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Merrill
Lynch
Merrill
Lynch offers a broad range of investment options for your
Health Savings Account, including bonds, CDs, Treasury bills and notes,
stocks, mutual funds, exchange-traded funds and more. This gives
you the flexibility to shift your assets to meet changing goals or
economic conditions. And, to allow you to make prompt withdrawals
from your Health Savings Account when you need to pay expenses, Merrill
Lynch offers access to liquid assets with Health Savings Account Checks
and a Visa® Debit Card. So, not only can you pay your health
care provider directly from your Health Savings Account, but you'll
also have a record of the medical expenses. |
Setup
Fee
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Closing
Fee
|
Minimum
Opening Deposit
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Monthly
Fee
|
Annual
Fee
|
None
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$50
|
None
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None
|
$100
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Access
Fee: |
None:
includes up to 2 Free Debit Cards and/or Checkbook. |
Investment
Options: |
The
Merrill Lynch HSA is a self-directed account that offers you one of
the widest variety of investment options available, including stocks,
bonds, mutual funds, CDs, Treasury Bills, exchange trade funds, and
more.
Merrill Lynch
Financial Advisors can make suitable investment recommendations.
Individuals will have different short-term and long-term medical
needs. Each individual must establish an investment strategy
and asset allocation suitable to their goals, time frame and risk
tolerance and must be compatible with their overall wealth management
strategy.
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Account
Access: |
You
can review your account information 24/7 on the Merrill Lynch website,
or by calling the automated toll-free phone service at (800) MERRILL. |
Perks: |
- No monthly
fees
- Cash management
through the following features:
- Full menu of investment options
- Daily money-fund sweep
- HSA Visa® debit card
- Unlimited check-writing privileges
- No required account-opening minimum
- Simplified
record keeping through the following features:
- Monthly statement
- Year-end tax-reporting statement
- Access using toll-free number 24 hours each day,
seven days a week
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Contact
Phone: N/A
Open Account
Options: N/A
About Merrill
Lynch:
Merrill Lynch is one of the world's leading financial
management and advisory companies, with offices in 36 countries and total client
assets of approximately $1.6 trillion, at the end of 2004. Merrill Lynch
has three core businesses - Global Private Client, Global Markets &
Investment Banking Group and Merrill Lynch Investment Managers - offering
a range of services for private clients, small businesses, institutions and corporations,
and financial intermediaries.
You
can visit Merrill Lynch at www.ml.com
for complete information and application instructions.
*Disclaimer: | The
information listed above is current to the best of our knowledge. Please
visit this administrator's web site or contact them directly to get the most current
information available. | | | |