NetBenefits is Ignoring My Investment Trigger
Summary of User’s Issue and Solutions:
- The main problem reported by the user, Vexir, is that Netbenefits is not adhering to the investment trigger set for their HSA, which is causing unexpected cash investments and complicating HSA card payments.
- Fidelity’s representative suggests that Vexir contact the HSA team by phone for assistance, providing the hours of availability (Monday through Friday, 8:30 a.m. to 8:00 p.m. ET).
- Vexir is advised to mention “HSA” when prompted to ensure they are directed to the right department for help.
- Links to the Fidelity contact page and HSA FAQs are provided for further information and assistance.
Here’s the full thread
Netbenefits is ignoring my HSA’s investment trigger. I had mine set to $2500 but the system keeps investing any cash I have in there. Really messes up my ability to pay for things with my HSA card.
Hi, @Vexir.
We recommend reaching out to our HSA team by phone for assistance. They are available available Monday through Friday, 8:30 a.m. to 8:00 p.m. ET.. When prompted, say “HSA” to be routed to them.
Contact Us: https://www.fidelity.com/customer-service/contact-us
HSA FAQs: https://www.fidelity.com/go/hsa/faqs 🟢