How to Pay with Fidelity HSA: A Comprehensive Guide for Managing Your Health Savings Account

One of the key benefits of having a Health Savings Account (HSA) with Fidelity is the convenience it offers in managing your healthcare expenses. When it comes to paying for medical bills or other eligible expenses, Fidelity provides various easy-to-use options to access your HSA funds. Here's a comprehensive guide on how to pay with Fidelity HSA:

Online Payment

You can make payments online through the Fidelity website or mobile app. Simply log in to your account, navigate to the payment section, and follow the prompts to complete the transaction.

Bill Pay Service

Set up Fidelity's bill pay service to have your HSA funds automatically deducted for recurring payments such as insurance premiums or medical bills. This helps streamline your payments and ensure timely transactions.

Debit Card

Fidelity provides an HSA debit card that allows you to conveniently pay for eligible expenses directly at the point of sale. Use your card at healthcare providers, pharmacies, or any merchants that accept debit card payments.

Reimbursement

If you've already paid for an eligible expense out of pocket, you can request reimbursement from your Fidelity HSA. Simply submit a reimbursement request online or through the mobile app, providing necessary documentation for verification.

Additional Tips:

• Keep track of your HSA transactions and expenses for tax and record-keeping purposes.
• Ensure that the expenses you're paying for are eligible under HSA guidelines to avoid any penalties.
• Take advantage of Fidelity's online resources and customer service for any payment-related queries or assistance.

One of the key benefits of having a Health Savings Account (HSA) with Fidelity is the convenience it offers in managing your healthcare expenses. From quick online payments to intuitive mobile app features, Fidelity makes accessing your HSA funds a breeze.

Online Payment

To initiate a payment online, simply log in to your Fidelity account, navigate to the payments section, and follow the steps to complete your transaction seamlessly within minutes.

Bill Pay Service

By utilizing Fidelity’s bill pay service, you can set up recurring payments that automatically deduct your HSA funds for expenses like insurance premiums or regular medical bills, ensuring you never miss a due date.

Debit Card

Your Fidelity HSA debit card is a practical option for paying directly at point-of-sale locations, whether at the doctor's office, pharmacy, or other eligible retailers—making health expenses simple to manage.

Reimbursement

If you've paid out of pocket for any eligible medical expenses, submitting a reimbursement request from your Fidelity HSA is straightforward. Just provide the needed documentation online or through the mobile app to receive your funds back.

Additional Tips:

• Regularly monitor your HSA transactions and keep a record of your expenses for tax purposes, as this can be beneficial during tax season.
• Ensure that the payments you are making qualify under HSA guidelines to avoid potential penalties or tax complications.
• Don’t hesitate to utilize Fidelity’s comprehensive online resources or reach out to customer service for any queries about managing your HSA payments.