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 provide recordkeeping services for both accounts in one place, providing a cohesive solution for both employers and employees.
Send us your contact information, and we’ll be in touch within 2 business days to discuss ways Fidelity can benefit your clients.
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Account transaction fees refers to fees for account features such as account opening, funds transfer, debit cards, excess contributions, etc. and does not include recordkeeping fees, which may be charged to employers. Employers may choose to pass recordkeeping fees on to employees.
Commissions and other expenses associated with transacting or holding specific investments (e.g., mutual funds) may apply. Refer to the fees and commission schedule for additional detail at https://www.fidelity.com/trading/commissions-margin-rates.
There may be funds that require a minimum amount to invest, but Fidelity does not require a minimum to start investing.