Author Topic: Moving an HSA?  (Read 325 times)

I'm a red panda

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Moving an HSA?
« on: February 06, 2019, 06:34:56 AM »
We have an HSA with TDAmeritrade; the investment account has about $10k in it. The insurance we had now is no longer high deductible, so we aren't contributing to it anymore.  TDA is now charging a monthly fee, since the company has left their plan.

I also have investment accounts with TIAA-Cref (tax advantaged and post tax) and Vanguard (post tax only).

Is there a way I can transfer the TDA account to one of my other firms so I don't have to use TDA anymore?  Or am I stuck there until the fees eventually drain the account?

chasesfish

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Re: Moving an HSA?
« Reply #1 on: February 06, 2019, 06:41:00 AM »
Transfer it to Fidelity.  They just started offering no fee HSA accounts late last year.

tralfamadorian

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Re: Moving an HSA?
« Reply #2 on: February 06, 2019, 06:41:09 AM »
Yes, you can rollover. I just moved my HSA to Fidelity as they have a zero fee option.

I'm a red panda

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Re: Moving an HSA?
« Reply #3 on: February 06, 2019, 06:48:11 AM »
That's good to know about Fidelity. Apparently one of our 401ks just got moved there, so that is a great option. 
« Last Edit: February 06, 2019, 06:50:45 AM by I'm a red panda »