HSA transfer: Health Equity to Fidelity

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FIREchief
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HSA transfer: Health Equity to Fidelity

Post by FIREchief »

Hi. I'm helping a friend get their HSA assets transferred to a Fidelity HSA. The current HSA is held at Health Equity and will continue to be routinely funded with payroll deductions. That said, Health Equity has a $1000 cash minimum balance requirement and, while the investment options are good, we would like to transfer the maximum to Fidelity on a recurring basis. A few questions for anybody who may have done this:

a) Does Health Equity charge a transfer fee for a partial account transfer such as this? (I realize it may vary due to specific employer plan agreements).
b) Can this be initiated as a "pull" through Fidelity?
c) If yes to "b", would the existing investments need to be sold to cash prior to the transfer?

I would also be interested in any other tips or lessons learned. Thanks! 8-)
I am not a lawyer, accountant or financial advisor. Any advice or suggestions that I may provide shall be considered for entertainment purposes only.
life in slices
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Re: HSA transfer: Health Equity to Fidelity

Post by life in slices »

I have a HE plan that I am currently contributing to and transfer a few times a year to my HSA account at Fidelity

a) I think this is employer specific - I have $0 fees for partial transfers and only have to keep $25 or greater at HE after a transfer to keep the account open. On BH some have mentioned fees in the $25 range for transfers, so I would have your friend check his documentation or call into HE to see what fees there are. That said there is a once every 12-month ability to do a rollover that has should have no fees
b) Yes - I do all of my transfers directly from Fidelity as it seemed to be more efficient - there is a Transfer of Asset form that can be accessed by clicking a link within the Fidelity HSA - the transfer is long though, about 20 calendar days on average
c) Not sure, I have only been transferring cash and have not invested anything at HE

Hope that helps!
life in slices
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Re: HSA transfer: Health Equity to Fidelity

Post by life in slices »

ETA - this is what I see this about transfers on my account at HE:

"To authorize HealthEquity to transfer a partial amount of your health savings account (HSA), complete this form. You must leave at least $25.00 inmyour cash balance in order to do a partial transfer. In order to allow for all transactions to settle, your account will be frozen for a period of at least five (5) business days prior to the funds being transferred.
Note: You must have the funds you are requesting to transfer available in the HSA Cash balance plus $25.00 before a Partial Transfer can be completed. HealthEquity does not automatically liquidate investments on your behalf. To do this, you must log in to your online account and sell enough funds to cover the balance you are requesting to transfer plus $25.00 to leave in the cash balance"

It might also be employer specific, but in my case HE will only transfer cash - I would have your friend call HE or look at the HE transfer form for more info
w5000
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Re: HSA transfer: Health Equity to Fidelity

Post by w5000 »

My employer uses Health Equity for our HSA. We have a $2,000 minimum before you can invest the funds, but then they also charge around a 0.36% fee on invested funds, on top of fund expenses. So I've been transferring funds from HealthEquity to my HSA at Fidelity. In fact, my third partial transfer of the year is in progress right now.

You can do a (theoretically) unlimited number of partial transfers from HealthEquity. You have to leave $25 in the account to keep it open.
FIREchief wrote: Tue Jun 15, 2021 2:43 pm a) Does Health Equity charge a transfer fee for a partial account transfer such as this? (I realize it may vary due to specific employer plan agreements).
no. At least I've never been charged any fee, and I've done at least 6 transfers now.
FIREchief wrote: Tue Jun 15, 2021 2:43 pm (b) Can this be initiated as a "pull" through Fidelity?
yes? At least when I spoke with Fidelity earlier this year, they said they could do it, but I've always initiated my transfers from HealthEquity.
FIREchief wrote: Tue Jun 15, 2021 2:43 pm c) If yes to "b", would the existing investments need to be sold to cash prior to the transfer?
I don't know of an option to do an in-kind transfer.


