Investment Options
Saturna "NO FEE" HSA
Invest in any of Saturna Capital's eight no-load mutual funds and never pay any annual,
monthly, or transaction fees on your HSA accounts. Saturna offers four equity, one balanced, and three bond mutual funds.
Saturna Brokerage HSA
You may elect to invest your HSA in a Saturna Brokerage HSA Account, allowing
you to use your HSA account to invest in a broad array of investment options,
including: non-Saturna mutual funds, stocks, options, etc. A $25 annual fee
and brokerage commissions apply to this selection. Your
brokerage account comes standard with Electronic Funds Transfer (EFT) options,
allowing you the ability to move money easily and with no charges between
your personal bank account, and your brokerage account. The brokerage account
automatically invests excess cash in your choice of three
core money market funds, and withdraws it to cover debits. Your cash automatically
continues to earn money market interest every day!
Automatic transfers
Using ACH (Automated Clearing House, also known as EFT), Saturna HSA customers
can automatically withdraw cash from a bank account and deposit it in their
health savings account, and/or withdraw cash from their Saturna account and
deposit
it in a designated bank account. Transactions can be
scheduled any business day desired-employing a weekly, monthly or quarterly schedule.
ACH can be used for both Saturna HSAs and Saturna Brokerage HSAs.
Checkwriting
Checks may be written from of your Saturna Mutual Funds HSA account in the minimum amount of $500. You may also call and request a check in any
amount greater than $25 from either your Saturna HSA or Saturna Brokerage HSA to be sent to you, or a third party.
