Health Savings Account Solution

Our strategy is to focus on providing the best possible HSA solution for our clients. The result is a solution that is tightly integrated with best-of-breed partners to ensure that our clients are gaining maximum benefits. We believe our clients benefit substantially from this approach for two primary reasons: they are able to use the best products available, and it allows them to focus on and devote their energies to their core business.

Our fully integrated HSA solution comprises:

• Consumer Services
• Employer Services
• Banking Services & Branding
• Account-Level Recordkeeping
• Regulatory Care

The HSA product you can offer your customers is fully featured to include:

• Enrollment Options
  • Web enrollment for individuals
  • Batch enrollment for employers
  • MSA rollover capability
• Account Features
  • Tiered and blended interest rates
  • Automatic transfers to investment accounts
  • Automatic deposits through payroll deduction
  • Mail-in deposits
  • Checkbook
  • Debit card
• Service Features
  • Account information by phone or web
  • Customer Service Call Center
  • Statements