8/2/2023 0 Comments Change invest appThe amount you specify will be bought/sold based on the percentage of your portfolio invested in each of your funds. Transfer based on portfolio percentage: This option will allow you to input a dollar amount you would like to buy/sell.Proceed to “Make an HSA Transaction” and choose the option that works best for you:.Note: If automatic investments are enabled, they will need to be turned off if you wish to perform a manual transfer. Change Investment Threshold Only: Increase or decrease your investment threshold to maintain a new threshold amount in your cash account.Suspend Automatic Investments: Temporarily turn automatic investments off until a specified date and/or change your investment threshold.Disable Automatic Investments: This can be reactivated any time.If your investment threshold is enabled, you will be taken to the “Update Automatic Investments” page and you will select one of the following options:.Select “Buy Investments” or “Sell Investments”.One-time trades allow for a one-time transfer from your cash account to “Buy Investments” or from your investment account to your cash account to “Sell Investments.” You can make a one-time trade to buy or sell investments from the “Investment Summary” tab. Make one-time manual investment transfers Percent to percent: Enter the percentage of the fund balance that you would like to transfer out of that fund and into another fund(s).Dollar to percent: Enter the dollar amount you would like to transfer from one fund in the Transfer From column and enter the percentage of that amount you would like transferred to each fund in the Transfer To column.Dollar to dollar: Enter the dollar amount you would like to transfer from one fund into another fund(s).Changes you make will only affect your current investment account balance. Realign: When you realign investment balances, your current account balances are redistributed.When changing your current portfolio, you will need to select your transfer type from the drop-down menu: ![]() Current portfolioĬhanges you make will only affect your current investment account balances. When new money moves into your investment account, your selection will control how it is invested. Changes you make on this page will realign both your current portfolio and your current elections. Includes money currently invested, as well as future deposits and contributions. Follow the on-screen instructions and “Submit”.Choose your desired investment change option (learn more about each option below).Select the “Change Investments” button from the Investment Balance section of the “Investment Summary” tab.To change your current portfolio, update elections for future investments and/or realign your account: To the right of the “Recent Account activity” section, you can find a link to Investment education materials and frequently asked questions that can help you learn more about the investment feature.Ĭhanging investments on the member website. ![]()
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