Individual HSA by WEX vs Client Access

Keep tabs on your HSA by quickly checking your balances and details using our secure mobile app. With real-time access and intuitive navigation to all your important account information, our app includes the following features: Easily Access Your Account • Simply login to the intuitive app using your same health benefits website username and password (or follow alternative instructions if provided) • No sensitive account information is ever stored on your mobile device • Use Touch ID or Face ID to quickly log in to the mobile app Review Account Details • Quickly check available balances 24/7 • View charts summarizing account(s) • View claims requiring receipts • Click to call or email customer service • View your statements and notifications • Scan product barcodes to determine their eligibility Other User-Friendly Features (if supported or applicable to your account(s)) • Take or upload a picture of a receipt and submit for a new or existing claim • View, contribute and distribute HSA transactions • Pay bills from any account and add a payee • Manage your expenses by entering medical expense information and supporting documentation • View and manage your HSA investments • Retrieve your forgotten username/password • Report a debit card as lost or stolen Powered by WEX Health®

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.