Enrollment Form

Step 1: Contact Information Step 2: HSA Account Details Step 3: Fund Selections

All fields below are required.

 

Your initial transfer amount today can either be zero or an amount over $100. For all future transfer and minimum balance thresholds, please visit your financial institution's website for more information.

Set Your Future Investment Elections

Your future investment elections determine how future dollars contributed into your myHSAinvestments investment account are invested. It is important to know that your future investment elections change future incoming funds only and will not change your current investment balances.

You have 100 percentage points of elections to spread across all of the available funds. You can pick any number of funds and investment election amounts per fund. Everything must add up to 100%.

Total Percentage
0%
Must be 100%
Fund Name Ticker Resource Links Future
Investment Elections
Large Cap
RNGGX PS MS
CGQYX PS MS
PDGIX PS MS
VFIAX PS MS
VEIRX PS MS
Mid Cap
OTCKX PS MS
VIMAX PS MS
VEVRX PS MS
Small Cap
NMSCX PS MS
JGMNX PS MS
UBVFX PS MS
International
RERGX PS MS
PISIX PS MS
VTMGX PS MS
Fixed Income
DFIGX PS MS
GDIUX PS MS
PFORX PS MS
VWEAX PS MS
VWETX PS MS
VSCSX PS MS
VUSXX PS MS
Specialty
CSZIX PS MS
Allocation
FNCFX PS MS
VBIAX PS MS
VSCGX PS MS
VASGX PS MS
VASIX PS MS
VSMGX PS MS
VWIAX PS MS

Success!

Thank you, your request for a myHSAinvesmstments account was submitted. Your request will be processed within the next 1-2 business days. Once the enrollment process is complete:

  1. You will receive an email when your myHSAinvestments account is ready from [email protected]. The email will include a link to set your new password. This link will expire, so please set your password as soon as you are able.
  2. Once you set your new password, you will have the option to login to your account using the email address associated with your account and the password you set.

If we need any additional information to process your request, someone will be in touch. Thank you!

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