Health Wallet Support

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Member resources

Learn how to add new members, enroll members in benefits, set up recurring contributions, and more!

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

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

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

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Account basics

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Benefit details

Issue a card for dependents

Troubleshoot card declines

Request a new card

Add your card to a digital wallet

Dispute a transaction

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Activate your card

Find answers to common questions about cards

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Lock or unlock your card

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Update a claim with requested information

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Combining your general health FSA with other benefits

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Getting started with your dental & vision FSA

LP FSA guides

Add a new organization

Add a member

Assign a benefit program to an organization

Connect an organization’s payroll via Finch

Connect bank account(s) to an organization

Manage admins for organization groups, organizations, and divisions

Enroll members in benefits

Link a bank account to an organization’s benefit plan

Set up a benefit for a new employer

Platform organization hierarchy

Set up a division

Set up an organization group

Set up a new organization

Choose what eligible expenses your benefits cover

Control card spend with Merchant Categories

Customize an organization's card-issuing settings

Edit benefit template

Customize an organization's Benefit Stack settings

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

Unenroll members from a benefit plan

Deactivating members

Update member details

Manage dependents for members

Update a member’s benefit after a qualifying life event

Escalate a card issue

Submit a claim for a member

Support members 

Create and manage partner administrator accounts

Funds temporarily held: Contribution Accruals explained

Manage platform copay matching settings

Set default card-issuing settings

Set the default Benefit Stack settings for the platform

Set the default investment threshold for the platform

Understand how our platform handles HSA contribution limits

Manage platform default settings

Increase FSA & LP-FSA starting balances for active benefits

Increase FSA & LP-FSA starting balances for pending benefits

Increase initial funding amounts for pending benefits

Make a catch-up contribution for active benefits

Track contributions on the Contributions tab

Schedule contributions for an organization

Set default employer contribution amounts for an organization

Set up automated recurring contributions for an organization and/or divisions

Update recurring contribution amounts

Schedule contributions to benefit accounts

Funding for notional benefit accounts (FSAs, HRAs, LSAs, & Commuter)

Reconcile benefit funding with the Funding tab

Track file processing

Set up and manage funding

Restrict an organization's investment products

Set copay matching rules for your organization

Customize organization settings

Generate and analyze a contributions report

Generate Reports

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