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  1. Updating Your Notification Preferences - FSA/HSA

    Last Updated: 08/17/2021 in FSA/HRA/HSA Notifications & Statements
    You can choose how to receive notifications regarding claims, payments and debit cards through your online account .  Receive text alerts about your account through your mobile phone! You can configure which notification you would like to receive ...

  2.  Maximizing Your Online Retirement Account Experience

    Last Updated: 08/10/2021 in Retirement Accounts Online Account Help
    Beyond simply navigating your account, watch the video below to learn more about some of the powerful tools available to you from your online retirement account, including: Chat Our online Help Center BALANCE Health + Wealth Hub Investor Profi...

  3. 5 for 5: HSAs

    Last Updated: 08/10/2021 in Video Library
     

  4. Setup Your HSA Investments

    Last Updated: 08/05/2021 in FSA/HRA/HSA HSA HSA Investments
    You will need to maintain a minimum of $2000.00 in the default 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...

  5. 5 for 5: Cryptocurrency

    Last Updated: 06/28/2021 in Video Library
     

  6. 5 for 5: Financial Planning for Newlyweds

    Last Updated: 06/06/2021 in Video Library
     

  7. 5 for 5: What key areas should your financial plan cover?

    Last Updated: 05/17/2021 in Video Library
     

  8. Can I Link My Retirement Account To Quicken?

    Last Updated: 04/27/2021 in Retirement Accounts Online Account Help
    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...

  9. View Online Requests

    Last Updated: 04/27/2021 in Retirement Accounts Online Account Help
    Whenever you make a change to your account online you will be able to view the confirmation of the change.   To see your transaction confirmations, click here or log into your account and select Manage My Account >View Online Requests  from the ...

  10. Electing Electronic Statements

    Last Updated: 04/27/2021 in Retirement Accounts Online Account Help
    When you choose to receive eStatements, you will receive notifications directly and securely via email when your quarterly statement is available in order to stay up to date on your account activity – and it’s green!  To elect eStatements, click h...

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