The Fidelity HSA® for health insurers

Make sure your plan members get the most from their HSA


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The Fidelity advantage

Effective

96% higher HSA balances than the industry average1

Secure

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

Experienced

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

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Comprehensive plan member support

  • Personalized communications

    Responsive messaging to help accountholders take the next best steps to pay for qualified medical expenses

  • Account help tools

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

  • Easy payment options

    Track, pay, and manage claims in one location, pay with debit card, online bill pay, direct debit, checks, EFT, or Apple Pay®2

Named best HSA for spenders and savers by Morningstar for 6 years in a row3


No fees Zero HSA transaction fees help make sure your members get the most from their health care savings4
No minimum investment No minimum investment for Fidelity’s broad range of mutual funds, making investing easier5

piggy bank No fees for a separate brokerage account because your members can invest directly from their HSA6
Now offering the innovative Fidelity Health Savings Funds, the first mutual funds designed specifically for HSA investing

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For more information, including how to submit a request for a proposal, 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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