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 if your HSA is configured to offer this option.
If you see a link to log in to myHSA instead, follow the external investments (myHSA) guide.
Once your myHSA Investments account is open, you can move money into it at any time. For deposits, transfers are made from your Benepass HSA account into your myHSA Investments account.
Your first transfer
When you first register for myHSA Investments, you’ll be asked to make an initial transfer. You can choose any amount, including $0. You’ll also set your future investment elections from the available options in myHSA.
Additional transfers
After setup, you can make more transfers whenever you’d like by logging in to your myHSA account. Each transfer moves money from your Benepass HSA into your myHSA Investments account, following the elections you’ve chosen.
Note: “Matrix Trust Co.” will appear on your HSA transaction details for any transfer requests related to external myHSA investments. This name indicates activity associated with the myHSA investment platform.