Investment Processing. You must complete all investment transactions, including all communications and instructions, through your HSA website account. You may use your HSA website account to place orders for the purchase and sale of mutual funds or other investments we make available. You hereby authorize and direct us to accept such investment instructions from your HSA website account, to pay for mutual fund share purchases from your HSA, and to transfer proceeds from the sale of mutual fund shares to your Cash Account. Investment instructions that require the movement of cash to or from your Cash Account, which includes auto- investment transfers or one-time transfers, will be processed the Business Day following the Business Day investment instructions are submitted on your HSA website account. Investment instructions that do not require the movement of cash to or from your Cash Account, (such as investment election changes, realigning your portfolio or scheduling an automatic-realignment of your portfolio) will be processed on the same Business Day if received prior to Close of Market. Any instructions received after Close of Market, will be processed within one
Appears in 7 contracts
Samples: Custodial Agreement and Disclosure Statement, Custodial Agreement and Disclosure, Custodial Agreement and Disclosure Statement
Investment Processing. You must complete all investment transactions, including all communications and instructions, through your HSA website account. You may use your HSA website account to place orders for the purchase and sale of mutual funds or other investments we make available. You hereby authorize and direct us to accept such investment instructions from your HSA website account, to pay for mutual fund share purchases from your HSA, and to transfer proceeds from the sale of mutual fund shares to your Cash Account. Investment instructions that require the movement of cash to or from your Cash Account, which includes auto- investment transfers or one-time transfers, will be processed the following Business Day following the Business Day investment instructions are submitted on your HSA website account. Investment instructions that do not require the movement of cash to or from your Cash Account, (such as investment election changes, realigning your portfolio or scheduling an automatic-realignment of your portfolio) will be processed on the same Business Day if received prior to Close of Market. Any instructions received after Close of Market, will be processed within one
Appears in 2 contracts
Samples: Custodial Agreement and Disclosure, Custodial Agreement and Disclosure
