Click here to view the Manage Investment Guide.
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.
For the below example, we will start with slides on the Guide Me option.
5. 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.
6. 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.
7. 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.
8. Once you click "Accept New Strategy", you'll be presented with a worksheet where you can review the proposed strategy and note your choices.
9. After making your choices and clicking "Next", you'll be presented with your Implementation Summary. Review this and if all looks okay, click "Submit".
10. Once you have submitted your new strategy, you'll receive a Transaction Summary confirming the change.
For the next example, we will show you the I Want to Do It Myself option.
1. You'll be provided with three options to choose from when you select "Change Investments". You can either choose to move your existing balance and set your elections for future money, or you can choose to do only one of these two things. We'll look at "All Investments" first. Choose All Investments and then click Next.
2. Choose I Want to Do It Myself and then click Next.
3. You'll see a screen showing you the investment options available in your plan. You'll also see your current investment elections and will have a "New %" column where you can make your new choices. If any of the funds are subject to redemption fee rules, you'll be provided that information here as well.
The New $ column needs to total 100%.
4. Check off the disclaimer (shown below). Then choose Submit.
For the last example, If you choose to move only your existing balance (leaving your future investment elections unchanged), you'll choose the "Current Portfolio" option.
Depending on your plan, you can choose to move:
Percent to percent
Dollar to dollar (this option is limited to 90% of your balance to allow for market fluctuation)
Dollar to percent
Check off the disclaimer (shown below). Then choose Submit.
Click here to view the Manage Investment Guide.
