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U.S. Bank Health Savings Solution recognizes your need to manage your future health care expenses and/or save for retirement. U.S. Bank Health Savings Solution provides the flexibility and choice to invest a portion of your HSA balance in a diverse array of mutual funds from respected fund families.
There are no incremental costs associated with opening your investment account or making transactions within your HSA. Any mutual fund load or sales charges are waived for your HSA accountholders.
Once your HSA deposit account meets a designated investment threshold balance, you can choose to manually move funds into the investment portion of your HSA. If you prefer, you can set your
investment profile to automatically transfer funds into your investment
elections. Below are the standard fund options based on your HSA program design.
Log into your HSA to access additional fund information.
This Health Savings Account (HSA) is a custody account with U.S. Bank serving as the custodian. Terms and conditions of the HSA are included in your HSA application and agreement. U.S. Bank deposit products that are held in the HSA are FDIC insured, subject to FDIC insurance limits.
Non-deposited investment products, such as mutual funds,
are not deposits or obligations of, or guaranteed by U.S. Bank or
any of its affiliates, nor are they insured by the Federal Deposit
Insurance Company (FDIC), or any other government agency. Past returns
of investment products do not guarantee future results. Mutual fund
prospectuses provide detailed information about fund investment
objectives and fees. Read a mutual fund’s current prospectus carefully
before investing.
U.S. Bank does not provide legal, tax, or investment
advice to HSA accountholders. Contact a qualified accountant, attorney
or investment advisor for tax, legal or investment advice.
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