Exciting changes are coming to our Health Savings Account offering.

Health Savings Account (HSA)

We are upgrading our health savings account solution. As part of the transition from Synovus to Pinnacle Financial Partners, your HSA will be moving to a new solution designed to continue supporting your savings and healthcare needs. Here are some new features of your account:

• Enhanced online portal and mobile app
  Check your balance, complete transactions, invest funds, and more in a secure portal and/or mobile app developed for HSAs.
• Expanded options for growing your account
  We pay competitive interest on your deposits and offer 33 mutual fund investment options.
• Integrated investment platform
  Select investments, set up a sweep to move money to your investments automatically, and more in the same platform you manage your HSA.
• Convenient HSA debit card
  Use your debit card to pay for qualified expenses anywhere Mastercard® is accepted. Add your debit card to your digital wallet to easily make purchases using your phone.
• Straightforward, competitive account fees
  Low monthly fees and no per transaction charges when you use your account.

Best of all, you’ll receive distinctive service from our Health & Benefits Client Service Team. Our team is staffed exclusively with experienced team members with the specialized knowledge needed to help you with your HSA. Call 888-796-6887 if you have questions, or visit your local branch to talk to a banker.

Important dates for existing Synovus HSA clients

Important information for HSA Investments

If you currently invest a portion of your HSA assets, your investments must be liquidated and deposited into your HSA cash account prior to the funds being transferred into your new account. Once your funds have been transferred, you can choose to invest1 in our diverse set of mutual funds.2 3

What's next

• Continue to watch for communications from us as we prepare your new account.
• If you haven’t already, review your existing account profile to ensure your contact information is up to date, including your address, email address, and mobile phone number.
• Plan to update scheduled contributions through your employer or transferred from your bank account.
• Plan to update scheduled payments to stop from your current HSA; you will be able to set up scheduled payments when you log into your new HSA.
• Plan to update your debit card on file if you have given your card information to any providers to charge for your expenses.
• If you are currently investing a portion of your HSA assets, choose whether to liquidate your investments early or allow your investments to be liquidated in the automated process.
• Securely dispose of your current HSA checkbook. Once your account has been opened, you'll receive a welcome email from Pinnacle with details about how to make payments in the online portal or mobile app.

Check out our frequently asked questions for more information.