HSA Bank - HSA Search

HSA Program Features

FDIC or NCUA Insured:

Features:

Debit Card
Checks
Online Banking
Investment Options

HSA Interest Rates

Interest rates for various balance tiers
$0.00 - $4,999.99	0.05% APY
$5,000.00 - $24,999.99	0.15% APY
$25,000.00 - $49,999.99	0.30% APY
$50,000.00+	0.50% APY

Last checked on: 05-30-2023. Rates may not be current, please check the provider's website for the latest rates.

Fees

Monthly Maintenance Fee	$0.00
Account Opening Fee	$0.00
Account Closing Fee	$25.00

Fee	Amount
Printed HSA Account Summary Fee	$1.50

* Waived with a daily balance of $3,000 or more

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: 0.30% / Year

Offers low-cost, no-load mutual funds, covering a range of asset classes.

HSA Guided Portfolio tool used to select investment elections and realign your portfolio
Auto-Rebalance timing feature to keep your portfolio allocation in line with your individual needs
Quarterly performance review of mutual fund selections by SEC-registered investment advisors
Online access to investment account history, balance information, future elections, trades, and much more through HSA Bank’s Member Website
Access to fund research and other planning tools

* Only charged if your HSA Bank savings accounts falls below a minimum daily balance of $5,000

HSA Bank's Standard Mutual Fund Options

Mutual Fund Name	Ticker	Asset Class
Cohen & Steers Real Estate Securities Z	CSZIX	Real Estate
DFA Emerging Markets I	DFEMX	Diversified Emerging Mkts
DFA International Core Equity I	DFIEX	Foreign Large Blend
Diamond Hill Large Cap Y	DHLYX	Large Value
Fidelity Low-Priced Stock	FLPKX	Mid-Cap Value
MainStay MacKay High Yield Corp Bd R6	MHYSX	High Yield Bond
PIMCO International Bond (USD-Hdg) Instl	PFORX	World Bond
PIMCO Low Duration Income Instl	PFIIX	Short-Term Bond
Principal MidCap R-6	PMAQX	Mid-Cap Growth
T. Rowe Price Blue Chip Growth I	TBCIX	Large Growth
Vanguard 500 Index Admiral	VFIAX	Large Blend
Vanguard Developed Markets Index Admiral	VTMGX	Foreign Large Blend
Vanguard Inflation-Protected Secs Adm	VAIPX	Inflation-Protected Bond
Vanguard LifeStrategy Cnsrv Gr Inv	VSCGX	Allocation--30% to 50% Equity
Vanguard LifeStrategy Growth Inv	VASGX	Allocation--70% to 85% Equity
Vanguard LifeStrategy Moderate Gr Inv	VSMGX	Allocation--50% to 70% Equity
Vanguard Mid Cap Index Institutional	VMCIX	Mid-Cap Blend
Vanguard Real Estate Index Admiral	VGSLX	Real Estate
Vanguard Short-Term Federal Admiral	VSGDX	Short Government
Vanguard Small Cap Index Institutional	VSCIX	Small Blend
Vanguard Target Retirement 2020 Inv	VTWNX	Target-Date 2020
Vanguard Target Retirement 2030 Inv	VTHRX	Target-Date 2030
Vanguard Target Retirement 2040 Inv	VFORX	Target-Date 2040
Vanguard Target Retirement 2050 Inv	VFIFX	Target-Date 2050
Vanguard Target Retirement 2060 Inv	VTTSX	Target-Date 2060+
Vanguard Target Retirement Income Inv	VTINX	Target-Date Retirement
Vanguard Total Bond Market Index Institutional	VBTIX	Intermediate-Term Core Bond
Vanguard Treasury Money Market Investor	VUSXX	Money Market - Taxable
Virtus KAR Small-Cap Growth R6	VRSGX	Small Growth
Western Asset Core Plus Bond IS	WAPSX	Intermediate-Term Core Bond

Self-Directed Brokerage Details

Offers a wide selection of investment choices, educational resources, and services.

Stocks, bonds and thousands of mutual funds
Online access to real-time data, customizable charts and one-click integrated trading
Integrated, online access to trading, balance information, and much more through HSA Bank’s Member Website
Ability to place trades by website, telephone, mobile device and broker
Trading fees may be applied by TD Ameritrade; additional fees vary by program, location or arrangement

Contact Information

General Information

Website	HSA Bank's HSA Website

Customer Service

Mailing Address	Regular Mail HSA Bank P.O. Box 939 Sheboygan, WI 53082-0939 Overnight Mail HSA Bank 605 North 8th Street, Suite 320 Sheboygan, WI 53081
Phone Number	English: (800) 357-6246 \| (414) 978-5294 Spanish: (866) 357-6232
Email Address	[email protected]

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