Instructions

  1. Complete and submit this form,
    then check your email
  2. Enrollment requests are held
    until email is confirmed
  3. Enrollment data is validated,
    then funds are transferred

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HSA Investment Account Enrollment Form

BEFORE YOU START: You will need your Bank or Credit Union ABA# and Account#

Click here to Enroll

What Happens With This Information?

You may submit this form without making investment choices, but it is required to set a username (your email address) and password and provide your HSA savings account number so we may create your account.

If this form is submitted but incomplete, we will attempt to contact you using the information you provide. If you do not hear anything from us within two business days, please contact us.