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I’m on the lookout for anyone to share their expertise with transferring a portion of their HSA from Payflex to Constancy. How lengthy did the switch take? Any points that you simply skilled?
Some background data:
My employer at present makes use of Payflex for HSAs and I’ve ~$17k within the funding account and ~$6k within the deposit account. Payflex prices 0.03% charge on the funding steadiness (their charge schedule states steadiness over $33,333.34 received’t accrue a charge). I’ve an HSA by Constancy that I moved into from my previous employer and I’d like to maneuver not less than the funding portion I’ve in Payflex into it to save lots of on the charges. My solely challenge is that the market is doing so properly proper now so I’m undecided about promoting on the investments to maneuver it into the deposit account and look ahead to the switch. I need to keep away from having my cash sitting exterior of the marketplace for too lengthy given the market efficiency proper now. I’m considering I’ll begin off shifting possibly $5k of my Payflex deposit account into Constancy to gauge however would recognize any perception you guys have.
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