The SavingsOak Difference
SavingsOak motivates and encourages people to save and invest their money for healthcare expenses in retirement.
Investing Made Easy
Enabling every HSA accountholder to invest like a professional
Featuring a managed account option with risk-based, professionally managed portfolios or a self-directed investment account with a curated list of low-cost mutual funds, ETFs, and individual equities
- Ongoing reward incentives encourage your employees to open an account, make pre-tax contributions, and invest their HSA dollars
Intuitive Tools and Education
Easy to use online tools, and an employee education program tailored to unique experience levels and learning styles, helps turn HSA spenders into savers and long-term investors
Made For Everyone
SavingsOak helps people save and invest their money for healthcare expenses now and in the future.
Offer benefits that help your employees without the overhead of administration.
Fast onboarding and an intuitive dashboard to monitor and administer your HSA program.
Streamline workflows using no-cost integrations with your payroll provider.
Training that inspires
In-tool delivered trainings for your employees and benefits managers to increase participation and engagement.
Dedicated support for benefit managers to support your HSA program.
Save and invest your healthcare savings to realize your financial goals.
Register in under two minutes. Quickly access and manage your account.
Easily file expenses
File medically qualified expenses with the choice to reimburse immediately or defer it to save more money.
Invest for tomorrow
Invest today and grow your money tax-free for future heath costs or use it as a retirement tool.
Manage your health savings in one place for better access and easy management.
Reduce employer’s burden while helping their employees.
Simple onboarding and a centralized dashboard to deliver an unparalleled experience
Supported by Humans
A knowledgeable and dedicated team available throughout the journey - from account setup to participant support. Concierge customer service that goes above and beyond, every day.
A secure, scalable, stable platform that delivers a seamless experience - for employees, employers, you, and our partners.
Help your clients and their employees get more value
Drive more value to your clients and expand business offerings.
Learn the basics or understand the complexity of healthcare costs and financial wellness in simple words.
Shoebox It! Boost Your HSA Investment Strategy
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HSAs and the Rising Cost of Healthcare
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HSA Investing is Simple!
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Learn from HSA participants how they found out about HSA; are using it, and how it has been useful in their lives.
HSA User Perspectives: Sagar
Sagar is an entrepreneur who learned about health savings accounts (HSAs) through a colleague. Aft ...
HSA User Perspectives: R.M.
R.M. is a local government employee in her forties who uses her health savings account to save o ...
HSA User Perspectives: Phil G.
Phil is a technology professional in his late thirties. He plans out how much money he and his fam ...