Initial Setup and Renewal Process
How to submit a request via email or the Support Portal.
Setting Up An HSA
What is the CIP Process for HSA accounts and what is required of the participants?
Request Broker Change information in the portal.
Learn how to update your banking account
This article illustrates the process the participant will follow to activate their health reimbursement arrangement (HRA).
As your participants use their Flex accounts, it is important to understand the claims process. This article provides an overview of the process and additional resources/FAQs.