HealthEquity
Curated mutual funds (fees apply); Schwab brokerage on some plans
Lines that say “Not confirmed” were blank in the source we checked. They are not zeros, and they are not guesses. Your employer’s plan can also differ from this public sheet.
- Monthly fee
- Not confirmed
- Invest-from balance
- Not confirmed
- Transfer-out fee
- $25
- Cash rate
- 0.10%
- Workplace only?
- Not confirmed
- Last checked
- October 15, 2026
Charged to keep the account open, before any investment fee.
Cash you generally must hold before more of the balance can be invested.
What this provider charges to send the HSA to another custodian.
Published APY or yield on uninvested cash. The notes say which.
Whether a person can open the account, or only a workplace plan can.
When this row was compared with the source below.
Notes
Fees are plan-dependent; third-party sources cite ~$2.95/mo (waived at $2,500) and $500 invest threshold; Lively cites $25 transfer-out. 0.10% is default sweep APY as of Sept 2, 2026 per Fidelity's comparison. Not verified on HealthEquity's own site.
Source
- Fee source
- hsatrackr.com
- Provider site
- healthequity.com
Open an account
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