The process is a bit of a PITA:
  • Fill out a partial transfer form on the HealthEquity website (you can find it by searching help for partial transfer).
  • Wait a few days for them to process the form.
  • They freeze your account for 5 days in case you have any debit charges coming in.
  • Then the send a check via US mail to Fidelity.
The whole process has taken around 1.5 weeks until the funds are in my Fidelity HSA.
dcabler
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Re: HSA transfer: Health Equity to Fidelity

Post by dcabler »

life in slices wrote: Tue Jun 15, 2021 2:53 pm I have a HE plan that I am currently contributing to and transfer a few times a year to my HSA account at Fidelity

a) I think this is employer specific - I have $0 fees for partial transfers and only have to keep $25 or greater at HE after a transfer to keep the account open. On BH some have mentioned fees in the $25 range for transfers, so I would have your friend check his documentation or call into HE to see what fees there are. That said there is a once every 12-month ability to do a rollover that has should have no fees
b) Yes - I do all of my transfers directly from Fidelity as it seemed to be more efficient - there is a Transfer of Asset form that can be accessed by clicking a link within the Fidelity HSA - the transfer is long though, about 20 calendar days on average
c) Not sure, I have only been transferring cash and have not invested anything at HE

Hope that helps!
Pretty much the same all the way around for me as the above except for where I initiate the transfer. The first time I did it I initiated from Fidelity. The second time I did it I initiated it from HE using their online form which is hard to find. The transfer happened one week sooner by initiating from HE. So I always initiate from HE now after every 3 paychecks.

To the OP are sure it's a $1K cash balance? We only require greater than $1K if you're going to transfer from cash to invest any excess above $1K. If you're not going to invest, the cash can go as low as $25

Cheers
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FIREchief
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Re: HSA transfer: Health Equity to Fidelity

Post by FIREchief »

life in slices wrote: Tue Jun 15, 2021 2:53 pm I have a HE plan that I am currently contributing to and transfer a few times a year to my HSA account at Fidelity

a) I think this is employer specific - I have $0 fees for partial transfers and only have to keep $25 or greater at HE after a transfer to keep the account open. On BH some have mentioned fees in the $25 range for transfers, so I would have your friend check his documentation or call into HE to see what fees there are. That said there is a once every 12-month ability to do a rollover that has should have no fees
b) Yes - I do all of my transfers directly from Fidelity as it seemed to be more efficient - there is a Transfer of Asset form that can be accessed by clicking a link within the Fidelity HSA - the transfer is long though, about 20 calendar days on average
c) Not sure, I have only been transferring cash and have not invested anything at HE

Hope that helps!
Thanks!!!!!! :happy
I am not a lawyer, accountant or financial advisor. Any advice or suggestions that I may provide shall be considered for entertainment purposes only.
life in slices
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Re: HSA transfer: Health Equity to Fidelity

Post by life in slices »

dcabler wrote: Tue Jun 15, 2021 3:05 pm
life in slices wrote: Tue Jun 15, 2021 2:53 pm I have a HE plan that I am currently contributing to and transfer a few times a year to my HSA account at Fidelity

a) I think this is employer specific - I have $0 fees for partial transfers and only have to keep $25 or greater at HE after a transfer to keep the account open. On BH some have mentioned fees in the $25 range for transfers, so I would have your friend check his documentation or call into HE to see what fees there are. That said there is a once every 12-month ability to do a rollover that has should have no fees
b) Yes - I do all of my transfers directly from Fidelity as it seemed to be more efficient - there is a Transfer of Asset form that can be accessed by clicking a link within the Fidelity HSA - the transfer is long though, about 20 calendar days on average
c) Not sure, I have only been transferring cash and have not invested anything at HE

Hope that helps!
Pretty much the same all the way around for me as the above except for where I initiate the transfer. The first time I did it I initiated from Fidelity. The second time I did it I initiated it from HE using their online form which is hard to find. The transfer happened one week sooner by initiating from HE. So I always initiate from HE now after every 3 paychecks.

