If you're an Advisor looking for marketing materials to support your clients, we've made it easy for you to access everything you need directly from your myHSA account. Here’s how to find them:
Navigate to the "Resources" Tab
On the left-hand side of your account dashboard, you'll see a new "Resources" tab. Click on this to access a variety of helpful tools and documents.
Find the "Marketing" Tab
Within the Resources section, you’ll see a "Marketing" tab. This is where you’ll find all the marketing materials you need to help your clients understand and promote their plans.
What’s Available?
In the Marketing tab, you can access a wide range of materials, including:Guides and Proposals
Plan Administrator and Employee Handbooks
Expense Lists
Add-On Products
Funding Options
PowerPoint Presentations
A Journey Map that describes the experience of using myHSA
These resources are designed to help you present the value of myHSA clearly and effectively to both Plan Administrators and Employees!
If you have any trouble finding or using these materials, feel free to reach out to our support team at support@getmyhsa.com for assistance.