How do I transfer funds from my HSA to my HSA investment account?

While viewing your investment account, click Claims and Spending > Access > Benefit Account Summary > Investments > Transfer to Investments. If a new window does not open automatically, please ensure your pop-blocker is disabled.

Enter the amount that you want to transfer next to Transfer Amount. Then click Submit.

A window will open to confirm that your transfer was submitted successfully. Read the information regarding transfer timing and click Close.

You should then see the transaction as a Pending Transfer.