Skip to main content

Get started with your broker account

Learn how brokers log in, switch organizations, and support organizations

Written by Josh Hostetler

With your broker account, you can access all the organizations you support on our platform with one login.

Log in as a broker

You'll need a broker account to get started.

  • Go to the Health Wallet Manager login page.

  • Enter the email and password for your broker account.

  • Select Log in.

Troubleshoot login issues

  • If you can’t remember your password, select Reset in “Forgot your password?” on the login page.

  • If you can’t remember your email login, search your inbox for “Welcome to your Health Wallet Manager Broker Account.” If you haven’t received the welcome email, contact Support to request an invite.

Select an organization

After logging in, you’ll land on the Organizations page, which lists each organization your brokerage manages alongside its total members and active programs. Select an organization to open its dashboard.

Switch organizations

To switch organizations, open the organization dropdown at the top of the page and choose another one. To see the full list again, select All Organizations at the top left.

Request access to more organizations

If you don’t see an organization you manage, contact Support.

​Note: At this time, all brokers under a brokerage have access to the same organizations.

Support organizations

For the organizations you manage, you can add members and benefits, make manual contributions, generate reports, and view contribution and funding history.

Support resources

Did this answer your question?