First Bank's Health Savings Investment Account* is offered and administered through our Wealth Management & Trust Department. Once your HSA checking account balance reaches the required minimum amount (typically $8,000), you can open an HSA Investment Account by visiting with one of our Representatives.
Your initial transfer from your HSA Checking Account to the HSA Investment Account must be a minimum of $5,000. Your funds will then be invested within one of the many investment allocation options that meet your risk tolerance and personal investment objectives. From then on, you can choose to transfer additional funds into your HSA Investment Account to be invested within your chosen Investment Objective Allocation.
*NOT a Deposit – NOT insured by FDIC or any other agency – NOT GUARANTEED by the bank – May lose value
