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Manage HSA Investments

You will need to maintain a minimum of $2000.00 in the default cash investment. Once your balance is above the required minimum you may elect to move some of your funds into the investment options available within your plan.  In order to set up your funds in excess of $2,000 (or more if you prefer) to move into the investment options you’ve set up, you must first define an investment sweep amount. 

1.  To set the investment sweep amount, choose Accounts and select Investments. Select Setup Investment Transfers, check the Define Investment Sweep Amount checkbox and set your amount. Hit Save and Next and after that point any contributions in excess of your threshold will sweep into your pre-selected investment options.

2.  Once the investment sweep amount is set and saved, select Manage Investments. *You will be prompted to answer a security question to proceed to the investment option screens.

3.  Select Manage My Investment Account to Update Investment Elections (how your funds are invested as they are deposited) or Transfer Between Funds (move money from one fund to another within the account).