ENHANCE RETIREMENT BENEFITS WITH HSADVISOR+SM
Many Health Savings Account (HSA) programs offer investment options directly to participants. HSAdvisor+ is the only open-architecture platform that enables advisors to generate revenue for delivering customized HSA investment lineups, which enhance the retirement capabilities for employees and plan sponsors.
A Focus on Advisors
You’ll have the flexibility to customize investments, the visibility to oversee performance, and the opportunity to generate revenue with an industry-leading HSA program.
You can create a custom fund lineup and investment models that complement other retirement plan benefits with our open-architecture platform.
You can monitor participant investment balances and activity, and seamlessly report aggregate information back to the plan sponsor.
You can generate revenue through an optional asset-based fee and share in account fees. You can also receive revenue share for each HSA sold and maintained.
Support From HSA Experts
You’ll receive support from HSA Bank at each step of the process.
Take Advantage of HSAdvisor+
To offer this value-added service to your clients and empower their employees to better manage their healthcare
expenses today and in retirement, contact HSA Bank about HSAdvisor+.
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Investment accounts are not FDIC insured and they are not bank guaranteed. Investment accounts are not a deposit account, or an obligation of HSA Bank, and they may lose value. They are not guaranteed by any federal government agency. Performance data and ratings represent past performance and are not a guarantee of future results. Investment returns and principal value will fluctuate and investors’ shares, when sold, may be worth more or less than their original cost.