Page 1
Page 1
Started By
Message

HSA Bank and Cutting Their Ties with Schwab

Posted on 1/6/25 at 10:27 am
Posted by b-rab2
N. Louisiana
Member since Dec 2005
12809 posts
Posted on 1/6/25 at 10:27 am
I meant to ask this back in December, but it seems that HSA Bank will no longer let you manage your own money. You must use their mutual funds. Has anyone run into this?
Posted by boomtapp
Houston, Tejas
Member since Nov 2007
744 posts
Posted on 1/6/25 at 11:15 am to
HSA invest through HSA bank still allows directed investment into stocks. Just not through Schwab or quick easy trading.

I have my sweeps going into five long term dividend stocks at 20% each
Posted by MikeyFL
Member since Sep 2010
10107 posts
Posted on 1/6/25 at 11:36 am to
I simply moved everything except the required $1,000 cash minimum into Fidelity.
Posted by ronricks
Member since Mar 2021
10892 posts
Posted on 1/6/25 at 11:46 am to
quote:

I simply moved everything except the required $1,000 cash minimum into Fidelity.


I did the same thing.
Posted by UpstairsComputer
Prairieville
Member since Jan 2017
1797 posts
Posted on 1/6/25 at 12:09 pm to
Moved to lively HSA.
Posted by Special K
Member since Jun 2011
1164 posts
Posted on 1/6/25 at 7:09 pm to
Yeah pretty annoying. Moved everything to HSA Bank’s HSA Invest after I couldn’t use Schwab anymore. Put everything in VOO, SCHD, and VXUS
Posted by bovine1
Walnut Ridge,AR via Tallulah,LA
Member since Dec 2004
1353 posts
Posted on 1/6/25 at 8:57 pm to
I moved to Lively and Schwab. I like it better.
first pageprev pagePage 1 of 1Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram