• Alternative Asset Custody Solutions
  • Millennium Advantage
  • Alternative Investments
  • Committed to Quality
  • For Advisors
• Automatic Rollover Programs
  • Millennium Advantage
  • The Rollover Process
  • Missing Participants
  • Safe Harbor
  • Terminated Plans
  • Who We Work With
  • Other Custody Solutions
• Employer-Sponsored IRAs
• Health Savings Accounts
  • Millennium Advantage
  • Features of HSA Manager
  • For Investment Professionals
  • Investment Options
  • Funding Options
  • HSA Guidelines
  • For Advisors
• Private Fund Custody Services
  • Millennium Advantage
  • Service Model
  • Committed to Quality
• Advisor Services
  • Millennium Advantage
  • Exceptional Support
  • Committed to Quality
  • Partnering with MTC

Advisors and Hsas 

HSA Manager and You

We built HSA Manager to be flexible and to fit your institution’s needs. HSA Manager offers investment professionals (fee-only or traditional brokers) a new opportunity to capture, manage and retain valuable investment assets, build business through commissions or fees while helping clients pay for their growing healthcare expenses today and into the future.

HSA Manager allows investment professionals to manage investments within an HSA. To date, most HSAs have only offered a bank component. Much like IRAs, HSA Manager can hold stocks, bonds, mutual funds, ETFs and CDs.

The investment account for HSA Manager resides on the brokerage platform. The brokerage account integrates with the deposit account, fostering a “business as usual” approach. The money moves automatically between the deposit and brokerage accounts and the client can view information online through HSA Manager.

Our integrated solution makes it easy for you to implement HSA Manager. Millennium Trust offers turnkey sales, marketing and training tools and an experienced team to lead you through the implementation process. Millennium Trust has a dedicated client service team to support investment professionals when they offer HSA Manager to their clients.