Home › Reviewer
AVCommander
1 review by this name
★★★★★
OK, but limited for investors
I use the app to manage my wax account, but also use an external broker dealer to manage the assets in the account. I use Schwab. Unfortunately, you have to go onto the website to transfer management of the money to Schwab. It’s a weird relationship. So in the app, you can transfer it from your cash account to your investment account but then you have to go to the main website to do the next step. It’s probably great if you’re just using it as an HSA reimbursement account but if you’re using it as an investment vehicle, it’s probably not the best.
Individual HSA by WEXUS · 2025-05-01