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How do I transfer money between investments in my HSA Investment account?

If you would like to move money directly between funds in your HSA Investment account:

  1. Log in to your HSA Investment account at theHSAauthority.com. To log in, select "Login" in the upper right corner of the page, then "Investments" and “HSA Investment Account Access.”
  2. Once logged in, select "Transfer Between Investments" under the Invest > Manage Portfolio menu.
  3. On the Select Transfer Type page, choose whether to Transfer Using Dollars or Transfer Using Percentages. Note: If you wish to transfer more than 90% of the balance out of a fund, it is recommended to use the Transfer Using Percentages option.
  4. On the Select Transfer Source(s) page, pick which fund, or funds, to move dollars from (i.e. $150 from Fund A, $200 from Fund B, etc.) or which fund, or funds, to move percentages from (i.e. 100% of your dollars in Fund A, 50% from Fund B, etc.) and choose "Continue".
  5. On the Select Transfer Destinations(s) page, pick which fund, or funds, to move dollars to (i.e. $150 to Fund C, $200 to Fund D, etc.) or which fund, or funds, to move percentages from (i.e. 100% of your dollars to Fund C, 50% to Fund B, etc.) and choose "Continue".
  6. On the Review Your Transfer Page, review your request and select "Complete Transfer" to complete your request.
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