The Fidelity HSA® for brokers and consultants

Leveraging decades of investing experience to provide optimized HSA solutions for business clients


The Fidelity advantage

Security

2-factor authentication, strong encryption, firewalls, secure email, and proactive 24/7 system surveillance

Value

High yields on cash, zero account transaction fees,1 zero separate account fees to invest,2 and no minimum investment3

Insight

Data-driven analysis of millions of accountholders to guide best practices for employers and employees

Comprehensive support for employees

personalized communications

Personalized communications

Responsive messaging to help customers take the next best steps to save and pay for qualified medical bills

account help tools

Account help tools

Interactive guides to set cash goals for short-term qualified medical costs and to choose investments for long-term growth

broad investment options

Broad investing options

A curated mutual fund list for new investors and an extensive brokerage platform for those with experience

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Effective partnership with employers

  • Data-driven reporting to help your clients increase their employees’ engagement with their HSA
    • 56% higher than average HSA balance versus the industry4

  • Client and customer support guided by Fidelity’s commitment to exceptional service
    • Net promoter score of 82 for employer client satisfaction5
    • Customer Experience Index of 90% for employees

Integrated retirement and health savings accounts


Fidelity’s ability to offer both retirement and health savings accounts gives your clients a single online platform and a single customer service team to support and recordkeep both accounts in one place, providing a cohesive solution for both employers and employees.

Contact Us

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