Are you looking to make the switch from PayFlex to Fidelity for your Health Savings Account (HSA)? If so, you’re in luck! Transferring your HSA from PayFlex to Fidelity is a relatively simple process that can be completed in just a few steps.
The first step is to contact PayFlex and request a transfer of your HSA funds to Fidelity. You will need to provide your Fidelity account number and other information to complete the transfer. Once PayFlex has received your request, they will process the transfer and send the funds to Fidelity.
Once the funds have been transferred to Fidelity, you will need to open a new HSA account with Fidelity. This can be done online or by calling Fidelity’s customer service line. Once your account is open, you will need to link your existing HSA funds to the new account. This can be done by providing Fidelity with the account number and other information from your PayFlex account.
Once your HSA funds have been transferred and linked to your new Fidelity account, you will be able to start using your HSA funds to pay for eligible medical expenses. You will also be able to take advantage of Fidelity’s investment options and other features.
Making the switch from PayFlex to Fidelity for your HSA is a relatively simple process. By following the steps outlined above, you can easily transfer your HSA funds and start taking advantage of Fidelity’s features.