If you are enrolled in a Health Savings Account (HSA) through Forma, you may opt in to investing your HSA money. For more information on how to start investing, refer to the article Can I invest my HSA money?
As an investor, it is important to understand how your portfolio is performing over time. Is it growing? Shrinking? Is there a need to rebalance your portfolio? We help to answer these questions with an HSA performance graph located within your Forma account. This feature is available on web and mobile devices.
Follow the steps below to to navigate to the the HSA performance graph on the web:
- Log in to your Forma account
- Select ‘Benefits’ from the top menu
- Select ‘Health Savings Account’
- Toggle to the ‘My investments’ section
This dynamic graph will display your balance and returns over time.
- Balance - the value of your investment portfolio as of x date
- Returns - the net unrealized gain or loss from your investment value over the selected date range
You can filter the view of information by date range; 3 months, 6 months, year-to-date, or all time. When you hover over the graph, you will see further balance and return breakdowns by day for a given date range.
Please note the HSA performance disclosures: