How do I setup my investments?

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