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Financial Advisors

HSAs are included under the Department of Labor’s (DOL) fiduciary rule, uniquely positioning financial advisors to provide guidance on these accounts. Investment HSAs are certainly in the best interest of many of your clients, as retirement health care expenses are now projected to be more than $260,000 for the average couple. Better to pay these expenses tax free from an HSA rather than after tax from a 401(k), 403(b) or IRA. We make it easy by providing the tools, resources and expertise you need.

Why HealthSavings?
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Automated

Our open architecture platform, the Investment Provider Xchange™ (IPX), includes debit card integration, while automating account opening, transaction activity and trading through the National Securities Clearing Corporation (NSCC).

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Balances 7x Higher

Unlike our competitors, HealthSavings offers first dollar investment options from day one. No minimum balance or waiting required. The result? Our average account balance is seven times higher than the industry average.

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Low Maintenance

We provide the resources you need to make HSAs low maintenance and easy to administer. That means you can focus less on HSA logistics and more on providing a valuable new service to your clients.

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Customizable

Your clients deserve your HSA. You choose the funds and how to be compensated. We create your custom investment HSA and handle administration, recordkeeping, education, service and more. Now you can offer HSA investment management services to the same clients who know and trust you for other services, like 401(k)s, 403(b)s, IRAs, etc.

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Get Started Today

Simply download our Investment Firm Establishment Guide (IFEG) (PDF) and follow the instructions provided. Questions? Talk with one of our friendly sales directors or contact our service team.