Make One-time Investment
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Here's a summary of your selections.
Submitted
Aug 07, 2018 2:03 PM EDT
The transfer from your HSA checking account to your HSA investment account can take up to 3 business days.
A record of this transaction will be saved in investment activity.
Go to your new Investment Dashboard.
Amount
Note $1,000.00 will be transferred to your Investment account and placed into the mutual funds you've selected.
All purchase and redemption requests requested prior to 2 PM EST will be processed with best effort for that business day. Any transactions requested after 2 PM EST will be processed the next business day. All transactions will be priced at the NAV in effect at that time. Settlement of fund purchases will take approximately 3 business days. Settlement of fund redemptions will take approximately 4 business days.
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.