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Investing: Transferring funds

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It’s easy to transfer funds between your Health Savings Account and your Investment Account.

Just click on Manage Investments and enter your transfer amount. It’s that easy!

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A few things to remember when transferring from your HSA to your Investment Account.

First, you can transfer funds as often as you like.

You can set up a one time transfer, or set up recurring transfers.

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Recurring transfers make things easy because you choose your transfer threshold amount, and funds that exceed your HSA threshold will automatically be moved to your Investment Account.

Second, keep in mind that the transfer amount must be at least $100.

Transferring funds – an easy way to build and grow your investment account balance.

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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



Discover how to transfer money between funds.