DataPath Financial Services is a non-bank, passive custodian of Health Savings Accounts, approved by the IRS to serve as a non-bank custodian for HSA funds.
Backed by decades of experience in financial services and regulatory compliance, DataPath Financial Services partners with HSA providers, administrators, and financial institutions to deliver secure, compliant, and flexible custodial services.
What We Do
DataPath Financial Services serves as a legal custodian for HSA funds, ensuring that all accounts are managed in accordance with IRS regulations. As a passive custodian, we hold and safeguard HSA assets without exercising discretionary investment authority - providing a neutral, secure foundation for your HSA program.
IRS-Approved HSA Custodianship
Formally approved by the IRS to serve as a non-bank custodian for HSAs, pursuant to IRS Revenue Procedure 2012-32.
Secure Fund Management
HSA funds are held in FDIC-insured institutions or other compliant financial accounts, as applicable.
Flexible Integration
We work with a range of HSA platforms and administrators, offering seamless custodial support.
Investment Enablement
We enable self-directed investment options through trusted third-party custodians and trading partners.
Transparent Fee Structures
Our pricing is clear, competitive, and customizable to meet the needs of your organization and account holders.
Why Choose DataPath Financial Services?
IRS-Approved and Compliant
We have received formal approval from the IRS to act as a passive non-bank custodian for HSAs. Our custodial agreements and operations align with federal HSA regulations and compliance standards
Experienced and Reliable
With a long-standing presence in the financial services industry, we bring deep expertise and a proven track record of custodial excellence.
Partner-Focused
We are not a competitor - we are a partner. We work behind the scenes to support your HSA program, allowing you to maintain full control over your customer experience.
Secure and Scalable
Our custodial infrastructure is designed for security, scalability, and long-term account management, ensuring peace of mind for both administrators and account holders.
Contact Us Today
Whether you're launching a new HSA program or looking to enhance your existing offering, DataPath Financial Services is here to support your success. Contact us today to learn how we can serve as your trusted HSA custodian.
