Infinex is pleased to announce that we have partnered with INB, N.A., to offer tailored Health Savings Brokerage Accounts to complement INB’s Health Checking Accounts. An HSA Brokerage Account will allow your customers to grow their HSA tax-free through an open securities platform. INB's HSA Checking Accounts do not lose value and are FDIC-insured. They offer:

• Interest-bearing account (tiered on balance)
• Visa debit card with unlimited transactions
• Convenient client account access via an INB Mobile App and INB Online Banking
• Easy set-up and experienced support assistance

How to Get Started & Important Reminders

It is important to note that an INB HSA Checking Account must be opened BEFORE the Infinex HSA Brokerage Account. Customers who have an INB HSA Checking Account can open a brokerage account that links directly to their HSA Checking Account. For tax reporting purposes, contributions and distribution must go in/out of the INB HSA Checking Account as INB is the custodian. Please review the following reference for additional information and account opening specifics:

Marketing Materials & Further Assistance Help

We hope you and your clients find this new program helpful. Please check with your Program Manager to ensure that the new HSA Program is approved. Then, if you have any follow-up questions, contact your Infinex Relationship Manager. HSA marketing materials are linked in the reference and can be personalized via the Digital Solutions Center. As you open the HSA Checking Account, you can contact Cayla Keyes, INB's HSA Coordinator, for assistance at ckeyes@inb.com.