MHSA Investments

INVESTMENTS GUIDE & RESOURCES

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HSA Investments

There are many perks to having an HSA. Not only are they a great way to pay for medical expenses and save on taxes, but you can also invest your HSA funds to create a powerful future financial asset.

MHSA Investments FAQs

How do I qualify for investments?
To qualify for investments you need a balance of $2000 or more. You will be able to invest anything over the $2000 balance.
Do I need to maintain a minimum balance of $2000 to keep my investments?
No, you just won’t be able to make any new investments if your balance goes below $2000.

 

Is there a monthly fee to participate in investments?
Yes. A monthly fee of $3.95 will be deducted from your HSA balance.

 

Will my investment balance cover claim payments or purchases with my MotivHealth HSA Debit Card?

No, your investment and HSA balances are separate. In order to use investment funds for claim or debit card payments, you will need sell invested funds.

Are my investments FDIC insured?
No, investments carry risk and are subject to loss. Losses are not insured.

 

MotivHealth Investment Options

Listed below are the funds that are offered 

Fund nameS

S&P 500 Value Vanguard
S&P 500 Vanguard ETF
S&P 500 Growth Vanguard
Mid-Cap Value ETF Vanguard
Mid-Cap ETF Vanguard
Mid-Cap Growth ETF Vanguard
Small Cap Value ETF Vanguard
Small Cap ETF Vanguard
Small Cap Growth ETF Vanguard
Total International Stock Vanguard ETF

Vanguard Extended Market ETF
Vanguard Materials ETF
REIT Vanguard ETF
Emerging Markets Stock Idx ETF Vanguard
Vanguard Information Technology ETF
Health Care Vanguard ETF
US Total Bond Market Index ETF Vanguard
Short-Term Bond ETF Vanguard
Total International Bond Index Vanguard
S-T Inf-Protected Treasury Bond Vanguard

Forms & Documents

MHSA Investment Options

HSA Transfer Form

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MHSA Investment Options

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Steps Program Basics


Why Participate: So, you and your covered spouse can earn $1 for each day you walk 8,000 or more steps up to 20 days a month. All incentives earned this way are deposited into your HSA.

How to Participate: Create your MotivHealth member account. Sync an eligible device (Garmin, Fitbit, or Apple) and walk your way to $1 a day.

Who’s Eligible: You, the policy holder and a covered spouse.

Rx Program Basics


Why Participate: Spending $200 or more on prescriptions each month? We can help you eliminate or significantly lower your out-of-pocket costs.

How to Participate: Simply call one of our Prescription Benefit Analysts:
(385) 247-1030

Who’s Eligible: You, the policyholder and your covered dependents.

Prompt Pay Program Basics


Why Participate: Save between $250-$3,000 on out-of-pocket costs on planned medical procedures.

How to Participate: Simply call us before your scheduling your procedure, and we'll help you find a participating Prompt Pay facility / provider.

Who's Eligible: You, the policyholder and your covered dependents.

Price Transparency Tool Basics


Why Participate: Lower your out-of-pocket costs by empowering yourself to take charge of your healthcare.

How to Participate: Our Price Transparency Tool is accessed via your member portal. Simply create your account and click "Find Care."

Who's Eligible: You, the policyholder and your covered dependents with member accounts can access this tool.

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