To the OP are sure it's a $1K cash balance? We only require greater than $1K if you're going to transfer from cash to invest any excess above $1K. If you're not going to invest, the cash can go as low as $25

Cheers
Good to know that it is faster from the HE side - I will give that a try for a transfer I will do at the end of the month
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FIREchief
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Re: HSA transfer: Health Equity to Fidelity

Post by FIREchief »

dcabler wrote: Tue Jun 15, 2021 3:05 pm To the OP are sure it's a $1K cash balance? We only require greater than $1K if you're going to transfer from cash to invest any excess above $1K. If you're not going to invest, the cash can go as low as $25

Cheers
Thanks. I said that wrong. As you mention, there must be $1000 in cash prior to any HE investments. We'll take the entire account down to $25 a few times a year. We'll also likely just incur the extra time and have Fidelity pull the funds. We turned off the automatic investing, so should have $100 or so in extra cash to do a dry run prior to selling all current investments to cash.

I appreciate everybody's help.
I am not a lawyer, accountant or financial advisor. Any advice or suggestions that I may provide shall be considered for entertainment purposes only.
seawolf21
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Re: HSA transfer: Health Equity to Fidelity

Post by seawolf21 »

FIREchief wrote: Tue Jun 15, 2021 2:43 pm Hi. I'm helping a friend get their HSA assets transferred to a Fidelity HSA. The current HSA is held at Health Equity and will continue to be routinely funded with payroll deductions. That said, Health Equity has a $1000 cash minimum balance requirement and, while the investment options are good, we would like to transfer the maximum to Fidelity on a recurring basis. A few questions for anybody who may have done this:

a) Does Health Equity charge a transfer fee for a partial account transfer such as this? (I realize it may vary due to specific employer plan agreements).
b) Can this be initiated as a "pull" through Fidelity?
c) If yes to "b", would the existing investments need to be sold to cash prior to the transfer?

I would also be interested in any other tips or lessons learned. Thanks! 8-)
I have same setup.

AFAIK Health Equality charges $25 for a full transfer. Partial transfer should be free.
Yes Fido can pull.
Health Equity requires you to liquidate. Since the account is tax deferred, there's no tax implications from selling.
https://answers.healthequity.com/app/an ... fer%20fees
OffGridder
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Re: HSA transfer: Health Equity to Fidelity

Post by OffGridder »

FIREchief wrote: Tue Jun 15, 2021 3:26 pm
dcabler wrote: Tue Jun 15, 2021 3:05 pm To the OP are sure it's a $1K cash balance? We only require greater than $1K if you're going to transfer from cash to invest any excess above $1K. If you're not going to invest, the cash can go as low as $25

Cheers
Thanks. I said that wrong. As you mention, there must be $1000 in cash prior to any HE investments. We'll take the entire account down to $25 a few times a year. We'll also likely just incur the extra time and have Fidelity pull the funds. We turned off the automatic investing, so should have $100 or so in extra cash to do a dry run prior to selling all current investments to cash.

I appreciate everybody's help.
The reason Health Equity won't let you transfer the last $25 is because that is their account closure fee. Once my wife retired she transferred all but the $25 to Fidelity. Then she withdrew the $25 for a medical expenses reimbursement. The HE account is still open with a zero balance and either my wife or HE will eventually close it, but at no cost to my wife because there are no dollars in the account for HE to tap.
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Re: HSA transfer: Health Equity to Fidelity

Post by anon_investor »

seawolf21 wrote: Tue Jun 15, 2021 3:33 pm ... Since the account is tax deferred, there's no tax implications from selling...
This assumes the HSA owner does not reside in CA or NJ, it would be a taxable event for CA or NJ state income tax purposes.
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FIREchief
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Re: HSA transfer: Health Equity to Fidelity

Post by FIREchief »

anon_investor wrote: Tue Jun 15, 2021 6:58 pm
seawolf21 wrote: Tue Jun 15, 2021 3:33 pm ... Since the account is tax deferred, there's no tax implications from selling...
This assumes the HSA owner does not reside in CA or NJ, it would be a taxable event for CA or NJ state income tax purposes.
Are you talking about capital gains taxes on sales of investments internal to the HSA? Yikes!! If not, why would a custodian to custodian transfer incur any taxes?
I am not a lawyer, accountant or financial advisor. Any advice or suggestions that I may provide shall be considered for entertainment purposes only.
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Re: HSA transfer: Health Equity to Fidelity

