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  • investing HSA into BofA? : r personalfinance - Reddit
    How many people invest in their HSA and use Bank of America with that? Positive experience? You invest the HSA and then still are able to use those…
  • Bank of America HSA - Transactions do not download - Quicken
    I have never been able to get Bank of America HSA transactions to download transactions I have had the account connected (Express Web Connect) for more than 5 years
  • Bank of America HSA - Quicken
    All of which would depend on their policy and servers Therefore, I suggest contacting Bank of America directly to ask about these details mentioned above and find out whether or not they support transaction downloads specifically for HSA accounts to Quicken
  • Bank of America HSA : r Bogleheads - Reddit
    Finally got my first big boy job that offers HSA Kind of confused as to which funds to select Bank of America is the default provider and they have different names than the ones I'm used to on Fidelity Anyone have any experience creating optimal 2 3 fund portfolios with Bank of America's selection of options to follow classic Boglehead
  • Transfer Bank of America funds to Fidelity HSA : r personalfinance - Reddit
    Can I transfer some amounts periodically to Fidelity HSA account Yes Make sure to leave some money behind so they don't close your account Find out if Bank of America charges a transfer fee If they do, you can get around it by doing a once-a-year 60 day rollover
  • Are you supposed to invest your HSA funds? : r Bogleheads - Reddit
    My spouse and I are contributing the max allowed to our Health Savings Account (HSA) every year, with the intention of using it post retirement It’s just sitting in cash, are we supposed to invest it like how you have to invest the cash in your 401k?
  • Bank of America HSA Investment Accounts - Quicken
    When I first connected to my Bank of America Health Savings Account with Quicken about 1 5 to 2 yrs ago, it asked me if it was an investment account and I set it up in that way Initially, it downloaded info from the savings side of account and also the investments Somehow the account downloads got messed up and stopped working
  • Which Investments do you suggest for my BoA HSA portfolio?
    Since an HSA is a tax-sheltered account, there definitely won't be any taxes associated with any profit loss when changing investments Frequency of trading by itself shouldn't generate any fees Brokerages do often have rules preventing you from re-buying fund shares for a period of time after selling
  • Bank of America HSA Investment Accounts Link - Quicken
    When I log into my BoA HSA account it only pulls in the cash account and not the investment account Is there a way to pull in the investment account as well similar to other online accounts
  • HSA Investment Not Downloading Detailed Transactions - Quicken
    That account has two sub-accounts: an HSA cash account and and HSA Investment (brokerage) account Bank of America does not support detailed transactions for the accounts





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