for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreRecently, Health Savings Accounts have become both highly useful and highly popular to investors and planners alike. In fact, we’ve received a number of requests asking us to make incorporating HSAs into financial plans easier for advisors.
Well – we listened. As a part of our February 23rd release, Health Savings Accounts are now available as an individual Fact type in the eMoney system, easily added into any plan, report, or interactive tool.
Check out the video below to hear one of eMoney’s Live Trainers, Caitlyn Conlin, explain more.
https://www.youtube.com/watch?v=qhkJkkodW2g?rel=0
With this release, HSAs are available throughout the entire eMoney system, which means you’ll notice their addition in a lot familiar places.
The Fact Finder, for example, will now have HSAs listed within Investments.
Existing HSAs are also displayed on the Net Worth page of the Basic Fact Finder. They appear below Roth IRAs and above 529 Plans, and are sorted by type and then alphabetically.
Building out an HSA Fact is done much the same way as most other Facts, but with HSA-specific fields.
With any questions on using HSAs in the eMoney system, you can contact customerservice@emoneyadvisor.com.
