Getting Started


Give us a call at (877) 751-3399.


Take the first step to creating financial success by enrolling in a health savings account (HSA). Click Create an Account above to enroll.


Once enrolled, start saving by contributing to your account. Set up direct deposit to automatically transfer funds.


After meeting the investment threshold, you can start investing your HSA dollars. To start investing, hover over Accounts and select Investment Summary.


Your Raymond James advisor has referred you to Wex, Inc., an independent Internal Revenue Service (“IRS”) authorized, non-bank trustee (“NBT”) operating as the custodian of health savings accounts (“HSAs”). Once such a referral is made, Raymond James and your financial advisor will not act as your agent or advisor in connection with, and will not be involved in any way with, the relationship that you may form with Wex, Inc. or any of its affiliates. Raymond James and your financial advisor do not receive referral fees or finder’s fees for referring business to Wex, Inc.

Raymond James & Associates, Inc., member New York Stock Exchange / SIPC and Raymond James Financial Services, Inc., member FINRA / SIPC are subsidiaries of Raymond James Financial, Inc. and are independent of Wex, Inc. Raymond James® is a registered trademark of Raymond James Financial, Inc. Investment products are: not deposits, not FDIC / NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.