logo for National Advisor's Trust

Additional Banking Services***

Monthly Investment Option
(Investment Threshold is $3000.00)

$3.00

Deposit Return unpaid

$15.00

Overdraft/NSF per item

$22.50

Debit Card Reissue Fee (per card)

$5.00

Withdrawal by paper check

$3.00

Close Account Fee

$25.00

Balance Transfer Fee (Trustee-to-Trustee)

$15.00

Stop Payment per item

$20.00

Wire Transfer (Individual or Employer)

$30.00

Monthly Statement by mail

$3.00

Copy of Check, Statement, 1099, 5498

$5.00

Corrected IRS Filing Fee (non-banking error)

$10.00


Included with your HSAToday® Account…

Online Account Access

No charge

Online Monthly Savings Statements

No charge

Online Monthly Investment Statements

No charge

Regular Distributions by EFT

No charge

Annual Statement by Mail

No charge

Form 1099-SA & 5498-SA by Mail

No charge

Click here for printable version of the Earning Rate Schedule and the Additional Banking Services (PDF).
(*** These are retail rates charged directly to the Individual HSA by the Custodian)

HSAToday® Account Owner’s Disclosure

Earnings Rate Schedule*
Effective June 12, 2009

Daily Balance Today's Rates
$15000 or higher 1.50%
$7500 to 14999.99 1.25%
$2500 to 7499.99 1.00%
$1500 to 2499.99 0.75%
$500 to 1499.99 0.25%
$0 to 499.99 0.00%

*Interest rates are subject to change, at our discretion, at any time.
*Account Fees may reduce earnings.
** The first $500 does not earn interest.

For more details regarding the general terms and conditions that apply to your HSA, please see the Custodial Account Agreement and Disclosures for Health Savings Accounts.




New mySourceCard Video

For detailed HSA info, Rules & Regulations visit www.hsa223.com


Patent Pending #60/645,860