Investments
FlexHSA participants have the option to enroll in our online investment capabilities
available through Millennium Trust Company. The investment account is accessed through
Portfolio Online, a secure, web-based investment management tool, which offers real-time access to
detailed HSA investment and portfolio activity.
Portfolio Online includes a self-directed investment platform that enables HSA participants to
buy, sell and hold various securities in their HSA, monitor their positions and/or follow
securities they wish to track. Participants enrolling in the online investments option will have a
wide variety of investment choices, and a single access point for HSA investments.
Millennium Trust Company is an independent Trust Company and serves a custodian
for the investments in your FlexHSA. Millennium Trust Company performs the
duties of a custodian and, as such, does not provide investment advice or sell investments,
nor offer any legal or tax advice. Please be careful when entering trades in Portfolio
Online. Millennium Trust is not responsible for errors made for entering trades;
or for the unavailability of Portfolio Online.
NOTE: The online investment account is separate from the FlexHSA online bank account.