Canoearoo

Canoearoo t1_j2bblj3 wrote

I've had an HSA with Optum for around 15 years +/- and 2 jobs. Vanguard funds are an investment option, along with Fidelity funds and others. I've never had an issue and have had good experiences when I've needed to sort things out. I've contributed via payroll deduction and direct transfer from my credit union account. Hope that helps.

Edit: I have an IRA at Fidelity. My wife has one with another provider and our 401ks are with other providers still. We have joint checking/savings at a credit union, a checking account with a mortgage at a bank and a special needs trust with yet another provider. While I appreciate the idea of a single log in for everything, the main focus for us has always been the financial aspect rather than convenience.

My advice to you would be the same advice I give my son. Find the best solution(s) for the end goal and be organized in dealing with the solutions.

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