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URL: https://www.hsabank.com/hsabank/Members/hsa-investment-options
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GET /hsabank/Search-Results

<form id="searchform-modern" action="/hsabank/Search-Results" method="Get" class="searchform-modern">
  <label for="search-input" class="sr-only">Search Field Input</label>
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Open an HSA Login

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CONTRIBUTING TO YOUR HEALTH SAVINGS ACCOUNT IS EASY.

Learn More
Open an HSA Login

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CONTRIBUTING TO YOUR HEALTH SAVINGS ACCOUNT IS EASY.

Learn More
Open an HSA Login

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CONTRIBUTING TO YOUR HEALTH SAVINGS ACCOUNT IS EASY.

Learn More

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Members / HSA Self-Directed Investment Options


YOUR SELF-DIRECTED INVESTMENT OPTIONS

 

HSA Bank provides unique opportunities to invest Health Savings Account (HSA)
funds in self-directed investment options.* It’s a great way to potentially grow
HSA funds for healthcare expenses, or save funds as a nest egg for retirement.


DEVENIR GUIDED PORTFOLIO INVESTMENT PROGRAM:

This is a user-friendly program that combines professional guidance with an
easy-to-use platform. Perfect for new investors, this helps you create a
customized investment allocation that fits your lifestyle and HSA investment
goals.

 * Competitive fund lineup with professionally selected, low-cost, no-load
   mutual funds covering a range of asset classes and families.

 * Easy-to-use online planning tool to help you start investing and manage your
   investment account.

 * Options to automatically adjust your investments following your preferred
   schedule and auto-rebalance to align with goals.

 * Quarterly performance review of mutual fund selections by FINRA-registered
   investment advisors.

 * Online access to account history, balance information, future elections,
   trades, and more through the Member Website.

 * Access to Morningstar® pages, fund fact sheets, and prospectuses.

 * Low-cost with no minimum investment and no commission on investment trades.
   Devenir’s quarterly asset-based fees may be applied on the amount invested
   and deducted pro rata from the investment account.

Note: If you are an existing HSA Bank member, you may have access to a different
fund lineup. To view your list of available mutual funds, log into your account
and click on "Manage Investments."

Learn MoreLearn more about Devenir investments


SCHWAB HEALTH SAVINGS BROKERAGE ACCOUNT:

This is intended for those who are knowledgeable, experienced investors who are
seeking a wider range of investments or those who may be engaging with their own
professional investment advisor.

 * Wide range of investment options include stocks, bonds, mutual funds and
   Exchange Traded Funds (ETFs).

 * Fractional share trading available in S&P 500 companies which is a ‘slice’ of
   stock that represents a partial share, for as little as $5.**

 * Access a variety of investment tools and services to help you choose the
   investments that are right for you, including the Schwab Portfolio Checkup,
   customizable screens and lists of prescreened funds.

 * Automatic investing is available in qualified mutual funds.

 * Manage your account and place trades on Schwab.com, Schwab Mobile app or over
   the phone through a Schwab Registered Representative.

 * Find the right investments for you with access to powerful proprietary
   research tools on Schwab.com as well as independent, third-party research
   from leading providers.

 * Transaction fees and commissions may be applied by Charles Schwab.

   
   

Learn MoreLearn more about Schwab investments

 

SECURITIES AND INVESTMENTS

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value


*You may be required to keep a minimum balance in your HSA cash account to
invest funds.

Schwab Health Savings Brokerage Account (HSBA) is offered through Charles Schwab
& Co., Inc. (Member SIPC), a registered broker/dealer, which also provides other
brokerage and custody services to its customers. Devenir Mutual Fund Selection
Option is provided by Devenir Group LLC, a Registered Investment Advisor that
selects and monitors the performance of the mutual fund lineup.

HSA Bank, Charles Schwab & Co., Inc., and Devenir Group, LLC are not affiliated
and not responsible for the products and services provided by the other.
Self-directed investing is the responsibility of the account owner. Neither HSA
Bank, Schwab nor Devenir can provide investment advice to you. We recommend you
speak with a licensed investment advisor or consult the prospectus should you
have questions about any investment. Your ability to replace losses in the
investment account may be limited by the annual contribution limits of your HSA.

**Schwab Stock Slices is not intended to be investment advice or a
recommendation of any stock. Investing in stocks can be volatile and involves
risk including loss of principal. Investors should consider their individual
circumstances prior to investing. The “S&P 500® Index” is a product of S&P Dow
Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by
Charles Schwab & Co., Inc. (“CS&Co”).

Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s
Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow
Jones Trademark Holdings LLC (“Dow Jones”). Schwab Stock Slices is not
sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their
respective affiliates, and none of such parties make any representation
regarding the advisability of using Schwab Stock Slices or investing in any
security available through Schwab Stock Slices, nor do they have any liability
for any errors, omissions, or interruptions of the S&P 500 Index.

CONTACT US
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Client Assistance Center
(800) 357-6246 | (414) 978-5294
24 hours a day, 7 days a week

Business Relations
(866) 357-5232 | (414) 978-5282
Mon-Fri 7am-7pm, CT

 * More Information

CONTACT US

Client Assistance Center
(800) 357-6246 | (414) 978-5294
24 hours a day, 7 days a week

Business Relations
(866) 357-5232 | (414) 978-5282
Mon-Fri 7am-7pm, CT

 * More Information

ABOUT
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RESOURCES & SERVICES
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RESOURCES & SERVICES

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SECURITY & LEGAL
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 * Security
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 * Webster Bank Financial Information

SECURITY & LEGAL

 * Browser Information
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CONTACT US

Client Assistance Center
(800) 357-6246 | (414) 978-5294
24 hours a day, 7 days a week

Business Relations
(866) 357-5232 | (414) 978-5282
Mon-Fri 7am-7pm, CT

 * More Information

ABOUT

 * About Us
 * Careers
 * Events
 * In the News
 * Leadership
 * Sales

RESOURCES & SERVICES

 * Healthcare Decision Tools
 * IRS Information and Forms
 * Site Map

SECURITY & LEGAL

 * Browser Information
 * Privacy
 * Security
 * Website Terms of Use
 * Webster Bank Financial Information

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