The popularity of CDH accounts has increased the demand for diverse investment options that provide account holders with alternatives for longer-term account value growth. Canopy’s HealthDirect Investments product provides CDH account owners with thousands of mutual fund options that are managed directly through the HealthDirect Investments interface, which is seamlessly integrated with the HSA and HRA/VEBA account management modules of the HealthDirect platform. HealthDirect Investments allows account holders to manage their own investment account in concert with the management of their CDH account - offering the benefit of a single user experience, consolidated reporting, and improved self-service.

HealthDirect Investments is completely turnkey, offering clearinghouse, broker/dealer, and record-keeping services as standard functionality. Through the HealthDirect Investments custodian exchange, you may designate any custodian of investment funds or select from a list of available custodians.

The HealthDirect Investments platform is asset manager agnostic and can be configured to represent only the asset managers and/or funds you would like offered. Clients can even configure fund options on an employer by employer basis.

Canopy provides customers with fund details, information, prospectuses, historical performance, and charts directly to the user interface of HealthDirect Investments.

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