Self-Directed Investing

AHR lets you choose any brokerage house or mutual fund you want for your HSA.  Our HSA clients have accounts with many superb mutual funds and investment houses, including: Vanguard, Oakmark, AIM, Fidelity, Kaufmann, Legg-Mason, Heartland, Scudder, PBHG, American Century and many others. Once you have enough money in your HSA to meet the minimum investment requirement of the security you choose, AHR will open an account with that security for you.  AHR does not charge any fees or commissions for this service!To choose this option, simply write in the name and portfolio number of the fund you want on our (enrollment form).  We will open an account with that fund for you*!

*This page is descriptive of services only and is not intended to provide legal, investment or tax advice, and persons seeking such advice are directed to consult their own legal, financial or tax counsel.  This page is neither an offer to sell nor a solicitation of an offer to buy or sell securities.

Telephone: 800-570-3757

Fax: 630-762-1719