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I am planning to open HSA account with TD bank. Will I be able to invest into Mutual funds from HSA account? Also, what are the different fees involved in setting up HSA account?
Santosh, Morris Plains
November 21, 2014 09:42:09 AM
1 person recommended this |
In reply to Santosh, Morris Plains
Great question, Santosh, and thanks for stopping by TD Helps for your answer. We are happy to assist you!
With all the features of a Checking account and competitive, tiered interest rates, TD Bank’s Health Savings Account (HSA) is designed to help you save for, and pay for, medical expenses. HSAs have valuable tax advantages, and give you flexible options for managing health care costs. It is not an investment account. Please visit here: http://bit.ly/1cDNIR3 for more information about our HSA account.
If you have any questions, you may give us a call 24/7 at 888-751-9000 to speak with a Customer Service Representative. Also, our dedicated IRA Department is available Monday through Friday, 8:00am to 6:00pm to answer HSA questions. Please call (800) 597-4437 and choose Option 3. Lastly, we invite you to visit here: http://bit.ly/1uC0o7E for all the information you may need to know about our HSA account.
You will need to bring a valid photo I.D. (Driver's License, Passport, Military I.D. etc.) and Social Security number with you in order to open an HSA account. . You must visit your local TD Bank store during normal lobby hours to open an HSA account. To find out TD store locations near you, please visit, http://bit.ly/TDStores.
If you are a Non-US resident and do not have SSN at this present time, you will need to bring two forms of identification with you and stop by your local TD Bank Store during our lobby hours to set up your new account. One form of ID must be a Non-US passport and the second form of ID you may select from the list below:
- Employment ID with Photo and Signature
- State Issued ID or Driver's License with Signature
- Foreign Driver's License with Photo
- US Employment Authorization card with Photo, Signature and Expiration Date
- College ID with Photo
- Alien Registration Card with Photo
- Permanent Resident Card with Photo
If you are looking to invest in mutual funds, our friends over at TD Ameritrade may be of help to you. TD Ameritrade is our brokerage affiliate and also falls under the TD Shield. Though we are under the same TD Shield we are two different business entities. We ask that you contact TD Ameritrade directly at 800-400-3603. Here is a quick link to the TD Ameritrade web site too: http://bit.ly/1o5CpfJ.
Let us know if you have any other banking questions. Have a fabulous day!
LiShu R, mount laurel
November 21, 2014 09:43:41 AM