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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.

Have questions? Contact a member of our sales team.