|
Setup
Fee
|
Closing
Fee
|
Minimum
Opening Deposit
|
Monthly
Fee
|
Annual
Fee
|
|
$15
|
$20
|
None
|
$3
|
None
|
|
Access
Fee: Free debit card withdrawals and checks
| Investment: |
|
Account
Balance
|
APY
|
|
$0
-- $499.99:
|
0%
|
|
$500
-- $999.99:
|
1.40%
|
|
$1,000
-- $4,999.99:
|
2.25%
|
|
$5,000
-- $14,999.999:
|
3.50%
|
|
$15,000
and up:
|
4.50%
|
|
|
| |
*
Other Investment options available at account
holder's discretion.
Investment Option: Investments are available
through Berkshire Capital Management offering securities
through LPL Financial Services (NASD/SPIC) and Leesport
Wealth Management offering securities through Sun
America Securities (NASD/SPIC).
Requirements
for Investment option:
- Minimum
account balance $3,000.00
- Must
maintain a minimum of $1,000.00 in money market
account
- Minimum
Initial transfer amount $1,000.00
- Minimum
Subsequent deposits $500.00
To
open a HSA/MSA Brokerage Sub-account you must
maintain a current HSA/MSA account with a minimum
balance equal to or more than the applicable fees
and charges associated with the HSA/MSA account
for that current calendar year and all subsequent
years the HSA/MSA Brokerage Sub-account is active.
Perks:
- First
HSA will offer exclusively to its clients "Price
Transparency" for healthcare services.
Their online tool will allow First HSA clients
to estimate the cost of office visits and procedures.
The database includes all codes that physicians
and hospitals use to bill for medical services.
The tool will provide the Medicare 2006 fee
for the service and a range of prices that most
insurance plans pay for these services.
- First
HSA clients can access information on retail
costs of prescriptions, compare prices to other
brands of drugs, and evaluate cost savings from
the use of generic medications under a deal
with DestinationRx. Account holders can
enter their entire drug regimen and receive
dose-specific comparisons of brand and generic
alternatives.
- Easy
access to savings, unlimited investment options,
including stocks, bonds, and mutual funds
- Regardless
of when the account is opened, the account may
be funded to the full extent of the law at anytime
during the year
Note:
This information is subject to change without
notification.
You can visit First HSA
at www.firstmsa.com
Open
the First
HSA application 
|
Disclaimer:
The information listed above is current to best
of our knowledge. Please visit this administrator's
web site or contact them directly to confirm you have
the most current information available.
HSA
for America is an independent health
insurance agency specializing in high deductible health
plans qualified to work with health savings accounts.
We provide a list of recommended HSA administrators
as a service to our visitors and customers. We
are NOT an administrator ourselves. If you
have a question for a specific administrator, please
contact them directly.
For
a list of the administrators we recommend, please visit
our HSA Administrators page.
For
information on how to get instant quotes and choose
a plan that is qualified to work with a health savings
account, please visit our "How
To" Guide page.
|
