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Health Savings
Accounts

   Piggybank

We let you manage your HSA your way with our award- winning tools, outstanding service, and low costs.
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Manage Your HSA Your Way

HSAs can help you manage health care costs by using tax-free contributions for health care. optionsXpress has teamed up with HSA administrators to offer brokerage services for excess funds deposited into an HSA.

If you would like to open an HSA, please contact one of these administrators to begin the process. They will help you establish an HSA and set up a new optionsXpress account to direct the excess funds into for investment.

HSA Resources HSA Trustee Services

Once your HSA investment account is active at optionsXpress, you will be able to manage the account like any other brokerage account here with the exception that you can only add or withdraw funds to/from your designated HSA checking account that has been set up for you by your HSA provider.

If you'd like to learn more about HSAs, please read our press release.

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