The tax-advantaged Health Savings Account can be a critical tool in helping clients combat ever-increasing health care and retirement costs. Give your clients the ability to save for their future and invest in it – at a fraction of the cost.
Our brokerage infrastructure allows you to launch with scale and ease by integrating with a single platform that encompasses every aspect of the client journey, from account opening and identity verification to digital funding and execution. You design everything your customer sees. We power everything they don’t, from clearing and settlement to tax and regulatory reporting, all digitally and in real-time—no overnight batch files, paper forms, or unnecessary third-party integrations.
Through DriveHSA®, powered by DriveWealth, you can offer the full breadth or a limited subset of our investment products: