fcf version hsa investment journey member experience slides · 2018-07-31 · what’s an hsa? an...
TRANSCRIPT
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HSA Investments
2018 Webinar SeriesKaren Barnes
Farm Credit Foundations
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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
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Growing Your HSA!
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• $1,000 Minimum Balance• Diversified Mutual Funds• No trading fees
• Tax Free Growth• Easy movement
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Member Experience
www.payflex.com
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First Time User?
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Find Me
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Create My Profile
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Account Settings
• Update Profile Info• Link Bank Accounts• Setup Alerts/Notifications
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Account Notifications
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My Investment Journey
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Exploring My Investment Options
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Fund Options
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Ready to Invest?
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Open Investment Account
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Terms & Conditions
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Investment Menu
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Transfer Cash to Mutual Funds
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Select Your Investments
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Recurring Investment
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Recurring Investment Setup
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Recurring % Investment
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Fund Selection
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Confirm Selections
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Confirmation
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Account Activity View
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Updated Dashboard
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Need Cash?
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Close Your Account
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Sell Mutual Funds
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Full or Partial Sell
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Summary Page
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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.