A Focus on Advisors

You'll have the flexibility to customize investments, the visibility to oversee performance, and the opportunity to generate revenue with an industry-leading HSA program.

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You have access to the full universe of mutual funds to include in fund lineup or model portfolios with our open architecture model.

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You can monitor participant investment balances and activity, and seamlessly report aggregate information back to the plan sponsor.

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You can receive asset-based fees for investments, or you can charge consulting fees and forgo any other compensation.

Get insights from an experienced advisor on the benefits of selling HSAs

Support From HSA Experts

You’ll receive support from HSA Bank at each step of the process.

1. Advisor educates qualifying employer clients about HSAdvisor+
2. HSA Bank implements the employer's HSA program
3. Advisor selects investment lineup on the platform
4. Accountholder establishes account, makes elections, and sweeps money
5. Advisor monitors performance

Take Advantage of HSAdvisor+

To offer this value-added service to your clients and empower their employees to better manage their healthcare expenses today and in retirement, contact HSA Bank about HSAdvisor+.

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Investment accounts are not FDIC insured and they are not bank guaranteed. Investment accounts are not a deposit account, or an obligation of HSA Bank, and they may lose value. They are not guaranteed by any federal government agency. Performance data and ratings represent past performance and are not a guarantee of future results. Investment returns and principal value will fluctuate and investors’ shares, when sold, may be worth more or less than their original cost.