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What are my HSA investment options?
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- What HSA investment options are available?
- If desired, you can leave the entire HSA balance at Further, where it earns interest, or choose to invest a portion of it. Once an HSA base balance exceeds $1,000, you can open a basic, self-directed investment account, which gives access to more than 30 no-load and load-waived pre-selected mutual funds. At least $1,000 must be kept in the base balance of the HSA account.
In addition, when the basic investment account balance exceeds $10,000, you can open a self-directed brokerage investment account with Charles Schwab. This account allows access to more than 2,500 mutual funds from a variety of families, as well as stocks, bonds, and other investments.