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Health Savings Accounts

A Health Savings Account (HSA) offers you a health savings strategy, helping you gain control over the way you pay for health care costs.
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Learn more about HSAs
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Summary

A Health Savings Account (HSA) offers you a health savings strategy. HSAs are made possible through federal legislation, which allows you to save, on a tax-favored basis, for health care expenses. Used in combination with a qualified high-deductible health insurance plan (HDHP), an HSA helps you gain control over the way you pay for health care costs.

Carolina First offers two Health Savings Accounts – a standard checking account (through Carolina First) and an investment option, HSA Plus (through UVEST Financial Services), for those individuals who would like more choices in how to invest their funds. With both accounts, you receive convenient access to your funds while earning competitive rates with a high interest-bearing, low-cost, checking account. Customers in HSA Plus also have the ability to invest their money in select mutual funds.

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Details
HSA
HSA Plus

Minimum Opening Deposit

$100

$100

Minimum Daily Balance Requirement

None

None

Interest

Interest compounded daily on balance.

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Interest compounded daily on balance.

To view rates, you must enter your ZIP code

Investment Option

None

Available for balances greater than $3,000

One Time Account Set Up Fee

$25

$25

Maintenance Fee

$30 Annually

$3.50 Monthly

Account Transfer/Closure Fee

$25

$35

Benefits

Free Debit/ATM card
Free Online Banking
Free Bill Pay
Personalized checks available
eStatements available
Mobile banking services available
Monthly statements
Year-end tax reporting

Related Products and Services

Brokerage account information not available through CaroLine Online Banking.

The Investment Option of the HSA Plus and Securities offered by UVEST Financial Services®. Member FINRA®, SIPC®. UVEST and Carolina First Bank, are independent entities. The Investment Option of the HSA Plus and Securities are:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank Deposit

This page is designed for U.S. residents only. The services offered within this page are available exclusively through our U.S. registered representatives. UVEST Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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