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Updated over 4 years ago on . Most recent reply

User Stats

106
Posts
5
Votes
Jeff Cliff
  • Northern California
5
Votes |
106
Posts

Want to Xfer HSA account and invest the money in HSA account

Jeff Cliff
  • Northern California
Posted

Hello,

I no longer have HSA compatible health insurance plan but have an HSA account from past, which has decent amount of money in it. The current custodian of my HSA account doesn't allow investment in fact it charges monthly maintenance fees, essentially eroding the value of my account.

I want to know if there are other custodians where I could transfer my account to and also invest the money to grow it. Does anyone have any recommendations?

Thank you.

Most Popular Reply

User Stats

525
Posts
267
Votes
Aaron Zimmerman
  • Accountant
  • Chicago, IL
267
Votes |
525
Posts
Aaron Zimmerman
  • Accountant
  • Chicago, IL
Replied

MyBenefitWallet or Lively. You need a $1k minimum in cash before you can start investing. 

  • Aaron Zimmerman
business profile image
Brick House CPAs

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