New Brokerage Platform Features
Expanded Investment Options
Currently, members can invest in 28 different mutual funds.
Investment options will expand significantly with our new upcoming partnership with Charles Schwab.
When the feature is active, members can invest in individual company stocks and a wide range of mutual funds—all accessible through the Via Benefits Portal.
Mutual Funds Available Through Via Benefits
Buy mutual funds available through Via Benefits as an easy investment option.
Determine the amount to automatically invest in mutual funds
Fund performance, fees, and expenses are outlined in the fund’s prospectus under Fund Performance
Health Savings Brokerage Account (HSBA) By Charles Schwab
A Schwab Health Savings Brokerage Account (HSBA) offers a wide range of investment options so you can fine-tune your investment strategy to fit your specific needs
Invest in stocks, bonds, mutual funds, and exchange-traded funds (ETFs)
Determine the amount to automatically transfer to your Schwab HSBA
Place trades on Schwab’s website, mobile device or through a Schwab Registered Representative
Commissions and transaction fees may be applied by Charles Schwab