fcf version hsa investment journey member experience slides · 2018-07-31 · what’s an hsa? an...

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.