Transfer Money to HSA Checking
Note Amount available may change due to market fluctuation, therefore you are allowed to transfer either up to 90% or 100% of the amount available.
| Fund Name | Amount Available | Amount to Transfer | Transfer 100% |
|---|---|---|---|
| AF PORTFOLIO SERIES MODERATE GROWTH AND INCOME | $45.976 | $ (up to $0.00) |
|
| AF PORTFOLIO SERIES MODERATE GROWTH AND INCOME | $45.976 | $ (up to $0.00) |
|
| AF PORTFOLIO SERIES MODERATE GROWTH AND INCOME | $45.976 | $ (up to $0.00) |
|
| Total | $0.00 | $ (Estimate) |
If you have Automatic Sweep Investing and/or any future scheduled investments, it will be turned off to ensure that funds you moved to your checking remain there and available for payments. If you wish to restart Automatic Sweep Investing or scheduled future investments, you may do so by clicking on "Manage Automatic Investment".
The investments you make through your BenefitWallet account are not federally insured, are not guarantees or obligations of SaveDaily or Benefit Wallet and may involve risk, including possible loss of principal.
The self-directed investment platform being offered by BenefitWallet is through SaveDaily Financial Group LLC (“SaveDaily”). SaveDaily is not affiliated with any adviser(s) whose name(s) appear(s) on the BenefitWallet website. UBS is a registered investment advisor and provides financial advisor services. BenefitWallet is independently owned and operated. BenefitWallet provides Health Savings Account access, while SaveDaily provides investment account recordkeeping services. SaveDaily has agreements with BenefitWallet under which SaveDaily provides participants with investment account recordkeeping related services. SaveDaily does not review the BenefitWallet website, and makes no representation regarding the content of the website. The information contained in the BenefitWallet website should not be considered to be either a recommendation by SaveDaily or a solicitation of any offer to purchase or sell any securities.