Page History
...
You have three options to choose from. Here's how each one works:
Managed (novice investors)
- You decide how much you want transferred from your HSA cash account to your investment account.
- After answering a risk questionnaire, you’re matched with a fund portfolio.
- The advisor tool will regularly rebalance and manage your portfolio for you.
Self-directed (intermediate investors)
- You decide how much you want transferred from your HSA cash account to your investment account.
- You allocate a percentage of your funds into a curated fund lineup.
- You’re responsible for rebalancing your portfolio, if you choose.
Brokerage (skills investors)
- You can freely transfer money back and forth between your HSA cash account and HSA investment account.
- You can also search for stocks and exchange-traded funds (ETFs) on the platform and buy full or fractional shares.
...
