HSAs are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. nor ConnectYourCare, LLC is a bank or an FDIC insured institution. Health savings accounts (HSAs) are individual accounts offered through Optum BankĀ®, Member FDIC, or ConnectYourCare, LLC, an IRS-Designated Non-Bank Custodian of HSAs, each a subsidiary of Optum Financial, Inc. Optum Financial and its subsidiaries are not broker-dealer or registered investment advisors and do not provide investment advice or research concerning securities, make recommendations concerning securities, or otherwise solicit securities transactions. Orders are accepted to effect transactions in securities only as an accommodation to HSA owners. Brokerage services are offered to certain accountholders through TD Ameritrade, Inc., Member FDIC/SIPC and a subsidiary of The Charles Schwab Corporation. The Schwab Health Savings Brokerage Account is offered to certain account holders through Charles Schwab & Co., Inc., Member FINRA/SIPC. Discretionary advisory services are provided by Betterment LLC, an SEC-registered investment adviser, with associated brokerage transactions provided by Betterment Securities, Member FINRA/SIPC. Self-directed mutual fund investment options are made available through the services of an independent investment advisor, or your plan sponsor. *You must meet the minimum deductible for a qualifying high-deductible health plan.
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