Associated Bank - HSA Search

Fees

Monthly Maintenance Fee	$3.00*
Account Opening Fee	Unknown
Account Closing Fee	Unknown

* Waived with balance over $2,499.99.

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

HSA Investment Options

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

Mutual Fund Details

Investment Threshold: $1,000
Investment Fee: $24 annually

If you accumulate more than $500 and don't intend to use it immediately, Associated offers a self-directed option to invest your money in mutual funds with various life-stage offerings with Associated Bank as custodian. Under arrangements between Associated Bank and the fund companies, you will not incur any front-end or back-end sales charges. Account management is also available online, 24 hours a day, seven days a week.

Associated Bank's Standard Mutual Fund Options

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

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