Personal Investments • HSA Bank, moving to Schwab

The absolutely worst account experience ever with HSA Bank. Completely unprofessional, unorganized, conflicting information. Even their own employees would criticize them over the phone. Went with Fidelity. Wonderful! Took weeks to transfer.

I agree HSA Bank is awful. Some of us still need to use them for our Employee Contributions though. I do make annual transfers to my Fidelity HSA but use the TDA/Schwab account in the meantime.

HSA Bank has two places on their website that you can see the YTD contributions and they don't even match.

I'm curious about this as well. I'm a govt. employee who my employeer makes contributions and I've been maxing out my HSA investment account with Schwab. The only option now is to close the Schwab and "Enroll in HSA Invest". Is this where people are doing this and at the end of the year move all the money into Fidelity HSA?

Statistics: Posted by 36E — Thu Sep 26, 2024 8:05 pm — Replies 9 — Views 3050

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