Integrated HSA

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Metavante enables you to provide a turn-key, branded HSA solution to employer clients and existing Benefits Card accountholders. Our HSA solution has numerous features that support all program constituents, including the employer, broker, and consumer. With integration to our flexible Benefits Payment System and multi-purse Benefits Card you’ll not only be able to add HSAs as new business but also complement your existing benefit plan designs. In addition, we offer integration to your Web site, several leading HSA custodians, and back-end claims systems all through one connection to Metavante.

Key features include:

  • Fully outsourced HSA servicing, from enrollment and account opening to ongoing account access and call center services, or just the components you need
  • HSA depository account and processing with access to an HSA account through checks, a debit card, branded Web site, call center, etc.
  • Trust account processing for investments
  • Automated transaction tracking and categorizing, making it easy to comply with government reporting requirements
  • Flexible service charge options
  • 1099-SA and 5498-SA regulatory reporting
  • Branded Web site with bill payment capabilities
  • Investment options
  • Automated group or individual enrollment
  • Online account creation for self-service new account opening via the Web
  • Employer support features
  • Program support, including educational and marketing materials

Integrated HSA Custodial Partners

Metavante can provide fully-integrated solutions through one of our HSA Custodial Partners. Our custodial partners include ACS/Mellon, HSA Bank, and our Premier HSA through our parent company, M&I Bank FSB. With all of these relationships, Metavante serves as the single-source for all payments and benefit account management including (FSA, HRA, HSA, etc.) enrollment, account stacking and multi-purse technology. With Metavante as your gateway to payments technology you can manage all of our healthcare payments business through one single interface, saving you time and money.

Choosing another Custodial Partner

In addition to the pre-integrated Custodial Partnerships that we offer, Metavante can also build custom integrations to the custodian of your choice. That means if you already have a relationship with a bank providing HSA services, keep it. We’ll work with your existing relationships and can even recommend an HSA custodial choice out of our network of 1,500 financial institutions worldwide.