Associated Bank - HSA Search

HSA Program Features

FDIC or NCUA Insured:

Min Balance to Open:

$0.00

Features:

Last checked on: 11-01-2022. Rates may not be current, please check the provider's website for the latest rates.

* First 12 months no fees for all customers. $3 / month fee waived with balance over $2,499.99. Reduced and waived fees based on relationship.

Fees may not be current, please check the provider's website for the latest fee information.

Mutual Fund Platform: Self-Directed Brokerage: CDs: Other:

Investment Threshold: $500
Investment Fee: Varies

Once the minimum balance threshold is met, you can choose to invest in one or more of our highly rated, low-cost mutual funds managed in-house.

Our Investment Guidance Tool can help you determine which investments may be right for you.
With our fully integrated HSA platform and mobile app, you can manage all your investments in one place.
After the initial investment, you can change your investment selection at any time with no transaction costs

Mutual Fund Name	Ticker	Asset Class
T. Rowe Price Short-Term Bond I	TBSIX	Short-Term Bond
Dodge & Cox Income	DODIX	Intermediate-Term Bond
Vanguard Total Bond Market Index Adm	VBTLX	Intermediate-Term Bond
American Funds Capital World Bond R6	RCWGX	World Bond
T. Rowe Price Equity Income I	REIPX	Large Value
Vanguard Institutional Index Fund I	VINIX	Large Blend
Vanguard Extended Market Index I	VIEIX	Mid-Cap Blend
MFS Mid Cap Value R6	MVCKX	Mid-Cap Value
Baird Mid-Cap Inst	BMDIX	Mid-Cap Growth
American Beacon Small-Cap Value Inst	AVFIX	Small Value
Wasatch Small Cap Growth Institutional	WIAEX	Small Growth
American Funds New World R6	RNWGX	Diversified Emerging Markets
Vanguard Total Intl Stock Index Adm	VTIAX	Foreign Large Blend
Vanguard International Value Inv	VTRIX	Foreign Large Value
American Funds New Perspective R6	RNPGX	World Stock
Vanguard LifeStrategy Income Inv	VASIX	Allocation--15% to 30% Equity
Vanguard LifeStrategy Cnsrv Gr Inv	VSCGX	Allocation--30% to 50% Equity
Vanguard LifeStrategy Moderate Gr Inv	VSMGX	Allocation--50% to 70% Equity
Vanguard LifeStrategy Growth Inv	VASGX	Allocation--70% to 85% Equity
Dodge & Cox Balanced	DODBX	Allocation--50% to 70% Equity
American Funds Europacific Growth R6	RERGX	US Fund Foreign Large Growth
Vanguard US Growth Adm	VWUAX	US Fund Large Growth

Website	Associated Bank's HSA Website

Phone Number	800-270-7719
Email Address	[email protected]