Thankful for this forum because I never received the postcard or any notification from HSA Bank. There also is no information when I log in my HSA bank account. I have to google and dig to find out some of the new investment changes discussed here.
Opened a Fidelity HSA account online and requested online the transfer in-kind from my Schwab HSA and cash from my HSA Bank account.
Now all I can do is keep my fingers crossed and hope it all transfer without issues. Sorry to say that I am expecting some glitch as customer service reliabilty seems to have moved backwards in all aspects since the Covid thing
Opened a Fidelity HSA account online and requested online the transfer in-kind from my Schwab HSA and cash from my HSA Bank account.
Now all I can do is keep my fingers crossed and hope it all transfer without issues. Sorry to say that I am expecting some glitch as customer service reliabilty seems to have moved backwards in all aspects since the Covid thing
Statistics: Posted by touhy — Mon Aug 19, 2024 1:52 pm — Replies 276 — Views 36152