HSA transfer

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Topic Author
mhalley
Posts: 10432
Joined: Tue Nov 20, 2007 5:02 am

HSA transfer

Post by mhalley »

So I just opened the new hsa with fidelity and was wondering about transferring my hsa with Elements plus TDA. Do I need to transfer the funds from TDA to the Elements account in order to do the transfer? Any reason to wait till after I get my tax forms to do the transfer (not paying any fees currently, but will need to pay fees after I make my contribution next year.)
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