Author Topic: HSA Bank and TDameritrade  (Read 392 times)

coopdog

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HSA Bank and TDameritrade
« on: January 11, 2018, 11:42:42 AM »
I have an HSA bank account at First bank. I want to open a brokerage account and invest the HSA money. First Bank does not have a relationship with any brokerage. Do I need to move to a bank that does? Or can I just open an account with TD and self direct provided all the money flows through of my First Bank HSA ?


coopdog

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Re: HSA Bank and TDameritrade
« Reply #1 on: January 11, 2018, 11:53:25 AM »
Disregard. I learned you must use a bank with a relationship with TDameritrade.

msmargarita

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Re: HSA Bank and TDameritrade
« Reply #2 on: January 12, 2018, 04:21:56 PM »
Can you move your bank account directly to HSA Bank?  You can make direct transfers from HSA Bank to TD Ameritrade.

coopdog

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Re: HSA Bank and TDameritrade
« Reply #3 on: January 12, 2018, 06:24:22 PM »
Yes, but after further research, I think I'm going to go with Lively.