Transfer HSA fund from ConnectYourCare to Fidelity?
2 questions: 1, is there any fee for transferring HSA fund out of ConnectYourCare? 2, Is it possible to transfer the investment without selling them? Couldn’t find any information from CYC website, so checking out here if anyone had previous experience
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Uber BWhF42 Jan 16, 2019
Why transfer to fidelity? Anything special?
Credit Karma Vlad Putin Jan 16, 2019
No fees
Uber BWhF42 Jan 16, 2019
Good to know, thx
Yes I just did this. Fee was $25. You do need to sell first within connect care, and once balance is in cash, you call them to make the transfer HSA to HSA. I haven't filed taxes yet but it's my understanding that this shouldn't cause a taxable event since everything still remains within hsa (hopefully that's correct, we'll see soon)
Thanks for sharing.
Who do you call and what information do you give them? No form to fill out online or send in?