The HSA Authority

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Help  |  Demo

Access ID: 

Help | Demo

Looking for more options for your HSA funds?

Investment Options with HSA Investment Services

Features:

  • A variety of mutual funds available from which to choose
  •  Easy to use and comprehensive investment website
  •  Annual fee of $36
  • No investment load or trade costs*

Please Note

  • HSA Checking at Tower Bank is required before and must remain open while funds are invested with HSA Investment Services.
  • A balance of at least $1,000 is required in the HSA Checking account at the time the HSA Investment account is opened.
  • The HSA Checking account must act as the conduit for all transactions for Government reporting purposes. Funds must be deposited into the HSA Checking account first, and when withdrawn, the funds are deposited back into the HSA Checking.
  • Transfer requests into and from HSA Checking account to HSA Investment Services account are self-directed and made by the account holder through online banking.
  • Please refer to the The HSA Authority Mutual Fund Options sheet for a list of investments.
  • If you should have any questions, please contact Customer Care at 888.472.8697, option 1. 
 

Click below for one of the following:

HSA Investment Enrollment Form

HSA Investment Options

HSA Investment FAQ

 
*Short term redemption fee may apply to some funds if selected.
 
IMPORTANT INFORMATION: Self-directed investments are the sole responsibility of the account-owner. Carefully weigh the advantages and disadvantages of investing your HSA funds before doing so. Investment products are not FDIC insured; may lose value and are not a deposit account. Investment accounts are not obligations of Tower Bank or Devenir, are not guaranteed, and not insured by any federal government agency.



 Happy HSA Family

 

 

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