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Investing: Rebalancing

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There may be times when you feel the need to shift your investments to different funds.

If that’s the case, you may choose to rebalance your portfolio to realign with your desired fund allocations.

Select “Manage Investments”  and then click “Rebalance Portfolio.”

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There – you’ll have options to rebalance.

You can make one-time changes using your current fund elections or specific fund elections.

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Or -- You can choose to rebalance your current fund elections on a recurring schedule.

The choice is yours – so be sure to monitor your investment portfolio to see if you need to make any changes.

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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

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