I'm new to investing. Any advice?
Unfortunately, our team cannot provide specific investment advice. Consider carefully researching investment options or consulting with a financial advisor.
Is there a minimum to invest?
No, we don't require a certain balance to access HSA investing, so you can start investing immediately.
Are there 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%.
Do I have to invest my entire HSA balance?
No, you are not required to invest your entire HSA balance. It is up to you how much of your HSA balance you would like to invest.
Can I still use my HSA while the funds are invested?
Yes, you can continue to use your HSA while funds are invested and use your available cash balance towards qualified expenses.
How do I close my investment account?
You can close your investment account by emailing your administrator and letting them know you'd like to close your investment account.