The FHSA is available as an account type at ModernAdvisor as of November 1, 2023.

As a client, please click Add Account on the top toolbar. You will be directed to select your investment goal and then you can select FHSA as the account type. An account opening document will be emailed to you for signature.

Alternatively an advisor can open the FHSA the same way as any other account types are opened by clicking Add Account at the bottom of the account list for existing clients. An account opening document will be emailed to the client for signature.

Any of our portfolio types are eligible for the FHSA.