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Why enroll with us?

In addition to person-to-person, thoughtful customer service, our process is designed to be informative and efficient. There are many reasons why our HSA is among the best, and for each employer we also provide:

A dedicated account executive for your company

Pre-enrollment support

  • Analysis and recommendations for plan design and contribution strategies
  • Best practices and experiences
  • A step-by-step check list for the enrollment process
  • Educational PDFs and brochures
  • Employee education

Enrollment support

  • Facilitate enrollment with your HR or benefits consultant
  • Customize enrollment to include online, eligibility files or paper
  • Support if transferring assets from a previous HSA

On-going support

  • Expert customer service Monday through Friday
  • 24/7 online account access for employers and members
  • Reconciliation and audit support for contributions
  • Tax reporting and documentation
  • Evaluation of plan effectiveness after enrollment and during annual enrollment periods

Contribution options

Flexible and customizable to your company’s needs including:

  • Automated clearing house (ACH) pulls
  • Wire transfers
  • Checks


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