Health Wallet Support

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Learn how to add new members, enroll members in benefits, set up recurring contributions, and more!

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Support hours and holiday closures

Contact information

Download the Health Wallet Benefits mobile app

Account basics

Account settings

Tax resources

Benefit details

Replace or request a card

Troubleshoot card declines

Issue a card for dependents

Add your card to a digital wallet

Dispute a transaction

Report a lost or stolen card

Activate your card

Find answers to common questions about cards

About your benefit card

Card daily spending limit

Lock or unlock your card

Repay an overpayment

Card management

Appeal a denied or partially approved claim

Update a claim with requested information

Submit a claim for reimbursement

Check your claim status

Receipt requests & substantiation

Understanding accrual claims

Understanding claim requirements

Claim management

Eligible expenses for your general health FSA

Getting started with your general health FSA

Ineligible expenses for your general health FSA

FSA contribution limits

Combining your general health FSA with other benefits

FSA guides

HSA guides

HSA basics

HSA contributions

HSA corrections

HSA eligibility

HSA investing

HSA life events

HSA spending

HSA transfers

Save your DC-FSA providers

Getting started with your DC-FSA

DC-FSA coverage rules

DC-FSA contribution limits

Eligible DC-FSA expenses

Ineligible DC-FSA expenses

DC FSA guides

Getting started with your dental & vision FSA

LP FSA guides

Getting started with your transit benefit

Getting started with your parking benefit

Commuter guides

Add a new organization

Add a member

Assign a benefit program to an organization

Connect bank account(s) to an organization

Manage admins for organization groups, organizations, and divisions

Enroll members in benefits

Link a bank account to an organization’s benefit plan

Set up a benefit for a new employer

Platform organization hierarchy

Set up a division

Set up an organization group

Set up a new organization

Control card spend with Merchant Categories

Customize an organization's Benefit Stack settings

Customize an organization's card-issuing settings

Edit benefit template

Manage accrual claims in Health Wallet Manager

Edit contribution limits for select benefits

Set up HRA coverage levels

Set up an embedded deductible for a Traditional HRA

Design benefit plans

Review member information

Unenroll members from a benefit plan

Deactivating members

Set up who pays HSA investment fees for an organization

Update member details

Manage dependents for members

Update a member’s benefit after a qualifying life event

Escalate a card issue

Submit a claim for a member

Support members

Create and manage partner administrator accounts

Funds temporarily held: Contribution Accruals explained

Manage platform copay matching settings

Set default card-issuing settings

Set the default Benefit Stack settings for the platform

Set the default investment threshold for the platform

Understand how our platform handles HSA contribution limits

Manage platform default settings

Increase FSA & LP-FSA starting balances for pending benefits

Increase FSA & LP-FSA starting balances for active benefits

Increase initial funding amounts for pending benefits

Make a catch-up contribution for active benefits

Track contributions on the Contributions tab

Schedule contributions for an organization

Set default employer contribution amounts for an organization

Set up automated recurring contributions for an organization and/or divisions

Update recurring contribution amounts

Schedule contributions to benefit accounts

Funding for notional benefit accounts (FSAs, HRAs, LSAs, & Commuter)

Reconcile benefit funding with the Funding tab

Track file processing

Manage benefit funding

Restrict an organization's investment products

Set a custom investment threshold for an organization

Set copay matching rules for your organization

Customize organization settings

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