The SavingsOak Difference
Personalized portfolio for every HSA account holder.
Get rewarded for contributing and investing your HSA dollars.
Tools and education transforming HSA spenders into savers and long-term investors.
Technology platform that helps make enrollment and administration simple and easy.
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
- 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
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