*Estimate of potential income tax savings from HSA contributions and earnings.

SECURITIES AND INVESTMENTS
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Past performance is not indicative of future results.  

Annual asset-based fees may apply and are deducted from the investment balance on a quarterly basis. Accountholders can view exact fees in their online account.

DriveWealth, LLC, a registered broker-dealer and Member FINRA/SIPC, is the clearing broker and custodian of your assets in the HSA Invest program. Investment advisory services are offered through Precision Fiduciary Partners, LLC, an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. Additional information about Precision Fiduciary Partners can be found in its Form ADV Part 2, Form CRS and Privacy and Cookies Policy, which are available to the accountholder in their online account. 

HSA Bank is not registered as a broker-dealer or investment advisor. Neither HSA Bank nor DriveWealth provide investment advice to HSA Invest program investors. HSA Bank, DriveWealth and Precision Fiduciary Partners are not affiliated, not responsible for the products and services offered or provided by the other and do not provide legal or tax advice.

The Mesirow and Precision Fiduciary Partners, LLC names and logos are registered service marks of Mesirow Financial Holdings, Inc. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates.