Health Wallet Support

Take full advantage of your health savings account.

HSA guides

Learn whether health savings account funds are insured by the FDIC.

The FDIC & HSAs

Looking for the account number or routing information of your health savings account? Here's where to find it.

Find the account number for your HSA

Learn why you're asked to share sensitive data like social security numbers (SSN).

Federal law requirements for sensitive data like social security numbers

What's a health savings account and how does it work? Here is a quick guide to give you a well-informed start!

Getting started with HSAs

What's the difference between an HSA and an FSA, HRA, or 401(k)?

Comparing HSAs to FSAs, HRAs, and 401(k) plans

Learn how to change your name and acceptable documents for verification.

Change the name on your account

HSA basics

Use the HSA Contributions Tracker to calculate your contributions.

Access the HSA contributions tracker

Learn more about making a last-minute contribution for the previous tax year with your health savings account.

Making HSA contributions for the previous tax year

Want to know how much you can save this year on taxes with your health savings account?

Understanding HSA contributions

Life happens, and it can change how much can be contributed to an HSA mid-year. Here's how to figure out the right limit in every situation!

Mid-year changes and your HSA contribution limit

Ready to add funds to an HSA? Here's how to contribute by bank transfer, paycheck, or mail.

Contribute to your HSA

Put money into your account and in line with IRS rules

HSA contributions

Your rollover got labeled as a new contribution? Here's how to fix the category.

Fixing a rollover marked as a contribution

Contributed more than your annual limit, or made a deposit you didn't mean to? Here's how to withdraw it.

Correcting an overcontribution

Got refunded for something you paid with your HSA? Here's how to keep it from counting as a new contribution

Fixing a refund miscounted as a contribution

Spent HSA funds on something that wasn't qualified? Here's how to fix it.

Correcting an unqualified expense

Learn how to correct an overcontribution, unqualified expense, refund, or rollover.

HSA corrections

Can non-dependent children open up a separate health savings account? Can you cover their medical expenses? Let's review.

Rules for HSAs and adult children under 26

If you're no longer on an HDHP, you can't contribute to a health savings account but may continue paying for qualified medical expenses.

Rules for HSAs when leaving a high deductible health plan (HDHP)

Can you be covered under a non-HDHP plan and still contribute to a health savings account? Likely not, but there are exceptions.

Exceptions to the HDHP requirement for HSAs

Enrolled in Medicare Part A or Part B? Already have an established health savings account? Let's discuss.

Medicare enrollment and HSAs

Do I qualify for an HSA? Learn more here!

Eligibility requirements to open an HSA

HSA eligibility

Learn here about the investment assets supported on this platform for investing health savings account funds.

Supported HSA investing options: ETFs, mutual funds, and stocks

Your health savings account balance is a sum of your cash and investment balance. Learn what these balances mean and why they matter.

Understand HSA cash and investment balances

We're making trades, baby! Learn how to buy and sell investment securities with your health savings account.

Make an HSA investment trade (buy or sell)

Here are answers to frequently asked questions about HSA investing.

HSA investment FAQ

Health savings accounts offer tax-free investing and growth. Learn how to invest your HSA funds on our platform.

Invest your HSA funds

Do you have a health savings account and want to deactivate your investment account? Here’s how.

Deactivate your HSA investment account

Learn how to activate Auto Invest so you can put your HSA investment strategy on cruise control.

Set up automatic investments for your HSA

Learn when you can invest and how holidays impact trading hours.

Trading hours and market holiday closures

Learn about investing with your health savings account

HSA investing

What happens to health savings account assets during a divorce? Find your answers here.

Divorce law and HSAs

Are health savings accounts safe from debt collectors? It depends on your state of residence.

Bankruptcy law and HSAs

Understand how to use your health savings accounts if you are diagnosed with a short-term or long-term disability.

Navigating disability with an HSA

Decide who you'll select as the beneficiary for your health savings account funds by understanding the tax implications of your selection.

Select beneficiaries for your HSA

HSA life events

Is there deadline for health savings account reimbursements? Not really, but some dates do matter.

HSA reimbursement deadlines

You might be wondering, "Why can’t I withdraw money from the ATM with my HSA card?"

ATM withdrawals

See the four cases where HSA funds can cover insurance premiums.

Exceptions permitting HSA funds for premiums

See who qualifies for HSA-covered expenses: Your spouse, dependents, and a few exceptions.

Using your HSA for your family's medical expenses

Wondering whether you need to keep receipts for your HSA spending, or what to do if you've lost one? Here's what to know.

Recordkeeping for HSA expenses

​Withdrawing funds from your HSA and unsure what to pick? Learn the difference between Qualified, Unqualified, Correction, and Rollover.

Categorize funds leaving your HSA

Your health savings account has a lot of eligible expenses. Review this list of qualified medical expenses to ensure you maximize your HSA!

Qualified medical expenses for HSAs

Learn how to use your Health Wallet to buy HSA-eligible products

Shop with HSA Store

Got an HSA expense to reimburse? Learn how to submit it now, or save it for later.

Submit an HSA reimbursement

Depositing funds into your HSA and unsure what to pick? Learn the difference between New Contribution, Reimbursement Correction, and Rollover.

Categorize funds coming into your HSA

Learn what triggers the 20% IRS penalty on HSA distributions and how audits check for it.

IRS penalties for unsubstantiated or non-qualified expenses

HSA spending

Learn how to transfer funds between HSAs using a trustee-to-trustee transfer or rollover, and how to request a transfer in or out.

HSA-to-HSA account transfers

You can roll funds from an IRA to an HSA, generally just once in your lifetime. Here's what to know before you do.

Transferring IRA Funds to Your HSA

Learn how to transfer funds to or from a new provider.

HSA transfers

<span style="color: rgb(255, 255, 255);">This information is general and educational in nature and should not be considered legal, investment, compliance, or tax advice.  This information is believed to be accurate as of the publication date, but is subject to change.  We cannot guarantee that such information is accurate, complete, or timely, and make no warranties regarding the information or the results of its use.  We disclaim any liability arising from your use of, or any tax or financial position you take in reliance on, this information.   Consult an attorney or tax professional regarding your specific situation. ©2026</span>

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