Already taking advantage of everything that TD Ameritrade has to offer? Go you! You’ll be happy to know that it IS possible for you to keep your HSA funds invested with TD Ameritrade without having to liquidate and buy again after opening a First Dollar TDA account.

Here’s how you do it:

Step 1: Become a First Dollar member, and fund your HSA account.

Step 2: Open a new linked TD Ameritrade investment account from within your First Dollar dashboard. Not sure how to do that? Click here!

Step 3: Fill out the below TD Ameritrade internal transfer form and email it to:

ZSDPSProcessing@tdameritrade.com

https://www.tdameritrade.com/retail-en_us/resources/pdf/SDPS490.pdf

We’ll handle the rest!

This will move your existing invested HSA funds from your existing account to your First Dollar linked account.

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