Health Wallet Support

Josh Hostetler

Dave Stehler

Kayla Gross

Admin resources for Care Spending Accounts

Admin resources

Learn how to add a new organization to the Health Wallet Manager

Add a new organization

Whether you're trying to set up a new hire or an entire organization, your first step is adding them as a member of an organization.

Add members to an organization

Need to set up a benefit for a new employer? Here's the place.

Assign a benefit program to an organization

Learn how to connect bank accounts to an organization via Plaid or manual entry, select a default account, and more.

Connect bank account(s) to an organization

Learn how to set up and manage admin accounts for organizations on our platform.

Create and manage organization administrators

Are you ready to enroll members of an organization into an LSA, FSA, HRA, HSA, or another benefit? Read this article first.

Enroll members in benefits

Connected bank accounts can be used to fund organization-funded benefits. One account can be designated for FSA, another for HSAs, etc.

Link a bank account to an organization’s benefit plan

Step-by-step guide on how to add a new benefit for a new employer.

Set up a benefit for a new employer

Learn how to manage benefits for an organization, like connecting bank accounts, adding new organizations, restricting an organization's investment products, and more.

Set up a new organization

With Merchant Categories, partner administrators can set rules for where card transactions are approved or denied. Here’s how!

Control card spend with Merchant Categories

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

Customize an organization's Benefit Stack settings

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

Customize an organization's card-issuing settings

Want to make some edits to an existing benefit template? Here's how.

Edit benefit template

Learn best practices for setting up new benefit plans for organizations 

Design benefit plans

Learn how to find members and review member information like profile details, benefit plan details, and more.

Review member information

Learn how to unenroll individuals from Commuter, DC-FSAs, FSAs, HRAs, LP-FSAs, and LSAs (like Remote Work)

Unenroll members from a benefit plan

Learn how to deactivate members and trigger all relevant downstream effects.

Deactivating Members

Learn how to approve, request additional information, or deny claims for reimbursement.

Review claims for reimbursement

Learn how members can activate their card through SMS or their Health Wallet.

Understand the card activation process

Learn how to review claims, find member information, and set up service agents

Support Members

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

Understand how the First Dollar platform handles HSA contribution limits

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

Create and manage partner administrator accounts

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

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

Manage platform copay matching settings

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

Understand how our platform handles HSA contribution limits

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

Manage platform default settings

Here's how to make a manual contribution after enrolling members into a Care Spending Account

Make a “catch-up” contribution to a Care Spending Account

Here's how to update an employee's initial deduction or employer's initial contribution before the benefit enrollment start date

Update initial funding amounts for a Care Spending Account before enrollment

Here's how to update recurring contribution amounts after benefit enrollment

Update recurring contribution amounts for a Care Spending Account

Here's how to increase an employee's initial deduction or employer's initial contribution before the benefit is active

Increase initial funding amounts for pending benefits

Here's how to manually contribute to initial funding after the benefit is active.

Make a catch-up contribution for active benefits

What’s a manual contribution? What’s an automated contribution? We’ll answer those questions and more in this article.

Navigating the contributions dashboard

Learn how to set up benefit contributions with the Health Wallet Manager.

Schedule contributions for an organization

Learn how to set up default recurring and initial contribution amounts for an organization

Set default employer contribution amounts for an organization

You can schedule automated recurring contributions for an organization. Learn how to "set it and forget it."

Set up automated recurring contributions for an organization

Learn how to manage employer and employee contributions to their benefits

Schedule contributions to benefit accounts

Learn how to fund a Care Spending Account for your organization.

Funding for Care Spending Accounts

Learn what RMF is and how our platform handles RMF

Manage required minimum funding (RMF)

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

Restrict an organization's investment products

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

Set a custom investment threshold for an organization

Set copay matching rules for your organization

Collin Couey

Learn how to set up unique settings for an organization

Customize organization settings

Learn how to generate a contributions report

Generate and analyze a contributions report

Need an overview of approved claims last month? Detailed insights into contributions? Learn how to generate a report.

Generate organization reports

Learn how to generate and analyze benefit utilization with the Report Builder

Generate reports

Find answers and get help from Intercom Support and Community Experts

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