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Managing Accounts

Managing Accounts with Reconciler™

Through Reconciler™, consumers can view a summarization of their health care purchases and balances, save electronic copies of receipts and correspondence, direct how their HSA balance is invested, make notes to themselves for future reference, and access health management information and resources. They may also manage their flexible spending accounts, health reimbursement accounts, 401(k) accounts and other investment accounts.

To see all the capabilities of Reconciler™, click here to request a "DEMO" and get an interactive demonstration of the site.

Increasing HSA Participation with Reconciler™

Reconciler™ encourages employee participation in consumer driven health care plans because it facilitates the opening of both health savings accounts (HSAs) and high deductible health plans (HDHPs). The system provides online access to the forms required to open both, and the HSA form is automatically filled in with data from the HDHP to eliminate duplicate entry and to increase accuracy of the information. Forms may be signed with an e-signature, and transmitted via the Internet.

To see all the capabilities of Reconciler™, click here to request a "DEMO" and get an interactive demonstration of the site.

Questions?

To discuss how we can help your organization, please contact us:

or
(949) 756-0037

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