The HSA Guided Portfolio® tool allows HSA investment accountholders to personalize their asset allocation, using a variety of criteria including general health, HSA financial metrics and risk appetite. Once an allocation has been selected, they are then given the opportunity to implement and automatically rebalance those changes in their HSA investment account.
This educational video introduces the HSA Guided Portfolio tool, showing how users can personalize their investment allocation based on health metrics, risk preferences, and financial goals. The video demonstrates the guided choice process and automated rebalancing features.
We each have unique circumstances and our HSA investments should reflect that. That is why we believe in "We Guide, You Choose". This allows accountholders to ultimately choose their investment options and their rebalancing timing to meet their unique needs.
We've strived to make this calculator as friendly as possible for beginner investors while offering advanced capabilities for experienced users. Throughout the calculator users can intuitively access research, investment tools and helpful resources.
Automatic scheduled rebalancing functionality makes it easier for accountholders to maintain their asset allocation strategy, eliminating the need for manual rebalancing.