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% Health Savings Account HSA Investment Options Fidelity Investments Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email.
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Mutual Funds and Mutual Fund Investing - Fidelity Investments
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h1 Invest your HSA your way
Investing your health savings account (HSA) money for potential tax-free growth can be a great way to take the sting out of future health care costs.Go
Which HSA fits your investing style
Decide if you want to manage your investments, or if you'd like us to do it.
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br Fidelity HSA
(self-directed)br Fidelity Go HSA
(managed account)Investing
You choose and manage your own investments. Your investments may consist of stocks (including fractional shares), bonds, ETFs, mutual funds, and more. Or select from a list of .
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For help selecting between our self-directed options, use our . We offer market insights to help you monitor and adjust your investment choices, plus easily set up automatic investments.
We choose and manage your investments for you, taking into account your goals and risk tolerance.
We choose and manage your investments for you, taking into account your goals and risk tolerance.
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Your money is invested in Fidelity Flex mutual funds which do not charge management fees or, with limited exceptions, fund expenses. We'll watch your account and the markets, making trades to help keep your strategy on track. This account is intended for investing for 3 years or longer.
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Minimums and fees
No account fees and no minimum to open an account.1 Commission-free trades: $03 for online US stock and ETF trades. Depending on which investments you choose, there may be underlying fees.
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No minimum to open an account.2 $0 for under $25,000 and 0.35% per year for $25,000 and above No additional underlying fees for investments (invests in Fidelity Flex mutual funds which do not charge management fees or, with limited exceptions, fund expenses)
Contributing
in cash, transfers from another HSA, or a one-time contribution from an IRA.
in cash, transfers from another HSA, or a one-time contribution from an IRA.
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Spending
You can withdraw your money at any time, but it may take up to 3 days if you have to sell investments. Spend from your HSA in multiple ways—use your Fidelity HSA debit card or Fidelity BillPay to pay for eligible medical expenses. Reimburse yourself for eligible medical expenses that you paid for out of pocket.
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You can withdraw your money at any time, but it may take up to 10 days to receive it because the account is fully invested and we'll need to sell the securities for you. You can request a check, EFT, or transfer funds to another account. Reimburse yourself for eligible medical expenses that you paid for out of pocket.
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If you also have a Fidelity HSA, you can transfer money from your Fidelity Go HSA to your Fidelity HSA to pay eligible medical expenses using your Fidelity HSA debit card.
You may choose to open both a self-directed Fidelity HSA and a Fidelity Go HSA, but you'll need to open them both separately.
You may choose to open both a self-directed Fidelity HSA and a Fidelity Go HSA, but you'll need to open them both separately.
Introducing Fidelity Solo FidFoliosSM customized investing
A new way to invest in what matters to you.
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Simply choose a theme, customize your index, and begin investing with as little as $1 per stock. It's that easy.
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FAQs
There is no minimum balance required to start investing your Fidelity HSA money. However, certain mutual funds may have minimum investment requirements. There is no minimum initial investment to open a Fidelity Go HSA.
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However, for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10. You can buy and sell your HSA investments as often as you like. However, you will be subject to standard commissions and investment-related fees.
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See for more information.
Already have a Fidelity HSA
Opened by me Sign in to Fidelity.com to access your HSA account details.
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Opened through my employer Sign in to NetBenefits to access/activate your employer-offered HSA.
Questions?
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866-402-7610 1. Fidelity does charge a recordkeeping fee to employers who offer a Fidelity HSA to their employees. This is a common fee charged by HSA providers.
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Employers may choose to pass that fee on to their employees. At Fidelity, that fee may be up to $48/year, but it could be reduced or waived depending on the HSA balance.
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Zero account minimums and zero account fees apply to Fidelity Brokerage accounts only. Account minimums may apply to certain account types (e.g., managed accounts) and/or the purchase of some Fidelity mutual funds that have a minimum investment requirement. If you choose to invest in mutual funds, underlying fund expenses still apply.
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There may also be commissions, interest charges, and other expenses associated with transacting or holding specific investments (e.g., mutual funds), or selecting certain account features or types (e.g., managed accounts) Additionally, accounts that have been opened through, or are serviced by, an intermediary, or in connection with your workplace benefits, may incur additional fees or restrictions. See for more information and/or the fund's prospectus for details.
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2. There is no minimum amount required to open a Fidelity Go account. However, in order for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10.
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3. $0.00 commission applies to online U.S. equity trades, exchange-traded funds (E TFs) and options in a Fidelity retail brokerage account only for Fidelity Brokerage Services LLC retail clients.
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Options have a $0.65 per contract fee. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal); an Options Regulatory Fee (from $0.03 to $0.05 per contract) applies for options buy/sell transactions (subject to change). Other exclusions and conditions may apply.
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See Fidelity.com/commissions for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules.
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Minimum markup or markdown of $19.95 applies if traded with a Fidelity representative. For U.S. Treasury purchases traded with a Fidelity representative, a flat charge of $19.95 per trade applies.
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A $250 maximum applies to all trades, reduced to a $50 maximum for bonds maturing in one year or less. Rates are for U.S. dollar-denominated bonds; additional fees and minimums apply for non-dollar bond trades.
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Other conditions may apply; see Fidelity.com/commissions for details. Please note that markups and markdowns may affect the total cost of the transaction and the total, or "effective," yield of your investment. The offering broker, which may be our affiliate, National Financial Services LLC, may separately mark up or mark down the price of the security and may realize a trading profit or loss on the transaction.
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Supporting documentation for any claims, if applicable, will be furnished upon request. Fidelity Brokerage Services receives compensation from the fund's advisor or its affiliates in connection with a marketing program that includes the promotion of this security and other ETFs to customers ("Marketing Program"). The Marketing Program creates incentives for Fidelity Brokerage Services to encourage the purchase of certain ETFs.
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Additional information about the sources, amounts, and terms of compensation is in the ETFs prospectus and related documents. Please note that this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. ETFs are subject to market fluctuation and the risks of their underlying investments.
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ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. Fidelity Go provides discretionary investment management, and in certain circumstances, non-discretionary financial planning, for a fee.
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Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC.
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FPWA, FBS and NFS are Fidelity Investments companies. Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity.
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Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets.
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While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy.
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Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. The information provided herein is general in nature. It is not intended, nor should it be construed, as legal or tax advice.
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Because the administration of an HSA is a taxpayer responsibility, you are strongly encouraged to consult your tax advisor before opening an HSA. You are also encouraged to review information available from the Internal Revenue Service (IRS) for taxpayers, which can be found on the IRS website at . You can find IRS Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, and IRS Publication 502, Medical and Dental Expenses, online, or you can call the IRS to request a copy of each at 800-829-3676.
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Investing involves risk, including risk of loss. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.
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Read it carefully. 953180.9.0
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I will choose and manage my own investments.
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I'd like Fidelity to choose and manage my investments.
Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information.
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Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully.
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Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
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