Overview
In-app investments
A built-in investment experience inside the Benepass app that lets you view balances, set allocations, and track performance without leaving Benepass.
Benepass offers a built-in way to invest funds in your Health Savings Account (HSA). This guide explains how to get started with in-app investments.
Who has access?
In-app investments are available when your HSA is connected to the in-app experience.
If you see an Investments tab inside the Benepass app, you have access.
How it works
You’re able to submit an application to open an investment account
The account appears directly in your HSA view in the Benepass app
You can see your HSA balance, available cash to invest, and your portfolio all in one place
Setting up your account
Log in to your Benepass account on web or mobile
Navigate to your HSA account page
Click on "Invest your HSA"
Fill out and submit the investment account application
Receive confirmation via email and in your Benepass account about your application status
Once your account is opened, you can:
Review your available balance for investing
Explore your portfolio options
Set your first allocations when you are ready