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How do I request to move funds to my HSA from my investment account?

To move funds to your HSA from your investment account:

  1. Click on Move Money under the Invest menu option.
  2. Enter the dollar amount you wish to transfer from your investment account back to your HSA deposit account.

The funds will be liquidated from your investment account pro-rata, based on your current investment allocations.

*For example, if you are requesting $100.00 and you are invested 70% in Fund A, 20% in Fund B and 10% in Fund C, the $100.00 will be pulled $70.00 from Fund A, $20.00 from Fund B and $10.00 from Fund C.

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