Good to hear that HSA Bank has cleaned up their act and are more prompt with mailing the check to Fidelity. I've been going the other way with taking Fidelity's transfer form and uploading it to HSA Bank. Two transfers have been successful last year. When my employer's contribution comes in shortly, I'll request another bulk transfer and leave a couple bucks to have the account remain open.There are a few things to know when doing this. I typically leave $1 in the account so it won't close out. Also, when transferring, I start on the Fidelity side and say partial transfer, select cash, then select the amount in the account (minus $1). Works perfectly every time. I usually do it about every other month.
Statistics: Posted by stilllurking — Thu Jan 02, 2025 3:44 pm — Replies 669 — Views 102808