Use your HSA money to contact a doctor and save over an office visit

Welcome to HSA Trustee Services
Offering "No Fee" Health Savings Accounts since 2004

Whether you are an individual, employer or health agent, we urge you to spend a few minutes exploring our site.  Here you will find a wealth of accurate information on Health Savings Accounts.  HSA Trustee Services has been a leading provider of HSA's since 2004 and has helped American Chartered Bank grow their HSA deposits to over $100 million.  

Our sister company HSA Clearing Corp has been helping banks and credit unions across the country set up successful HSA programs since 2005.

HSA Trustee Services offers Free Set Up, No monthly or annual fees, free debit card transactions, checking options and online banking.

Please contact us with your questions by EMAIL or call 262-248-9820

Agents and Employers: We offer a free personalized HSA website to employer groups (over 20) using our HSA program, providing a one stop HSA link for their employees. The sites will offer HSA forms and educational tools.

No Fee HSA program.

 Online enrollment is available and mutual fund investment options.

If your looking for theHSA Application for optionsXpress email here. The forms are different.

1. HSA Tip: You need to open your HSA as soon as possible after purchasing a High Deductible Health Plan, as you can only reimburse yourself for qualified medical expenses incurred after you have set up your HSA, not as of the date you purchased your HDHP.  In other words, you may not reimburse yourself for bills incurred before you set up the HSA.

2. HSA Tip: No two people are going to use their HSA the same. Some people use it like a "forced savings account" meaning they pay for everything out of pocket and save their receipts, as you can always reimburse yourself anytime in the future for qualified expenses. Others use it every chance they get. How you will use the account should be considered when deciding which HSA is best for you.

3. HSA Tip: You have until April 15, 2012 to open and an HSA for 2011, but the funds must be in the account so don't wait until the last minute.

 

  Sign Up Now 
  • Free HSA with No Set Up Fees
  • No Monthly or Annual Fees
  • Investment Options *
  • FDIC Insured
  • Checking Optional

Get Started Now

* If you open an HSA Investment Account a $3.50 fee is applied
to the
American Chartered Bank HSA Checking Account monthly.
Includes your choice of electronic or paper statements at no additional charge.

HSA Services:
Online Banking with Bill Payment  - Free
Debit Card Purchases & Payments - Free
Cashiers Check Disbursement1 - $5.00 per check
Duplicate Tax Form (5498-SA or 1099-SA) - $5.00 per form
Tax Form Correction (5498-SA or 1099-SA) - $25.00 per correction


ACB Interest Rates 12/27/11

Amount
$0.01 - $999.99
$1,000.00 - $4,999.99
$5,000.00 - $9,999.99
$10,000.00 and above 
% Rate
0.05%
0.10%
0.25%
0.40% 
APY
0.05%
0.10%
0.25%
0.40%
 

It's a FREE HSA what do you want?

HSA Checking account:

Monthly Account Fee - Free
Electronic e-Statement - Free
Paper Statement - $1.50 per month

1 This fee can be avoided by either paying bills using a debit card,
or by issuing checks through the free online bill pay service available in online banking.
Health Savings Accounts for individuals and groups are our only business.  No matter which qualified insurance plan you have, your Health Savings Account will remain independent, secure and FDIC insured, saving you money that you can use for real health care expenses.

Here's what sets HSA Trustee Services apart from the other Health Savings Account providers.

 
  • Our HSAs features free debit card for account holder and additional signer (if applicable)
  • Your deposits are FDIC Insured
  • HSA Trustee Services was the first HSA provider to offer a free Discount Prescription Drug Card that will save you 12 to 45% on your prescription drug costs.
  • HSA Trustee Services was the first HSA provider
    to offer a medical tourism option using Costa Rican Medical Care  This can save you up to 70% on Dental and medical procedures
  • Section 125 HSA-We were first again in developing a Section 125 with an Health Savings Account module.  This allows employees to fund their Health Savings Account pre-tax through a Section 125 plan, saving the employer FICA and FUTA taxes. We also have the new "Limited Purpose Health FSA Section 125's".
HSA Trustee Services offers the most accurate and up-to-date information.
Customer service is our number one priority. Please give us a call with any questions you may have or you can check out our Health Savings Account FAQ.
262-248-9820  or email hsainfo@hsatrusteeservices.com

At HSA Trustee Services, we believe your Health Savings Account should have an independent trustee and not be tied to your insurance.  This will eliminate headaches if you switch insurance providers or employers. We have no conflict of interest because we do not sell insurance. 
Getting the account closing fee at the other provider waived took some perserverance.  Three phone calls to their call center, two emails to their customer service staff and finally I looked up the name of the president, the CEO and the Regional VP - made a pretty good guess at what their email addresses might be and finally got it done through their executive team!
 
Thanks for your help!

"Our company was looking for a Section 125 plan when we found your website. Not only did you have what we needed, but your saving our 80 employees the $5 a month the insurance company HSA provider was going to charge us". Thank you, Steve AZ

 

Many thanks for your answer and follow-up. All info/help desks should be as efficient and quick as yours. I'll be using your company to open my HSA. Bill, LA

 

We are interested in rolling over our current accounts to your organization.  What are the steps needed to accomplish this?  The accounts were established with XXXXX in September of this year and We would like to transfer them to you to save the $5 monthly service fee. Tom, AZ

hsa Trustee Services is an nationwide leader in the set-up of Health Savings Accounts. IRS rules state that a Health Savings Account must have a trustee or custodian. Our bank will act as trustee. hsa Trustee Services does not sell insurance or give investment advice. All personal information, including your email address, given to hsa Trustee Services is confidential.

 

Keeping the Savings in your Health Savings Account

hsa Trustee Services
3273 Lockwood Blvd
P.O. Box 1088
Lake Geneva, WI 53147
Email: hsainfo@hsaTrusteeServices.com
262-248-9820


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