About
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:
- close
- Min Balance to Open:
- $100.00
- Features:
-
- Investment Options
HSA Interest Rates
Interest rates are unknown at this time
Fees
Monthly Maintenance Fee | $0.00* |
---|---|
Account Opening Fee | $0.00 |
Account Closing Fee | $25.00 |
* 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: Accountholders are not charged on investments held in a Saturna Capital managed mutual fund. Investments held in non-Saturna funds are charged an annual asset-based fee 0.30%.
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).
Contact Information
General Information
Website | Saturna Capital's HSA Website open_in_new |
---|---|
Address | 1300 N. State St. Bellingham, WA 98225 |
Customer Service
Mailing Address | Saturna Capital P.O. Box N Bellingham, WA 98227 |
---|---|
Phone Number | (360) 734-9900 |