HSA Investment Solution
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As the healthcare and financial markets continue to merge, consumers are requiring
better options for managing their health and wealth assets. Metavante is proud to
offer a fully outsourced investment solution in conjunction with all of our HSA
products.
The HSA Investment Solution is provided utilizing Metavante’s HSA platform for integrated
online access to the deposit transaction account, investment account, and line of
credit (LOC) components. Within this solution, the HSA platform is managed by M&I
Trust Company, providing you with all the capabilities you’ll need without the requirement
of your own financial institution’s trust charter or broker-dealer licensing. In
addition, our advanced technology provides:
- Client-initiated trades, conducted via the Internet
- A consolidated monthly account statement, reflecting positions in all three accounts
– DDA, investment, and LOC – which is available online and/or in a paper statement
- Online account management
- Flexibility in establishing investment account parameters or product definition
- Choice of funds, consisting of twenty-four (24) leading mutual fund families in
the market
- Investment account backroom operations services and specialized servicing with licensed
call center personnel