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Start The Process

Process at a Glance

Step 1: Get In Touch

Contact our sales team to receive additional information and get started.

Step 2: Register Plan Sponsors

Plan Sponsors complete the Plan Establishment Guide (PEG) and register.

Step 3: Enroll Participants

Plan Sponsors enroll participants.

Step 4: 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