• To assist you in meeting your future financial goals, the investment account offers a list of funds from some of the top names in mutual fund families. In addition, there is a money market savings account option: the Fiserv Trust Institutional Money Market Account, which is an FDIC-insured depository account. Click Here for a list of the available mutual funds.
• Through our secure website or IVR (automated phone system), you may access your investment account information, enter investment elections place trades and review the performance of all of your self-directed investments. In addition, the website provides you fund information, prospectuses, investment education and more.
• Refer to your HSA Schedule of Fees for the monthly service fee applicable to your account.
• You will receive one consolidated monthly statement that includes information for all of the components of your health savings account.

*Fiserv Trust Company does not render investment advice nor have any discretion for the investments provided and does not make any representations or warranties that it does. Mutual fund accounts are not deposits in, or obligations of, and are not guaranteed by Blue Healthcare Bank or Fiserv Trust Company. Mutual funds are not FDIC insured and are subject to investment risk, including the possible loss of the amount invested.

Fiserv Trust Company, member FDIC. Investment Products: Not FDIC Insured. No Bank Guarantee. May Lose Value.