fcf version hsa investment journey member experience slides · 2018-07-31 · what’s an hsa? an...
TRANSCRIPT
HSA Investments
2018 Webinar SeriesKaren Barnes
Farm Credit Foundations
HSA Investments Journey
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What’s an HSA?
An HSA is an account you can contribute to with pretax money deducted from your paycheck. This money is used for eligible health care expenses.
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Why do people love the HSA?• Use your funds for current & future
eligible health expenses• Unused funds roll over from year to
year• Enjoy investment options• Your HSA stays with you if you
switch employers, change insurance plans, or retire
Growing Your HSA!
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• $1,000 Minimum Balance• Diversified Mutual Funds• No trading fees
• Tax Free Growth• Easy movement
Member Experience
www.payflex.com
First Time User?
Find Me
Create My Profile
Account Settings
• Update Profile Info• Link Bank Accounts• Setup Alerts/Notifications
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Account Notifications
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My Investment Journey
Exploring My Investment Options
Fund Options
Ready to Invest?
Open Investment Account
Terms & Conditions
Investment Menu
Transfer Cash to Mutual Funds
Select Your Investments
Recurring Investment
Recurring Investment Setup
Recurring % Investment
Fund Selection
Confirm Selections
Confirmation
Account Activity View
Updated Dashboard
Need Cash?
Close Your Account
Sell Mutual Funds
Full or Partial Sell
Summary Page
Questions?
•We’re here to help!
• At any time, contact PayFlex by selecting Help & Support from your PayFlex member website. You
can choose to call us directly or send an email.