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HSA's are a great deal. One downside that is not often talked about... you can inherit your spouse's HSA, and they can continue to use it for medical. If both die at once, or the survivor passes with a large balance they hadn't yet used for medical expenses, the HSA ceases to be an HSA, and...

no issues with downloading from Schwab/Vanguard. I had to go with Premier as well for non qualified stock options after the IRS changed how the brokers reported the 1099's. Now that era is behind me, Deluxe works just fine. You will get lots of "opportunites" to upgrade, but should be fine...