HSA Guide
How to Transfer Money into Fidelity HSA?
Published January 1, 2024
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Get the appHow to transfer funds into Fidelity HSA
Transferring money into your Fidelity HSA is simple and convenient. Whether you are looking to contribute funds or roll over money from another HSA account, Fidelity offers multiple options for seamless transfers.
Here are the steps to transfer money into your Fidelity HSA:
- Log in to your Fidelity account online.
- Navigate to the HSA section and select the option to make a contribution or transfer.
- Choose the funding source and enter the amount you wish to transfer.
- Verify the details and confirm the transfer.
- Alternatively, you can set up recurring contributions for added convenience.
Key guidelines and support during transfers
It's essential to ensure you follow Fidelity's guidelines and deadlines for transfers to avoid any delays or penalties. If you encounter any issues during the transfer process, Fidelity's customer support team is readily available to assist you.
Transferring money into your Fidelity HSA is straightforward and user-friendly. With options to contribute new funds or to roll over existing funds from a different HSA, Fidelity makes the process seamless.