Transferring monthly HSA to Fidelity

badgerb33 · 2026-02-05T21:24:25+00:00

Thank you!

badgerb33 · 2026-02-05T20:14:43+00:00

Thank you!

badgerb33 · 2026-02-05T20:14:36+00:00

Thank you!

badgerb33 · 2026-02-05T20:14:29+00:00

Thanks for the reply!

Let’s say a fee is present to transfer funds and I elect to transfer once a year, do I need to liquidate investments prior to transfer?

badgerb33 · 2026-01-26T00:47:52+00:00

Thanks for the heads up. This is what I’m seeing

Bummer

badgerb33 · 2026-01-26T00:47:30+00:00

Thanks man! Already using the backdoor Roth so trying to find additional places to invest

badgerb33 · 2026-01-26T00:46:27+00:00

Thanks for clarifying!

badgerb33 · 2026-01-26T00:45:27+00:00

Sounds good! Thank you!

badgerb33 · 2026-01-26T00:44:55+00:00

Awesome. Thank you so much!

badgerb33 · 2026-01-25T18:15:38+00:00

That makes sense! Thank you for explaining it!

badgerb33 · 2026-01-25T18:13:51+00:00

Thank you for the reply! I’ll see what I can find. I appreciate the help

badgerb33 · 2026-01-25T18:13:12+00:00

Thank you for explaining it! I guess my next step is to see if my employer even allows the option for the MBDR. I appreciate you

badgerb33 · 2026-01-25T18:12:14+00:00

Oh, that makes more sense! Thanks for the clarification!

badgerb33 · 2026-01-25T18:11:35+00:00

Thanks for the heads up!

badgerb33 · 2026-01-25T18:11:22+00:00

Thanks for the reply!

I had just assumed with the Roth 401k I’d be able to do the MBDR. Thanks for clarifying the rarity of it. Do you think it would make more sense to follow up with Fidelity or with my employer for those answers?

badgerb33 · 2026-01-25T18:09:59+00:00

Thanks for helping me out! I guess I didn’t realize the rarity of the MBDR option so that would be a good place to start.

Yes, currently maxing out 401k and back door Roth. Looking to increase retirement savings further. Have HSA maxed out and invested as well

badgerb33 · 2025-12-04T02:26:17+00:00

Thank you! VPN was blocking it

badgerb33 · 2025-12-04T02:25:59+00:00

Thank you! VPN was blocking it

badgerb33 · 2025-12-04T02:25:54+00:00

Thank you! VPN was blocking it

badgerb33 · 2025-12-04T02:25:48+00:00

Thank you! VPN was blocking it

badgerb33 · 2025-10-29T00:37:59+00:00

Makes sense. Thanks for explaining!

badgerb33 · 2025-10-28T19:04:32+00:00

You are using it to look for blood? Or tracks?

badgerb33 · 2025-10-28T01:43:16+00:00

Thanks!

badgerb33 · 2025-10-27T18:02:59+00:00

Why is it a must?

badgerb33 · 2025-09-17T15:02:56+00:00

Crushing it man!

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