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Online Transfers

When you sign up for Internet Banking you can move HSA funds with ease. Through Online Transfers, you can move funds to your HSA for account funding, or from your HSA to reimburse yourself for out-of-pocket expenses. Simply link the external account(s) you’d like to make transfers with and then move funds as needed. Or, set up recurring contributions to automatically transfer funds at your preferred frequency.

Set-up External Account


  1. Log in to Internet Banking.
  2. Select “Transfers” in the top toolbar and choose “Transfer Accounts”.
  3. Click “Add” to add an external account.
  4. Enter the requested information and click “Submit".

Within three business days, HSA Bank will make a small deposit and equivalent withdrawal from your external account. Once the transactions are complete, log in to Internet Banking to enter the amount of the deposit made by HSA Bank. This verifies your external account was set up properly. Now you can make online and recurring transfers.

Create Online Transfers

  2. Select “Transfers” in the top toolbar and choose “Schedule Transfers”.
  3. Select a “from account” and a “to account”.
  4. Enter the amount you would like to transfer, then click “Submit”.
  5. If you’ve signed up for email notices, HSA Bank will send you a confirmation when the transfer is complete.

Set-up Recurring Contribution


  1. Log in to Internet Banking.
  2. Select “Transfers” in the top toolbar and choose “Schedule Transfers”.
  3. Select a “from account” and a “to account”.
  4. Enter the transfer amount and frequency, then click “Submit”. Recurring transfers continue until the specified end date. Investment account transfers are not recurring.
  5. If you’ve signed up for email notices, HSA Bank will send you a confirmation when the transfer is complete.