HSA Search – Data request to be added to website

Requests to be added to HSA Search should be directed to [email protected].

• Name of HSA Provider
• Please send us a desired logo to be used on the HSA Search.
• Brief description of your HSA provider
• Link to HSA product offering on your website
• Is your HSA account FDIC or NCUA insured
• Whether or not you offer the following features to HSA consumers
  • Debit card
  • Checks
  • Online banking
  • Investment options
• Minimum balance to open an account
  • Any conditions for which this is waived
• Interest rate table
• Fee information
  • Monthly maintenance fee
  • Balance required to waive monthly maintenance fee
  • Annual maintenance fee
  • Balance required to waive annual maintenance fee
  • Account opening fee
  • Account closing fee
  • Account transfer fee
  • Any other fees applicable to your HSA
• Whether or not you offer the following investment options and applicable investment details
  • Mutual funds
    • Investing threshold
    • Investment fee
    • Mutual funds offered
    • Any other details on the program
  • Self-directed brokerage
    • Investing threshold
    • Investment fee
    • Any other SDB details
  • CDS
    • Any details on the certificate of deposits you offer
  • Other investment options
    • Any details on the other investment options you offer
• Link to online enrollment if offered
• Any screenshots of website/portal you’d like to show to consumers (we aren’t using currently but may in the future)
• Social Media links (if applicable)
  • Twitter:
  • Facebook:
  • YouTube:
  • Other:
• Customer service contact information
  • Phone number
  • Fax number
  • Physical address
  • Mailing address
  • Email address
• Sales contact information (if you want listed separately from customer service)
  • Phone number
  • Email
• Point of contact for further updates to this profile (will not be shared publicly)
  • Name
  • Email