Thank you. So basically what you're saying is:If you decide to go down this route note that it can take several weeks (7 weeks for me last year), but you should be able to do a partial transfer leaving only $25 in the Healthequity account and avoiding the fee. The rollover method can be done in as little as 2 days. The few weeks out of the market with the direct transfer may not be that big of a deal though, you can just initiate and forget.Set up a Fidelity HSA first, then ask them to initiate the transfer.
1. Have her open an HSA with Fidelity
2. Initiate a partial transfer (and leave $25 in Health Equity) – or less?
Do you know if the partial transfer is initiated from Fidelity, or HE side?
Statistics: Posted by joneeboy3000 — Sun Jan 05, 2025 11:44 am