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sciguyCO t1_jeff3s6 wrote

Reply to comment by wanttostayhidden in Possible to rollover HSAs? by Firm_Bit

Interesting. Who is the bank for your employer's HSA? I wouldn't expect a fee to show up on Fidelity's side, but any chance you're pulling, say, $1000 over and the originating HSA is subtracting $1025 from your balance? Maybe Fidelity is able to cover that fee, refunding the amount charged into your deposit into their HSA.

Or maybe I've just been stuck with fee-heavy HSAs in my past jobs and this transfer fee is less common than I thought.

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wanttostayhidden t1_jefhsum wrote

It was Optum which is complete garbage. Now it's at a local credit union. We've never paid any fees when we've moved HSA money from either. No extra was withdrawn and the full amount was deposited into Fidelity.

I'm actually shocked Optum didn't hit us with a fee because they are so bad. They did hit us with a fee when we pulled the money when we totally closed the account.

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