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Overview

HealthSavings is your partner in the administration and support of health savings accounts (HSAs). We can create a customizable program to work with your custodian, financial institution or individual investors. We can provide a full suite of services to wrap around your HSA plan or provide a customizable private label solution with your choice of mutual funds.

In addition to educational resources, our online portals include unique log-ins for the employer, employee and broker/wealth manager. The user will be able to view transaction history, fund allocations, run reports, rebalance their portfolio and evaluate performance.
 

How We Help

Health savings accounts (HSAs) represent a significant growth opportunity for financial institutions and benefit service providers, but also present operational challenges. They’re not just another deposit account—they’re complex and have unique requirements.

As HSAs are staged for rapid growth, institutions that are serious about pursuing the HSA market require an easily managed, scalable solution that’s built specifically for the unique needs of an HSA. Let us do it for you.

Solutions

  • Health Savings Accounts
  • Debit Card Processing
  • Member Portal
  • Employer Portal
  • Customer Service Outsourcing
  • Payment Strategies
  • Communication Strategies

 

Get Started Today

Transferring your current health savings accounts (HSAs) just requires a few simple steps to get started.

Step 1: Finalize and Sign Contract

Contact our sales team to get any questions answered and finalize a contract.

Step 2: Communicate With Plan Sponsors and Participants

We’ll help you draft a communication with detailed next steps and FAQs.

Step 3: Enrollment is Completed

This can be done either through bulk enrollment or registration.

Step 4: Bank Transfer Completed

Accounts will be frozen for five business days to allow for transactions to settle.

Step 5: Access Accounts

Plan Sponsors and Participants will be given access to the Plan Sponsor and Participant portals.

Simply consult our sales team or reach out to us at advisors@HealthSavings.com or (888) 354-0697.