
The Premier HSA Platform for Your Business
The first complete HSA solution with full–service administration to sell HSA under your brand.






The Premier HSA Platform for Your Business
The first complete HSA solution with full–service administration to sell HSA under your brand.



It Sounds Simple, Because It Is
A single click (SSO) to a fully customized website, offering full HSA features, backed by our administration and customer service staff. All aspects of cash and investment are in one place.
STREAMLINED
A turnkey solution that includes debit cards, medical reimbursement, employer contributions, and modern investing.
ENHANCED
Members use the same platform to manage investments in ETFs, Mutual Funds and individual Stocks in real-time.
MONETIZE & CONTROL
You set the price, we do the work.
Straightforward Investments
We have eliminated file-based trade settlement and the need for third party investment accounts. Trades are executed in real-time.
ROBUST SELECTION
Wide selection of ETFs, Mutual Funds, and Open Brokerage
MULTIPLE INVESTOR PATHS
Customers can choose from a robo-advisor, open brokerage, or a curated investment line up.
REAL-TIME
Open, trade, and fund accounts instantly.


Straightforward Investments
We have eliminated file-based trade settlement and the need for third party investment accounts. Trades are executed in real-time.
ROBUST SELECTION
Wide selection of ETFs, Mutual Funds, and Open Brokerage.
MULTIPLE INVESTOR PATHS
Customers can choose from a robo-advisor, open brokerage, or a curated investment line up.
REAL-TIME
Open, trade, and fund accounts instantly.
Your Brand, Your Solution, Our Muscle
WHITE-LABELED
Your branded full-service HSA administration with branded debit cards, statements, confirmations, and member portal.
COMPLIANCE
Instant verifications, statements, and confirmations. Includes 1099, CIP, OFAC, and AML verifications.
Customer Service
24-hour toll-free number with a dedicated customer service team and warm handoffs for your members.
PORTAL ACCESS
Personal HSA member portals with single sign-on integration for easy, secure access.


Let’s Launch Your Premier HSA Platform
60-Day Implementation
Take your new HSA solution live in as little as 60 days.
ASSIGNED IMPLEMENTATION TEAM
Your implementation team will ensure your branded platform is all set.
DEDICATED ACCOUNT MANAGER
Your dedicated account manager will help guide the success of your HSA platform.
EMPLOYER HSA CONTRIBUTION SUPPORT
Customer support for employers making HSA contributions.


Don’t Miss Out on HSA Growth
HSAs top at $77 billion and are growing at 38% year-over-year.