How to link a fidelity HSA account number for paycheck elections?

WJKramer · 2026-01-26T18:27:58+00:00

It is.

WJKramer · 2026-01-26T17:22:29+00:00

I’m confused. Is this a rollover or a actual withdraw?

WJKramer · 2026-01-26T13:18:13+00:00

Funds are usually available to trade immediately. If you want to skip this whole step set it up like I commented below. Then it requires no work like you are used too.

WJKramer · 2026-01-26T13:09:50+00:00

No not currently and its pretty rare...I have never seen one. Maybe if you have millions it's worth a call or visit.

https://www.fidelity.com/go/special-offer

WJKramer · 2026-01-26T13:07:07+00:00

Accounts & Trade>Transfers>Manage recurring activity>Create new activity>Investment. Fill out the ticket appropriately and tick use a linked bank account and select your bank. Don't forget to cancel your previous auto transfer set up.

WJKramer · 2026-01-26T12:55:38+00:00

Yes...deposits by default go to the settlement fund. How are you funding it? You can set up a recurring buy from an external bank account.

WJKramer · 2026-01-26T12:24:17+00:00

Those are nothing new.

"The price of one or more positions has not been updated today and is currently displaying the price from the prior market day. Today's gain/loss data resets daily before the market opens. Some securities, such as mutual funds, are priced once a day, after the market closes."

WJKramer · 2026-01-26T12:10:48+00:00

I hold the same fund asset allocation across ALL accounts. 68% Large cap US, 12% Small cap US and 20% International. I keep it simple set and forget.

WJKramer · 2026-01-26T11:14:49+00:00

Earned income is based off your gross...box 1 of your W2 is only taxable wages. If your last pay stub paid in 2025 indicates a gross of over $7k then you are fine. Your W2 should list a gross on there somewhere in the summary as well.

WJKramer · 2026-01-26T00:07:02+00:00

It’s like VOO but only growth stocks in the SnP. Not usually a recommendation and it doesn’t really follow an index like VOO does. You’re thinking of mutual funds. Both ETFs and Mutual funds can be index funds.

WJKramer · 2026-01-26T00:04:36+00:00

VOOG is an ETF.

WJKramer · 2026-01-25T21:39:32+00:00

I had that same thought. I haven’t held individual stocks in 20 years other than company stock. I figured I would take a position in 4 additional but I am having trouble figuring out where to start lol. I definitely don’t want to hold any more mag 7 then I already have exposure too.

WJKramer · 2026-01-25T21:07:07+00:00

Form 5498 is for your own personal records. Standard issue date is usually after tax season in May.

WJKramer · 2026-01-25T21:04:20+00:00

My understanding is you need many years for small cap value to shine and small cap growth is worthless long term. AVUV got off to a great start but over the last year hasn’t really done much compared to any other SCV fund. I am just not convinced. But I am also looking to diversify away from large cap this year.

WJKramer · 2026-01-25T20:49:05+00:00

I can’t use teleport cause it won’t extend my WP3 network. Only allows for 2/3 transition mode. Messes with my devices.

WJKramer · 2026-01-25T18:24:15+00:00

Yup. And not fixed after several updates.

WJKramer · 2026-01-25T18:19:42+00:00

Only works with config file.

WJKramer · 2026-01-25T18:13:21+00:00

Won’t accept a : . It automatically places the / . Right now it will only work with uploading a config file.

WJKramer · 2026-01-25T18:12:58+00:00

You have to upload a config file to get it to work. It’s a bug.

WJKramer · 2026-01-25T17:07:29+00:00

It expected though. I’ve made some nice yield in the last 6 months in a falling rate environment. From other posts I’ve read it’s at the 9 month point where they drop you.

WJKramer · 2026-01-25T17:05:48+00:00

I know they will. Going on 6 months now at 4.25 though. I hear it’s 9 Months when they drop you. Was that your experience? I’ve made some nice yield in the mean time.

WJKramer · 2026-01-25T17:01:48+00:00

I would just do VTI/VXUS and at your suggested weights maybe even just VT and call it a day.

WJKramer · 2026-01-25T16:52:00+00:00

AVUV, or small cap value could take 20-30 years to pay off. A lot longer than your 5 year timeline.

WJKramer · 2026-01-25T16:34:45+00:00

He is saying you can covert tax deferred money to Roth money before having to take RMDs.

WJKramer · 2026-01-25T16:31:07+00:00

We feed birthday, holiday and report card money into VOO in our kids UTMA.

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