If you want to make contributions to your HSA or withdraw funds to reimburse yourself for IRS-qualified expenses from an external bank account, just follow these quick and easy steps.
1. After logging into your account, click on the Profile tab.
2. Click on Banking/Cards.
3. Click on the Add Bank Account link.
4. Fill out the form with your account and institution information and select your account type (i.e., Savings, Checking). Once completed, click on the Submit button.
5. After you have submitted the account information, HSA Bank will send a small deposit to your external account within three (3) business days to verify your banking information.
6. Once the deposit is received in your external account, you need to validate your banking information using the steps below.
7. Navigate to the Banking/Cards section of the Profile tab.
8. Click on Activate under your bank account information.
9. To activate your account, enter the amount (between $.01 – $1.99) we deposited into your checking/savings account and click Submit. Upon completion, your account will be available for contributions and withdrawals.
