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,

  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.