Health Wallet Support

Take full advantage of your health savings account.

All about HSAs

What's a health savings account and how does it work? Here is a quick guide to give you a well-informed start!

Getting started with HSAs

What's the difference between an HSA and an FSA, HRA, or 401(k)?

Comparing HSAs to FSAs, HRAs, and 401(k) plans

Looking to see what fees are involved in having an HSA with us? Check out this article.

Banking fees

Learn how health savings accounts are insured by the FDIC through Piermont Bank

Piermont Bank and FDIC: How HSA funds are insured

Looking for the account number of your health savings account? Here's where to find it.

Find the account number for your HSA

Learn how to transfer funds from your old HSA to your new HSA with a trustee-to-trustee transfer

Transfer funds from your old HSA

Learn why you're asked to share sensitive data like social security numbers (SSN).

Federal law requirements for sensitive data like social security numbers

HSA Basics

Learn who in your family is eligible for a card with your health savings account.

Getting cards for family members

Let us answer those 'what-if' questions about your health savings account and eligibility

Disqualifying circumstances for HSA eligibility

Want a health savings account? Here's how to qualify!

Eligibility requirements to open an HSA

Can you be covered under a non-HDHP plan and still contribute to a health savings account? Likely not, but there are exceptions.

Exceptions to the HDHP requirement for HSAs

Can non-dependent children open up a separate health savings account? Can you cover their medical expenses? Let's review.

Rules for HSAs and adult children under 26

As a dependent, health savings account funds can be used on qualified health expenses for you.

HSA rules for dependents

What if you already have a health savings account? You have two options to transfer HSA funds: rollover or trustee-to-trustee transfer.

Transfer and rollover rules for HSAs

What does the IRS require for HSA-eligible HDHPs? For starters: Know your annual minimum deductibles and out-of-pocket maximums

Insurance requirements for HSA eligibility

The IRS has two contribution limits for health savings accounts: individual and family. Let's break down the requirements for both.

Identify your HSA contribution limit

If you're no longer on an HDHP, you can't contribute to a health savings account but may continue paying for qualified medical expenses.

Rules for HSAs when leaving a high deductible health plan (HDHP)

Enrolled in Medicare Part A or Part B? Already have an established health savings account? Let's discuss.

Medicare enrollment and HSAs

Add or remove a family member from your health plan? Let's break down the potential impact on health savings account contribution limits.

Understand family health plan changes & HSAs

HSA Eligibility

Your health savings account has a lot of eligible expenses. Review this list of qualified medical expenses to ensure you maximize your HSA!

Qualified medical expenses for HSAs

Was your card declined? You may have reached your daily spend limit.

Card daily spending limit

Is there deadline for health savings account reimbursements? Not really, but some dates do matter.

HSA reimbursement deadlines

Which receipts should you keep? What if you lose one? We'll break down all of your health savings account recordkeeping questions here.

Recordkeeping for HSA expenses

You typically can't use your health savings account funds to pay for health insurance premiums, but there are four exceptions.

Exceptions permitting HSA funds for premiums

Penalties are only good for soccer forwards. Understand the rules for health savings account withdrawals to ensure you avoid penalties.

Rules for HSA withdrawals

Can you use your HSA funds on your kids? Yes, as long as they are claimed as dependents

HSA funds & dependent expenses

​Qualified or Unqualified? Correction or Rollover? Learn how to change the category of a health savings account transaction.

Categorize HSA transactions

Spent funds on unqualified expenses? Contributed over the annual limit? It's easy to make corrections to your health savings account.

Make a HSA correction

Learn how to use your Health Wallet to buy HSA-eligible products

Shop with HSA Store

HSA Spending

Here are answers to frequently asked questions about HSA investing.

HSA investment FAQ

Can everyone invest their health savings account funds? Learn here if you're eligible to invest with your health savings account.

Learn about HSA investing eligibility

Learn here about the investment assets supported on this platform for investing health savings account funds.

Supported HSA investing options: ETFs, mutual funds, and stocks

Your health savings account balance is a sum of your cash and investment balance. Learn what these balances mean and why they matter.

Understand HSA cash and investment balances

Curious which exchange-traded funds are available to invest with your health savings account funds? Here's the list.

HSA Investment List: ETFs

Do you have a health savings account and want to deactivate your investment account? Here’s how.

Deactivate your HSA investment account

Health savings accounts offer tax-free investing and growth. Learn how you can invest your HSA funds on our platform here.

Invest your HSA funds

Learn how to activate Auto Invest so you can put your HSA investment strategy on cruise control.

Set up automatic investments for your HSA

We're making trades, baby! Learn how to buy and sell investment securities with your health savings account.

Make an HSA investment trade (buy or sell)

Learn about investing with your health savings account

HSA Investing

Are health savings accounts safe from debt collectors? It depends on your state of residence.

Bankruptcy law and HSAs

Understand how to use your health savings accounts if you are diagnosed with a short-term or long-term disability.

Navigating disability with an HSA

Decide who you'll select as the beneficiary for your health savings account funds by understanding the tax implications of your selection.

Select beneficiaries for your HSA

What happens to health savings account assets during a divorce? Find your answers here.

Divorce law and HSAs

HSA Life Events

Yay, taxes! This is your handy guide to filing taxes for your health savings account.

Filing taxes with an HSA

Are contributions to health savings accounts tax-deductible for state taxes? It depends.

State taxes for HSAs

Are health savings account funds always pre-tax funds? Does a tax extension impact HSA contribution deadlines? Find your answers here.

Taxes and HSAs FAQ

Review how your HSA affects your tax situation

HSA Tax Resources

Learn more about making a last-minute contribution for the previous tax year with your health savings account.

Making HSA contributions for the previous tax year

Want to know how much you can save this year on taxes with your health savings account?

Calculate your HSA contribution limit

When life happens, your contribution limit for your health savings account could change. Stay on top of these changes to avoid penalties!

Mid-year changes and your HSA contribution limit

You can only roll funds from an IRA to an HSA once during your lifetime, so here are the guidelines!

Transferring IRA Funds to Your HSA

Here's what you need to factor in when calculating your contribution limit for your health savings account.

The last-month rule & prorated limits for HSAs

Learn about the two ways to deposit funds into your health savings account (HSA): bank transfers & paycheck contributions.

Make a deposit

Put money into your account and in line with IRS rules

HSA Contributions

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