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How do I move money from my HSA Investment account back to my HSA Checking?

If you would like to move money from your HSA Investment account back to your HSA Checking account:

  1. Log in to your HSA Investment account at To log in, select "Login" in the upper right corner of the page, then "Investments" and “HSA Investment Account Access.”
  2. Once logged in, click on "Move Money" under the Invest menu.
  3. Enter the dollar amount you would like to transfer from your HSA Investment account back to your HSA Checking.
  4. Use the "Submit Request" button to complete your request.
  5. Your HSA investments will be liquidated on a pro-rata basis based upon your balance by fund to generate the cash to complete the request.

Note: Requests resulting in the liquidation of 90% or more of a mutual fund will be processed based upon the number of units calculated using the previous market day’s net asset value.

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