Transfer funds from your HSA to your investment account

Written by Aimee Reynard
Updated 1 year ago

Complete the following steps to transfer funds:

1. Use your credentials to log into your Ameriflex account.

The home page appears.

2. Locate and click Transfer to Investment.

It's located below your account balance.

The Transfer to Investment page appears.

You'll see the total amount that's available to you to invest.

Information: You must have a Health Savings Account minimum balance of $500.00 to transfer funds to investment.

3. Enter the desired amount to transfer in the Transfer Amount field.

4. Click Transfer.

You successfully submitted your desired amount to transfer funds from your HSA to your investment account.

Your account transfer will be completed within 2-3 business days.

Click here for a list of available investment options and performance information. 

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