Examples of HSA Investment Account in a sentence
Your HSA will consist of a Deposit Account (an interest-bearing account at a federally-insured depository institution) and, where applicable, an HSA Investment Account.
If you elect to establish an HSA Investment Account, the HSA Investments Terms and Conditions will be disclosed by the Investment Advisor at the time you establish this optional portion of your HSA.
All required disclosures of investment information and trade confirmations will be made electronically, and by opening an HSA Investment Account I consent to the electronic delivery/access of all documents of any issuer whose securities are made available to my HSA, including issuers and securities made available after the date my account is opened.
The HSA Investment Account is exclusively available online at xxx.xxxxx-xxxxxx.xxx.
If you elect to establish an HSA Investment Account, you will receive a copy of the HSA Investments Terms and Conditions disclosure which is provided by the Investment Advisor at the time you establish this optional portion of your HSA.
All investment transactions in the HSA Investment Account will be initiated and conducted electronically or by telephone.
Unless otherwise indicated, references solely to “HSA” in this Addendum and in your Agreement refer collectively to your HSA Deposit Account and your HSA Investment Account.
You agree that you will read and understand the prospectus for each of the mutual funds you have selected for your HSA Investment Account.
This Addendum and the Agreement constitute the entire agreement between Custodian and you with respect to your HSA Investment Account.
Thereafter, any time the balance in the Customer’s retail HSA account is $2,050 or more as of the Transfer Date, the excess $50 or more above the Base Balance of $2,000 will automatically transfer on the Transfer Date from the Customer’s retail HSA account to the Customer’s Designated HSA Investment Account, and the Customer’s HSA Retail Account Balance following the Transfer Date will be the Designated Base Balance, in this example $2,000).