Looking to add a new organization to the Health Wallet Manager? Here's the place to learn how.
How to add a new organization
Partner Administrator Feature
This feature is only available for partner administrators. It is not available for employer administrators.
You can start from the Home page or Organizations tab.
Select Add New Organization.
Fill out the requested fields.
Select Add Organization.
After reviewing the input details, select Confirm New Organization.
You can add an Organization Admin for the newly created organization on the following screen. You may also skip this step.
Connected bank accounts
You can (and likely should) connect a bank account to an organization. To learn more, check out "Connect bank account(s) to an organization."
Required for HSAs, DC-FSAs, and Commuter
Organizations must have connected bank accounts for "pull funding," which is used for HSA, DC-FSA, and Commuter benefits. Connected accounts are not necessarily required for other benefit plans but can be helpful for organization reimbursement.
Organizations tab
After you've completed creating the new organization, you can find the new organization from the Organizations tab. The organizations are listed in alphabetical order by name. you can also use the search for the organization by name in the search bar on the top right side of the panel.