Health Savings Account Investments

Investing Your HSA Money

While your HSA money may earn interest in the deposit account, you can increase your earnings potential by investing that money. Once you have at least $500 in your HSA, you can choose from a variety of mutual funds offered through Associated Trust Company.

Health Savings Account Investment Funds List

You can choose to invest the money you contribute to your HSA in one or more of the following no-load mutual funds. To learn about specific fund companies, click on the links that follow the fund list. You can change your investment selection at any time with no transaction costs.



Name Asset Class Ticker Symbol
GS Financial Square PrimeCapital Preservation FPOXX
T Rowe Price Short Term Bond AV ClassShort-Term Bond PASHX
American Funds Bond Fund Of Amer R-3Intermediate-Term Bond RBFCX
PIMCO Total Return RIntermediate-Term Bond PTRRX
Templeton Global Bond RWorld BondFGBRX
Franklin Income Fund RConservative Allocation FISRX
American Funds American Balanced R-3Moderate Allocation RLBCX
BlackRock S&P 500Large Cap Blend BSPAX
American Funds Growth Fund of Amer R-3Large Cap Growth RGACX
American Funds Washington Mutual R-3Large Cap Value RWMCX
Goldman Sachs Growth Opp A SharesMid Cap Growth GGOAX
American Century Equity Income ADVLarge Cap Value TWEAX
Invesco Small Cap Growth ASmall Cap Growth GTSAX
Goldman Sachs Small Cap Value ASmall Cap Value GSSMX
American Funds EuroPacific Growth R3Foreign Large Blend RERCX
American Funds New World R3Diversified Emerging Markets RNWCX

Fund information requires Adobe Acrobat Reader.

American Century | American Funds | BlackRock | Goldman Sachs | Invesco


Health Savings Investment Account - Initial Enrollment Form

Use this form to open a new HSA Investment account. (For subsequent transfers between your HSA Checking and HSA Investment accounts, either use the HSA Transfer Form below or contact Customer Care at 800-431-4649 to transfer via the telephone.)

Please sign this form and return to Associated Bank using one of the following methods:

  • Faxing to Associated Bank at 920-727-5312
  • Mailing to Associated Bank, Attn: HSA/RPS Support, P.O. Box 1007, Neenah, WI 54957-1007 Mail Stop 7116
  • Emailing to Associated Bank. Please contact Customer Care at 800-431-4649 and request a secure email. If this is the first secure email from Associated Bank, open the attachment and register as a new user. Once registered, open the attachment and reply, attaching your form.

Your Health Savings Investment Account will be established and a Personal Identification Number (PIN) will be mailed to you. After you have the PIN, you can change your investment elections online.



Health Savings Investment Account - Transfer Form

Transfer funds between your existing HSA Investment Account and your HSA Checking Account. (Do not use this form to open an HSA Investment Account.)

Please sign this form and return to Associated Bank using one of the following methods:

  • Faxing to Associated Bank at 920-727-5312
  • Mailing to Associated Bank, Attn: HSA/RPS Support, P.O. Box 1007, Neenah, WI 54957-1007 Mail Stop 7116
  • Emailing to Associated Bank. Please contact Customer Care at 800-431-4649 and request a secure email. If this is the first secure email from Associated Bank, open the attachment and register as a new user. Once registered, open the attachment and reply, attaching your form.




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