HSA Program Features
- FDIC or NCUA Insured:
- check
- Features:
-
- Debit Card
- Online Banking
- Investment Options
HSA Interest Rates
$1 - $4,999.99 | 0.01% |
---|---|
$5,000 - $14,999.99 | 0.07% |
$15,000 - $24,999.99 | 0.10% |
$25,000.00+ | 0.15% |
Fees
Monthly Maintenance Fee | $2.95* |
---|---|
Account Opening Fee | $0.00 |
Account Closing Fee | $15.00 |
* Wavied on a 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:
check_box
Self-Directed Brokerage:
close
CDs:
close
Other:
check_box
Mutual Fund Details
Investment Threshold: $1,000
Investment Fee: $3.00 / Month
Investment Fee: $3.00 / Month
The UMB Health Savings Account (HSA) gives you the opportunity to select and manage your investments through UMB HSA Saver® an online investment account. UMB HSA Saver makes investing:
- Simple. You decide how much and how often to invest for one low monthly fee, no fund minimums and no trading fees.
- Fast. It only takes a few minutes to enroll and get started. It’s as easy as shopping online.
- Smart. Backed by UMB’s1 experience and insight, HSA Saver is a powerful tool that just made investing a whole lot easier.
Other Investment Option Details
1UMB Investment Management selects mutual funds in various asset classes for inclusion in the UMB HSA Saver® Investment Program. UMB Investment Management is a department of UMB Bank, n.a. UMB Bank, n.a. is a wholly owned subsidiary of UMB Financial Corporation.
Investments in securities through the HSA investment account are: Not FDIC Insured • May Lose Value • No Bank Guarantee
UMB Custody Services provides safekeeping and settlement of the mutual fund investments in the UMB HSA Saver investment program. UMB Custody Services is a division of UMB Bank, n.a.
Contact Information
General Information
Website | UMB Bank's HSA Website open_in_new |
---|
Customer Service
Mailing Address | UMB Bank, n.a. UMB Healthcare Services P.O. Box 419226 Kansas City, MO 64141 |
---|---|
Phone Number | 866.520.4HSA (4472) |