Health Savings Account
Help cover the costs of medical expenses. Invest in alternative assets and lower your medical bills.
2 Great Self-Directed Solutions
Checkbook Controlled (LLC)
A special purpose limited liability company (LLC) is established. As manager, make alternative investments on behalf of your HSA through a local bank. Learn more
Custodian Controlled
Invest in alternative assets, such as real estate, with your HSA. Diversify your retirement portfolio and invest in assets you know and trust. Learn more
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.
THE HSA
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
1. Open an account
Sign up in minutes with our app and open a self-directed account or call us at 800-472-1043.
2. Roll over funds
Perform a no-hassle and tax-free transfer or rollover of your retirement funds.
3. Invest
Invest in alternative assets like real estate and much more on your own.
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.
Simple Pricing
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 2024. This guide is your one-stop shop for all the most important questions about the Coverdell ESA.
Our fees
Our fees are simple and transparent.
What you can invest in
With a self-directed account, you can make almost any type of investment including real estate and generate tax-free gains.
