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Minimums and cash balance requirements (in-app investments)

Minimums and cash balance requirements for HSA investments with the in-app experience

Updated this week

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.

Investments are set up so you always keep a portion of your HSA available for spending. This helps make sure your account is never fully tied up in investments if you need money for health expenses.

What to know

  • You can invest in increments of $25 or more

  • After investing, your account must still have at least $100 available for spending

Example

If you have $125 in your HSA, you can invest $25 and will still have $100 left in your account. If you have $115, you won’t be able to invest yet because putting $25 into investments would bring your balance below the $100 minimum.

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