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Informational

Changes are coming:

See below to learn about changes to your health savings account and flexible spending account administrator for 2026. 

Fund lineup

Once your HSA reaches the designated balance of $1,000, you may choose to invest a portion of your dollars in mutual funds available as part of the Optum Bank HSA for ParTNers for Health plan members.

Inivestment disclosures

Choose your mutual funds

Once your HSA reaches the investment threshold of $1,000, you may choose to invest a portion of your HSA dollars in mutual funds. The table below lists mutual fund investment options available as part of the Optum Bank HSA that have been reviewed and approved by the State of Tennessee Department of Treasury. 

When you set up your Optum Bank investment account, you can choose how you want the funds to be allocated among the available mutual funds. After your account is established you can also change your investment elections, transfer funds and rebalance your account. 

  • There is no minimum initial investment amount required by mutual funds
  • You have the ability to transfer between funds and re-allocate balances
  • You may set up automatic portfolio rebalancing
  • If a qualified medical expense comes up, it’s easy to move money back to your HSA cash account to pay for it

To start investing your HSA in mutual funds, simply follow these steps:

  1. Sign in to your HSA and set up your investment account by choosing the funds you want to invest in.
  2. Indicate the amount you want to transfer into your investment account. The minimum amount that can be transferred at one time is $100. So you will need to have a balance of $1,100 before you are eligible to invest (assuming $1,000 investment threshold).
  3. To make things easier, you can choose to set up recurring transfers/sweeps. This means that you can choose an amount and any time your account exceeds it, funds will be automatically transferred to your investment account. For example, if you choose $1,000 and your balance hits $1,500, $500 will be swept over to your investment account.