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Investing: Change of elections

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Saving smart with your health savings account investment option is easy – especially when it comes to determining where to invest your dollars.

 

YOU choose which mutual funds will make-up your HSA investment account based on your financial situation, goals, and objectives.

 

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After you select your initial percentage allocation for each fund, you can easily make changes to your elections.

 

You can change those elections anytime by clicking on ‘Change Elections’.

 

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When you change fund elections, you will only be changing allocations to future fund purchases.

 

If you wish to make changes to funds that you have already purchased, watch our video on Rebalancing your portfolio.

 

Whenever you change your elections, just remember your fund allocation must equal 100%.

 

If you are new to investing, choose your fund elections. If you are already investing, monitor your investment portfolio to make sure that your chosen funds are working for you.  

 

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Disclaimer: Investments are not FDIC insured, are not guaranteed by Optum BankÒ, and may lose value.

It’s important to speak with your financial advisor to understand if investing is right for you.

Mutual fund investment options are made available through the services of an independent investment advisor. Shares are offered through Charles Schwab & CO., Inc., a registered broker-dealer. Orders are accepted to effect transactions in securities only as an accommodation to HSA owner. Optum Bank is not a broker-dealer or registered investment advisor and does not provide investment advice or research concerning securities, make recommendations concerning securities, or otherwise solicit securities transactions.

Heath savings accounts (HSAs) are individual accounts offered or administered by Optum BankÒ, Member FDIC, and are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. State taxes may apply. Fees may reduce earnings on account. This communication is not intended as legal or tax advice

 © 2017 Optum, Inc. All rights reserved. PR1553 65978-062017

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Find out how to change the elections in your HSA investment account.

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