Health Savings Account
Help cover the costs of medical expenses. Invest in alternative assets and lower your medical bills.
2 Great Self-Directed Solutions
Gain Tax Advantages
Pay qualified medical expenses tax free. Contributions, gains from investments, and employer contributions are tax free.
Self-Direct Your ESA
With checkbook control, invest in alternative assets without a custodian.
Keep Your Account
Unused contributions stay in your account year to year and your account stays with you when you leave your employer.
If you have a High Deductible Health Insurance Plan (HDHP), you are eligible to open a tax-advantaged HSA to invest with.
Do everything on our app
We want to work with you
Individual, institution, or advisor—we’ll handle all your IRA or 401(k) alternative asset custody needs.
We Handle Everything
We open your self-directed bank account, handle all IRS reporting, and offer annual IRS compliance services.
Our self-directed plans have no account value fees, account management fees, or minimum balance requirement.
For Institutions & Advisors
Gain online access to client accounts and generate fees from your clients’ investments in alternative assets.
Download our info kit for more in-depth reading about the Coverdell ESA
Robust, easy to read, and updated for 2023. This guide is your one-stop shop for all the most important questions about the Coverdell ESA.
Our fees are simple and transparent.
What you can invest in
With a self-directed account, you can make almost any type of investment and generate tax-free gains.