Health Savings Account Rules

 

 


HSA Administrator

 
HSA Bank

Interest
(APY)

Rates as of 2/2010
Subject To Change

$0-$499.99: 0.20%
$500-$2499.99: 0.50%
$2.5K-$4,999.99: 0.85%
$5K-$14,999.99: 1.25%
$15K+: 2.00%
FDIC Insured
(Funds in Interest-bearing Account)
YES
Securities Investment Options
(Brokerage Account)
Options: Access to stocks, bonds, and over 11,000 mutual funds
Threshold: No minimum balance necessary
Fees
Set Up Fee: No fee
Monthly Maintenance Fee: $2.25 - waived on balances of $3,000 or more
Closing Fee: $25
Brokerage Account Fee: $0
Investment Transaction: Buying, selling, and trading fees may apply. Up to 1,000 mutual funds available at no charge.
Checks: $7.95 for 50 checks
Debit Cards: No charge for 1st 2 cards. $6 for each additional card.
Other Fees: None
Auto Reimbursement NO
Balance Requirements $0
Statements/Reporting View detailed transaction history online and receive quarterly statements

This information is for illustration purposes only and was valid as of 2/18/2010.  Please contact the HSA Bank plan administrator directly for current details as they do change frequently.