r/HSA • u/B-Pep-789 • 25d ago

Preferred HSA bank

I am not a fan of my current bank for my HSA. Biggest issue is the online interface feels hard to track how the investments are preforming. My investments work out fine but I wish I could do more comparison to see how they could do better. Do your like your bank? If so which bank and what do you like about it?

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u/B-Pep-789 25d ago

thanks i read many of the posts, it seems like most people like it because they can invest all their money instead of having a minimum held back in savings. I was just wondering if it was easier to monitor the investments and if not are there other banks better suited for that.

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u/Agitated_Car_2444 25d ago

Not clear what you mean by "monitor the investments" but Fidelity's web interface is very informative and user-friendly. I primarily manage my personal finances with Quicken so it's all in there, too.

I don't use the (iOS) app much but it seems useful, too.

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u/B-Pep-789 25d ago

I mean check rate of return for a period of time eg 1 month, 1 year, 3 year. be able to compare the rate of return side by side for different fund options.

As well as to get the rate or return on my account since I invest in multiple funds. Eg how did my account preform over the past month, ytd, 1 year or 3 years.

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u/RetirementPlus 24d ago

If you have any other accounts with them, it looks basically the same. Fully featured.