Investing your health savings account (HSA) funds is a great way to contribute, grow, and use your HSA funds tax-free.
Drivewealth partnership
We partner with DriveWealth, a global fintech investment platform, to empower you to control your investments right at the palm of your hands.
DriveWealth’s modern infrastructure allows us to provide you with an easy and straightforward experience when dealing with your investments, as it should be!
Active HSAs are eligible
HSA investing is available to all account holders with an active HSA. During the application process, there will be a series of prompts that will go over some personal and legal details. In unusual circumstances, some users may not be eligible to create a DriveWealth investment account.
Monthly fees start at $1
Investment accounts with a balance below $5,000 are charged a monthly fee of $1.
Investment accounts with a balance of $5,000 or more are charged a monthly balance fee of .01%.
Investment account setup
Select Invest.
Select Start Investing.
Select Open My Account to start your application. Answer a series of prompts that will ask for your employment status, occupation, annual income, and some legal details.
After your investment account has been created, select Start Investing to invest your HSA funds!
