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HSA Investments 2018 Webinar Series Karen Barnes Farm Credit Foundations

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Page 1: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

HSA Investments

2018 Webinar SeriesKaren Barnes

Farm Credit Foundations

Page 2: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

HSA Investments Journey

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Page 3: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

What’s an HSA?

An HSA is an account you can contribute to with pretax money deducted from your paycheck. This money is used for eligible health care expenses.

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Why do people love the HSA?• Use your funds for current & future

eligible health expenses• Unused funds roll over from year to

year• Enjoy investment options• Your HSA stays with you if you

switch employers, change insurance plans, or retire

Page 4: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Growing Your HSA!

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• $1,000 Minimum Balance• Diversified Mutual Funds• No trading fees

• Tax Free Growth• Easy movement

Page 5: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Member Experience

www.payflex.com

Page 6: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

First Time User?

Page 7: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Find Me

Page 8: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Create My Profile

Page 9: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Account Settings

• Update Profile Info• Link Bank Accounts• Setup Alerts/Notifications

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Page 10: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Account Notifications

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Page 11: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

My Investment Journey

Page 12: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Exploring My Investment Options

Page 13: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Fund Options

Page 14: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Ready to Invest?

Page 15: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Open Investment Account

Page 16: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Terms & Conditions

Page 17: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Investment Menu

Page 18: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Transfer Cash to Mutual Funds

Page 19: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Select Your Investments

Page 20: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Recurring Investment

Page 21: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Recurring Investment Setup

Page 22: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Recurring % Investment

Page 23: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Fund Selection

Page 24: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Confirm Selections

Page 25: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Confirmation

Page 26: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Account Activity View

Page 27: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Updated Dashboard

Page 28: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Need Cash?

Page 29: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Close Your Account

Page 30: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Sell Mutual Funds

Page 31: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Full or Partial Sell

Page 32: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Summary Page

Page 33: FCF Version HSA Investment Journey Member Experience Slides · 2018-07-31 · What’s an HSA? An HSA is an account you can contribute to with pretax money deducted from your paycheck

Questions?

•We’re here to help!

• At any time, contact PayFlex by selecting Help & Support from your PayFlex member website. You

can choose to call us directly or send an email.

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