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