Adding a Health Savings Account (HSA)
Edited
Click here for click-by-click instructions with screenshots of each step or read on for the key points...
Navigate to Insurance>>Medical>>HSAs and HRAs. If you don't already see an HSA/HRA plan present you can add one by clicking "+add new".
Fill in the details of the HSA including vendor info and employer contribution amounts if offered.
Once the HSA details are complete, attach the HSA to the associated medical plan(s) by heading to Insurance>>Medical>>Medical Plans>> [eligible] Medical Plan Name>>Tax Advantaged Accounts.
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