HealthSavings Administrators, a Richmond-based health savings account (HSA) provider, is integrating with Omaha-based Orion Advisor Services, to promote HSA investment.
To ensure advisors can easily include HSAs as a fixture in their long-term financial strategy for clients, the HealthSavings and Orion integration will allow advisors to manage them in the same dashboard as other retirement investment accounts, such as IRAs and 401(k)s.
A new HealthSavings data feed allows advisors to access clients’ HSAs as part of their existing Orion portfolio interface.