Getting Started


Give us a call at (877) 743-9480.


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.

Brokerage Account

Now that you’re contributing and investing your HSA funds you can leverage a Health Savings Brokerage Account through Charles Schwab. To get started, go to Investments, click Manage Investments and select Enroll next to Open Brokerage Account.