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How to Pay for a Health Expense from Your HSA at Fidelity Investments

Published July 24, 2023

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Short answer: You can access HSA funds at Fidelity by using an HSA debit card, making online or mobile app payments via linked accounts, or requesting reimbursement for qualified expenses already paid out of pocket.

Ways to pay medical costs from HSA

Fidelity Investments offers a convenient way to pay for your health expenses using your HSA (Health Savings Account). If you're wondering how to access those funds for medical costs, here's a simple guide to help you navigate the process.

When it comes to paying for a health expense from your HSA at Fidelity Investments, you have several options:

  • Debit Card: Fidelity provides an HSA debit card that you can use to directly pay for medical services and prescriptions at healthcare providers that accept card payments.
  • Online Payment: You can also make payments for health expenses directly through the Fidelity Investments website or mobile app by linking your HSA account to your bank account for easy transfers.
  • Reimbursement: If you've already paid for a qualified medical expense out of pocket, you can submit a reimbursement request through Fidelity's online portal or by mail to receive the funds from your HSA.

Recordkeeping and using the debit card

It's important to keep detailed records of your medical expenses and payments to ensure proper documentation for tax purposes and to track your HSA balance.

Paying for health expenses from your HSA at Fidelity Investments can be a breeze! With your HSA debit card, you can easily cover qualified expenses right at the time of service without any hassle.

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