After setting up a recurring HSA investment, you'll find it listed on your HSA Investment page. Here, you can view details such as the balance required to maintain (sweep threshold), the date of the last investment made, and the amount of the last investment.
Edit recurring HSA investments
Click the ‘Edit’ button to change the threshold and the allocations of stock you want to invest in.
Cancel recurring investments
You can also end automatic investments from this step.
Pause and resume recurring investments
In the withdrawal flow, you can pause your recurring investments if needed. The recurring investment will remain paused until you resume it, which is available to do through the HSA investment dashboard.