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How to Open Your Fidelity HSA®
If you are contributing to an HSA in 2020, you must go to Fidelity and open your HSA account before the end of the year.
Login to www.NetBenefits.com
The HSA is now available alongside your Retirement Savings Accounts
If you have logged into your Retirement Savings Accounts (401a and 403b) before, login as normal
If you have never logged into your Retirement Savings Accounts before, Register as a new user with your SSN.
Locate Your HSA
You will have 1 of 2 views for your HAS
Find “Open an HSA”
If you do not have this option immediately available, click View Details
Open your HSA
Here you will find useful information on the benefits of an HSA and how they
work
When you are ready to open your account, click Open Fidelity HSA
Get Started
Review your eligibility by reading this information and accessing the links provided.
Still unsure if you qualify? Call the number provided on the screen
Eligible? Great! Click Get Started
Answer a few Questions
Confirm Your Information
Review these Important Terms
By Opening an Account, you acknowledge receipt of this information, have read and understood the
information, and that you are eligible for an HSA
Provided is information regarding the Terms & Conditions of having an HSA account with Fidelity- including investment
information
Congratulations
If you have reached this page, you are all set for your 2020 HSA account!
Please keep your account number for your records
Remember, contributions will go into this account after your first January paycheck
Look for detailed instructions in January if you are interested in transferring your Optum HSA balance into Fidelity
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