A Health Savings Account designed
for you and your employees.

Save & Invest – In Yourself. Your health. Your future.

The SavingsOak Difference

Intuitive Dashboard
Investment Simplified
Employer Experience
Learning & Education

Intuitive Employee Dashboard

  • Experience the unified view of your cash, investment
    positions, and expenses.
  • Track contributions and Shoebox healthcare receipts
  • View expenses by category and reimburse yourself quickly
  • Timely and contextual reminders encourage employees to save and invest, not spend, their HSA dollars for retirement

Investment Simplified

  • HSA investing made easy
  • No minimum to start investing
  • Personalized portfolios with investments selected by a professional investment manager
  • A self-directed option with hundreds of low-cost ETFs, stocks, and mutual funds

Automated Employer Experience

  • Automated employee enrollment and ongoing contributions with quick and easy payroll integration
  • Secure and PII compliant online reporting to track employee behavior, including enrollment and contribution trends
  • Education at your fingertips: You deploy the right content to the right people at the right time, without leaving your employer portal
Learning Education

Employee Learning and Education

  • Rewards combined with education maximizes employee participation, savings & investing
  • Automated communications encourage employees to become better healthcare consumers
  • Education strategies customized to meet the unique learning styles and financial acumen of your employees