Investing your HSA
Your Optum Bank Health Savings Account (HSA) is a smart way to pay for qualified medical expenses, with significant tax advantages.
Investing with an HSA
But did you know your HSA can play an even greater role in your overall wealth and retirement strategy? That’s because once your HSA reaches a certain designated balance, you may choose to invest a portion of your HSA dollars in mutual funds.
When you set up your investment account, you'll choose how you want the funds to be allocated among the available mutual funds.
Once your account is established, you can change your investment elections, transfer funds and rebalance your account.