OCA’s Launces New HSA Investment Experience
More HSA participants than ever before are utilizing their HSA funds as a long-term savings vehicle and an integral part of their retirement savings strategy. As a result, they want access to a modern HSA investment solution that delivers the same types of features associated with traditional investment platforms, such as the ability to buy and sell fractional shares of stocks and exchange-traded funds (ETFs). Our new HSA investment experience delivers all this and more!
With OCA’s investment solution, employees can choose from three different investment models – Managed, Self-Directed and a first-of-its-kind Brokerage option – all of which are designed to help them work toward their long-term investing goals. Best of all, it’s fully integrated with the OCA HSA solution, which means HSA account holders can manage all aspects of their HSA, including their investments, from OCA’s member portal.
Fully Integrated, Real-Time Investment Solution
One experience for saving, spending and, investing, with modern investment capabilities like real-time account opening, fractional trading, stocks & low-cost ETFs to help maximize value over time.
Three different models to ensure a personalized approach to investing
Managed. Designed for novice investors who prefer to have our advisor tool automatically select and rebalance investments on an ongoing basis in accordance with their age and/or risk profile. This account type delivers a “do-it-for-me” approach to investing
Self-Directed. Designed for intermediate investors who have the desire to self-select from a menu of monitored investment options covering multiple asset classes to diversify their portfolio, and then rebalance their portfolio manually. This account type provides a balance between do-it-for-me and DIY approaches to investing
Brokerage. Designed for adept investors who desire to perform advanced research and trading across hundreds of individual stocks and exchange-traded funds (ETFs). This account type offers a hands-on, DIY approach to investing.
The balance in your HSA Investment Account is subject to investment risks, including fluctuations in value and the possible loss of the principal amount invested. Investing through the WealthCare Saver investment platform is subject to the terms and conditions of the Health Savings Account Custodial Agreement and any applicable investment supplement(s). For information regarding underlying investment expenses, earnings, and distributions, see the applicable investment prospectus and other publicly available information.
WealthCare Saver, a dba of Alegeus Technologies, LLC, is a licensed Non-Bank Custodian of HSA cash accounts.
CapFinancial Partners, LLC (“CAPTRUST”) is an investment adviser registered under the Investment Advisers Act of 1940. CAPTRUST acts as investment advisor with respect to the investments available in your HSA. In addition, you may choose to have CAPTRUST manage your HSA account on a discretionary basis.
DriveWealth, LLC, a registered broker dealer and member of FINRA and SIPC. SOC 2 Type 2, GDPR, CCPA compliant. Registered in all 50 U.S. states.