brokerage account (not sure what you mean by "at the same level").
Then link the checking account to the brokerage bank which is usually a separate corporate entity for legal reasons.
Therein is the problem I would guess. Both accounts are brokerage accounts at Fidelity. Both are "Fidelity Investments" for purposes of online banking. I will check with them, but I do not believe there is a separate corporate entity associated with using a brokerage account as a checking account. (They do offer a CMA. That might be different.)
On Saturday, May 11, 2019, 1:18:21 PM CDT, sth <[email blocked]> wrote: