Health Wallet Support

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Learn how to add new members, enroll members in benefits, set up recurring contributions, and more!

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Contact information

Support hours and holiday closures

Download the Health Wallet Benefits mobile app

Account basics

Account settings

Benefit details

Tax resources

Repay an overpayment

About your benefit card

Activate your card

Add your card to a digital wallet

Card daily spending limit

Dispute a transaction

Find answers to common questions about cards

Issue a card for dependents

Lock or unlock your card

Report a lost or stolen card

Troubleshoot card declines

Replace or request a card

Card management

Update a claim with requested information

Submit a claim for reimbursement

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Check your claim status

Receipt requests & substantiation

Understanding accrual claims

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Claim management

HSA guides

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HSA contributions

HSA corrections

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HSA investing

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HSA transfers

Getting started with a general HRA

Understanding specialty HRAs

Getting Started with Your General Purpose HRA

Getting started with your ICHRA

HRA guides

Eligible expenses for your general health FSA

Getting started with your general health FSA

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FSA contribution limits

Combining your general health FSA with other benefits

FSA guides

Getting started with your transit benefit

Getting started with your parking benefit

Commuter guides

Save your DC-FSA providers

Getting started with your DC-FSA

DC-FSA coverage rules

DC-FSA contribution limits

Eligible DC-FSA expenses

Ineligible DC-FSA expenses

DC FSA guides

Getting started with your dental & vision FSA

LP FSA guides

Manage admins for organization groups, organizations, and divisions

Enroll members in benefits

Set up a benefit for a new employer

Add a new organization

Connect bank account(s) to an organization

Assign a benefit program to an organization

Add a member

Link a bank account to an organization’s benefit plan

Platform organization hierarchy

Set up a division

Set up an organization group

Set up a new organization

Control card spend with Merchant Categories

Customize an organization's card-issuing settings

Customize an organization's Benefit Stack settings

Choose what eligible expenses your benefits cover

Manage accrual claims in Health Wallet Manager

Edit contribution limits for select benefits

Set up HRA coverage levels

Set up an embedded deductible for a Traditional HRA

Design benefit plans

Review member information

Edit benefit template

Unenroll members from a benefit plan

Deactivating members

Set up who pays HSA investment fees for an organization

Manage dependents for members

Update member details

Escalate a card issue

Update a member’s benefit after a qualifying life event

Submit a claim for a member

Support members

Create and manage partner administrator accounts

Set default card-issuing settings

Understand how our platform handles HSA contribution limits

Funds temporarily held: Contribution Accruals explained

Set the default investment threshold for the platform

Set the default Benefit Stack settings for the platform

Set default employer contribution amounts for an organization

Manage platform copay matching settings

Manage platform default settings

Schedule contributions for an organization

Set up automated recurring contributions for an organization and/or divisions

Increase FSA & LP-FSA starting balances for active benefits

Increase initial funding amounts for pending benefits

Make a catch-up contribution for active benefits

Increase FSA & LP-FSA starting balances for pending benefits

Update recurring contribution amounts

Track contributions on the Contributions tab

Schedule contributions to benefit accounts

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