Initial Set-Up |
$25.00 |
Monthly Maintenance |
$3.95 |
Disbursement (ACH) |
FREE |
Disbursement (Check) |
$5.00 |
Statement (Mailed) |
$3.00 |
Statement (Online) |
FREE |
Account Termination |
$25.00 |
Debit Card–Primary Card
(Optional) Monthly recurring |
$5.00 |
Debit Card–Secondary Card (Optional) Monthly recurring |
$3.00 |
Investment Account (Optional)
Portfolio Annual Fee |
$36.00 |
Trade Fee |
$3.95 |
Claims Vault Storage
Monthly recurring |
$2.00 |
Current Interest rates *(Subject to change)
$100.00 balance required at all times.
Up to $500.00 |
0.0% |
$501.00 - $2,000.00 |
1.5% |
$2,001.00 - $2,500.00 |
2.0% |
$2,501.00 - $5,000.00 |
2.25% |
$ 5,001.00 - $10,000.00 |
2.75% |
$10,000.00 + |
3.25% |
*All fees to be deducted from the HSA/MSA.
*Investment account requires a $2,500 minimum balance in the HSA/MSA before participating.
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