Brokerage

Investors who are experienced in advanced research, filters, and trading will benefit from our brokerage investment path. This path gives access to thousands of investment instruments including stocks, ETFs, and mutual funds.

Brokerage Investment Platform

Benefits of a Brokerage

Participate in Individual Stocks or Vehicles

Investors weigh the higher risk and potential returns of individual stocks against the lower risk and modest returns of investment vehicles like mutual funds.

Potential for Higher Return

Unlike standard HSA savings accounts that offer limited interest, a brokerage account enables you to pursue higher returns through a variety of investment opportunities.

You take full control

Seize control of your investments to experience growth by making informed decisions aligned with your personal goals, leveraging the autonomy to shape your financial journey.

Take the Wheel

Seize control of the situation, leveraging your knowledge and strategic thinking to steer towards success and overcome challenges on the path to your established objectives.

Brokerage 

Investors experienced at advanced research, filters and trading across thousands of available investment instruments such as stocks, ETFs, and mutual funds.

FEE: $1.50 + 50 basis points

$2.50 added with an investment balance under $2000

 

effort to manage

Investment Options

Managed Path
Self- Directed ETFs
Brokerage

Invest Today

Join 28k+ users

We eagerly anticipate your participation on our platform as you enhance your HSA investment approach

Invest Today

Join 28k+ users

We eagerly anticipate your participation on our platform as you enhance your HSA investment approach