How to Set Up Direct Deposit

Setting up direct deposit allows you to get your reimbursements quicker than waiting for a check in the mail. In the event of a repayment being due, it allows you to quickly repay the amount back into your account. It will also allow you to avoid fees for reissuing checks. For HSA holders, you can avoid distribution fees and quickly move funds to and from the account.

Step 1:  To set up direct deposit, there are two ways to get started, either click the link in the TASKS section mentioning “GET YOUR MONEY FASTER” and skip to Step 3.  Or in the ACCOUNT tab along the top of the page, select PROFILE then BANKING/CARDS.

Home page DD tasks DD page 1

Step 2: Select ADD BANK ACCOUNT link.

add DD_2

Step 3:  Enter your banking information and then click the SUBMIT button.  This saves your account to your secure online portal.

enter DD info

Step 4:  Once your bank account has been added, select the TOOLS & SUPPORT tab along the top of your portal and then CHANGE PAYMENT METHOD to set up direct deposit.

change payment method

Step 5:  The CURRENT/PAYMENT METHOD page allows you to see your primary and alternate reimbursement options for all plan years. If you would like to make a change to your payment method, click UPDATE.

update payment method

Step 6: On the next page, under ALTERNATE PAYMENT METHOD, select DIRECT DEPOSIT for future reimbursements to be made to your selected bank account and click SUBMIT.

make payment update changes

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.