Fidelity Investments


About


Heads up! Fidelity recently made their product available for individuals, it was previously only available to employer groups.

Fidelity is one of the largest mutual fund companies, the leading provider of workplace savings plans in the U.S., and the country's No. 1 provider of Individual Retirement Accounts (IRAs). We offer retirement planning, portfolio guidance, brokerage services and many other financial products and services, to more than 20 million individuals and institutions, as well as more than 5,000 financial intermediary firms. Since 2005, Fidelity has offered a Health Savings Account to companies and organizations that have their defined contribution plan(s) recordkept by Fidelity. Only individuals who are employed by these companies and organizations are eligible to open a Fidelity HSA.

Ratings

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HSA Program Features

FDIC or NCUA Insured:
Min Balance to Open:
$0.00
Features:
  • Debit Card
  • Checks
  • Online Banking
  • Investment Options

HSA Interest Rates

Interest rates for various balance tiers
FDIC-Insured Deposit Sweep Balances
$0.00 - $4,999.99 0.13%
$5,000.00+ 0.27%
Last checked on: 12-15-2017

Fees


Monthly Maintenance Fee Varies
Account Opening Fee $0.00
Account Closing Fee $0.00

HSA Investment Options

Mutual Funds:    Self-Directed Brokerage:    CDs:    Other:

Mutual Fund Details

Investment Threshold: $2,500
Investment Fee: Varies
Features:
  • Over 5,000 investment options including no-transaction-fee funds
  • Access to free independent third-party research

Contact Information

General Information

Website

Customer Service

Mailing Address Fidelity Brokerage Services LLC
900 Salem Street
Smithfield, RI 02917
Phone Number Contact your current Fidelity relationship manager

Fidelity Investments Discussion