Make changes to your investment account

Complete the following steps to make changes to your investment account:

1. Use your credentials to log into your Ameriflex account

The home page appears.

2. Locate and click HSA Investment Portal.

It's located under your account balance.

The HSA Investment Portal Summary page appears.

3. Click Invest.

A drop down menu appears with a list of investment options. 

1) Set Future Investment Elections - choose this option if you'd like to see how new money transferred from your HSA to your HSA investment account is allocated. 

2) Manage Portfolio - choose this option if you'd like to reallocate existing funds within your portfolio. 

3) Manage Automatic Rebalancing - choose this option if you'd like to automatically realign your HSA investment account based on your future investment elections on a monthly, quarterly, semi-annual, or annual basis. 

4) Move Money - choose this option if you'd like to move funds in your HSA investment account back to your HSA base account. 

For a list of available investment options and performance information please click here.

Selling Individual Funds

You can now select individual investments to sell when moving your money from your HSA investment account to your HSA deposit account. If you would like a guided walkthrough of the process, check out the recorded demo.

Investment Glossary

A glossary of key investment terms are now available inside of your investment portal! You can find the glossary by navigating to the Tools & Education page.

Realignment

For steps to realign your investment portfolio, watch the video below: