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Are you optimizing your
health savings account?

Getting the most from your account.

Your health savings account (HSA) is a savings and investment vehicle you can use to pay for you and your family's qualified medical expenses. You own the account and there is no use-it-or-lose-it rule, which means unused funds automatically roll over and accumulate year to year, allowing you to grow your balance over time.

Take a few minutes and use this guide to make sure you are taking full advantage of all your HSA has to offer.

Complete your user profile and gain access to important communications, alerts, and additional tools and resources.

Download the mobile app

Available 24/7, it's a simple way to manage your healthcare finances. Download the Sample Client Mobile app today at the App Store or Google Play.

Make contributions

Deposits, interest earned, and withdrawals are tax-free! 2019 annual contribution limits are $3,500 for individuals and $7,000 for families. Click below and look for the contributions button underneath your account summary.

Contribute Now

Understand what's eligible

Make informed decisions about your healthcare and how you spend your money. Click to see a list of HSA-eligible expenses.

View Eligible Items

Build your savings

Remember, every dollar you put into your HSA, up to the annual limit, is tax-free. So the more you contribute, the more you save, and the more prepared you will be for current and future healthcare expenses.

Set your account up for success:
Maximize your savings!

1. Log in to your account

2. Complete the checklist above

3. Start saving (and spending) today

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