Why switch your HSA custodian?

Already an Alegeus Partner?

  • Call us and we can explain the additional benefits of working on a shared platform.

Efficiency

  • Our response time is SUPER-FAST because we do our own back-office work.

Build on your brand

  • Your customers know and trust your brand. Because of this, we give you access to a white-label suite of marketing tools that allows you to have a branded HSA website, branded mobile app and branded marketing material to use with your clients.

No worries when changing healthcare plans

  • Because Liberty is a stand-alone custodian, your clients can update their healthcare plan, keep their HSA custodian and save a lot of time. Another way to differentiate your services.

You have choices

  • Whether you are onboarding using census records, online, onsite or even paper registration, we have you covered.
  • In addition, we are just about the only HSA custodian that provides product choice to employers and employees. Choose between our Liberty HSA Basic account and the full-featured Liberty HSA Plus account.
HSA Basic* HSA Plus*
Interest-Bearing Account x x
Online Banking & Online Bill Pay x x
Online Account Opening x x
Mobile App x x
Receipt Shoebox x x
Benefits Debit Card x x
eStatements x x
Investment Services Available1 x x
24-hour automated phone service x x
Identity Theft Expense Reimbursement Coverage2 x
Comprehensive Identity Theft Resolution Services x
Debit and Credit Card Registration x
3-in-1 Credit File Monitoring3 x
Total Identity Monitoring x
3-in-1 Credit Report x
Health Discount Savings Card x
Cash Back Member Rewards x
Accidental Death & Dismemberment Insurance4 x

 


*Some benefits require registration/activation. The descriptions herein are summaries only. They do not include all terms, conditions, and exclusions of the benefits described. Please refer to the actual guide for complete details of coverage and exclusions. 

1 Investment products are not insured by FDIC or any Federal Government Agency and are not a deposit of or guaranteed by the bank or any bank affiliate.

2 IDProtect service is a personal identity theft protection service available to personal checking account owners, their joint account owners, and their eligible family members. The service is available to non-publicly traded businesses and their business owner(s) listed on the account and their eligible family members (service not available to employees or authorized signers who are not owners). Service is not available to a “signer” on the account who is not an account owner. Service is not available to clubs, organizations and/or churches and their members, schools and their employees/students. For revocable grantor trusts, the service is available only when a grantor is serving as a trustee and covers the grantor trustee(s) and their eligible family members. For all other fiduciary accounts, the service covers the beneficiary, who must be the primary member, and their eligible family members (Fiduciary is not covered). Family includes: Spouse, persons qualifying as a domestic partner, and children under 25 years of age and parent(s) of the account holder who are residents of the same household.

3 Credit file monitoring will take several days to begin following activation.

4 Special Insurance Notes:  Please refer to the actual policies for complete details of coverage and exclusions. Insurance is offered through the company named on the certificate of insurance. Please refer to the actual insurance documents for complete details of coverage and exclusions. Insurance products are not insured by FDIC or any Federal Government Agency and are not a deposit of or guaranteed by the bank or any bank affiliate.