Our investing experience allows you to invest your HSA funds without logging in to another website or opening another app. And we love to save ourselves from one more tab!
Investment Dashboard
All trades take place within the Investment Dashboard. To navigate to your Investments Dashboard, select Invest or Investments.
Understanding your investments
After navigating to your Investment Dashboard, you'll notice three important numbers:
Total Investments: Total value of HSA investments
Daily Report: Total funds earned or lost in the day's market activity.
Buying Power: Based on your available HSA balance, your buying power highlights your available funds for purchasing investments.
Investment fees reminder
You are responsible for a cash balance to pay for investment fees. Avoid using your entire Buying Power amount to ensure you have enough funds to pay the required HSA investing fees.
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%.
How to buy
While in the Investments Dashboard, use the search bar to browse or look for an ETF, mutual fund, or stock to start!
After finding your desired purchase:
Select Buy on the summary page.
Enter the amount you want to purchase.
Select Review to finalize the transaction.
How to sell
In the Investment Dashboard, you'll be able to find My Portfolio, which features all of your HSA investments.
To sell an investment:
Select the desired asset.
Select Sell on the asset summary page.
Enter the amount you want to sell.
Select Review to finalize the transaction.