Health Wallet Support

Learn how to restrict an organization’s investments for compliance with FINRA Rule 3210.

Restrict an organization's investment products

You can set a custom investment threshold for organizations and their members. Learn how here.

Set a custom investment threshold for an organization

Set copay matching rules for your organization

Learn how to set up unique settings for an organization

Customize organization settings

<span style="color: rgb(255, 255, 255);">This information is general and educational in nature and should not be considered legal, investment, compliance, or tax advice.  This information is believed to be accurate as of the publication date, but is subject to change.  We cannot guarantee that such information is accurate, complete, or timely, and make no warranties regarding the information or the results of its use.  We disclaim any liability arising from your use of, or any tax or financial position you take in reliance on, this information.   Consult an attorney or tax professional regarding your specific situation. ©2026</span>

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

Contact information

Support hours and holiday closures

Get support

Login access

Download the Health Wallet Benefits mobile app

Member resources

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

Appeal a denied or partially approved claim

Check your claim status

Receipt requests & substantiation

Understanding accrual claims

Understanding claim requirements

Claim management

HSA guides

HSA basics

HSA contributions

HSA corrections

HSA eligibility

HSA investing

HSA life events

HSA spending

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

Ineligible expenses for your general health FSA

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

Admin resources

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

Schedule contributions to benefit accounts