We are excited to announce that an updated version of HSA Guided Portfolio is available now!
HSA Guided Portfolio is our powerful decision support tool that empowers investors to act. Through the answers provided to a series of questions, HSA Guided Portfolio helps investors craft an asset allocation that may be appropriate for their life circumstances, risk tolerance, and HSA investment goals.
Once investors have decided on an asset allocation, they are able to manage their account by setting future investment elections or realigning their current allocations directly from the tool. To help keep their portfolio in line with their preferred asset allocation strategy, investors have the option to utilize Automatic Rebalancing, which realigns their portfolio on a pre-selected schedule.
New Features & Improvements:
- A clean, modern looking, user interface, that matches the look and feel of our HSA investment portal.
- The questions are delivered in a wizard format (a couple of questions per page) rather than on a singular calculator console. This improves the mobile experience, accessibility, and it breaks the questionnaire down into manageable pieces.
- Important information about each fund, including fund resources such as the prospectus, public Morningstar page, fact sheet, and annual report are linked to directly from the fund selection page.
HSA Guided Portfolio is available to providers exclusively through our HSA investment solution. Visit our solutions page to learn more about the ways Devenir can help your organization deliver a great HSA investment program to your account holders.