Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages. 

1. Log In to your online account. If you cannot remember your log in or need help with the log in process, go HERE. 

2.  From the Home page choose Manage Investments. Then choose Change Investments.

3. You can choose to change All Investments, Current Portfolio, or Future Investments. Select what to change and then click Next.

4.  You may select your own investments and allocation percentage or you can choose a guided selection. Select which method you prefer by clicking on the box and then click Next.

 Guide Me- When you pick the "Guide Me" option, HSA Plus will launch. This interactive tool will help you build your investment strategy. Click on the Strategy Builder tab to get started.

After you choose to develop a personalized strategy, you'll be prompted to enter some information to help create your plan. In addition to your own information, you'll also have the option to add a spouse's information if you'd like that considered as well. Provide information about you, your current accounts, current medical expenses, and goals and assumptions.

Once you've completed your details, you'll be provided with your proposed Action Plan. You can then choose to accept this strategy or go back to edit the information you shared.

Once you click "Accept New Strategy", you'll be presented with a worksheet where you can review the proposed strategy and note your choices.

After making your choices and clicking "Next", you'll be presented with your Implementation Summary. Review this and if all looks okay, click "Submit".

Once you have submitted your new strategy, you'll receive a Transaction Summary confirming the change.

I Want to Do It Myself- You will select the funds and allocation percentage for your investments (Be sure total allocation equals 100%). Click Submit to complete your Setup.