Post by anon_investor »

FIREchief wrote: Tue Jun 15, 2021 7:29 pm
anon_investor wrote: Tue Jun 15, 2021 6:58 pm
seawolf21 wrote: Tue Jun 15, 2021 3:33 pm ... Since the account is tax deferred, there's no tax implications from selling...
This assumes the HSA owner does not reside in CA or NJ, it would be a taxable event for CA or NJ state income tax purposes.
Are you talking about capital gains taxes on sales of investments internal to the HSA? Yikes!! If not, why would a custodian to custodian transfer incur any taxes?
Yes, because CA and NJ do not recognize HSAs, so they treat them like a taxable account and tax annual dividends and taxable gains on sales! Though NJ does not tax capital gains on treasuries.
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Re: HSA transfer: Health Equity to Fidelity

Post by FIREchief »

anon_investor wrote: Tue Jun 15, 2021 7:37 pm
FIREchief wrote: Tue Jun 15, 2021 7:29 pm
anon_investor wrote: Tue Jun 15, 2021 6:58 pm
seawolf21 wrote: Tue Jun 15, 2021 3:33 pm ... Since the account is tax deferred, there's no tax implications from selling...
This assumes the HSA owner does not reside in CA or NJ, it would be a taxable event for CA or NJ state income tax purposes.
Are you talking about capital gains taxes on sales of investments internal to the HSA? Yikes!! If not, why would a custodian to custodian transfer incur any taxes?
Yes, because CA and NJ do not recognize HSAs, so they treat them like a taxable account and tax annual dividends and taxable gains on sales! Though NJ does not tax capital gains on treasuries.
Wow. I didn't know that. Thanks for the explanation. 8-)
I am not a lawyer, accountant or financial advisor. Any advice or suggestions that I may provide shall be considered for entertainment purposes only.
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Re: HSA transfer: Health Equity to Fidelity

Post by anon_investor »

FIREchief wrote: Tue Jun 15, 2021 8:11 pm
anon_investor wrote: Tue Jun 15, 2021 7:37 pm
FIREchief wrote: Tue Jun 15, 2021 7:29 pm
anon_investor wrote: Tue Jun 15, 2021 6:58 pm
seawolf21 wrote: Tue Jun 15, 2021 3:33 pm ... Since the account is tax deferred, there's no tax implications from selling...
This assumes the HSA owner does not reside in CA or NJ, it would be a taxable event for CA or NJ state income tax purposes.
Are you talking about capital gains taxes on sales of investments internal to the HSA? Yikes!! If not, why would a custodian to custodian transfer incur any taxes?
Yes, because CA and NJ do not recognize HSAs, so they treat them like a taxable account and tax annual dividends and taxable gains on sales! Though NJ does not tax capital gains on treasuries.
Wow. I didn't know that. Thanks for the explanation. 8-)
Bottom line if your friend isn't in NJ or CA, no worries.
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Re: HSA transfer: Health Equity to Fidelity

Post by FIREchief »

anon_investor wrote: Tue Jun 15, 2021 8:16 pm
FIREchief wrote: Tue Jun 15, 2021 8:11 pm
anon_investor wrote: Tue Jun 15, 2021 7:37 pm
FIREchief wrote: Tue Jun 15, 2021 7:29 pm
anon_investor wrote: Tue Jun 15, 2021 6:58 pm

This assumes the HSA owner does not reside in CA or NJ, it would be a taxable event for CA or NJ state income tax purposes.
Are you talking about capital gains taxes on sales of investments internal to the HSA? Yikes!! If not, why would a custodian to custodian transfer incur any taxes?
Yes, because CA and NJ do not recognize HSAs, so they treat them like a taxable account and tax annual dividends and taxable gains on sales! Though NJ does not tax capital gains on treasuries.
Wow. I didn't know that. Thanks for the explanation. 8-)
Bottom line if your friend isn't in NJ or CA, no worries.
Thanks. We're good. 8-)
I am not a lawyer, accountant or financial advisor. Any advice or suggestions that I may provide shall be considered for entertainment purposes only.
roth evangelist
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Re: HSA transfer: Health Equity to Fidelity

