Health Wallet Support

You can update an organization’s Benefit Stack configuration under its Organization Settings. Here’s how.

Customize an organization's Benefit Stack settings

You can set a custom investment threshold for organizations and their members. Learn how here.

Set a custom investment threshold for an organization

Learn how you can set an organization up with its very own card-issuing settings.

Customize an organization's card-issuing settings

Set copay matching rules for your organization

Learn how to restrict an organization’s investments for compliance with FINRA Rule 3210.

Restrict an organization's investment products

Learn how to set up unique settings for an organization

Customize organization settings

Find answers and get help from Intercom Support and Community Experts

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