Optum Bank - HSA Search

HSA Program Features

FDIC or NCUA Insured:

Features:

Interest rates are unknown at this time

Fee	Amount
ATM Withdrawal with Health Savings Account Card	$2.50 per ATM transaction that Optum Bank charges. In addition to the Optum Bank ATM fee, the bank/ATM you use to withdraw funds may charge you a fee.
Outbound Transfer Fee	$20.00 charge to transfer your HSA to another bank or custodian (outbound transfer of your entire HSA or a portion).

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: $2,000
Investment Fee: 0.03% of your average daily investment balance, not to exceed $10.00 in any given month

When funds are transferred to your investment account, the amount of the transfer cannot bring the balance of your HSA below your investment threshold.
The minimum amount that can be transferred to your investment account is $100.
You can’t make payments for qualified medical expenses directly from your investment account. If you wish to use funds from your investment account to make payments, the funds will first need to be moved back into your HSA.

Mutual Fund Name	Ticker	Asset Class
American Funds Capital World Gr&Inc	RWIGX	Global Large-Stock Blend
BlackRock Equity Dividend	MKDVX	Large Value
DFA International Large Cap Growth	DILRX	Foreign Large Growth
Dodge & Cox Income	DODIX	Intermediate-Term Core-Plus Bond
Fidelity Low-Priced Stock	FLPKX	Mid-Cap Value
Schwab Target 2020 Index	SWYLX	Target-Date 2020
Schwab Target 2030 Index	SWYEX	Target-Date 2030
Schwab Target 2040 Index	SWYGX	Target-Date 2040
Schwab Target 2050 Index	SWYMX	Target-Date 2050
Schwab Target 2060 Index	SWYNX	Target-Date 2060
T. Rowe Price Blue Chip Growth	TBCIX	Large Growth
Vanguard 500 Index	VFIAX	Large Blend
Vanguard Equity-Income	VEIRX	Large Value
Vanguard Extended Market Index	VIEIX	Mid-Cap Blend
Vanguard Global Equity	VHGEX	Global Large-Stock Blend
Vanguard Inflation-Protected Secs	VIPIX	Inflation-Protected Bond
Vanguard LifeStrategy Cnsrv Gr	VSCGX	Moderately Conservative Allocation
Vanguard LifeStrategy Growth	VASGX	Moderately Aggressive Allocation
Vanguard LifeStrategy Moderate Gr	VSMGX	Moderate Allocation
Vanguard Mid Cap Index	VMCIX	Mid-Cap Blend
Vanguard Real Estate Index	VGSNX	Real Estate
Vanguard Short-Term Federal	VSGDX	Short Government
Vanguard Short-Term Investment-Grade	VFSIX	Short-Term Bond
Vanguard Small Cap Index	VSCIX	Small Blend
Vanguard Total Bond Market Index	VBTIX	Intermediate-Term Core Bond
Vanguard Total Stock Market Idx	VITSX	Large Blend
Vanguard Wellington	VWENX	Moderate Allocation
Vanguard Treasury Money Market	VUSXX	Money Market

Website	Optum Bank's HSA Website

Mailing Address	Optum Bank P.O. Box 271629 Salt Lake City, Utah 84127-1629
Phone Number	1-866-234-8913