Ameriflex Help Center

Initial Setup

Download Mobile App (HSA)

The Ameriflex mobile app lets you access and manage your account on the go.

Written by Aimee Reynard

Updated 7 months ago

Use your Ameriflex Debit Mastercard® and start spending! (HSA)

Written by Aimee Reynard

Updated 7 months ago

Register for complimentary ID theft protection (HSA)

Written by Aimee Reynard

Updated 7 months ago

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Account Management

Make an HSA contribution

Written by Aimee Reynard

Updated 7 months ago

View basic account information (HSA)

Where to find your HSA balance, interest, contributions, and other important account information.

Written by Aimee Reynard

Updated 7 months ago

Retrieve Tax Forms and Statements (HSA)

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Updated 7 months ago

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Investment Management

HSA Statements

Written by Aimee Reynard

Updated 2 years ago

Transfer funds from your HSA to your investment account

Written by Aimee Reynard

Updated 2 years ago

View HSA Transaction History

Written by Aimee Reynard

Updated 2 years ago

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HSA Participants

Initial Setup

Download Mobile App (HSA)

Use your Ameriflex Debit Mastercard® and start spending! (HSA)

Register for complimentary ID theft protection (HSA)

Set up your Ameriflex account (HSA)

Account Management

Make an HSA contribution

View basic account information (HSA)

Retrieve Tax Forms and Statements (HSA)

Download 1099-SA or 5498-SA Tax Form

Transfer funds to your HSA

Switch to HSA e-statements

Reimburse out-of-pocket expenses (HSA)

Investment Management

HSA Statements

Transfer funds from your HSA to your investment account

View HSA Transaction History

Future Investment Elections

Make changes to your investment account

HSA Pending Activity

Set up automatic transfer