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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.
Request a copy of the Investment Firm Establishment Guide (IFEG) from our sales team to get started.
You’ll receive registration details so your Advisors can register and gain access to the Advisor Portal.
Plan Sponsors complete the Plan Establishment Guide (PEG) and register.
Plan Sponsors enroll participants.
Advisors access the Advisor Portal and provide ongoing access and support.
Have questions? Contact a member of our sales team.