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?
HSA investing with Fidelity
- Thread starter Wille
- Start date
zinger1457
Thinks s/he gets paid by the post
- Joined
- Jul 22, 2007
- Messages
- 3,229
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.
njhowie
Thinks s/he gets paid by the post
- Joined
- Mar 11, 2012
- Messages
- 3,931
Easiest thing to do is pick up the phone and give Fidelity a call. They can quickly answer any questions you may have.
