Next Steps

 

1. Open an account with HSA Bank

2. (Optional) Complete the Direct Transfer form and send to HSA Bank

 

Complete:

• Clear.Investments Investment Advisory Contract

• TD Account Application

• TD LPOA

 

You can upload completed documents directly to us at this link.

 

Alternatively, you may mail your forms to:

Clear Financial Advisors

39111 Six Mile Road

Livonia, MI 48152

 

 

Next Steps

 

Going forward you will be making deposits first to your account with HSA Bank, and then transferring contributions from HSA Bank to your Clear.Investments HSA at TD Ameritrade.

 

You will receive instructions for making contributions, including the option to link your bank account to your account, from HSA Bank.