Sterling Administration

HSA Program Features

FDIC or NCUA Insured:
check
Min Balance to Open:
$100.00
Features:
  • Debit Card
  • Online Banking
  • Investment Options

HSA Interest Rates

Interest rates are unknown at this time

Fees


Monthly Maintenance Fee $2.50
Account Opening Fee $0.00
Account Closing Fee $0.00

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

HSA Investment Options

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

Self-Directed Brokerage Details

$16.00 Annual Fee (two transactions per year free of charge). To self-direct investments, Sterling accountholders may transfer funds in their HSA account to a joint brokerage account titled "Sterling HSA Administrator For The Benefit Of (Name Of Sterling Accountholder)". Once the joint brokerage account has been set up and the accountholder has completed a Sterling Transfer of Assets Form, Sterling will transfer funds from the HSA account to the joint brokerage account. Additional brokerage fees may apply. Check with your broker-dealer for details.

Contact Information

General Information

Website
Address 1000 Broadway #250
Oakland, CA 94607

Customer Service

Mailing Address Sterling Administration
P.O. Box 71107
Oakland, CA 94612
Phone Number (800)-617-4729
Email Address [email protected]