Post by roth evangelist »

Didn't want to start a new thread because there are already so many HealthEquity to Fidelity threads on here, so here it goes:

I have my HSA at HealthEquity because that's what my company uses. I'm annoyed at keeping the required $2,000 in a tax-free account in cash, so I want to move as much of my balance to a new Fidelity HSA account as I can. I understand I will need to be out of market for a time, and I'm ok with that given I'll be investing nearly $2,000 that was previously just cash. I have to keep $25 in the account, so what I want to do is transfer everything above $25 via a partial transfer from HE to Fidelity. I will then periodically, say, every 3 months, do partial transfers to keep my HSA cash balance to a minimum and keep as much invested as I can. If there are any holes in my logic, please let me know. But here's my concern: Is this going to add another layer of complication when I do my 2021 taxes in a few months? Does a partial transfer from HE to Fidelity require a form for reporting a rollover? If so, I might want to wait until January to do this so I don't have to worry about it for 2021.
exarkun
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Re: HSA transfer: Health Equity to Fidelity

Post by exarkun »

Earlier this year started the same thing as you are planning.

I don't know why there would be any tax considerations.
roth evangelist
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Re: HSA transfer: Health Equity to Fidelity

Post by roth evangelist »

exarkun wrote: Sun Sep 12, 2021 6:58 pm Earlier this year started the same thing as you are planning.

I don't know why there would be any tax considerations.
I don't mean that the transfer would be a taxable event. I know that it isn't. I just mean, will this require me to worry about another tax form when filing? Dealing with two HSA's from a tax filing perspective may be annoying. I realize this is low stakes, but it's something that's influencing my decision of when to make the rollover nonetheless.
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Re: HSA transfer: Health Equity to Fidelity

Post by masrepus »

No, it doesn't add anything extra for tax time. You have the entries for what your payroll takes out for pretax in your taxes as usual. The transfer isnt reported anywhere. You will get the yearly HSA form 5498 from both HE and Fidelity but that is for informational purposes.

I do exactly what you have planned. I dont invest any money at HE and simply leave it as cash. Once I hit 1025.00+ after 8 weeks, I transfer 1000.00 to Fidelity using the HE partial transfer online form. Two to three weeks later the money pops up at Fidelity and I buy FSKAX. I prefer the HE form, tiny bit simpler than Fidelity's and seems to complete quicker, though the timing I cant say is exact. The form also has autocomplete in the browser so easier to use. As others noted, HE will freeze the account a few days to cover any debits. I saw a comment once that said they only cut checks on a certain Friday, I think. So that could delay payments. HE cuts a check and sends to Fidelity. The agreement between HE and my company is no fees for partial transfer and as often as I want.
roth evangelist
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Re: HSA transfer: Health Equity to Fidelity

Post by roth evangelist »

masrepus wrote: Mon Sep 13, 2021 11:32 am No, it doesn't add anything extra for tax time. You have the entries for what your payroll takes out for pretax in your taxes as usual. The transfer isnt reported anywhere. You will get the yearly HSA form 5498 from both HE and Fidelity but that is for informational purposes.

I do exactly what you have planned. I dont invest any money at HE and simply leave it as cash. Once I hit 1025.00+ after 8 weeks, I transfer 1000.00 to Fidelity using the HE partial transfer online form. Two to three weeks later the money pops up at Fidelity and I buy FSKAX. I prefer the HE form, tiny bit simpler than Fidelity's and seems to complete quicker, though the timing I cant say is exact. The form also has autocomplete in the browser so easier to use. As others noted, HE will freeze the account a few days to cover any debits. I saw a comment once that said they only cut checks on a certain Friday, I think. So that could delay payments. HE cuts a check and sends to Fidelity. The agreement between HE and my company is no fees for partial transfer and as often as I want.
Thanks! I'm much closer to pulling the trigger on this now. Might just do it this week.
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Re: HSA transfer: Health Equity to Fidelity

Post by jbsmith05 »

