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Getting started (external investments - myHSA)

This guide walks through how to get started with external HSA investments using myHSA

Updated this week

Overview

External investments (myHSA)

An investment experience offered through Benepass’s external partner, myHSA, where you manage investments via the myHSA platform.

Benepass offers the option to invest through myHSA Investments, an external platform. This guide walks through how to get started with external investments (myHSA)

Who has access?

In-app investments are available when your HSA is connected to the in-app experience.

How it works

  • You’re able to open an account with myHSA

  • The account is accessible through the myHSA site, via its own unique log-in

  • You can view and manage your investment portfolio through the myHSA site

Setting up your account

  1. Log in to your Benepass account on web or mobile

  2. Navigate to your HSA account page

  3. Click on the link to myHSA

  4. A new browser tab or window will open, directing you to myHSA

  5. Fill out and submit the investment account application

  6. Register for a myHSA account

Tip: You’ll need the account and routing numbers for your Benepass HSA account to register on the myHSA site.

You can find these on your HSA account page under the “View details” button

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