Secure financial futures with an HSBA
By adding a Schwab HSBA to your lineup, you open up more investment opportunity. Schwab is driven to meet the needs of today's investors through constant innovation, choice with value and dedicated service and support.
Being financially prepared can help your employees make better health care decisions, which in turn helps you have a healthier and more productive workforce.
Schwab HSBA fact sheet
Investments are not FDIC insured, are not guaranteed by Optum Bank® and may lose value.
The Schwab Health Savings Brokerage Account is offered through Charles Schwab & Co., Inc. (Member SIPC), the registered broker-dealer, which also provides other brokerage and custody services to its customers.
Health savings accounts (HSAs) are individual accounts offered or administered by Optum Bank®, Member FDIC, and are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. States taxes may apply. Fees may reduce earnings on account. This communication is not intended as investment, legal or tax advice. Federal and state laws and regulations are subject to change.
Mutual fund investment options are made available through the services of an independent investment advisor, a registered broker-dealer. Orders are accepted to effect transactions in securities only as an accommodation to HSA owners.
Optum Bank is not a broker-dealer or registered investment advisor and does not provide nvestment advice or research concerning securities, make recommendations concerning securities, or otherwise solicit securities transactions.
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