A Focus on Advisors
You'll have the flexibility to customize investments, the visibility to oversee performance, and the opportunity to generate revenue with an industry-leading HSA program.
Flexibility
You have access to the full universe of mutual funds to include in fund lineup or model portfolios with our open architecture model.
Visibility
You can monitor participant investment balances and activity, and seamlessly report aggregate information back to the plan sponsor.
Compensation
You can receive asset-based fees for investments, or you can charge consulting fees and forgo any other compensation.
Support From HSA Experts
You’ll receive support from HSA Bank at each step of the process.
Investment accounts are not FDIC insured and they are not bank guaranteed. Investment accounts are not a deposit account, or an obligation of HSA Bank, and they may lose value. They are not guaranteed by any federal government agency. Performance data and ratings represent past performance and are not a guarantee of future results. Investment returns and principal value will fluctuate and investors’ shares, when sold, may be worth more or less than their original cost.