How do I request to move funds to my HSA from my investment account?
To move funds to your HSA from your investment account:
- Click on Move Money under the Invest menu option.
- 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.