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We’re the “Investor’s HSA”

  • Our first-dollar investing allows you to invest right away … no need to reach a minimum balance or threshold.
  • We offer a streamlined list of 43 low-cost Vanguard® and Dimensional funds that covers all core asset classes.
  • Our average account balance is 5x higher than the industry average. Our account holders understand the value of HSAs as part of a comprehensive retirement strategy.
  • We don’t have investment transaction fees. This allows you to shift from spending, to saving, to investing, as your medical needs change over time.

We’ve been around since Day 1

  • We’ve been in the healthcare savings and investment world since medical savings accounts (MSAs) were first introduced in 1997.
  • After the legislation enacting HSAs passed in January 2004, we shifted our focus to HSAs – emphasizing, even then, the vital role that HSAs play as part of a comprehensive retirement strategy.
  • Today, we work exclusively with HSAs and thrive in the top 1% of HSA companies nationwide.

We’re in the top 1% of HSA providers

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We’re here to help

  • Our goal is to provide the tools and services you need to best understand your HSA and take full advantage of the benefits it can provide. That’s why we have resources available so that you can get the answers you need, when you need them.
  • If you’d rather speak with a living and breathing HSA expert, call us! Our customer service team is available Monday – Thursday, 8:30 a.m. – 7 p.m., or Friday, 8:30 a.m. – 5 p.m. ET at (888) 354-0697.

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