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More funds, fewer fees

Find out about changes to your investment options.

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Optum Bank® is excited to announce enhancements to the investment lineup option for your health savings account (HSA). You now have access to a series of Charles Schwab target date fund options in addition to the existing diversified lineup.

These changes provide further diversification options at very low expense ratios. Your actual investment options may vary depending on your specific HSA plan.

Here’s what you need to know:

  • The investment options available to you have been updated as of September 1, 2017.
  • Victory Munder Mid-Cap Core Growth (MGOAX) will no longer be available at this time for consumers who have yet to invest in this fund. For consumers who already have balances and or current elections allocated to this fund, you can continue to do so.

How to change options or transfer balances:

  • Log in to your account on optumbank.com.
  • Click on the “Investments” tab in the header or “Manage Investments” via the “I want to” section.
  • From here, you can manage your future fund elections or transfer existing investments to different funds.

Choosing to invest with your HSA funds based on your financial goals and objectives is a smart decision and may help maximize your savings, whether you need these funds now or down the road for retirement.


Investments are not FDIC insured, are not guaranteed by Optum Bank, and may lose value.