[Sarah]

Anyone know if this is accurate?

[JoAnn]

Can someone explain this in more detail to me? I have an Optum HSA. My employer changed our HSA to a local bank (which I don’t like bc it charges a monthly fee). I have kept my Optum account bc I one day when I retire I would like to roll the local bank HSA back to Optum where there’s no fees. I didn’t have to liquidate mine.

What am I missing? Why is Optum bad?

[Ansley]

Mine did the same. We have Fidelity now for our HSA so at least it’s better than Optum.

[Lea]

Sigh, yea. I just tried moving my Optum HSA to Fidelity a couple weeks ago and that’s what they told me.

[Jule]

Yes it is. I had this issue last year as my employer moved to HSA manager providers. You have no choice than to liquidate the account and roll it over.

[Author]

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