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Fidelity Investments is offering HSAs to financial intermediaries through its Fidelity Clearing and Custody Solutions group, which serves brokerage firms, banks and investment advisers.
The HSAs will be managed through Fidelity and are integrated with their adviser technology platform, Weathscape. Advisers will have the ability to handle their client’s HSA accounts through Fidelity’s brokerage platform.
Alyssa Place is the editor-in-chief of Employee Benefit News and has been with the team since 2019. Her work covers mental health, DEI, women at work, financial wellness, retirement and workplace … Read full bio
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