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.
With the WealthCare investment platform, you only need an HSA cash account balance of $500 to start investing.
- 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.
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 and conditions of the Health Savings Account Custodial 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.
WealthCare Saver, a dba of Alegeus Technologies, LLC, is a licensed Non-Bank Custodian of HSA cash accounts.
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.