Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

AaronJB

Just checking in on which is the "best" for connecting Fidelity CMA, Brokerage, Credit Card and HSA account. I'm currently using Fidelity Investments for CMA and HSA. Fidelity Inv & Retirement for Brokerage. And Elan for the credit card…

SRC54

Well, for what it's worth, I use Fidelity Investments & Retirement for my CMA, Brokerage and Credit Card (Used to use Elan). I don't have an HSA.

As long as it works, it should be fine. Have you had problems?

Is your CMA set up as an investment account or Checking account? I have mine set up as a Savings Account.

Also: I know in the past some had trouble connecting their HSAs, so you might want to check out some older threads. That probably has been fixed, but something to keep in mind.

AaronJB

So far things have been good with Fidelity Inv & Retirement. Switched everything over 2 days ago. Fingers crossed…