Product Feature: Upcoming Contributions Reminder

The upcoming contributions email reminds admins to review transactions.

Starting in February, all First Dollar administrators will receive an email reminder to review upcoming HSA contributions in the First Dollar Manager. If an update is needed for the upcoming contributions (e.g., changing a scheduled contribution amount), admins can make those updates within the First Dollar Manager. The First Dollar Manager will send the email five days before upcoming contributions are processed, giving you plenty of time to ensure all of the data is correct while you drink your morning coffee. 

Why did customers request this feature?

"There’s a lot going on. A reminder before upcoming contributions are distributed would help me remember if I need to make any adjustments for the upcoming period, like adding a new employee or changing an employee’s contributions amount." - Matthew, HR Benefits Specialist 

It looks a little like this.

Administrators will be sent a reminder to review upcoming contributions five days before contributions are processed.


Here’s how to use it.

  • Step 1: Read your email.
  • Step 2: Before debit day, review your upcoming transactions.
  • Step 3: If no updates are needed, you're done! If there are any edits to be made, just make the edits for that account.
  • Step 4: Celebrate! (Because you're done.)

Here's some info on the First Dollar Manager.

First Dollar is a health wallet platform that health plans and TPAs use to offer consumer-directed benefits to their members under one platform. Benefits admins (employer benefits specialists, health plan managers) use the First Dollar Manager to oversee their members' benefits.

Check it out!

Like this new feature (and have a First Dollar Manager account)? Log in to the First Dollar Manager to explore this feature and others.

Josh Hostetler

Josh leads content for First Dollar, a fintech company that builds infrastructure for health spending benefits. Before First Dollar, Josh led course creation at Aceable, taught First Grade, waited tables at Olive Garden, and wore many other hats. He misses the breadsticks.