Originally Posted by
GogglesPisano
All the cool cats are transferring their HSA balances to Fidelity on a fairly regular basis. Just leave a few bucks in Optum or you will lose the HSA entirely.
First you have to open a Fidelity HSA.
Then perform a “Transfer of Assets.”
Can you expand on why this is a better option? My HSA is up 24% YOY and 7.5% YTD. Can you really do better at Fidelity? What am I missing?