To be eligible for an HSA, you must be covered by a qualified high-deductible healthcare plan.

With an HSA, you set aside money to pay for qualified medical expenses. All the money that goes into and comes out of the account is tax free*.

*Provided they are used for qualified medical expenses. Consult your tax advisor to determine if you qualify for an HSA.

If your card is lost or stolen, immediately contact Customer Support at 800-672-2274. If after hours, immediately contact the Lost and Stolen Card Service Center at 844-773-0985 to cancel your card. 

You should notify us immediately if you notice transactions on your account that you don't recognize. Please call 800-672- 2274. If your call is after business hours, we will respond to you the next morning or business day.

To open a Northfield Savings Bank account, you must have a valid U.S. residence, a U.S. Social Security Number or a U.S. Tax Identification Number, and a U.S. Driver’s License, Passport, State Identification Number or Military ID (for military personnel, an APO is acceptable in lieu of a U.S. residence). Additionally, you must live, work, or own a second home in Vermont to qualify for an account.

Northfield Investment Services, offered through Osaic Institutions, Inc., provides access to a complete range of investment options including traditional stocks, bonds, mutual funds, annuities, and insurance and long-term care insurance solutions.

There is never a charge for the professional financial review and consultation with a Northfield Investment Services representative. If you purchase securities available through Osaic Institutions, there may be fees associated with those securities.

A Northfield Investment Services representative will work with you and your tax and legal advisors to help put together a plan that is appropriate for each situation. They have worked with many attorneys and tax professionals around the region, and are available for meetings with your advisors. 

Northfield Investment Services does not provide tax advice. Investors should consult their tax preparer regarding their individual situation.

At your first meeting, a Northfield Investment Services representative will provide a complimentary review of your financial situation, your investment goals, your tolerance for investment risk, and your time horizon to meet those goals.  At your second meeting, a personalized plan will be presented for your review. If you approve of the investment plan, your assets will be transferred into the investments that have been selected. You will receive regular investment statements and updates on your account.

Personal service has always been a guarantee of Northfield Savings Bank, and it is the hallmark of Northfield Investment Services as well. Osaic Institutions Investment Consultants are available to meet with you at your convenience and will work closely with you to create the investment plan that works best for you.