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).
Who has access?
In-app investments are available when your HSA is connected to the in-app experience.
If you see a section to open an investment account or an Investments summary card inside the Benepass app, you have access.
What to know
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.
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.