Getting Started

• Introduction
• Data Model Guide
• Choose Your Integration Path
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Quick Start Guides

• Consumer-Owned Accounts (HSA) Quick Start
• Plan-Owned Programs Quick Start
• Filtered Spend Programs Quick Start
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Client Onboarding

• Onboarding Steps
• Client Configuration

Member Enrollment

• Enrollment Methods
• Required Enrollment Information
• Enrollment Process

Contributions

• Contributions Limits & Tax Year Indicators
• Client Initiated Contributions
• Member Initiated Contributions

Member Payments

• Payment Processing
• Member Initiated Distributions

TRANSACTIONS

• Member & Client Transactions

Cards

• Details
• Issuance & Activation
• Card Management
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Member Management

• Member Updates
• Plaid Integration