Other Considerations

Your HSA at UMB Bank, n.a. is subject to the terms of the UMB Bank, n.a. Health Savings Account Custodial Agreement. Your HSA Deposit Account at UMB Bank, n.a. is governed by the terms of the Health Savings Account Deposit Account Terms and Conditions. Both of those documents are part of this enrollment package.

If collected funds in the Deposit Account exceed an amount (a “Peg Balance”) that we establish from time to time, other investment options may be available. The particular investment options, the applicable Peg Balance for each such investment, a general description of investment options, how you may select those investments, HSA account rules, and other important disclosures are available by calling 866.293.9605.

Introducing UMB HSA Saver an easier way to invest in your HSA

Now you can invest your HSA savings in UMB HSA Saver and take advantage of our easy-to-use investing platform.

How to Use ReceiptVault

HSAs are available to help pay for current qualified medical expenses as well as to save for future expenses, all in a tax-exempt account.

Watch how to use your HSA

Make the most of your HSA by watching this informational video.