How to Transfer Your HSA to Fidelity

Transferring your HSA to Fidelity is a seamless process that can provide you with better investment opportunities and savings options. Follow these steps to move your HSA funds to Fidelity:

1. Contact Fidelity: Reach out to Fidelity to initiate the transfer process. You can visit their website or call their customer service for assistance.
2. Complete Transfer Forms: Fidelity will provide you with the necessary forms to transfer your HSA funds. Fill out the forms accurately with the required information.
3. Provide Account Information: You will need to provide your current HSA account details, including account number and financial institution information, to Fidelity for the transfer.
4. Authorize the Transfer: Sign the transfer forms and authorize Fidelity to initiate the transfer of funds from your existing HSA.
5. Monitor the Transfer: Keep track of the transfer process and verify that the funds have been successfully moved to your new HSA account with Fidelity.

Transferring your HSA to Fidelity is an easy and effective way to enhance your financial strategy. To get started, follow these straightforward steps to ensure your funds are securely moved to Fidelity.

1. Contact Fidelity: Begin by getting in touch with Fidelity. You can either visit their user-friendly website or call their knowledgeable customer service team for guidance.
2. Complete Transfer Forms: After reaching out, Fidelity will send you the necessary transfer forms. It's important to fill these out with the correct information to avoid any delays.
3. Provide Account Information: Make sure to have your current HSA account details handy, including your account number and details of your existing financial institution. This information is essential for a smooth transfer.
4. Authorize the Transfer: Once your forms are complete, be sure to sign them to authorize Fidelity to start the transfer of your funds from your old HSA account.
5. Monitor the Transfer: Keep an eye on the transfer process, and confirm once the funds have been successfully deposited into your new HSA account with Fidelity. Patience is key during this time!