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 the funds in your Health Savings Account (HSA).
Who has access?
If you’re able to submit an investment account application directly in the Benepass app, or if you can see an Investments Summary card, you have access.
Setting allocations
You choose how to invest your HSA by setting percentage allocations across the available investment options enabled by your employer.
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 on the top right of the “Portfolio” section
Enter your desired allocations
When entering your allocations, keep in mind:
Rebalancing may occur during market hours on the current or next trading day
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
Investing involves risk, including the possibility of loss
Automatic rebalancing
Your allocation update sets a target for your portfolio. If your portfolio drifts more than 10% from your chosen targets, it will automatically rebalance to help bring it back in line.
Rebalancing is not immediate or on-demand. It may occur during market hours on the current or next trading day.
What this means
You stay in control of your portfolio, and Benepass keeps it aligned automatically over time.