Invest With Your HSA

Surency offers investment opportunities for HSA Accountholders as well as investment transfers. This feature allows members to increase the balance maintained in their Cash Account to whatever level works best for you before the surplus is automatically transferred to their investments. More cash means more dollars available immediately to pay medical expenses online.

How to Manage Investments

Log in to the Member Account
Select Manage Investments on the Home page.
Set up investment transfers by selecting Setup Investment Transfer. Members will be able to set the cash account threshold. Please note that the cash account balance is the amount available on the Surency Benefits Card at any given time. For most groups, at least $2,000 must be kept in the cash account, but more may be elected.
Manage investments by selecting Manage Investments.
Answer the security question and select Submit.
You are always able to add or change information related to your HSA investment account.

For investment advice, consult your personal financial and tax advisors.

Surency Login

Choose your Surency account type below to log in and access your account. Reimbursement accounts include FSA, DC FSA, LP FSA, HSA, HRA, Commuter, LSA, QSEHRA, Adoption Assistance, Travel Benefits, Direct Billing and Premium Only Plans.