How often will you be doing these transfers? I may limit myself to once a year after hearing all of these issues.My request through Fidelity to HSA Bank for a transfer of some cash to Fidelity has been received at Fidelity.
HSA Bank customer service could not tell be if the transfer was coded correctly as a custodian to custodian transfer.
HSA Bank website just shows withdrawal/transfer.
HSA Bank customer service repeatedly told be to check with Fidelity. Why HSA Bank doesn't have or can't tell this information for withdrawals is not reasonable with me.
So, I did call Fidelity and they courteously helped me, checked, and told me that it shows as a custodian to custodian transfer.
My loop is now complete for this thread.
Statistics: Posted by RJC — Thu Sep 05, 2024 9:18 am