Empower is the former Personal Capital. I use their free wealth tracker dashboard, not any of their paid FA services. I tried to do the same with Fidelity's Full View but did not find it convenient or useful.
Empower is convenient because it can automatically pull(like Yodlee) and aggregate from various accounts -- brokerages, banks, credit cards, etc. to give you a complete picture of net worth and allocations. It has other useful tools like Retirement Planner, Cash Flow, etc..
Below link has a visual on Investment Checkup feature
https://www.empower.com/personal-investors/investment-checkup
Reddit
https://www.reddit.com/r/PersonalCapital/
I primarily use Empower for the Allocation view and as a quick check on how much of a particular asset I am holding in aggregate across brokerages vs. having to login to Fidelity, Schwab and HSA to manually figure it out.

i've got a bit of hodgepodge as I only have so many options in various accounts.
HSA - its at one place and use ETF's (I use an IShares allocation etf)
Roths - these are 7 funds in total (my FIL opened my wifes first IRA a long time ago and there are 2 funds (VWUSX and OAKIX) that i've just left in there. the rest are vanguard index, avantis (were DFA at where I had access to them)
401k - 3 funds (2 are a mutual fund version of 2 of the IRA funds)
I have a traditional IRA as well that largely consists of 2 PIMCO stocksplus funds.

Anyone that transferred HSA to Fidelity,
I would like to gather your personal experience which I recognize may vary and could be different from my eventual experience:
Did Fidelity reimburse any fees charged by your HSA provider for partial or full account transfers? (Irrespective of your experience, I will ask Fidelity if they would reimburse before I submit the transfer request.)
How long did it take to complete the transfer from the time you submitted the completed forms with Fidelity? (Fidelity website says 2-5 weeks.)
https://www.fidelity.com/go/hsa/transfer
Thanks

@yogibearbull,
"BTW, a search 'UMB HSA Complaints' brought up some links including BBB - UMB seems to respond promptly to those."
Thanks for the tip!

Federal and state tax laws are different and not always in sync. HSA isn't the only area. 529s have similar issues when some federal-qualified expenses aren't state-qualified expenses.
A huge example is that SECURE 2.0 allows rollover of some excess 529 funds into Roth IRA. But such 529 withdrawals aren't qualified withdrawals for many states. Illinois 529 is just fixing this problem by making these rollovers qualified.
BTW, a search "UMB HSA Complaints" brought up some links including BBB - UMB seems to respond promptly to those.

Interesting!
I didn't realize that New Jersey and California laws do not conform to federal HSA provisions.
This is unfortunate for Garden State and Golden State residents with HSAs.

New Jersey and California do not conform to federal law regarding HSAs. Plain and simple, they just don't recognize them. From the states' perspective these are simply taxable accounts.
https://thefinancebuff.com/california-new-jersey-hsa-tax-return.html
FWIW, I had an HSA account with The HSA Authority (acquired by UMB in 2022). It didn't take me long after Fidelity opened its HSA to retail customers to move my account there.

@BaluBalu,
It really stinks that your state does not recognize the HealthEquity HSA
and you need to pay state taxes to liquidate and move the HSA.

@Observant1,
I am with HealthEquity and they do not allow in kind transfers either and my State does not recognize HSA which means State taxes to liquidate and move. I may still do it if the market crashes in 2025.
But you may have leverage I do not. UMB has a relationship with Fidelity and see if you are able to use that to your advantage.

Thank you all for the Fidelity HSA suggestions.
Morningstar rated the Fidelity HSA as the best HSA for spending
and the best HSA for investing in 2022 and 2023.
I've read other favorable reviews as well.
I have multiple accounts with Fidelity and plan to open a Fidelity HSA in the future.
I'm currently still employed and contributing to the UMB HSA.
UMB does not allow in-kind transfers for HSAs so I've delayed transferring this account to Fidelity.
My recent experience may provide the impetus...

@Observant1,
I have a non-Fidelity HSA and can not transfer out but based on everything I read and researched, I can vouch for Fidelity HSA.

i use fidelity hsa very happy with it

Can't offer any solutions to your present HSA provider issues, but Fidelity offers an HSA that might be a consideration to transfer to.

Confirmation statements for my UMB HSA Saver account have been unavailable for mutual fund purchases
made since 04/22. I first contacted UMB regarding this issue on 05/10.
I've sent or received six emails/phone calls related to this matter.
The Customer Care Manager was unable to provide an estimated resolution date when we last spoke on 06/05.
I've finally decided to send an email to the Chairman/CEO of UMB Financial Corporation
and to the President of UMB Financial Corporation.
I'm not familiar with UMB's internal applications/systems but it shouldn't take over a month to resolve this issue.
Edit/Add: The email to the Chairman/CEO and President was composed and scheduled to be sent on 06/18.
I cancelled sending this email and submitted a BBB complaint instead.
If the issue is not resolved within a reasonable time, I'll then send an email to the Chairman/CEO and President.

I simplified this year, sold the last of multiple holdings in April.
Across 6 accounts: (2 Roth, 1 IRA, 1 IIRA, 1 HSA, Taxable)
2 ETFS, 1 Mutual fund, 8 T-bills
Cash - 11% T-bills, 3% cash
Bonds - 37% PIMIX
Stocks - 33% VOO, 16% VONG

The nature of free/competitive market is that NOTHING stays at top forever. Well, maybe, Fido HSA that has ranked #1 in over a half-dozen years that I have been watching.
Brokerages have their pros and cons. I can say this because I have accounts at 3 brokerages - Schwab, Fido, and (involuntarily) Vanguard.

Absolutely. The focus of this thread was on "Compelling CDs", but it morphed into a discussion about Money Market funds, as a support component associated with CDs, and now it has morphed into an overall discussion about brokerages. If "fees" are a major reason to choose one brokerage over another, then you have to look at all kinds of fees, most notably transaction fees and early redemption fees. Then you can dig into the fees that specific investments charge, in deciding which and what kind of investment, you want to use.
Regarding "Compelling CD" investments, I don't find fees as a "compelling reason" to choose one brokerage versus another. Regarding Money Market investing, as a supporting component to CD investing, I also don't find fees as a "compelling reason" to select one brokerage versus another. However, if you are going to talk about mutual funds and other investing options, then fees start looking a little more important to me, but that is just one of many factors associated with why you select that brokerage.

The nature of free/competitive market is that NOTHING stays at top forever. Well, maybe, Fido HSA that has ranked #1 in over a half-dozen years that I have been watching.
Brokerages have their pros and cons. I can say this because I have accounts at 3 brokerages - Schwab, Fido, and (involuntarily) Vanguard.

And the answer is , ""He who tooteth not his own horn, the same shall not be tooted." Fancy talk, sure, but he's trying to tell us that, if we don't acknowledge our own accomplishments, then no one else will, either."

Forsooth, I vouchsafe thou hast verily discerned my meaning.
Although, I don't think toot is much fancier than, say, beep.
WABAC's guides to old English

and

You'll be speaking it as welleth as I do in no time at all.

I have not done anything 'Morningstar' in many years. Guess what, I found other ways to get what I wanted. I don't miss it in the least. Most of my research and inquires are through Schwab, though I must say their portfolio info is lacking. I moved my HSA to Fidelity a year ago, so I have access to that, but I haven't used it much.

Sold all VWENX shares in my HSA and placed order to buy RLBGX with the proceeds.
Risk/reward data for RLBGX is somewhat better.
Portfolio Visualizer