Available Mutual Funds
Blue Cross and Blue Shield of Vermont investment options are offered through an arrangement between Blue Cross and Blue Shield of Vermont, the account administrator, and the Charles Schwab Trust Company, the sub-custodian for the investment accounts. You choose where to invest, when, and how much.
Basic Investment Account
When your account Base Balance exceeds $1,000, you have the option to open a Basic Investment Account. Your investment account will allow you to invest in over 30 mutual funds traded through the Schwab mutual fund platform.
If you choose to invest money beyond $1,000 from your VEBA into a basic investment account, you'll be responsible for an $18 fee per account per year deducted annually from your Basic Investment Account and is only deducted when the Basic Investment Account has a balance.