Health Savings Accounts

Build a Cushion for Healthcare Costs.

Health Savings Accounts* (HSAs) offer a tax-advantaged method for saving for future medical expenses**. Xceed Financial's HSA is easily accessible through a special Visa® Debit Card or by transferring funds through Xceed Online.

  • $0 minimum opening deposit
  • No "use it or lose it" rules
  • Dividends paid quarterly
  • Contributions are tax-deductible
  • Earnings are tax-free when used for qualified medical expenses**

For more information about opening an Xceed HSA complete the form below and an Xceed associate will contact you. 

*Some restrictions apply, including but not limited to: "HSA owner" must be covered by high-deductible health plan; cannot participate in flexible spending account, cannot be claimed as a dependent on someone else's tax return, cannot be enrolled in Medicare, and cannot engage in "prohibited transactions" (e.g., sell, pledge, borrow, cause the account to be negative, etc.). Engaging in "prohibited transactions" may cause the account to no longer qualify for the Health Savings Account tax benefit for the year. Deductibles, out-of-pocket expenses, and contribution limits are subject to change annually. Please ask an associate for full details and disclosure.

**Not intended as tax advice. Please consult your tax advisor.