Investment Tools

Personal Cash Manager
The Personal Cash Manager (PCM) web application allows FlexHSA Premier account holders to grow their HSA funds with unlimited investment capabilities. Account holders can facilitate investments with PCM for a variety of investment options, including:

Traditional Investments - Money Market Accounts, Stocks, Bonds, Mutual Funds, Annuities and Government Securities
Alternative Investments - Hedge Funds, Futures, Private Placements, Limited Partnerships, Real Estate and much more

To access PCM click here: Account Login.

Morningstar Internet Tools
We offer Morningstar® Internet Tools for FlexHSA Premier account holders, which provides a comprehensive set of online mutual fund analysis tools and content to help them make well-informed decisions when managing the assets in their HSA.

Investment Profile^TM
FlexHSA Premier account holders can also get a quick profile of each fund's ratings, risks, and performance, including top 10 holdings and more. All they have to do is enter a mutual fund name or ticker symbol to access an Investment Profile.

Mutual Fund Screener
If a FlexHSA Premier account holder is looking for the mutual fund that best fits their portfolio, they can use the mutual fund screener to navigate through the mutual fund options available.

Selection criteria include:

Fund type
Ratings and Risk
Return result for up to 200 funds including a link to Morningstar Fund Profiles
Portfolio

List of Mutual Funds Available
Morningstar Internet Tools will screen and provide investment information and research on more 8,000 mutual funds available on their investment platform.

To access the Morningstar Internet Tools click here.