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Transferring your current health savings accounts (HSAs) just requires a few simple steps to get started.
Contact our sales team to get any questions answered and finalize a contract.
We’ll help you draft a communication with detailed next steps and FAQs.
This can be done either through bulk enrollment or registration.
Accounts will be frozen for five business days to allow for transactions to settle.
Plan Sponsors and Participants will be given access to the Plan Sponsor and Participant portals.