Your Improved HSA Experience is Here!
You are now automatically enrolled in our enhanced Health Savings Account program and recently received your new HSA Debit Card. Learn more about important steps to take below.
Great news! Your Health Savings Account features access to our state-of-the-art consumer portal, with a new debit card, added mobile features, HSA planner, and investment options!
Important Steps
Activate your HSA debit card
- You should have received your new HSA debit card in the mail. Once activated, it’s ready to use!
- If receiving payroll contributions, you will need to communicate your new account number to your employer. Reminder: Equity Bank’s routing number is 101105354.
- Start using your new HSA debit card, and your account is fully loaded, available for view in our HSA portal.
New Health Savings Account Benefits!
Consumer Portal
With our new Consumer Portal you’ll have access 24×7 to your account information and many self-service capabilities.
My HSA Planner
This online tool uses consumer-entered information to suggest a personalized HSA contribution amount and provide insight on the short- and long-term savings benefit of an HSA.
Mobile Access
Use the new, full-service mobile app to manage your account-based plans on your iOS or Android-powered devices.
Investment Options
You can choose to invest your HSA funds in an interest-bearing account or through mutual funds via a Health Savings Brokerage Account. These investment options include a list of 30+ self-directed mutual funds or hundreds of others via a Charles Schwab Brokerage account.
Select Fund Investment Fee – Beginning August 22, 2022, a 20 basis point fee or .0020% will be deducted quarterly at the rate of .0005%. 12b1 and STA fees will apply based on the specific mutual fund selection, as applicable. The account holder may begin investing once they have $1,000 average daily balance in the account.
Charles Schwab Health Savings Brokerage Account – Free