WebGrant your financial advisor access to your portfolio by completing and submitting an “Advisor Authorization Form”. Choose from two ways to access Schwab Health Savings Brokerage Account option: invest anything above $3,000 for no access fee or invest with no minimum requirements after a $24 annual access fee. WebYou'll want to check with your HSA and 401k plan to see, but it is possible to move the funds. However, your 401k will be moved over into a Traditional IRA, and the HSA (more than likely) would be as well. You would not open accounts of these types directly - rather, you would open a Traditional IRA, and roll the funds into that (since they're ...
TD Ameritrade
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Specific Mechanics for the GEHA HDHP HSA and TD Ameritrade
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