Looking for more options for your HSA funds?
Brokerage Options with Tower Investment Services
Features:
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No annual fee.
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Stock trades self-directed online @ $14.95 a trade through PrimeVest® Financial Services. Excludes Penny Stock Trades.
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Stocks, Bonds, and Exchange Traded Funds (ETF’s through self-directed accounts only).
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Selling agreements with over 150 Mutual Fund Families:
Please Note
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HSA Checking at Tower Bank and Trust is required before and must remain open while funds are invested with Tower Investment Services.
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The HSA Checking account must act as the conduit for all transactions for Government reporting purposes. Funds must be deposited into the HSA Checking first, and when withdrawn, the funds are deposited back into the HSA Checking.
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Transfer requests from HSA Checking account to Tower Investment Services brokerage account should be requested through Customer Care at 1.888.472.8697 ext. 1.
PrimeVest® Financial Services, Inc. is an independent, registered broker-dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PrimeVest®: ● Not FDIC insured ● May go down in value ● Not financial institution guaranteed ● Not a deposit ● Not insured by any federal government agency. Advisory services may only be offered by investment Adviser Representatives in connection with an appropriate PrimeVest® Advisory Services Agreement and disclosure brochure as provided.
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