What is a self-directed HSA investment?
A Self-Directed HSA – Health Savings Account is a tax-exempt trust or custodial account that you set up with a qualified HSA trustee to pay or reimburse certain medical expenses you incur. You must be an eligible individual to qualify for an HSA.
How do I open a self-directed HSA account with TD Ameritrade?
Open a self-directed brokerage account with TD Ameritrade*
Log in to your HSA cash account and click Manage Investments. Follow the prompts to enroll. You’ll get a Welcome Kit in the mail from TD Ameritrade and a letter (mailed separately for your security) which includes your PIN (password).
Can you roll HSA into brokerage account?
And, if you opened an HSA with a bank or brokerage and want to switch to a different one, you have the option to do so using a rollover.