Flexible Investments, Lower Minimums

Want your HSA money to make you money? Investing your HSA funds may be a great option for you. All you need is an HSA cash account balance of $500. Bonus fact: Any investment earnings you make with your HSA are tax free!

WealthCare Platform

How to Invest

With the WealthCare platform, investing your HSA funds is as easy as 1, 2, 3! Your investment accounts can be created and managed through the WealthCare portal.

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Why Invest?

Your HSA is a powerful investment vehicle and can help you better prepare for your future. HSA investments offer an unparalleled tax advantage that even a traditional retirement account – like a 401(k) or IRA – simply can’t match. Why? Because you never pay taxes on earnings or withdrawals for qualified medical expenses!

With the WealthCare investment platform, you only need an HSA cash account balance of $500 to start investing.

Easy-to-Use Investments

  • Real-time account opening and trading: Easily track where your hard-earned money is and how it’s performing.
  • Modern investment options: Whether you’re new to investing, or a seasoned investor, our range of investment options can meet your needs.
  • Easy access: Manage your HSA cash account and your investments from a single portal and mobile app.

 

Try It Out!

We exist to ensure you have a healthier future.

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Alegeus Technologies, LLC, d/b/a WealthCare Saver, is licensed with the IRS as a Non-Bank Custodian.

Nothing in this communication should be relied on in any manner as legal, tax or investment advice nor an offer to sell, recommend or a solicitation of an offer to buy any securities, products or services, by any of WealthCare, WealthCare Saver, CAPTRUST, or DriveWealth, LLC, or by any other person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.  Nothing on this platform should be relied on in any manner as legal, tax or investment advice or as an offer, recommendation, or solicitation to buy or sell any security.

Investments in securities are not FDIC-insured, are not bank issued and are not guaranteed. The balance in your HSA Investment Account is subject to investment risks, including fluctuations in value and the possible loss of the principal amount invested. Investing through the WealthCare Saver investment platform is subject to the Terms & Conditions of the Health Savings Account Custodial Agreement, the HSA Investments – CAPTRUST Terms and Conditions, the DriveWealth, LLC Brokerage Account Agreement, and any applicable investment supplement(s). For information regarding underlying investment expenses, earnings, and distributions, see the applicable investment prospectus and other publicly available information.

CapFinancial Partners, LLC (“CAPTRUST”) is an investment adviser registered under the Investment Advisers Act of 1940. CAPTRUST acts as investment advisor with respect to the investments available in your HSA. In addition, you may choose to have CAPTRUST manage your HSA account on a discretionary basis.

Brokerage services are provided by DriveWealth, LLC, a registered broker-dealer and member of FINRA and SIPC. SOC 2 Type 2, GDPR, CCPA compliant. Registered in all 50 U.S. states.

WealthCare Saver, DriveWealth, LLC, and CAPTRUST are not affiliated companies.