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Investment Account Information


Log In –    Place a trade with your investment account through My Streetscape

Overview - A brochure which contains a summary of investment platform.

Trading Information - View a high-level overview of our investment platform and trading process.

Learn –    Research more about National Financial

Now Available!

The Bancorp Bank and National Financial Services are pleased to offer you a list of mutual funds with a trading fee of only $5.99 per trade! Click here to see the available list of funds.

Investing Your HSA:

Balance Requirements:
To open a brokerage account, you must have a balance in your Health Savings Account greater than $2500.00. Once a brokerage account is opened, a minimum balance of $1,000 is required to be maintained in the corresponding HSA to cover fees and eligible healthcare expenditures.

If this balance is not maintained, an investment maintenance fee of $3.50 per month may be assessed until the account balance is increased over the minimum.


All trades will clear electronically through your HSA account:

  • You do not need to physically initiate the transfer of funds from your HSA to your investment account. Once you place a trade, your Health Savings Account will be automatically debited for the amount of your selected investment options, along with any associated fees. Sales proceeds in the investment account will also sweep back into your HSA automatically. This allows us to properly report your net HSA balance at the end of the year for tax purposes.
  • Please do not send checks or wire funds directly to National Financial Services, otherwise your transactions will not be properly recorded.

 

Investment Fees:
Click here to see a list of fees associated with your investment account. The Bancorp Bank does not assess a fee for account holders to participate in the investment service, unless they fall below the minimum requirement of $1,000.00 in their Health Savings Account.


Trade Assistance:

For customers who wish to place a physical trade over the phone in lieu of the online portal, a trading number is available. Representatives cannot provide investment advice*, but will place specific trades by request. This service is available at a cost of $8.00 in addition to the standard trade fee.
*Customers seeking professional investment advice are encouraged to seek the assistance of a licensed financial advisor.


Contact Us:
For information or questions about your investment account, please contact us at:





The above contact number and email are staffed by Bancorp representatives who are trained to assist customers with questions about their investment account or the process of placing trades. This platform is self-directed and investment advice will not be provided. If all representatives are busy on other calls, customers may be asked to leave a voicemail. Customers will receive a callback or email response in the same business day if their message is left before 3:00pm EST.

Neither The Bancorp Bank nor its subsidiaries (collectively "Bancorp"), are registered investment advisers. Nor is Bancorp acting in the capacity of a registered investment adviser with respect to the offering by National Financial Services of Health Savings Account ("HSA") investment options. Participation in the investment options is voluntary. Under no circumstance is Bancorp offering any of the HSA investment options, and makes no representations with respect to the investment options offered by National Financial Services.

Non-deposit products, such as mutual funds, that may be held in the HSA are not FDIC insured, are not guaranteed, and may lose value.

The Bancorp Bank disclaims any and all liability, contingent or otherwise, for the performance of the investment options. Please see your financial adviser for personal investment advice.