HSA Participants

Initial Setup

Set up your Ameriflex account (HSA)

Your Ameriflex account provides real-time access to important account information, including your balance, transaction history, payment status, and more.

Written by Aimee Reynard

Updated 9 months ago

Download Mobile App (HSA)

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

Written by Aimee Reynard

Updated 1 week ago

Register for complimentary ID theft protection (HSA)

Written by Aimee Reynard

Updated 4 months ago

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

Written by Aimee Reynard

Updated 4 months ago

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Account Management

View basic account information (HSA)

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

Written by Aimee Reynard

Updated 9 months ago

Transfer funds to your HSA

Written by Aimee Reynard

Updated 9 months ago

Make an HSA contribution

Written by Aimee Reynard

Updated 9 months ago

Reimburse out-of-pocket expenses (HSA)

Written by Aimee Reynard

Updated 9 months ago

Retrieve tax forms and statements (HSA)

Written by Aimee Reynard

Updated 9 months ago

Download 1099-SA or 5498-SA Tax Form

Written by Aimee Reynard

Updated 3 months ago

Switch to HSA e-statements

Written by Aimee Reynard

Updated 2 months ago

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Investment Management

Transfer funds from your HSA to your investment account

Written by Aimee Reynard

Updated 8 months ago

Make changes to your investment account

Including portfolio, realignment and investment allocations

Written by Aimee Reynard

Updated 8 months ago

Set up automatic transfer

Written by Aimee Reynard

Updated 8 months ago

Future Investment Elections

Written by Aimee Reynard

Updated 8 months ago

HSA Pending Activity

Written by Aimee Reynard

Updated 8 months ago

HSA Statements

Written by Aimee Reynard

Updated 8 months ago

View HSA Transaction History

Written by Aimee Reynard

Updated 8 months ago

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