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Are
you looking for a High Deductible
Health Insurance plan for your Health Savings
Account?
Merrill
Lynch offers a broad range of investment
options for your Health Savings Account, including bonds,
CDs, Treasury bills and notes, stocks, mutual funds,
exchange-traded funds and more. This gives you
the flexibility to shift your assets to meet changing
goals or economic conditions. And, to allow you
to make prompt withdrawals from your Health Savings
Account when you need to pay expenses, Merrill Lynch
offers access to liquid assets with Health Savings Account
Checks and a Visa® Debit Card. So, not only
can you pay your health care provider directly from
your Health Savings Account, but you'll also have a
record of the medical expenses.
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Setup
Fee
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Closing
Fee
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Minimum
Opening Deposit
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Monthly
Fee
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Annual
Fee
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None
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$50
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None
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None
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$100
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| Access
Fee: |
None:
includes up to 2 Free Debit Cards and/or Checkbook. |
Investment
Options: |
The
Merrill Lynch HSA is a self-directed account that
offers you one of the widest variety of investment
options available, including stocks, bonds, mutual
funds, CDs, Treasury Bills, exchange trade funds,
and more.
Merrill
Lynch Financial Advisors can make suitable investment
recommendations. Individuals will have different
short-term and long-term medical needs.
Each individual must establish an investment strategy
and asset allocation suitable to their goals,
time frame and risk tolerance and must be compatible
with their overall wealth management strategy.
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Account
Access: |
You
can review your account information 24/7 on the
Merrill Lynch website, or by calling the automated
toll-free phone service at (800) MERRILL. |
| Perks: |
- No
monthly fees
- Cash
management through the following features:
- Full menu of investment options
- Daily money-fund sweep
- HSA Visa® debit card
- Unlimited check-writing privileges
- No required account-opening minimum
- Simplified
record keeping through the following features:
- Monthly statement
- Year-end tax-reporting statement
- Access using toll-free number
24 hours each day, seven days a week
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About
Merrill Lynch:
Merrill Lynch is one
of the world's leading financial management and advisory
companies, with offices in 36 countries and total client
assets of approximately $1.6 trillion, at the end of
2004. Merrill Lynch has three core businesses
- Global Private Client, Global Markets &
Investment Banking Group and Merrill Lynch Investment
Managers - offering a range of services for private
clients, small businesses, institutions and corporations,
and financial intermediaries.
Before
you open a Merrill Lynch HSA account, please read their
disclosure
statement  .
To
open a Merrill Lynch HSA, open their application ,
print it out, fill it out, and then return it to Merrill
Lynch.
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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
an instant quote on health insurance plans that are qualified
to work with a health savings account, please visit our Instant
Quote page.
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