Pinnacle Financial Partners

About

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. Pinnacle's focus begins in recruiting top financial professionals. The American Banker recognized Pinnacle as the sixth best bank to work for in the country in 2016.

The firm began operations in a single downtown Nashville location in October 2000 and now operates in the state's four largest markets, Nashville, Memphis, Knoxville and Chattanooga, as well as several surrounding counties.

HSA Program Features

FDIC or NCUA Insured:

Features:

Debit Card
Checks
Investment Options

HSA Interest Rates

Interest rates are unknown at this time

Fees

Monthly Maintenance Fee	$0.00
Account Opening Fee	Unknown
Account Closing Fee	Unknown

HSA Investment Options

Mutual Fund Platform: Self-Directed Brokerage: CDs: Other:

Mutual Fund Details

Investment Threshold: $2,000
Investment Fee: $3.00 / Month

The Pinnacle HSA Investment Account offers you an opportunity to grow your pre-tax HSA dollars through a variety of mutual fund options.

You control your investment strategy. Through our partnership with Devenir, we offer a great selection of no-load mutual funds from a variety of asset classes. You decide which funds to invest in and when to buy or sell.
Easy online account management. You have instant access to your transaction history, balance information and portfolio management through our online tool.
Quick access to your money. When you need funds for qualified medical expenses, distributions into your base HSA are a snap. Using our online HSA Investment site, you can liquidate and transfer funds within 3 business days.

Pinnacle Financial Partners's Standard Mutual Fund Options

Mutual Fund Name	Ticker	Asset Class
American Century Mid Cap Value R5	AMVGX	Mid-Cap Value
BlackRock Equity Dividend K	MKDVX	Large Value
Cohen & Steers Instl Realty Shares	CSRIX	Real Estate
Jackson Square SMID-Cap Growth Instl	JSMTX	Mid-Cap Growth
JHancock Fundamental Large Cap Core I	JLVIX	Large Blend
MFS Growth R6	MFEKX	Large Growth
Neuberger Berman Genesis Instl	NBGIX	Small Growth
Northern Ultra-Short Fixed Income	NUSFX	Ultrashort Bond
PIMCO Government Money Market Instl	PGYXX	Money Market - Taxable
PIMCO Total Return Instl	PTTRX	Intermediate Core-Plus Bond
T. Rowe Price Overseas Stock	TROSX	Foreign Large Blend
Vanguard 500 Index Admiral	VFIAX	Large Blend
Vanguard LifeStrategy Cnsrv Gr Inv	VSCGX	Allocation--30% to 50% Equity
Vanguard LifeStrategy Growth Inv	VASGX	Allocation--70% to 85% Equity
Vanguard LifeStrategy Income Inv	VASIX	Allocation--15% to 30% Equity
Vanguard LifeStrategy Moderate Gr Inv	VSMGX	Allocation--50% to 70% Equity
Vanguard Mid Cap Index Admiral	VIMAX	Mid-Cap Blend
Vanguard Small Cap Index Adm	VSMAX	Small Blend
Vanguard Strategic Small-Cap Equity Inv	VSTCX	Small Blend
Vanguard Total Intl Stock Index Admiral	VTIAX	Foreign Large Blend

Contact Information

General Information

Website	Pinnacle Financial Partners's HSA Website
Address	Pinnacle Financial Partners 150 Third Avenue South Suite 900 Nashville, TN 37201

Customer Service

Phone Number	800.264.3613

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