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HSA Welcome Kit

Understand how you and your family can take full advantage of your Health Savings Account.

Or call 1-855-440-4472

HSA Welcome Kit

YOUR HEALTH SAVINGS ACCOUNT (HSA) — WHAT IS IT?

Your Health Savings Account allows you to save money for future medical expenses.
The funds are not taxable if used for qualified medical expenses. At the end of the year, any funds remaining in your account will carry over for use in future years. Contributions to your account can be made by you, your employer or other individuals.

KEY FEATURES

  • HSA Advisor: Provides actionable feedback about how you can get the most benefit from your HSA.
  • Link Your Credit Card: Linking your personal credit and/or debit cards to your HSA allows you to use your usual payment methods for healthcare — pay yourself back from your HSA at any time.
  • Deductible Tracker: Link your health plan (ex. Blue Cross Blue Shield) account, to take the guesswork out of your progress against your deductible.

YOUR HSA PORTAL

You can easily log into the HSA Portal directly within Online Banking or our mobile app. When you log in to online banking, simply click on your HSA account tile.

If you aren’t already enrolled in Online Banking, you can enroll anytime. You'll need your Elements member number, which can be found in your welcome email from Elements, your Elements statements, or by contacting us at 1-800-621-2105.

Once logged in, select from the menu tabs on the left side of the screen:

  • Dashboard: Overview of your balances and progress toward the HSA yearly limit
  • Deductible Tracker: Link your health plan (ex. Blue Cross Blue Shield) account, to take the guesswork out of your progress against your deductible
  • Cash Account: Detailed look at the transactions in and out of your HSA
  • Investment Account: View your investment account totals and move money to, and from your DriveWealth account
  • Healthcare Expenses: View eligible expenses from your linked personal credit or debit card and initiate a reimbursement to your personal bank account from your HSA
  • Contributions: Manage personal contributions to your HSA account
  • Resources: Find all relevant account forms and access the HSA Store
  • Settings: Link personal credit and/or debit cards to your account so that no HSA purchase goes uncaptured. You can also link your savings or checking account for easy reimbursements

Note, that the HSA portal is provided through a partnership between Elements Financial and Bend Financial.

How Much Should I Save to Reach My Goal?

Savings Calculator

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