Home Page: This is where you can quickly see your available balance and file a claim. You also have access to the quick view of paid claims by category, election summary, and contributions.
Important Plan Dates: Hover your mouse over the small grey info circle (above the available balance) to see important plan dates. The final service date is the last day to incur new expenses for the selected plan. The final filing date is the last day to file claims for reimbursement on out-of-pocket expenses incurred during the plan year.
Accounts Page: This gives you an overview of current and recent plan years, as well as provides access to account activity, claims, and payments. Account activity will show all account transactions including payroll deductions and contributions.
Profile Page: This gives you the ability to change/update your personal information, add dependents and beneficiaries, add/edit banking information, see the status of your card, report your card as lost/stolen, order replacement cards, order cards for added dependents, and change your login information (password, username, and security questions).
Statements & Notifications Page: This section allows to see your statements (tax documents for HSA participants will display here), and your notification history. Notifications may include card verification requests, advice of deposits, denial letters, ineligible expense notifications, and requests for more information.
Tools & Support Page: This is where you can find useful forms, plan summaries, rules and agreements, change your payment method, find information on downloading the mobile app, access the FSA Store, and see our contact information.
Dashboard Page: The Dashboard is the best place to see all of your expense activity. The Dashboard defaults to the current calendar year. On the left side of the page you can select all dates or specific years. Other filters are available on the left as well if you need to manage the data being displayed. Selecting an expense listed on the Dashboard will reveal more details including the claim number, date of service, account, requested-on date, expense category, amount paid/reimbursement status, the source of the expense (online or mobile claim / Debit Card), and the receipt status. This drop down section will also provide an Upload Receipt(s) and a View Receipt(s) option if applicable.
Other Helpful Topics: Login, Change Login, App Login, Chat, Overview, File a Claim, Card Status, Replacement Cards/Lost or Stolen Cards, Dependent/Spouse Cards, HSA Tax Statements, HSA Transaction, HSA Fees, Upload Receipts, Making Repayments, Direct Deposit, FSA Store, RMI, Update Notification Preferences, Eligible Expenses, File HRA Claim, Card Use Verification, Downloading the Mobile App, App Overview, Why Ask For Receipts?, Preparing For Legendary Service.