M M.
Would give this HSA custodian zero…
Would give this HSA custodian zero stars if I could!!! Horrible experiences time after time. First this company closed my HSA when I quit my employer. Um, hello HSAs are supposed to be owned by the employee and can be accessed even if you are no longer employed with the organization that was depositing your contributions and ONLY your contributions into this account. They then proceeded to tell me I couldn't transfer my money into my new HSA custodian as I needed to have my account transferred to a retail account. So after weeks of trying to get this sorted out with them, it finally got transferred. Now I'm waiting for them to transfer my funds to my new custodian, and every time I call, I get a different story from every rep I talk to. It's been a month now and I still haven't seen my funds be transferred to my new custodian. This company is an absolute joke! If your employer uses this HSA provider good luck, you will need it, as you will most likely get the "run around" too.


