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Health savings accounts (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 $400,000 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.
Our open architecture platform includes debit card integration, while automating account opening, transaction activity and trading through the National Securities Clearing Corporation (NSCC).
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.
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.
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.
Request a copy of the Investment Firm Establishment Guide (IFEG) from our sales team to get started.
You’ll receive registration details so your Advisors can register and gain access to the Advisor Portal.
Plan Sponsors complete the Plan Establishment Guide (PEG) and register.
Plan Sponsors enroll participants.
Advisors access the Advisor Portal and provide ongoing access and support.