|
Setup
Fee
|
Closing
Fee
|
Minimum
Opening Deposit
|
Monthly
Fee
|
Annual
Fee
|
|
$15
|
$20
|
$50
|
$3
|
None
|
|
Access
Fee: Free debit card withdrawals and checks
| Investment: |
|
Account
Balance
|
APY
|
|
$0
-- $499.99:
|
0%
|
|
$500
-- $999.99:
|
1.40%
|
|
$1,000
-- $4,999.99:
|
2.25%
|
|
$5,000
-- $14,999.999:
|
3.50%
|
|
$15,000
and up:
|
4.50%
|
|
|
| |
*
Other Investment options available at account holder's discretion.
Investment Option: Investments are available through
Berkshire Capital Management offering securities through LPL
Financial Services (NASD/SPIC) and Leesport Wealth Management
offering securities through Sun America Securities (NASD/SPIC).
Requirements
for Investment option:
- Minimum
account balance $3,000.00
- Must
maintain a minimum of $1,000.00 in money market account
- Minimum
Initial transfer amount $1,000.00
- Minimum
Subsequent deposits $500.00
To open
a HSA/MSA Brokerage Sub-account you must maintain a current
HSA/MSA account with a minimum balance equal to or more than
the applicable fees and charges associated with the HSA/MSA
account for that current calendar year and all subsequent
years the HSA/MSA Brokerage Sub-account is active.
Note:
This information is subject to change without notification.
|
Perks:
Easy access to savings, unlimited investment options, including
stocks, bonds, and mutual funds
Contact
Phone: N/A
Open Account
Options: N/A
You
can visit First
HSA
at www.firstmsa.com
for complete information and application instructions.
|
