Company switched HSA providers, but haven't really provided any information on if they will transfer automatically other than "rollover information will be sent to those with an HSA" (this was about a month ago).
Hoping this is an easy one: can I rollover to my Fidelity HSA right away? Or will it affect anything on my company's end? Would they just transfer without asking me first?
Would like to move it to Fidelity since I already have an account there and like the low fees and investment options.
Appreciate any advice!![:sharebeer]( "celebrate")
Hoping this is an easy one: can I rollover to my Fidelity HSA right away? Or will it affect anything on my company's end? Would they just transfer without asking me first?
Would like to move it to Fidelity since I already have an account there and like the low fees and investment options.
Appreciate any advice!
Statistics: Posted by LifeAquaticTenenbaum — Tue Jan 14, 2025 6:05 pm — Replies 0 — Views 28