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.
You choose how to invest your HSA by setting percentage allocations across the available investment options enabled for your employer.
Setting allocations
To set your portfolio allocation:
Log in to your Benepass account on web or mobile
Navigate to your HSA account page
Click on the “Update %’s” button under “Investment summary”
Enter your desired allocations
When entering your allocations, keep in mind:
Allocations must be whole numbers between 0 and 100
Total allocations must add up to 100%
You can change your allocations at any time in the Benepass app
Automatic rebalancing
Portfolios automatically rebalance if allocations drift more than 10% from your chosen targets. On-demand rebalancing is not available at this time, but you are able to change your portfolio allocation at any time.
What this means
You stay in control of your portfolio, and Benepass keeps it aligned automatically over time.