Have questions or want to learn more? Check out our educational site that is full of
information, including FAQs, a user guide, videos and more. Simply log into your HSA portal,
navigate to your account summary page, and click on ‘learn more about investments’.
Ready to open your new investment account? Simply log into your HSA portal, navigate to
your account summary page, and click the ‘investment' button to get started.
https://main.wealthcareportal.com/Page/Investment#/sign-up/welcome
Investment options to fit your unique needs
Your HSA investment experience was designed for ultimate flexibility. Once you create an investment account, you’ll have three investment account types to choose from: Managed, Self-Directed and Brokerage.
To ensure your investment experience is always aligned with your unique needs, you have the option to switch from one investment account type to another, no matter where you are in your investment journey.
View the investment fund list - https://main.wealthcareportal.com/Page/Investment# to review available instruments within each account type.
Managed
Designed for novice Investors who prefer to use an automated tool to select and manage their investments on an ongoing basis in accordance with their age, risk profile and time horizon. This account type delivers a hands-off “set it and forget it” approach to investing.
Self-Directed
Designed for intermediate investors who have the desire to self-select from a menu of monitored investment options covering multiple asset classes to diversify their portfolio, and then rebalance their portfolio manually. This account type provides a balance between structure, control and time requirements.
Brokerage
Designed for expert investors who desire to perform advanced research and trading across thousands of available investment instruments. This account type offers a hands-on, DIY approach to investing.
