I left Wells Fargo earlier this year and have been trying to roll my HSA funds to another financial institution. When I called Optum Bank back in July (using the special number for accounts sold by Wells Fargo), they said to just go to the new financial institution to initiate the transfer. Despite doing that, I am still waiting on the transfer. I can find nothing on-line at Optum's site that addresses a transfer to another institution - just an option to close the account and have the funds sent directly to the account holder.
Anyone had any success rolling the funds to another financial institution? If so, any words of advice? WIth so many ex and potential ex-Wells Fargo folks that may want to transfer the HSAs, this is a relevant posting.
Thank you!