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HSA investing with Fidelity
Old 01-10-2019, 08:32 AM   #1
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HSA investing with Fidelity

DW and I are retired and have opened up our first HSA with Fidelity. We have an automatic withdrawal scheduled the first of every month from our checking account. Is there a way to invest automatically each month in an ETF, or will I need to go in and buy shares each month?
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Old 01-10-2019, 07:08 PM   #2
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With my Optum HSA I set a $ limit for my basic account, where all contributions are deposited, and any money over that automatically gets transferred into a fund in my investment account. I would think Fidelity does something similar. There's another long thread on Fidelity HSA accounts, you might want to post your question to that thread.
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Old 01-10-2019, 10:59 PM   #3
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Easiest thing to do is pick up the phone and give Fidelity a call. They can quickly answer any questions you may have.
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