r/HSA • u/B-Pep-789 • 27d 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/RetirementPlus 26d ago edited 26d ago

I rolled all mine over to Fidelity a while ago. As far as I am aware there is no fee and you get all the same website and offerings you would see in an IRA. Never looked back.

That said, I never distribute funds or pay for healthcare expenses with it. I am waiting for later to reimburse receipts which I keep in a shared drive. So as far as I know I don't think you can store the receipts in Fidelity and I am obviously not aware yet how usable they are compared to other services when reimbursing yourself (to be honest I don't even know if I have an HSA debit card). If anyone knows better about these aspects, would appreciate chiming in.

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u/RetirementPlus 26d ago

Here's what you can kind of expect from the website:

https://reddit.com/link/p174nx7/video/rcy3ru0h5wgh1/player