Health Wallet Support

Learn how to set up and manage Super Admin, Admin, Tier-Two Agent, and Agent roles.

Create and manage partner administrator accounts

Learn how our platform handles health savings account contribution limits for members

Understand how our platform handles HSA contribution limits

Members can't receive HSA, DC-FSA, & Commuter funds if they haven't successfully enrolled (i.e., KYC review). Here's how we hold funds.

Funds temporarily held: Contribution Accruals explained

Virtual cards? Physical cards? No cards? Both? Learn how you can set default card-issuing settings in the Health Wallet Manager

Set default card-issuing settings

The Benefit Stack settings allow you to arrange all benefit templates by your preferred depletion order of funds. Here’s how.

Set the default Benefit Stack settings for the platform

Members must have enough funds to meet the investment threshold before investing their health savings account funds. Learn how here.

Set the default investment threshold for the platform

Learn how partner admins can enable organization admins to set copay matching rules for their organization.

Manage platform copay matching settings

Learn how partner administrators can set up platform defaults, like investment thresholds and card-issuing settings

Manage platform default settings

Find answers and get help from Intercom Support and Community Experts

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