myHSAinvestments

Invest your excess HSA funds in a wide range of mutual funds and grow your health care dollars today.

myHSAinvestments allows you to invest a portion of your health care dollars in a grouping of widely recognized mutual funds in a spectrum of asset classes. Your HSA Investment funds are still considered part of your HSA for tax purposes meaning any earnings from your HSA Investments grow tax free.

Our easy-to-use online hub, myHSAinvestments, helps you manage, protect, and grow your health care dollars on your terms, 24/7. You’ll have the tools you need to make smart investing decisions.

View Your Fund Options


Learn


Understand the most appropriate investments for your objectives and risk tolerance.


Research


Find educational resources to help you understand basic investing concepts and strategies.


Invest


Access mutual fund prospectuses and Morningstar® reports to help you understand the strategies and risks associated with each fund, and how the available funds have performed historically.

How to get Started

  1. Log into Online Banking to access your HSA activity
  2. Click “Invest My Excess HSA Funds”
  3. Complete the short application linking your HSA account to the investment platform
  4. Enter your HSA account number and routing number, as well as a few pieces of identifying information
  5. Select your initial investment elections
  6. Once you enroll, your HSA account number and requested balance information will be verified

Once the data has been verified, your funds will be automatically transferred from your HSA to your myHSAinvestments account. You’ll receive a confirmation email from myHSAinvestments with your user information.

Investments are not guaranteed and may lose value, including the loss of principal.

Investment products and services are: 
NOT A DEPOSIT - NOT FDIC/NCUA INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED - MAY GO DOWN IN VALUE