Managing Investments Within Your ThrivePass Health Savings Account

Modified on Fri, Jun 5 at 12:37 PM

The ThrivePass platform provides powerful tools to help you take control of your HSA investments. Whether you're purchasing new assets or adjusting your portfolio, the dashboard is designed to make trading simple, secure, and efficient.

1. Click "ThrivePass: Personalized Employee Benefits"

2. Click "Log In"

3. Click "Enter your username or company email."

4. Enter in your username, click next and enter your password.

5. Click "Pre-Tax tile."

6. Click "Personal Dashboard"

7. Click "Health Savings Account"

8. Click Investments

9. Click "Search all Stocks & ETFs" to find your position

10. Click the position you want to see

11. Click "Select Action:" to either buy or sell

12. Click "Buy AAPL"

13. Enter the dollar amount you want to purchase

14. Click "REVIEW ORDER"

15. Click the check box to agree to the terms an conditions

16. Click "BUY"

17. Click "VIEW DASHBOARD" to go back to the search page

18. To sell a position, select it from your portfolio.

19. Click the "Buy AAP" dropdown and change to "Sell AAP"

20. If you want to sell the entire position, click the box "Do you want to sell your entire position?"

21. Click "REVIEW ORDER"

22. Click the box to agree to the terms and conditions and click Sell

23. Click "VIEW DASHBOARD" to return to the dashboard