Health Savings Account (HSA)
Help your customers make their HSA balance work harder
Offer your customers the ability to invest their HSA balance with access to fractional shares of U.S. equities—in your app and under your brand. We are breaking down the traditional barriers to the markets with a modern, end-to-end HSA solution that includes:
- The choice to offer your customers a self-directed or advisory experience
- Access to fractional shares of more than 6,000 U.S. securities
- The ability to outsource brokerage operations to us, including onboarding, trade execution, clearing, settlement and regulatory reporting
When you work with us, we also offer you:
- Expert consultation
- Seamless integration
- Compliance and regulatory support
- Post launch success team
Enable instant investing
With digital onboarding and identity verification and a full suite of money movement options, you can onboard your customers in just a few clicks and allow them to fund and invest into their HSA within minutes.
Case Study
How MotivHealth offers their customers the ability to invest within their insurance dashboard
Click here to view fractional share definitions and disclosures.
Health Savings Accounts (HSAs) are tax-advantaged savings accounts that allow participants and employers to contribute pre-tax dollars to pay for medical expenses. Only participants enrolled in a High Deductible Health Plan are able to contribute to an HSA. Balances in an HSA can be rolled over from year to year to pay for future health care expenses, and many HSAs allow balances to be invested in securities. HSAs have triple tax benefits: (1) pre-tax contributions, (2) tax-free interest and investment earnings, and (3) tax-free payments for qualified medical expenses.
Want to empower your customers with modern, innovative products and solutions? Connect with us today.