Managing Investments Within Your ThrivePass Health Savings Account

Learn how to navigate your ThrivePass dashboard to effectively buy and sell stocks within your Health Savings Account. This guide provides a straightforward walkthrough for managing your investment portfolio and executing trade orders seamlessly.

Jessica Ozanich
23 steps
3 minutes

Microsoft Edge

Click "ThrivePass: Personalized Employee Benefits"

Click "Log In"

Click "Enter your username or company email."

Enter in your username, click next and enter your password.

Click "Pre-Tax tile."

Click "Personal Dashboard"

Click "Health Savings Account"

Click Investments

Click "Search all Stocks & ETFs" to find your position

Click the position you want to see

Click "Select Action:" to either buy or sell

Click "Buy AAPL"

Enter the dollar amount you want to purchase

Click "REVIEW ORDER"

Click the check box to agree to the terms an conditions

Click "BUY"

Click "VIEW DASHBOARD" to go back to the search page

To sell a position, select it from your portfolio.

Click the "Buy AAP" dropdown and change to "Sell AAP"

If sell the entire position click the box "Do you want to sell your entire position?"

Click "REVIEW ORDER"

Click the box to agree to the terms and Conditions and click Sell

Click "VIEW DASHBOARD" to return to the dashboard

Managing Investments Within Your ThrivePass Health Savings Account

Jessica Ozanich
23 steps
3 minutes

Microsoft Edge

Click "ThrivePass: Personalized Employee Benefits"

Click "Log In"

Click "Enter your username or company email."

Enter in your username, click next and enter your password.

Click "Pre-Tax tile."

Click "Personal Dashboard"

Click "Health Savings Account"

Click Investments

Click "Search all Stocks & ETFs" to find your position

Click the position you want to see

Click "Select Action:" to either buy or sell

Click "Buy AAPL"

Enter the dollar amount you want to purchase

Click "REVIEW ORDER"

Click the check box to agree to the terms an conditions

Click "BUY"

Click "VIEW DASHBOARD" to go back to the search page

To sell a position, select it from your portfolio.

Click the "Buy AAP" dropdown and change to "Sell AAP"

If sell the entire position click the box "Do you want to sell your entire position?"

Click "REVIEW ORDER"

Click the box to agree to the terms and Conditions and click Sell

Click "VIEW DASHBOARD" to return to the dashboard