Health Wallet Support

Josh Hostetler

Dave Stehler

Kayla Gross

Learn how to manage benefits for an organization, like connecting bank accounts, adding new organizations, restricting an organization's investment products, and more.

Set up a new organization

Collin Couey

Learn best practices for setting up new benefit plans for organizations 

Design benefit plans

Learn how to review claims, find member information, and set up service agents

Support members 

Learn how partner administrators can set up platform defaults, like investment thresholds and card-issuing settings

Manage platform default settings

Learn how to manage employer and employee contributions to their benefits

Schedule contributions to benefit accounts

Learn what RMF is and how our platform handles RMF

Manage required minimum funding (RMF)

Learn how to set up unique settings for an organization

Customize organization settings

Learn how to generate and analyze benefit utilization with the Report Builder

Generate reports

Find answers and get help from Intercom Support and Community Experts

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