How do I set up my investments?

Posted by rkoonce & filed under .

After you have reached a balance of $1,000 in your HSA, you may enable your HSA Investments. You will need to log in at our website, benefit-info.com/iu.

  1. Click on Manage Investments.
  2. Click on Investment Account Setup.
  3. Select Yes to enable auto-investment transfers.
  4. Specify a value at or above $1,000 to automatically transfer to your investments account.
  5. Click Save/Next.
  6. Select your investment options.