Saturna's deep-rooted belief in value investing shines through in the quality of our investments. We don't follow trends, we analyze opportunities. Years of experience have given Saturna financial strength and stability. Most important to Saturna's success, however, is our clients' success. We believe that our clients' interest always come first. Perhaps this is why our client relationships span so many years.
At Saturna, we believe in making your investment dollars work hard for you. Toward this end, Saturna strives to not only offer the best investment opportunities from mutual funds to IRAs, but to match those sound investments with superior customer service.
HSA Program Features
- FDIC or NCUA Insured:
- Min Balance to Open:
- Investment Options
HSA Interest Rates
Interest rates are unknown at this time
|Monthly Maintenance Fee||$0.00*|
|Account Opening Fee||$0.00|
|Account Closing Fee||$0.00|
* If you are using self directed brokerage, potential inactive fee. Inactive accounts have effected no trades from January 1 through December 31 and have had one or more security positions for the entire year, not including sweep account money market funds.
HSA Investment Options
Mutual Fund Details
Investment Fee: $0.00
If you invest in any of Saturna's affiliated no-load mutual funds, we will not charge you any account opening, maintenance, or custodial fees on your HSA account. There is never a fee for making contributions or taking distributions.
Investments in mutual funds are subject to ongoing expenses that shareowners pay indirectly. Please consult a fund's prospectus or summary prospectus for more details.
Self-Directed Brokerage Details
You may elect to invest your HSA via Saturna Brokerage, allowing you to invest in a broad array of investment options, including: non-Saturna mutual funds, stocks, covered call options, and money funds. The permitted investments are the same as those in Saturna IRAs. Trades using self-directed brokerage HSAs are subject to the Saturna Brokerage Services commission schedule, however, we do not charge custodial fees on brokerage accounts.
Your brokerage account comes standard with Electronic Funds Transfer (EFT) capabilities, allowing you the ability to move money easily, without charge, between your personal bank account and your brokerage account. The brokerage account automatically invests excess cash in your choice of three core money market funds, and withdraws it to cover debits. Your cash automatically continues to earn money market interest every day!
Commissions on Internet-entered stock trades are reduced to $14.95 per trade (see the commssion schedule for more details).
|Website||Saturna Capital's HSA Website open_in_new|
|Address||1300 N. State St.
Bellingham, WA 98225
|Mailing Address||Saturna Capital
P.O. Box N
Bellingham, WA 98227
|Phone Number||(360) 734-9900|