What good is an HSA if your members don’t understand it or know how to use it? We prioritize HSA education every step of the way.
Members can access over 3,000 stocks, mutual funds, and ETFs through our partnership with TD Ameritrade. No fees or account minimums to invest.
Spreadsheets are a thing of the past. We make it easy by reading contributions and distributions directly from an employer’s preferred payroll provider.
Your customers won’t ever have to call a bank to get support again. From KYC to monthly statements and tax forms, we handle everything on our side.
Make recommendations based on past purchases, adapt plan designs to support emerging usage patterns, plan around specific pain points, and more.
From mobile access and advanced localization to industry-best multi-language support, we meet your members on their terms, in their context.
This is where you will put a case study about an HSA implementation, along with a short description.