Start The Process

Implementing your HSA management services program is easy—although it requires a few important steps to ensure you and your clients get exactly what you need.

Process at a Glance

Step 1: Register Your Firm

Request a copy of the Investment Firm Establishment Guide (IFEG) from our sales team to get started.

Step 2: Register Your Advisors

You’ll receive registration details so your Advisors can register and gain access to the Advisor Portal.

Step 3: Register Plan Sponsors

Plan Sponsors complete the Plan Establishment Guide (PEG) and register.

Step 4: Enroll Participants

Plan Sponsors enroll participants.

Step 5: Access Accounts, Receive Payment

Advisors access the Advisor Portal and provide ongoing access and support.

Have questions? Contact a member of our sales team.