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.
Fund information requires Adobe Acrobat Reader.
Health Savings Investment Account - Initial Enrollment Form
Enrollment forms for new investors will not be accepted between 7/14/2017 and 8/14/2017 as we convert to our new HSA Plus online portals.
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.