Fidelity HSA vs HealthEquity

2026 side-by-side comparison of fees, investment options, and features.

Fidelity HSA

Brokerage
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Fidelity offers one of the best HSAs for investors with zero account fees, zero trading fees, and full access to their brokerage platform. Consistently rated the top HSA by Morningstar for both spending and investing use cases.

HealthEquity

Fintech
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HealthEquity is the largest non-bank HSA custodian with over 8 million accounts. They offer a curated lineup of low-cost Vanguard funds and strong employer integrations.

Quick Verdict

Choose Fidelity HSA if...

Long-term investors who want $0 fees and full brokerage access

Choose HealthEquity if...

Employees with employer-sponsored HSAs who want solid Vanguard funds

Feature Comparison

FeatureFidelity HSAHealthEquity
Monthly Fee$0$0 (maintenance fee eliminated)
Investment Minimum$0$500
Investment OptionsFull brokerage access - stocks, ETFs, mutual funds, bonds23 low-cost Vanguard mutual funds
Interest Rate0.82% APY (as of Jan 2026)0.05%–0.30% APY (tiered)
Account Typebrokeragefintech
FDIC InsuredNoYes
Mobile AppYesYes
Debit CardYesYes

Fidelity HSA

Pros

  • No account fees, trading fees, or investment minimums
  • Full access to Fidelity's brokerage platform
  • Excellent mobile app and customer service
  • Fidelity Go managed option available
  • No minimum balance to start investing

Cons

  • Not FDIC insured (SIPC protected)
  • Must transfer out of employer HSA to use
  • Cash earns lower interest than some banks

HealthEquity

Pros

  • Largest HSA administrator by accounts
  • Excellent low-cost Vanguard fund lineup
  • No maintenance fees
  • Strong employer integration
  • Monthly investment fee capped at $10

Cons

  • 0.033%/month investment admin fee (capped at $10)
  • $500 investment threshold
  • $25 fee for partial transfers (as of Nov 2025)
  • Fees add up at higher balances

Provider Details

Fidelity HSA

Fidelity offers one of the best HSAs for investors with zero account fees, zero trading fees, and full access to their brokerage platform. Consistently rated the top HSA by Morningstar for both spending and investing use cases.

Monthly Fee

$0

Investment Minimum

$0

Investment Options

Full brokerage access - stocks, ETFs, mutual funds, bonds

Best For

Long-term investors who want $0 fees and full brokerage access

HealthEquity

HealthEquity is the largest non-bank HSA custodian with over 8 million accounts. They offer a curated lineup of low-cost Vanguard funds and strong employer integrations.

Monthly Fee

$0 (maintenance fee eliminated)

Investment Minimum

$500

Investment Options

23 low-cost Vanguard mutual funds

Best For

Employees with employer-sponsored HSAs who want solid Vanguard funds

Frequently Asked Questions

Which has lower fees, Fidelity HSA or HealthEquity?

Fidelity HSA has no monthly fees ($0), while HealthEquity charges $0 (maintenance fee eliminated). For cost-conscious users, Fidelity HSA may be the better choice.

Which has better investment options?

Fidelity HSA offers Full brokerage access - stocks, ETFs, mutual funds, bonds. HealthEquity offers 23 low-cost Vanguard mutual funds. The best choice depends on your investment style and preferences.

Is my money FDIC insured with Fidelity HSA or HealthEquity?

HealthEquity offers FDIC insurance on cash deposits. Fidelity HSA does not offer FDIC insurance, but invested funds may have SIPC protection.

Can I transfer my HSA from Fidelity HSA to HealthEquity?

Yes, you can transfer your HSA funds between any HSA providers. Most transfers take 2-4 weeks. Check with both Fidelity HSA and HealthEquity for any transfer fees - incoming transfers are usually free, but outgoing transfers may incur a fee.

Which HSA is better for long-term investing?

For long-term investing, consider Fidelity HSA with no investment minimum. Fidelity HSA is long-term investors who want $0 fees and full brokerage access. HealthEquity is employees with employer-sponsored hsas who want solid vanguard funds. Both can work well for building retirement health savings.

Does HSA Trackr work with Fidelity HSA and HealthEquity?

Yes, HSA Trackr works with any HSA provider including both Fidelity HSA and HealthEquity. Track your medical expenses, store receipts, and know exactly how much you can reimburse tax-free - regardless of which HSA you choose.

Related Comparisons

This comparison is for informational purposes only. HSA provider features and fees may change. Verify current information directly with each provider before opening an account.

Works with any HSA provider

Whether you choose Fidelity, Lively, or any other HSA, HSA Trackr helps you organize receipts and maximize your tax-free reimbursements.

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