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Setting up new account at fidelity for HSA (edit)

pamela77

Good morning, I am opening a new HSA investment account at fidelity. I have been following along on the problems with fidelity and wondering if there is any guidance on how to do it so that it might work. Which fidelity bank do connect with? There are several in the drop down menu. Any advice would be appreciated, thank you,

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Accepted answers

NotACPA

Just use "Fidelity Investments" as the bank name for this Investments type account.

And, I have 6 accounts with them recorded in Q ... and NO problems with any of the 6.

Jon

I just used "Brokerage"; since I'm not making any withdrawals from it that works fine. You could also try Roth IRA since it is similarly tax-free as long as you only use it for medical expenses.

All comments

NotACPA

Which "fidelity" did you open the HSA with? There are multiple institutions with "fidelity" in the name.

pamela77

I opened it at fidelity.com. My statement has no address, and I can find no address on the website. I called them for an address because I had to send in a special form and they gave me Fidelity investments in Cincinnati OH, but I didn't see a fidelity in cinncinati on the drop down menu.

NotACPA

Just use "Fidelity Investments" as the bank name for this Investments type account.

And, I have 6 accounts with them recorded in Q ... and NO problems with any of the 6.

pamela77

I found one labeled fidelity investments mac, but nothing that says just fidelity investments. Is that the right one?

Jon

It's the right one if you're using a Mac (that's what I have my Fidelity HSA connected to in QMac). On Windows it should just be listed as "Fidelity Investments".

Ps56k2

pamela77 said: I found one labeled fidelity investments mac…

Are you using Quicken on a Mac ?

If so, will have Admin move topic to QMac side of the forum..
Also updated topic title to better reflect the actual Q&A

pamela77

Yes, quicken mac, sorry I should have said that before

pamela77

OK, I am in the process of doing it. Since it is an HSA the taxes are different than a brokerage, but there is no HSA option in the drop down menu on quicken - What might be the closest type of account to use?

Jon

I just used "Brokerage"; since I'm not making any withdrawals from it that works fine. You could also try Roth IRA since it is similarly tax-free as long as you only use it for medical expenses.

pamela77

thank you very much