Features

Customer Service

  • One point of contact for everything related to HSAs, including health insurance, banking and investments (optional)
  • A fully-dedicated client service team to assist HSA spenders and savers

Account Access

  • A consolidated, online view of your total HSA
  • Online statements available 24/7 and are updated daily
  • The ability to create your own access ID and password to manage your FlexHSA online
  • FlexHSA monies are held in an interest-bearing FDIC insured account with the Northern Trust Corporation

Account Management

  • Access to your funds through the FlexMoney™ Card. Just like any other debit card, you swipe this card at your pharmacy or doctor’s office to pay your healthcare expenses – tax-free – directly from your HSA.
  • Electronic contribution capabilities for automated deposits – including employer contributions
  • The ability to self-direct your HSA investment funds into a wide range of investment options
  • Automatic movement of funds from savings to investments, and back
  • The ability to automatically transfer funds, at no additional charge, from your HSA to your personal checking account(s) to access your funds, reimburse yourself or pay for healthcare expenses
  • FlexHSA offers the option of investments through a self-directed investment platform – Portfolio Online – with expanded information at your fingertips and the ability to make systematic investments in your HSA portfolio
  • Morningstar Online Tools for Mutual Funds
  • HSA calculators and decision support tools for managing your account
  • ClaimsVault™ – an electronic shoe-box that lets you enter and electronically store distributions and receipts for as long as your FlexHSA remains active
  • Tax forms that you can view, print and complete online