Start The Process
Transferring your current health savings accounts (HSAs) just requires a few simple steps to get started.
Process at a Glance
Step 1: Finalize and Sign Contract
Contact our sales team to get any questions answered and finalize a contract.
Step 2: Communicate With Plan Sponsors and Participants
We’ll help you draft a communication with detailed next steps and FAQs.
Step 3: Enrollment is Completed
This can be done either through bulk enrollment or registration.
Step 4: Bank Transfer Completed
Accounts will be frozen for five business days to allow for transactions to settle.
Step 5: Access Accounts
Plan Sponsors and Participants will be given access to the Plan Sponsor and Participant portals.
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