Consumer Portal Overview
Welcome to your Consumer Portal! In your portal, you have many tools and resources available that will make your life easier as you navigate your benefits. Here is a description of what you can find under each main tab in your portal.
HOME PAGE: This is the first thing you will see when you log in to your account. On the left, you can quickly see your available balance or file a claim in the I WANT TO section. In the middle of the page, you will see the MESSAGE CENTER, which is where you will see important notifications about your account, including requests for more documentation. On the bottom of the page, you can see a QUICK VIEW of paid claims by category, election summary, and contributions.
Hover over the numbered hotspots on the image below for more details!
If you have an HSA, your home page will have a few additional options. In the I WANT TO section, the “Make HSA Transaction” button allows you to issue distributions to yourself out of your HSA. There is also a “Manage Investments” button, which will take you to a separate portal in which you can track the money you invest using your HSA. In the AVAILABLE BALANCE section, you will be able to see the balances for both the amount you have in your HSA available to spend now and the amount you have invested (only for balances above $2,000).
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.
If you have an HSA, the Accounts page is also where you will be able to see and manage your investment funds.
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, including tax documents for HSA participants, and your notification history. By clicking “Update Notification Preferences,” you can set yourself up to receive email and/or text notifications for important account messages. 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.
We look forward to serving you!
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.