Are you looking for a High Deductible Health Insurance plan for your Health Savings Account?

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
Closing Fee
Minimum Opening Deposit
Monthly Fee
Annual Fee
None
$50
None
None
$100

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.


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

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.

Before you open a Merrill Lynch HSA account, please read their disclosure statement Adobe Acrobat Reader Information.

To open a Merrill Lynch HSA, open their application Adobe Acrobat Reader Information, print it out, fill it out, and then return it to Merrill Lynch.

Disclaimer:  The information listed above is current to best of our knowledge.  Please visit this administrator's web site or contact them directly to confirm you have the most current information available.

HSA for America is an independent health insurance agency specializing in high deductible health plans qualified to work with health savings accounts.  We provide a list of recommended HSA administrators as a service to our visitors and customers.  We are NOT an administrator ourselves.  If you have a question for a specific administrator, please contact them directly.

For a list of the administrators we recommend, please visit our HSA Administrators page.

For an instant quote on health insurance plans that are qualified to work with a health savings account, please visit our Instant Quote page.

HSA for America
749 S. Lemay Ave, Suite A3-116
Fort Collins, CO 80524
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Disclaimer: All information on this website is relayed to the best of the Company's ability, but does not guarantee accuracy. Information may be out of date. The content provided on this site is intended for informational purposes only and does not guarantee price or coverage. This site is not intended as, and does not constitute, accounting, legal, tax, and/or other professional advice. Determination of actual price is subject to Carriers.