|
Setup
Fee
|
Closing
Fee
|
Minimum
Opening Deposit
|
Monthly
Fee
|
Annual
Fee
|
|
$15
|
$20
|
$50
|
$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.
Note:
This information is subject to change without
notification.
|
Perks:
Easy access to savings, unlimited investment options,
including stocks, bonds, and mutual funds
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.
|
