Welcome to myHSA, your new Spending Account! In this guide, we'll walk you through the essential steps to set up your myHSA account for the first time, ensuring you make the most of its features and benefits. Once you receive your Welcome Email and click "Activate Account", you should be able to set up your login credentials, and view your account for the first time!
Explore Your Dashboard: Upon logging in, the first thing you'll encounter is your Dashboard. This centralized hub provides an overview of crucial information such as covered items, plan details, current balance, and any applicable add-ons. Take a moment to familiarize yourself with this section to stay informed about your health savings.
Configure Your Profile in the "Settings" Tab: Navigate to the "Settings" tab to establish your personal profile. Here, you'll be prompted to input vital information, including your profile details, information about dependents, and your bank details. This step is super important for seamless reimbursement of claims, so ensure all information is accurate and up-to-date. If you need help, you can reach out to our team via email at support@getmyhsa.com and provide your bank info for us to verify on your account.
a. Profile Information: Fill in your personal details.
b. Dependents Information: If you have dependents covered under your plan, add their details to ensure comprehensive coverage. We need their name, gender, date of birth, and how they are related to you!
Not sure if someone is an eligible dependent? Here is the criteria:
c. Bank Information: Input your bank details, allowing myHSA to reimburse you promptly for eligible claims.
Need more information about adding your bank info?
Utilize the "Make a Claim" Feature: One of the key features of myHSA is the ability to submit claims through the "Make a Claim" section. Here, you can easily request reimbursement for covered expenses. Follow these steps to make a claim:
Setting up your myHSA account for the first time is hopefully painless, but if you need help, we are happy to assist! Just reach out to us at support@getmyhsa.com or by live chat.