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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.


The IRS has extended the tax deadline from April 15th to July 15th. Individuals may continue to make 2019 HSA contributions through July 15, 2020. Read more about Covid-19