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  1. Can I Link My Retirement Account To Quicken?

    Yes. To link your account to your Quicken account, click here or log into your account and select Manage My Account >View Transactions  from the navigation bar. On this page in the lower right of the page, you will see Quicken . You will need to...
  2. Submitting An HSA Claim

    Didn't have your HSA Debit Card? Not a problem. Submit your claim online. It is quick and easy!  1. Log In Here to access your online account and select Reimburse Myself or Pay a Provider from the I want To menu on your home page.   2.   C...
  3. Change Investments - HSA

    Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages.  1.   Log In to your online account. If you cannot remember your log in or need help with the log in process, ...
  4. Contribution Limits

    Need help determining how much to contribute per pay period to save the maximum allowed based on your age and the IRS maximum? Check out FINRA's " save the max " calculator as a resource.* IRS Retirement Plan Maximums - 2026 Pre-Tax & R...
  5. Accessing Retirement Plan Statements

    Sentinel will post copies of your quarterly account statement to the Plan Statements & Forms   section of the website. If an email address is on file, you will receive an email notification that your statement is ready to view and/or download. ...
  6. Making A Non-Payroll Contribution - HSA

    Contributions to your Health Savings Account (HSA) is a great way to set funds aside for current medical expenses while also saving for expenses in the future. An HSA allows you to make contributions to help grow your savings, and if used for elig...
  7. How Often Can I Make a Contribution Change?

    Most plans allow you to make changes to your contribution rate as often as you want.  You can make the change by logging into your online account and selecting Change Contribution Rate from your summary page.  You will receive an email confirmat...
  8. Medical FSA After Leaving an Employer

    Expenses incurred after the date of separation are not able to be reimbursed. Any unused monies will be forfeited.  Depending on the situation, you may have the option to elect to continue participation in the Medical FSA Plan by electing CO...
  9.  How do I add my benefits card to my Apple Wallet?

    Adding your benefits card to your mobile wallet can make paying for eligible expenses faster, more secure, and contactless. With mobile payments, you don’t need to use (or even bring) your benefits card when you want to pay for eligible expenses. ...
  10. Setup Your HSA Investments

    You will need to maintain a minimum cash investment. Once your balance is above the required minimum you may elect to move some of your funds into the investment options available within your plan.  In order to set up your   funds in excess of the...