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How do I apply for an HSA investment account?

To apply for an HSA investment account:

  1. Log in to your online account.
  2. Select the Reimbursement Account button.
  3. Under My Accounts, select Health Savings Account box.
  4. Select the Investment button.
  5. Select the Apply For an Investment Account button and follow the screens to begin investing your HSA funds.

Note: You need a balance of $2,550 to apply for an investment account.

View this step-by-step guide on how to apply for an investment account.

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