What is the HSA Guided Portfolio?

The HSA Guided Portfolio is a planning tool that helps you create an asset allocation that fits into your HSA investment goals and risk tolerance. After completing a few simple questions about your risk tolerance and how you intend to use and access the money in your HSA investment account. A potential allocation mix is provided.

To access the HSA Guided Portfolio, select Tools & Education > HSA Guided Portfolio > Let’s Begin!