I’m looking at doing the same thing…for those of you that mentioned you pushed from HE to Fido via the health equity form - is the form your referring to the PDF, or some other non-paper based option? I don’t want to have to print and mail in my form all the time (which is the only form I can find for this on HE’s site)
roth evangelist
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Re: HSA transfer: Health Equity to Fidelity

Post by roth evangelist »

jbsmith05 wrote: Tue Sep 14, 2021 3:10 pm I’m looking at doing the same thing…for those of you that mentioned you pushed from HE to Fido via the health equity form - is the form your referring to the PDF, or some other non-paper based option? I don’t want to have to print and mail in my form all the time (which is the only form I can find for this on HE’s site)
I haven't gone through with it yet, but this appears to be the correct page for the online partial transfer form.

https://answers.healthequity.com/app/an ... w/transfer
masrepus
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Re: HSA transfer: Health Equity to Fidelity

Post by masrepus »

roth evangelist wrote: Tue Sep 14, 2021 4:35 pm
jbsmith05 wrote: Tue Sep 14, 2021 3:10 pm I’m looking at doing the same thing…for those of you that mentioned you pushed from HE to Fido via the health equity form - is the form your referring to the PDF, or some other non-paper based option? I don’t want to have to print and mail in my form all the time (which is the only form I can find for this on HE’s site)
I haven't gone through with it yet, but this appears to be the correct page for the online partial transfer form.

https://answers.healthequity.com/app/an ... w/transfer
Yep, that's the online form. I have that bookmarked and pull it every couple months to start the partial transfer. When you log into your HE account there is a support and history page. That online form ends up as a pdf and attached to your account history, so you can always look at it or download it if you want.
dcabler
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Re: HSA transfer: Health Equity to Fidelity

Post by dcabler »

masrepus wrote: Mon Sep 13, 2021 11:32 am No, it doesn't add anything extra for tax time. You have the entries for what your payroll takes out for pretax in your taxes as usual. The transfer isnt reported anywhere. You will get the yearly HSA form 5498 from both HE and Fidelity but that is for informational purposes.

I do exactly what you have planned. I dont invest any money at HE and simply leave it as cash. Once I hit 1025.00+ after 8 weeks, I transfer 1000.00 to Fidelity using the HE partial transfer online form. Two to three weeks later the money pops up at Fidelity and I buy FSKAX. I prefer the HE form, tiny bit simpler than Fidelity's and seems to complete quicker, though the timing I cant say is exact. The form also has autocomplete in the browser so easier to use. As others noted, HE will freeze the account a few days to cover any debits. I saw a comment once that said they only cut checks on a certain Friday, I think. So that could delay payments. HE cuts a check and sends to Fidelity. The agreement between HE and my company is no fees for partial transfer and as often as I want.
Exactly what I do - even the dollar amount. I've tried initiating the transfer from both the Fidelity end and the HE end and I've found that initiating from the HE end results in the transfer appearing at Fidelity a little sooner.

Cheers.
roth evangelist
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Re: HSA transfer: Health Equity to Fidelity

Post by roth evangelist »

I'm about to initiate a partial transfer to Fidelity tomorrow. Anyone know what the right address to include in the form? I've got this:

Fidelity Investments
PO Box 770001
Cincinnati, OH 45277-0047

There are so many possible addresses and it's pretty confusing.

EDIT: Also, there's a question on here that says, "Please provide the phone number which is associated to this incident." That is so strangely worded ... Is that my phone number or a phone number at Fidelity?
Jeev1
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Re: HSA transfer: Health Equity to Fidelity

Post by Jeev1 »

The address is fine. I did not see the question about incident phone number. The only phone number I saw was ‘delivering firm phone’.
I hope this helps.
roth evangelist
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Re: HSA transfer: Health Equity to Fidelity

Post by roth evangelist »

Jeev1 wrote: Fri Sep 24, 2021 10:01 am The address is fine. I did not see the question about incident phone number. The only phone number I saw was ‘delivering firm phone’.
I hope this helps.
I'm guessing it's the Fidelity number. HE should already have mine. Thanks!
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