HSA Bank offers a unique opportunity to invest HSA funds in self-directed investment accounts. HSA Bank offers:
Note: If your HSA account balance falls below $3,000 as a result of a transfer to an investment account, you may incur monthly maintenance fees.
TD AMERITRADE
Get access to stocks, bonds and over 11,000 mutual funds. If you're interested in self-directed investing and want to put your money to work for you, click here to learn more about TD AMERITRADE.
Open an Account with TD AMERITRADE
- Download the PDF application and privacy statement
- Fax the completed application to HSA Bank at (920) 803-4120
- Receive your TD AMERITRADE Welcome Kit 5-7 business days after your application is received
Important note to those with an existing TD AMERITRADE account: You must establish a separate account to invest your HSA funds. Due to tax reporting requirements, it is not possible to use HSA funds for accounts you already have with TD AMERITRADE.
View current TD AMERITRADE Money Market Interest Rates. Then select “TD Asset Management USA Funds Class” fund for the appropriate rates.
Mutual Fund Selection Investment Account
A pre-selected suite of mutual funds covering a range of fund families and asset classes is available. Choose from the following Mutual Fund Selection options.
| Investment Asset Class |
| Large Cap Value |
International |
| Large Cap Blend |
Index Fund |
| Large Cap Growth |
Fixed Income |
| Mid Cap Growth |
Lifestyle |
| Small Cap Growth |
Money Market |
Click here for available Mutual Fund options.
Open a Mutual Fund Selection Investment Account
To open a Mutual Fund Selection investment account you must be signed up for Internet Banking. Sign up
- Log in to Internet Banking log in
- Point to “Accounts” in the top navigation bar and select “Investments”
- Click the “Investment Options” button at the bottom of the page
- Under Mutual Fund Selection, click “Mutual Fund Enrollment”
- Check the box to agree to the terms and conditions of the Mutual Fund and click “Enroll”
Next, you will receive an email with your Personal Identification Number (PIN) which is needed to sign in to your Mutual Fund Selection investment account. In one to two business days, you will receive an additional email providing information for accessing your Mutual Fund Selection investment account.
