HSA Investment Tools

HSA Investment Tools

 

In this section we highlight a few companies that make it easy to track HSA investments and fees.

Personal Capital

Personal Capital is an online financial advisor, combining robo-advisor algorithms with access to human financial advisors. Personal Capital charges a fee for their services, but they also provide a slew of financial and investment planning tools (free to non-customers), as well as the ability to link existing accounts and track spending, net worth, portfolio performance, retirement progress and fees. Personal Capital gives you a whole new way to see, understand, and manage your money with free online tools.


 
 

FeeX

FeeX (“Robin Hood of Fees”) is a free service that finds and helps you reduce fees in your HSA, IRA, 401(k), 403(b), brokerage and other investment-type accounts. The free service identifies existing fees in your savings account then helps you identify ways to reduce them.