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How to Add Mercer Marketplace HSA to Fidelity?

Published October 22, 2023

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Short answer: You can integrate your Mercer Marketplace HSA with Fidelity by logging into Fidelity, navigating to Accounts & Trade, adding a bank or brokerage account, searching for Mercer Marketplace HSA, entering link details, confirming, and managing through Fidelity.

Linking Mercer Marketplace HSA to Fidelity

If you have a Mercer Marketplace HSA and would like to add it to Fidelity, follow these simple steps to streamline your health savings account management:

1. Log in to your Fidelity account online.

2. Navigate to the 'Accounts & Trade' section.

3. Click on 'Add a Bank or Brokerage Account'.

4. Search for 'Mercer Marketplace HSA' among the options.

5. Enter the necessary details to link your Mercer Marketplace HSA to Fidelity.

6. Confirm the connection and start managing your HSA easily through Fidelity's platform.

By following these steps, you can efficiently consolidate your financial accounts and enjoy a unified view of your investments and health savings.

To integrate your Mercer Marketplace HSA with Fidelity, it’s essential to follow a few straightforward steps, ensuring you have a streamlined process for managing your health savings.

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