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How do I open an HSA Investment account?

From our Investment Services page at complete an Investment Enrollment Form or call an HSA Specialist at 866-685-1064. Within 5 business days of submitting a completed Investment Enrollment Form, you will receive an email with instructions on how to establish your HSA Investment password. Once logged in, you can fund your new investments from your HSA Checking account. An HSA Checking account must be opened before enrolling in HSA Investments.

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