HSA Program Features

FDIC or NCUA Insured:
Min Balance to Open:
  • Debit Card
  • Online Banking
  • Investment Options

HSA Interest Rates

Interest rates for various balance tiers
$0 - $2,500.99 0.010% APY
$2,501 - $5,000.99 0.025% APY
$5,001 - $7,500.99 0.050% APY
$7,501 - $10,000.99 0.075% APY
$10,001+ 0.100% APY
Last checked on: 05-25-2023. Rates may not be current, please check the provider's website for the latest rates.


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

* Free for Individuals. $2.95 per enrolled employee per month.

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

HSA Investment Options

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

Mutual Fund Details

Investment Threshold: $0.00
Investment Fee: 0.50% annual fee for HSA Guided Portfolio

HSA Guided Portfolio by Devenir, a national leader in investment solutions for health-based accounts, provides personalized portfolio mix suggestions based on your risk preferences and time horizon.

  • Choose from a curated menu of high-quality, low cost funds across asset classes
  • Enable automated rebalancing to keep your portfolio on track toward your goals
  • Maximize long-term returns through a low maintenance investing strategy

Self-Directed Brokerage Details

With Lively, it’s simple to invest your HSA funds, plus you can leverage a variety of investment options, including individual stocks, bonds, CD’s, over 100 commission-free ETF’s, and more than 13,000 mutual funds. HSA Investment Capabilities Through TD Ameritrade Integration.

Contact Information

General Information

Address 588 Sutter Street, #214
San Francisco, CA 94102

Customer Service

Mailing Address 950 Mason St. #1355
San Francisco, CA 94108
Phone Number 1 (888) 576-4837, ext 2
Email Address [email protected]

Sales Department

Phone Number 1 (888) 576-4837, ext 1