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.
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