利记app官网的HSA成员可以通过DriveWealth获得投资计划. 那些不打算将所有HSA资金用于当年医疗费用的人可能希望考虑投资HSA资金,以获得潜在的额外储蓄.
要进行投资,你必须在注册时在你的HSA中有至少2500美元的账户余额. Eligibility does not constitute enrollment in the program. 您必须积极选择注册使用Elements的HSA提供给您的投资资金.
在达到2,500美元的门槛之前,您可以通过DriveWealth进行预注册. 通过我们的预注册选项, 在达到最低投资金额之前,您可以设置您的投资账户详细信息以及您的投资路径. Then, once your HSA hits the threshold needed, your investment account will be activated, and your HSA investing journey will officially begin.
Post eligibility and enrollment in DriveWealth, you’ll be able to invest any amount over your cash threshold of $2,500. If your HSA account balance goes below $2,500, you will not be able to move additional funds to your investment account.
开始注册程序, 通过在Elements利记或移动应用程序中点击您的健康储蓄账户按钮登录您的HSA. From the left navigation menu inside the HSA portal, select 投资账户 从导航栏.
If you wish to learn more about 投资选择, visit the HSA Portal Document Center in the HSA Portal, 哪些可以访问 登录利记 或者移动应用程序. There you can review the Investment Program details. 请注意,访问HSA门户文档中心需要活动的Elements健康储蓄帐户.
If you have any questions about the DriveWealth investment program, including enrollment and transfer of funds, please contact the HSA Customer Support Center 寻求帮助 at 1 - 855 - 440 - 4 - hsa (4472).